StockDriftsStockDriftsTop 49 Chico Wealth Ria Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | Dimensional US Core Equity 2 ETF | 41.75% | 1.81M | $80.1M | +0.63%(+11.29K) | $28.68(+60.52%) | 2026-06-30 | |
| DFAI | Dimensional International Cr Eq Mkt ETF | 21.85% | 1.02M | $41.9M | +1.50%(+14.98K) | $28.79(+50.56%) | 2026-06-30 | |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | 9.78% | 466.6K | $18.8M | +0.11%(+490) | $25.99(+51.44%) | 2026-06-30 | |
| KLAC | Kla Corp | 4.77% | 30.3K | $9.2M | +0.05%(+16) | $51.15(+288.28%) | 2026-06-30 | |
| DFAU | Dimensional US Core Equity Market ETF | 4.03% | 149.6K | $7.7M | +0.00%(+0) | $31.12(+72.62%) | 2026-06-30 | |
| DFSD | Dimensional SHRT DRT FXD Incm ETF | 2.34% | 93.9K | $4.5M | +0.00%(+0) | $48.10(-1.33%) | 2026-06-30 | |
| TCBK | TriCo Bancshares | 1.22% | 43.7K | $2.4M | +0.00%(+0) | $41.49(+38.77%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Markets ETF | 0.97% | 26.2K | $1.9M | -1.02%(-269) | $49.30(+50.13%) | 2026-06-30 | |
| AAPL | Apple Inc | 0.97% | 6.4K | $1.9M | +3.92%(+242) | $189.83(+60.87%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Class A | 0.77% | 4.1K | $1.5M | +44.33%(+1.27K) | $196.25(+75.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.30% | +65.55% | — | — | +63.30% |
| Top 20 Holdings Unweighted | +21.23% | +78.16% | — | — | +69.61% |
Chico Wealth Ria reports $191.92M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (41.8%), DFAI (21.9%) and DFAE (9.8%). The top 20 holdings account for 93.96% of reported assets. Its disclosed equity book has returned +65.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chico Wealth Ria’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1926037). View Chico Wealth Ria’s 13F filings on SEC