ETF Holders

Chico Wealth RIA ETF holdings

Chico, CA

Reported $161.6M in 15 ETFs in its Form 13F for June 30, 2026.

ETF value
$161.6M
ETFs held
15
Change from prior quarter
+12.4%
With price moves
ETFs as a share of its 13F
84.2%
of $191.9M

Top 10 of 15 ETF holdings

TickerFundValueSharesChange
DFACDimensional U.S. Core Equity 2 ETF$80.1M1,806,421+11,291 shares
DFAIDimensional International Core Equity Market ETF$41.9M1,016,596+14,980 shares
DFAEDimensional Emerging Core Equity Market ETF$18.8M466,601+490 shares
DFAUDimensional US Core Equity Market ETF$7.7M149,602No change
DFSDDimensional Short-Duration Fixed Income ETF$4.5M93,864No change
VEAVanguard FTSE Developed Markets ETF$1.9M26,229−269 shares
GLDSPDR Gold Shares$1.3M3,601+1 shares
DFAWDimensional World Equity ETF$1.0M12,663+1,166 shares
VTIVanguard Morningstar Total Stock Market ETF$918K2,479−53 shares
SPYState Street SPDR S&P 500 ETF Trust$878K1,176No change
5 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001926037. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Chico Wealth RIA own?

Chico Wealth RIA reported 15 ETF positions worth $161.6M in its Form 13F for June 30, 2026. The largest was DFAC, at $80.1M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.