Chico Wealth Ria - Q12026 Holdings

Chico Wealth Ria holds 37 stocks with a total portfolio value of $ 163.71M as of Q12026. In Q12026, Chico Wealth Ria added 7 new positions, increased stakes in 17 stocks, reduced 6 holdings, and fully exited 3 positions. The largest holding is Dimensional Us Core Equity 2 Etf (DFAC), representing 42.61% of the total portfolio.