Chico Wealth Ria Portfolio Holdings
Chico Wealth Ria
- $146 Million
- Q3 2025
Chico Wealth Ria has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Million distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $63.8M, Dimensional ETF Tr with a value of $33.5M, Dimensional ETF Tr with a value of $12.8M, Dimensional ETF Tr Short Durat with a value of $8.6M, and Dimensional ETF Tr with a value of $6.85M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $125M to 146M.
Below you can find more details about Chico Wealth Ria portfolio as well as his latest detailed transactions.
Portfolio value
$146 Million
ETFs: $132 Million
Technology: $6.3 Million
Financial Services: $3.52 Million
Communication Services: $1.61 Million
Consumer Cyclical: $625,000
Industrials: $537,000
Utilities: $464,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|