Skip to content
Disclosery

Chico Wealth RIA

Follow

13F filer, CIK 1926037, CHICO, CA

Chico Wealth RIA reported $126,431,431 across 33 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-14. Its ten largest share positions make up 92.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001926037-25-000003

Period
2025-06-30
Reported value
$126M
Holdings
33
Top 10 weight
92.64%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+14,605$523K
SKYnew+5,005$313K
COFnew+1,046$223K
QQQnew+400$221K
NVDAadded+760$120K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFAIreduced-21,101-$729K
KLACreduced-629-$563K
DFAUreduced-2,963-$126K
DFAEreduced-3,756-$109K
FERGreduced-425-$92.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001926037-25-000003, largest first. % of portfolio is the value over $126,431,431, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550,174 shares; 2024Q4: 1,593,574 shares; 2025Q1: 1,624,519 shares; 2025Q2: 1,639,124 shares 1,639,124$58.7M46.46%+14,605Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858,585 shares; 2024Q4: 904,474 shares; 2025Q1: 924,356 shares; 2025Q2: 903,255 shares 903,255$31.2M24.7%-21,101Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,258 shares; 2024Q4: 387,873 shares; 2025Q1: 401,516 shares; 2025Q2: 397,760 shares 397,760$11.5M9.11%-3,756Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,565 shares; 2024Q4: 152,565 shares; 2025Q1: 152,565 shares; 2025Q2: 149,602 shares 149,602$6.34M5.01%-2,963Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,649 shares; 2025Q1: 3,649 shares; 2025Q2: 3,020 shares 3,020$2.71M2.14%-629Timeline
TCBKTRICO BANCSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,954 shares; 2024Q4: 43,654 shares; 2025Q1: 43,654 shares; 2025Q2: 43,654 shares 43,654$1.77M1.4%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,921 shares; 2024Q4: 28,001 shares; 2025Q1: 26,956 shares; 2025Q2: 26,829 shares 26,829$1.53M1.21%-127Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,821 shares; 2024Q4: 5,611 shares; 2025Q1: 5,610 shares; 2025Q2: 5,393 shares 5,393$1.11M0.88%-217Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,078 shares; 2025Q1: 2,083 shares; 2025Q2: 2,209 shares 2,209$1.1M0.87%+126Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares 3,600$1.1M0.87%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,252 shares; 2025Q1: 1,266 shares; 2025Q2: 1,270 shares 1,270$937K0.74%+4Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 2,681 shares; 2025Q1: 2,561 shares; 2025Q2: 2,542 shares 2,542$773K0.61%-19Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,757 shares; 2024Q4: 9,955 shares; 2025Q1: 9,355 shares; 2025Q2: 9,241 shares 9,241$727K0.58%-114Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,095 shares 1,095$676K0.53%+1Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,228 shares; 2024Q4: 17,228 shares; 2025Q1: 17,228 shares; 2025Q2: 18,235 shares 18,235$541K0.43%+1,007Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 2,834 shares; 2025Q1: 2,844 shares; 2025Q2: 2,834 shares 2,834$499K0.4%-10Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,094 shares; 2025Q1: 1,105 shares; 2025Q2: 1,005 shares 1,005$488K0.39%-100Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,529 shares; 2024Q4: 17,540 shares; 2025Q1: 17,539 shares; 2025Q2: 17,541 shares 17,541$472K0.37%+2Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,776 shares; 2025Q1: 2,183 shares; 2025Q2: 2,943 shares 2,943$465K0.37%+760Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,858 shares; 2024Q4: 26,858 shares; 2025Q1: 30,815 shares; 2025Q2: 30,771 shares 30,771$429K0.34%-44Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,893 shares 1,893$415K0.33%-58Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 926 shares 926$359K0.28%+177Timeline
ABATAMERICAN BATTERY TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares 200,000$324K0.26%0Timeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,005 shares 5,005$313K0.25%newTimeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,931 shares; 2025Q2: 4,931 shares 4,931$266K0.21%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,259 shares; 2024Q4: 9,052 shares; 2025Q1: 9,052 shares; 2025Q2: 9,052 shares 9,052$266K0.21%0Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,511 shares; 2025Q1: 1,509 shares; 2025Q2: 1,084 shares 1,084$236K0.19%-425Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 4,891 shares; 2025Q1: 4,730 shares; 2025Q2: 4,705 shares 4,705$233K0.18%-25Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,046 shares 1,046$223K0.18%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: 400 shares 400$221K0.17%newTimeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 973 shares; 2025Q2: 972 shares 972$212K0.17%-1Timeline
IPOWER INCIPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236,795 shares; 2025Q1: 236,795 shares; 2025Q2: 236,795 shares 236,795$153K0.12%0
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,362 shares; 2024Q4: 137,362 shares; 2025Q1: 137,362 shares; 2025Q2: 137,362 shares 137,362$73.2K0.06%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001926037-25-000003 base2025-07-14acceptance time not in the bulk data set