Chico Wealth Ria Portfolio Holdings by Sector

Chico Wealth Ria

$125 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFAI DFAE DFAU VEA GLD BSV SPY 12 stocks	$113,111 90.4% of portfolio	4	6	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$2,705 2.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TCBK 1 stocks	$1,767 1.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$1,436 1.15% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,106 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,098 0.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$772 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN IPW 2 stocks	$568 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$488 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$464 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PCG 1 stocks	$428 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$359 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical SKY 1 stocks	$313 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$222 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI 1 stocks	$211 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate OPEN 1 stocks	$72 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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