Chico Wealth Ria Portfolio Holdings
Chico Wealth Ria
- $114 Million
- Q1 2025
Chico Wealth Ria has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $114 Million distributed in 30 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 $53.6M, Dimensional ETF Tr with a value of $28.9M, Dimensional ETF Tr with a value of $10.4M, Dimensional ETF Tr with a value of $5.86M, and Kla Corp with a value of $2.48M.
Examining the 13F form we can see an increase of $720K in the current position value, from $113M to 114M.
Below you can find more details about Chico Wealth Ria portfolio as well as his latest detailed transactions.
Portfolio value
$114 Million
ETFs: $104 Million
Technology: $4.74 Million
Financial Services: $2.33 Million
Communication Services: $1.17 Million
Consumer Cyclical: $691,000
Utilities: $529,000
Industrials: $247,000
Real Estate: $140,000
Other: $0