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Chico Wealth RIA
Chico Wealth RIA is an institution, managing $147.1M across 33 long positions as of Q3 2025 with 89% ETF concentration, 92% concentrated in top 10 holdings, and 43% allocation to DFAC.
- Portfolio Value
- $147.1M
- Positions
- 33
- Top Holding
- DFAC at 43.36%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Chico Wealth RIA's portfolio (91.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $63.8M | 43.36% | +$567.3K Bought | — 1.7M shares | |
ETF ETF | $33.5M | 22.79% | +$700.5K Bought | — 922.5K shares | |
ETF ETF | $12.8M | 8.70% | +$263.6K Bought | — 406.1K shares | |
ETF ETF | $8.6M | 5.85% | +$8.6M New | — 178.5K shares | |
ETF ETF | $6.8M | 4.65% | — | — 149.6K shares | |
Semiconductors Technology | $3.3M | 2.21% | +$1.1K Bought | 0.00% 3.0K shares | |
Banks - Regional Financial Services | $1.9M | 1.32% | — | 0.13% 43.7K shares | |
ETF ETF | $1.6M | 1.09% | -$10.3K Sold | — 26.7K shares | |
Consumer Electronics Technology | $1.4M | 0.93% | -$5.9K Sold | 0.00% 5.4K shares | |
Unknown Unknown | $1.3M | 0.87% | — | — 3.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Chico Wealth RIA's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Chico Wealth RIA
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