Chico Wealth RIA
Chico Wealth RIA reported 49 positions worth $191.9M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: DFAC (41.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $80.1M | 41.75% | 1,806,421 | — | — | |
| ▸ 2 | DFAI | SH | $41.9M | 21.85% | 1,016,596 | — | — | |
| ▸ 3 | DFAE | SH | $18.8M | 9.78% | 466,601 | — | — | |
| ▸ 4 | KLAC | SH | $9.2M | 4.77% | 30,346 | — | — | |
| ▸ 5 | DFAU | SH | $7.7M | 4.03% | 149,602 | — | — | |
| ▸ 6 | DFSD | SH | $4.5M | 2.34% | 93,864 | — | — | |
| ▸ 7 | TCBK | SH | $2.4M | 1.22% | 43,654 | — | — | |
| ▸ 8 | VEA | SH | $1.9M | 0.97% | 26,229 | — | — | |
| ▸ 9 | AAPL | SH | $1.9M | 0.97% | 6,408 | — | — | |
| ▸ 10 | GOOGL | SH | $1.5M | 0.77% | 4,122 | — | — |
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Frequently Asked Questions
What stocks does Chico Wealth RIA hold as of Q2 2026?
Chico Wealth RIA reported 49 positions worth $191.9M in its Q2 2026 13F filing. Largest positions: DFAC (41.8%), DFAI (21.9%), DFAE (9.8%), KLAC (4.8%) and DFAU (4.0%).
What did Chico Wealth RIA buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Chico Wealth RIA sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.