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The Analysis of Chico Wealth RIA's Holdings & P&L

Currently, Chico Wealth RIA holds 37 types of securities in its portfolio with a total value $163.7M. In the most recent quarter, they have increased their positions in DFAC (+110.8K shares, valued at $4.3M), DFAI (+29.4K shares, valued at $1.1M), IREN (+30.0K shares, valued at $1.0M); decreased their positions in LVLU (-33.6K shares, valued at $427.4K), MSFT (-450 shares, valued at $166.6K), N/A (-200 shares, valued at $57.5K); initiated new positions in IREN (+30.0K shares, valued at $1.0M), VLO (+3.2K shares, valued at $785.4K), CMRC (+148.2K shares, valued at $395.7K).

1M P&L

+11.9M+5.37%

3M P&L

+21.0M+9.91%

HY P&L

+43.9M+23.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A143.8M

88.9%

2Semiconductor Equipment & Materials4.5M

2.8%

3Banks - Regional2.1M

1.3%

Top Industries by Stock Count

1N/A15 stocks

45.5%

2Capital Markets2 stocks

6.1%

3Internet Retail1 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC Dimensional US Core Equity 2 ETF1.8M shares6.58%2026-03-312026-05-08

DFAI Dimensional International Cr Eq Mkt ETF1.0M shares3.03%2026-03-312026-05-08

DFAE Dimensional Emerging Core Equity Mkt ETF466.1K shares5.65%2026-03-312026-05-08

DFAU Dimensional US Core Equity Market ETF149.6K shares0.00%2026-03-312026-05-08

DFSD Dimensional SHRT DRT FXD Incm ETF93.9K shares0.00%2026-03-312026-05-08

KLAC Kla Corp3.0K shares0.07%2026-03-312026-05-08

TCBK TriCo Bancshares43.7K shares0.00%2026-03-312026-05-08

LVLU Lulus Fashion Lounge Holdings Inc138.1K shares-19.57%2026-03-312026-05-08

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VEA Vanguard FTSE Developed Markets ETF26.5K shares0.00%2026-03-312026-05-08

AAPL Apple Inc6.2K shares0.98%2026-03-312026-05-08

GLD SPDR Gold Shares ETF3.6K shares0.00%2026-03-312026-05-08

IREN Iren LTD F30.0K sharesnew addition2026-03-312026-05-08

DFAW Dimensional World Equity ETF11.5K shares167.19%2026-03-312026-05-08

Alphabet Inc Class A Alphabet Inc Class A2.9K shares-6.54%2026-03-312026-05-08

CAT Caterpillar Inc1.2K shares0.35%2026-03-312026-05-08

VTI Vanguard Total Stock Market ETF2.5K shares0.00%2026-03-312026-05-08

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VLO Valero Energy Corp3.2K sharesnew addition2026-03-312026-05-08

META Meta Platforms Inc Class A1.4K shares6.93%2026-03-312026-05-08

SPY SPDR S&P 500 ETF Trust1.2K shares0.17%2026-03-312026-05-08

NVDA NVIDIA Corp4.3K shares4.42%2026-03-312026-05-08

MSFT Microsoft Corp2.0K shares-18.14%2026-03-312026-05-08

BSV Vanguard Short-Term Bond ETF8.3K shares-7.97%2026-03-312026-05-08

DFEM Dimensional Emerging Markets Cr Eq 2 ETF18.2K shares0.00%2026-03-312026-05-08

AJG Gallagher Arthur J & Co2.9K shares-0.28%2026-03-312026-05-08

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PCG PG&E Corp34.1K shares10.61%2026-03-312026-05-08

AMZN Amazon.com Inc2.4K shares5.54%2026-03-312026-05-08

Berkshire Hathaway Class B Berkshire Hathaway Class B1.0K shares1.16%2026-03-312026-05-08

BF.B Brown-Forman Corp17.6K shares-0.03%2026-03-312026-05-08

CMRC BigCommerce Holdings Inc Ordinary Shares Series 1148.2K sharesnew addition2026-03-312026-05-08

CIFR Cipher MNG Inc30.0K sharesnew addition2026-03-312026-05-08

Invesco QQQ Trust Invesco QQQ Trust630 shares1.29%2026-03-312026-05-08

DFAX Dimensional World ex US Core Eq 2 ETF9.7K shares0.09%2026-03-312026-05-08

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VWO Vanguard FTSE Emerging Markets ETF4.6K shares0.00%2026-03-312026-05-08

GRWG Growgeneration Corp227.0K sharesnew addition2026-03-312026-05-08

USFD US Foods HLDG Corp2.6K sharesnew addition2026-03-312026-05-08

JPM JPMorgan Chase & Co766 shares2.00%2026-03-312026-05-08

Ferguson Enterprises Inc Ferguson Enterprises Inc887 sharesnew addition2026-03-312026-05-08

DFAC

Dimensional US Core Equity 2 ETF

6.58%

Shares1.8M

Event2026-03-31

Filed2026-05-08

DFAI

Dimensional International Cr Eq Mkt ETF

3.03%

Shares1.0M

Event2026-03-31

Filed2026-05-08

DFAE

Dimensional Emerging Core Equity Mkt ETF

5.65%

Shares466.1K

Event2026-03-31

Filed2026-05-08

DFAU

Dimensional US Core Equity Market ETF

0.00%

Shares149.6K

Event2026-03-31

Filed2026-05-08

DFSD

Dimensional SHRT DRT FXD Incm ETF

0.00%

Shares93.9K

Event2026-03-31

Filed2026-05-08

KLAC

Kla Corp

0.07%

Shares3.0K

Event2026-03-31

Filed2026-05-08

TCBK

TriCo Bancshares

0.00%

Shares43.7K

Event2026-03-31

Filed2026-05-08

LVLU

Lulus Fashion Lounge Holdings Inc

-19.57%

Shares138.1K

Event2026-03-31

Filed2026-05-08

VEA

Vanguard FTSE Developed Markets ETF

0.00%

Shares26.5K

Event2026-03-31

Filed2026-05-08

AAPL

Apple Inc

0.98%

Shares6.2K

Event2026-03-31

Filed2026-05-08

GLD

SPDR Gold Shares ETF

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-08

IREN

Iren LTD F

New

Shares30.0K

Event2026-03-31

Filed2026-05-08

DFAW

Dimensional World Equity ETF

167.19%

Shares11.5K

Event2026-03-31

Filed2026-05-08

Alphabet Inc Class A

-6.54%

Shares2.9K

Event2026-03-31

Filed2026-05-08

CAT

Caterpillar Inc

0.35%

Shares1.2K

Event2026-03-31

Filed2026-05-08

VTI

Vanguard Total Stock Market ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-08

VLO

Valero Energy Corp

New

Shares3.2K

Event2026-03-31

Filed2026-05-08