13F Filings History of Chico Wealth RIA

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$153,490,020
Signature - Title
Khanthaly Dacanay - Director of Operations
Location
Chico, CA
Summary
This page shows a list of all the recent 13F filings made by Chico Wealth RIA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Chico Wealth RIA reported 33 stock holdings with total value $153,490,020 as of Q4 2025. Top holdings included DFAC, DFAI, DFAE, DFAU, and DFSD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 33 $153,490,020 +$5,872,924 -$4,410,679 +$1,462,245 DFAC, DFAI, DFAE, DFAU, DFSD 13F-HR 10 Feb 2026, 16:39
Q3 2025 33 $147,130,145 +$12,529,685 -$1,391,974 +$11,137,711 DFAC, DFAI, DFAE, DFSD, DFAU 13F-HR 20 Oct 2025, 20:14
Q2 2025 33 $126,431,431 +$1,564,978 -$1,751,316 -$186,338 DFAC, DFAI, DFAE, DFAU, KLAC 13F-HR 14 Jul 2025, 12:31
Q1 2025 30 $115,236,531 +$2,562,104 -$357,882 +$2,204,222 DFAC, DFAI, DFAE, DFAU, KLAC 13F-HR 22 Apr 2025, 12:06
Q4 2024 30 $114,378,239 +$3,574,741 -$2,944,218 +$630,523 DFAC, DFAI, DFAE, DFAU, KLAC 13F-HR 22 Jan 2025, 17:09
Q3 2024 30 $116,903,394 +$2,016,920 -$962,682 +$1,054,238 DFAC, DFAI, DFAE, DFAU, KLAC 13F-HR 23 Oct 2024, 12:03
Q2 2024 27 $109,138,530 +$3,034,059 -$1,027,848 +$2,006,211 DFAC, DFAI, DFAE, DFAU, KLAC 13F-HR 19 Jul 2024, 17:49
Q1 2024 30 $105,740,932 +$5,147,151 -$1,951,857 +$3,195,294 DFAC, DFAI, DFAE, DFAU, KLAC 13F-HR 18 Apr 2024, 12:23
Q4 2023 34 $95,976,368 +$4,247,520 -$585,102 +$3,662,418 DFAC, DFAI, DFAE, DFAU, KLAC 13F-HR 22 Jan 2024, 13:59
Q3 2023 28 $83,602,831 +$4,281,425 -$1,191,101 +$3,090,324 DFAC, DFAI, DFAE, DFAU, VEA 13F-HR 13 Oct 2023, 14:18
Q2 2023 23 $83,912,231 +$3,928,008 -$887,285 +$3,040,723 DFAC, DFAI, DFAE, DFAU, VEA 13F-HR 10 Aug 2023, 12:33
Q1 2023 23 $77,739,399 +$1,301,058 -$17,506,658 -$16,205,600 DFAC, DFAI, DFAE, DFAU, TCBK 13F-HR 11 May 2023, 14:05
Q4 2022 21 $89,422,759 +$4,120,514 -$8,445,877 -$4,325,363 DFAC, DFAI, DFAE, DFAU, DFNM 13F-HR 18 Jan 2023, 12:23
Q3 2022 22 $86,132,000 +$11,308,967 -$41,004,921 -$29,695,954 DFAC, DFAI, DFAE, AAPL, DFAU 13F-HR 26 Oct 2022, 18:42
Q2 2022 22 $123,045,000 +$22,674,763 -$10,557,699 +$12,117,064 DFAC, DFNM, DFAI, DFCF, DFIP 13F-HR 19 Jul 2022, 15:28
Q1 2022 23 $124,766,000 $0 $0 $0 DFAC, DFAI, DFNM, DFCF, AAPL 13F-HR 28 Apr 2022, 18:20