Chico Wealth RIA

Business address
555 Main Street, Suite 400, Chico, CA, 95928
Top securities (13F)
DFAC, DFAI, DFAE, DFSD, DFAU, KLAC, TCBK, VEA, AAPL, GLD, MSFT, META, AJG, VTI, SPY, BSV, GOOGL, DFEM, NVDA, and CAT
State of incorporation
CA
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Chico Wealth RIA has filed 15 SEC EDGAR filings since 29 Apr 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-22434
13F-HR Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-22434
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-22434
13F-HR Open Document Open Filing 22 Jan 2025 31 Dec 2024 028-22434
13F-HR Open Document Open Filing 23 Oct 2024 30 Sep 2024 028-22434
13F-HR Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-22434
13F-HR Open Document Open Filing 18 Apr 2024 31 Mar 2024 028-22434
13F-HR Open Document Open Filing 22 Jan 2024 31 Dec 2023 028-22434
13F-HR Open Document Open Filing 13 Oct 2023 30 Sep 2023 028-22434
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-22434
13F-HR Open Document Open Filing 11 May 2023 31 Mar 2023 028-22434
13F-HR Open Document Open Filing 18 Jan 2023 31 Dec 2022 028-22434
13F-HR Open Document Open Filing 27 Oct 2022 30 Sep 2022 028-22434
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-22434
13F-HR Open Document Open Filing 29 Apr 2022 31 Mar 2022 028-22434