Chico Wealth RIA holds a concentrated book of 49 reported positions worth $191.9M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Alphabet Inc-CL C and trimmed Vanguard Ftse Developed ETF. Their largest long position is Dimensional US Core Equity 2 at 42% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+18.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Chico Wealth RIA is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 1.6 points over this window.
Growth of $10,000 cloning Chico Wealth RIA's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Chico Wealth RIA
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 6 / 49 | $4.4B |
| Shanda Asset Management Holdings Ltd | 4 / 49 | $1.8B |
| Prospect Hill Management, LLC | 8 / 49 | $240.9M |
| Hoffman, Alan N Investment Management | 8 / 49 | $154.1M |
| Uhlmann Price Securities, LLC | 17 / 49 | $2.4B |
| Pandowealth. LLC | 7 / 49 | $109.7M |
| Voyager Global Management LP | 6 / 49 | $3.3B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 49 | $415.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Chico Wealth RIA: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional US Core Equity 2 ETF ETF | $80.1M | 1.81M | 41.8% | ▲+0.6% Added · +11K sh | |
| 2 | Dimensional International Cr Eq Mkt ETF ETF | $41.9M | 1.02M | 21.9% | ▲+1.5% Added · +15K sh | |
| 3 | Dimensional Emerging Core Equity Mkt ETF ETF | $18.8M | 466.6K | 9.8% | ▲+0.1% Added · +490 sh | |
| 4 | Kla Corp Common Stock | $9.2M | 30.3K | 4.8% | ▲10× Added · +27K sh | |
| 5 | Dimensional US Core Equity Market ETF ETF | $7.7M | 149.6K | 4.0% | —Held | |
| 6 | Dimensional SHRT DRT FXD Incm ETF ETF | $4.5M | 93.9K | 2.3% | —Held | |
| 7 | TriCo Bancshares Common Stock | $2.4M | 43.7K | 1.2% | —Held | |
| 8 | Vanguard FTSE Developed Markets ETF ETF | $1.9M | 26.2K | 1.0% | ▼−1.0% Reduced · −269 sh | |
| 9 | Apple Inc Common Stock | $1.9M | 6.4K | 1.0% | ▲+3.9% Added · +242 sh | |
| 10 | Alphabet Inc Class A Common Stock | $1.5M | 4.1K | 0.8% | ▲+44% Added · +1K sh | |
| 11 | Iren LTD F Common Stock | $1.5M | 31.7K | 0.8% | ▲+5.7% Added · +2K sh | |
| 12 | SPDR Gold Shares ETF ETF | $1.3M | 3.6K | 0.7% | ▲~0% Added · +1 sh | |
| 13 | Caterpillar Inc Common Stock | $1.2M | 1.2K | 0.6% | ▲+1.2% Added · +14 sh | |
| 14 | Lulus Fashion Lounge Holdings Inc Common Stock | $1.1M | 138.1K | 0.6% | —Held | |
| 15 | Dimensional World Equity ETF ETF | $1.0M | 12.7K | 0.5% | ▲+10% Added · +1K sh | |
| 16 | Microsoft Corp Common Stock | $967K | 2.6K | 0.5% | ▲+28% Added · +562 sh | |
| 17 | Vanguard Total Stock Market ETF ETF | $918K | 2.5K | 0.5% | ▼−2.1% Reduced · −53 sh | |
| 18 | SPDR S&P 500 ETF Trust ETF | $878K | 1.2K | 0.5% | —Held | |
| 19 | Valero Energy Corp Common Stock | $833K | 3.2K | 0.4% | ▲+0.7% Added · +21 sh | |
| 20 | Nvidia Corp Common Stock | $765K | 3.8K | 0.4% | ▼−12% Reduced · −504 sh | |
| 21 | Dimensional Emerging Markets Cr Eq 2 ETF ETF | $741K | 18.2K | 0.4% | —Held | |
| 22 | Cipher MNG Inc Common Stock | $735K | 30.0K | 0.4% | —Held | |
| 23 | Alphabet Inc Class C Common Stock | $689K | 1.9K | 0.4% | ▲New New position | |
| 24 | Meta Platforms Inc Class A Common Stock | $685K | 1.2K | 0.4% | ▼−10% Reduced · −140 sh | |
| 25 | Gallagher Arthur J & Co Common Stock | $667K | 2.9K | 0.3% | ▲+0.3% Added · +8 sh | |
| 26 | Vanguard Short-Term Bond ETF ETF | $648K | 8.3K | 0.3% | ▲+0.2% Added · +18 sh | |
| 27 | Amazon.com Inc Common Stock | $648K | 2.7K | 0.3% | ▲+11% Added · +279 sh | |
| 28 | PG&E Corp Common Stock | $573K | 34.1K | 0.3% | ▼−0.1% Reduced · −30 sh | |
| 29 | BigCommerce Holdings Inc Ordinary Shares Series 1 Common Stock | $540K | 182.6K | 0.3% | ▲+23% Added · +34K sh | |
| 30 | Berkshire Hathaway Class B Common Stock | $521K | 1.0K | 0.3% | ▼−0.1% Reduced · −1 sh | |
| 31 | Brown-Forman Corp Common Stock | $469K | 17.6K | 0.2% | ▲+0.2% Added · +32 sh | |
| 32 | Invesco QQQ Trust ETF | $464K | 630 | 0.2% | —Held | |
| 33 | Dimensional World ex US Core Eq 2 ETF ETF | $361K | 9.8K | 0.2% | ▲+0.6% Added · +54 sh | |
| 34 | Nebius Group N V A A Common Stock | $359K | 1.3K | 0.2% | ▲New New position | |
| 35 | Growgeneration Corp Common Stock | $336K | 227.0K | 0.2% | —Held | |
| 36 | Equipmentsharecom Inc Class A Common Stock | $322K | 16.4K | 0.2% | ▲New New position | |
| 37 | Micron Technology Inc Common Stock | $280K | 243 | 0.1% | ▲New New position | |
| 38 | Vanguard FTSE Emerging Markets ETF ETF | $277K | 4.6K | 0.1% | ▲~0% Added · +1 sh | |
| 39 | US Foods HLDG Corp Common Stock | $261K | 2.6K | 0.1% | ▲+0.1% Added · +4 sh | |
| 40 | JPMorgan Chase & Co Common Stock | $255K | 779 | 0.1% | ▲+1.7% Added · +13 sh | |
| 41 | Taiwan Semiconductor Manufacturing Co Ltd ADR Common Stock | $254K | 531 | 0.1% | ▲New New position | |
| 42 | Tesla Inc Common Stock | $233K | 554 | 0.1% | ▲New New position | |
| 43 | Medifast Inc Common Stock | $223K | 21.0K | 0.1% | ▲New New position | |
| 44 | Lumentum HLDGS Inc Common Stock | $216K | 252 | 0.1% | ▲New New position | |
| 45 | Capital One Finl Corp Common Stock | $213K | 1.1K | 0.1% | ▲New New position | |
| 46 | Ferguson Enterprises Inc Common Stock | $209K | 881 | 0.1% | ▼−0.7% Reduced · −6 sh | |
| 47 | Bank of America Corp Common Stock | $208K | 3.6K | 0.1% | ▲New New position | |
| 48 | Darden Restaurants Inc Common Stock | $204K | 989 | 0.1% | ▲New New position | |
| 49 | Enlivex LTD F Common Stock | $9K | 15.8K | <0.1% | ▲New New position |
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Use Arkolith to show Chico Wealth RIA's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.