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Chico Wealth RIA

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13F filer, CIK 1926037, CHICO, CA

Chico Wealth RIA reported $153,490,020 across 33 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10. Its ten largest share positions make up 91.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001926037-26-000002

Period
2025-12-31
Reported value
$153M
Holdings
33
Top 10 weight
91.27%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAIadded+49,651$1.89M
DFACadded+30,506$1.21M
DFAEadded+35,075$1.14M
LVLUadded+70,275$367K
JPMnew+751$242K

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
DFSDreduced-84,628-$4.06M
SERVexited-29,473-$343K
VEAreduced-160-$9.99K

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, Q4 2025

Share positions as resolved from 13F-HR 0001926037-26-000002, largest first. % of portfolio is the value over $153,490,020, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550,174 shares; 2024Q4: 1,593,574 shares; 2025Q1: 1,624,519 shares; 2025Q2: 1,639,124 shares; 2025Q3: 1,653,832 shares; 2025Q4: 1,684,338 shares 1,684,338$66.7M43.44%+30,506Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858,585 shares; 2024Q4: 904,474 shares; 2025Q1: 924,356 shares; 2025Q2: 903,255 shares; 2025Q3: 922,525 shares; 2025Q4: 972,176 shares 972,176$37M24.14%+49,651Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,258 shares; 2024Q4: 387,873 shares; 2025Q1: 401,516 shares; 2025Q2: 397,760 shares; 2025Q3: 406,120 shares; 2025Q4: 441,195 shares 441,195$14.4M9.36%+35,075Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,565 shares; 2024Q4: 152,565 shares; 2025Q1: 152,565 shares; 2025Q2: 149,602 shares; 2025Q3: 149,602 shares; 2025Q4: 149,602 shares 149,602$7M4.56%0Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,492 shares; 2025Q4: 93,864 shares 93,864$4.5M2.93%-84,628Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,649 shares; 2025Q1: 3,649 shares; 2025Q2: 3,020 shares; 2025Q3: 3,021 shares; 2025Q4: 3,031 shares 3,031$3.68M2.4%+10Timeline
TCBKTRICO BANCSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,954 shares; 2024Q4: 43,654 shares; 2025Q1: 43,654 shares; 2025Q2: 43,654 shares; 2025Q3: 43,654 shares; 2025Q4: 43,654 shares 43,654$2.07M1.35%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,821 shares; 2024Q4: 5,611 shares; 2025Q1: 5,610 shares; 2025Q2: 5,393 shares; 2025Q3: 5,370 shares; 2025Q4: 6,106 shares 6,106$1.66M1.08%+736Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,921 shares; 2024Q4: 28,001 shares; 2025Q1: 26,956 shares; 2025Q2: 26,829 shares; 2025Q3: 26,657 shares; 2025Q4: 26,497 shares 26,497$1.66M1.08%-160Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600$1.43M0.93%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,078 shares; 2025Q1: 2,083 shares; 2025Q2: 2,209 shares; 2025Q3: 2,170 shares; 2025Q4: 2,481 shares 2,481$1.2M0.78%+311Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 2,834 shares; 2025Q1: 2,844 shares; 2025Q2: 2,834 shares; 2025Q3: 2,839 shares; 2025Q4: 3,056 shares 3,056$957K0.62%+217Timeline
LVLULULUS FASHION LOUNGE HOLDINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,432 shares; 2025Q4: 171,707 shares 171,707$896K0.58%+70,275Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 2,681 shares; 2025Q1: 2,561 shares; 2025Q2: 2,542 shares; 2025Q3: 2,531 shares; 2025Q4: 2,532 shares 2,532$849K0.55%+1Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,252 shares; 2025Q1: 1,266 shares; 2025Q2: 1,270 shares; 2025Q3: 1,251 shares; 2025Q4: 1,269 shares 1,269$838K0.55%+18Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,174 shares 1,174$801K0.52%+79Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,776 shares; 2025Q1: 2,183 shares; 2025Q2: 2,943 shares; 2025Q3: 2,958 shares; 2025Q4: 4,142 shares 4,142$772K0.5%+1,184Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,789 shares; 2025Q4: 2,906 shares 2,906$752K0.49%+117Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,757 shares; 2024Q4: 9,955 shares; 2025Q1: 9,355 shares; 2025Q2: 9,241 shares; 2025Q3: 9,014 shares; 2025Q4: 9,023 shares 9,023$711K0.46%+9Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 926 shares; 2025Q3: 1,127 shares; 2025Q4: 1,153 shares 1,153$660K0.43%+26Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,228 shares; 2024Q4: 17,228 shares; 2025Q1: 17,228 shares; 2025Q2: 18,235 shares; 2025Q3: 18,235 shares; 2025Q4: 18,235 shares 18,235$603K0.39%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 2,311 shares 2,311$533K0.35%+418Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,094 shares; 2025Q1: 1,105 shares; 2025Q2: 1,005 shares; 2025Q3: 999 shares; 2025Q4: 1,031 shares 1,031$518K0.34%+32Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,858 shares; 2024Q4: 26,858 shares; 2025Q1: 30,815 shares; 2025Q2: 30,771 shares; 2025Q3: 30,774 shares; 2025Q4: 30,845 shares 30,845$496K0.32%+71Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,529 shares; 2024Q4: 17,540 shares; 2025Q1: 17,539 shares; 2025Q2: 17,541 shares; 2025Q3: 17,537 shares; 2025Q4: 17,561 shares 17,561$458K0.3%+24Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 622 shares; 2025Q4: 622 shares 622$382K0.25%0Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,931 shares; 2025Q2: 4,931 shares; 2025Q3: 4,931 shares; 2025Q4: 5,859 shares 5,859$349K0.23%+928Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,259 shares; 2024Q4: 9,052 shares; 2025Q1: 9,052 shares; 2025Q2: 9,052 shares; 2025Q3: 9,376 shares; 2025Q4: 9,728 shares 9,728$318K0.21%+352Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,593 shares; 2025Q4: 4,303 shares 4,303$318K0.21%+710Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,046 shares; 2025Q3: 1,037 shares; 2025Q4: 1,062 shares 1,062$257K0.17%+25Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 4,891 shares; 2025Q1: 4,730 shares; 2025Q2: 4,705 shares; 2025Q3: 4,640 shares; 2025Q4: 4,645 shares 4,645$250K0.16%+5Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 751 shares 751$242K0.16%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474 shares; 2025Q4: 515 shares 515$232K0.15%+41Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SERVSERVE ROBOTICS INC29,473$343Kshares

How Q4 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 0001926037-26-000002 base2026-02-10acceptance time not in the bulk data set