Latest imported 13F data

Chico Wealth RIA

•CIK: 1926037•Filing: Q4 2025

**Chico Wealth RIA** manages $153M across a concentrated portfolio of 33 positions. The fund exhibits significant conviction in select names, with its top holding, DFAC, representing $66.7M of the total assets. Further notable allocations include DFAI at $37.0M and DFAE at $14.4M, indicating a focused, high-conviction investment mandate. This structure suggests a deep, thematic approach to capital deployment.

Total AUM
$153.5M
QoQ Performance
+4.3%
Positions
33
Top 10 Concentration
91.3%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFAI
DFAE
DFAC43.4%
DFAI24.1%
DFAE9.4%
DFAU4.6%
DFSD2.9%
KLAC2.4%
TCBK1.3%
AAPL1.1%

📈 Biggest Buys

DFAI
Dimensional International Cr Eq Mkt ETF
+5.4%
24.1% of portfolio
DFAC
Dimensional US Core Equity 2 ETF
+1.8%
43.4% of portfolio
DFAE
Dimensional Emerging Core Equity Mkt ETF
+8.6%
9.4% of portfolio
LVLU
Lulus Fashion Lounge Holdings Inc
+69.3%
0.6% of portfolio
JPM
JPMorgan Chase & Co
NEW
0.2% of portfolio

📉 Biggest Sells

DFSD
Dimensional SHRT DRT FXD Incm ETF
-47.4%
2.9% of portfolio
VEA
Vanguard FTSE Developed Markets ETF
-0.6%
1.1% of portfolio

Sector Breakdown

Other94.7%
Technology3.5%
ETF0.5%
Consumer0.5%
Industrial0.4%
Financial0.3%

🚪 Exited Positionssold since Q3 2025

SERV
SERVE ROBOTICS INC
SOLD
$342.8K

Changes from Q3 2025

NEW1 new position
↑25 increased
↓2 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

DFAC43.4%
Dimensional US Core Equity 2 ETF
$66.7M
DFAI24.1%
Dimensional International Cr Eq Mkt ETF
$37.0M
DFAE9.4%
Dimensional Emerging Core Equity Mkt ETF
$14.4M
DFAU4.6%
Dimensional US Core Equity Market ETF
$7.0M
DFSD2.9%
Dimensional SHRT DRT FXD Incm ETF
$4.5M

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