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Chico Wealth RIA

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13F filer, CIK 1926037, CHICO, CA

Chico Wealth RIA reported $163,705,893 across 37 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 90.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001926037-26-000003

Period
2026-03-31
Reported value
$164M
Holdings
37
Top 10 weight
90.02%
New
7
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+110,792$4.31M
DFAIadded+29,440$1.15M
IRENnew+30,000$1.03M
DFAEadded+24,916$844K
VLOnew+3,179$785K

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
LVLUreduced-33,604-$427K
DFATexited-5,859-$349K
COFexited-1,062-$257K
TSLAexited-515-$232K
MSFTreduced-450-$167K

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, Q1 2026

Share positions as resolved from 13F-HR 0001926037-26-000003, largest first. % of portfolio is the value over $163,705,893, 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; 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; 2026Q1: 1,795,130 shares 1,795,130$69.8M42.61%+110,792Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,001,616 shares 1,001,616$39M23.84%+29,440Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 466,111 shares 466,111$15.8M9.64%+24,916Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 149,602 shares 149,602$6.75M4.12%0Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,492 shares; 2025Q4: 93,864 shares; 2026Q1: 93,864 shares 93,864$4.49M2.75%0Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,033 shares 3,033$4.47M2.73%+2Timeline
TCBKTRICO BANCSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,654 shares 43,654$2.08M1.27%0Timeline
LVLULULUS FASHION LOUNGE HOLDINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,432 shares; 2025Q4: 171,707 shares; 2026Q1: 138,103 shares 138,103$1.76M1.07%-33,604Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,498 shares 26,498$1.7M1.04%+1Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,166 shares 6,166$1.56M0.96%+60Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,600 shares 3,600$1.55M0.95%0Timeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000$1.03M0.63%newTimeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,593 shares; 2025Q4: 4,303 shares; 2026Q1: 11,497 shares 11,497$848K0.52%+7,194Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,856 shares 2,856$821K0.5%-200Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 926 shares; 2025Q3: 1,127 shares; 2025Q4: 1,153 shares; 2026Q1: 1,157 shares 1,157$820K0.5%+4Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,532 shares 2,532$812K0.5%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,179 shares 3,179$785K0.48%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,357 shares 1,357$777K0.47%+88Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,176 shares 1,176$764K0.47%+2Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,325 shares 4,325$754K0.46%+183Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,031 shares 2,031$752K0.46%-450Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,304 shares 8,304$651K0.4%-719Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,235 shares 18,235$630K0.38%0Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,789 shares; 2025Q4: 2,906 shares; 2026Q1: 2,898 shares 2,898$628K0.38%-8Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 34,117 shares 34,117$599K0.37%+3,272Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,439 shares 2,439$508K0.31%+128Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,043 shares 1,043$500K0.31%+12Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,556 shares 17,556$464K0.28%-5Timeline
CMRCCOMMERCE.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,193 shares 148,193$396K0.24%newTimeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000$386K0.24%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 630 shares 630$364K0.22%+8Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,737 shares 9,737$331K0.2%+9Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,645 shares 4,645$251K0.15%0Timeline
GRWGGROWGENERATION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227,000 shares 227,000$250K0.15%newTimeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,552 shares 2,552$235K0.14%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 751 shares; 2026Q1: 766 shares 766$225K0.14%+15Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,511 shares; 2025Q1: 1,509 shares; 2025Q2: 1,084 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 887 shares 887$207K0.13%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
DFATDIMENSIONAL ETF TRUST5,859$349Kshares
COFCAPITAL ONE FINL CORP1,062$257Kshares
TSLATESLA INC515$232Kshares

How Q1 2026 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 0001926037-26-000003 base2026-05-08acceptance time not in the bulk data set