Chico Wealth RIA
All 13F Filings
- Location
- Chico, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 191,919
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 49 | 191,919 | 13F-HR | Chico Wealth RIA |
| Q1 2026 | 5/8/2026 | 37 | 163,706 | 13F-HR | Chico Wealth RIA |
| Q4 2025 | 2/10/2026 | 33 | 153,490 | 13F-HR | Chico Wealth RIA |
| Q3 2025 | 10/21/2025 | 33 | 147,130 | 13F-HR | Chico Wealth RIA |
| Q2 2025 | 7/14/2025 | 33 | 126,431 | 13F-HR | Chico Wealth RIA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.34 K | 15.8% | 10.35 K | 0 | 10.35 K |
| ETFs | 161.6 K | 84.2% | 17.87 K | 0 | 17.87 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
191,919
Holdings
49
QoQ value change ($000)
28,213
(17.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.