Sign In
test

Khanthaly Dacanay

Chico Wealth Ria

Assets Managed
$163.706M
Holdings
37
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
6.66%(2Q avg: 5.49%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Chico Wealth Ria's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Chico Wealth Ria over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 163.706M in assets, with a quarterly growth rate of 6.66% and a 2-quarter average growth rate of 5.49%. The portfolio is managed by Khanthaly Dacanay, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 6.58%
42.62%
$69.759M
1.795M shares@ $38.86 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 3.03%
23.84%
$39.023M
1.002M shares@ $38.97 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 5.65%
9.65%
$15.783M
466,111 shares@ $33.87 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
4.13%
$6.75M
149,602 shares@ $45.12 avg price
DFSD
Dimensional Short Duration
Recent Activity
2.75%
$4.494M
93,864 shares@ $47.88 avg price
KLAC
Kla Corp
Recent Activity
Increased 0.07%
2.73%
$4.466M
3,033 shares@ $1472.42 avg price
TCBK
Trico Bancshares
Recent Activity
1.27%
$2.075M
43,654 shares@ $47.54 avg price
LVLU
Lulu's Fashion Lounge Holdin
Recent Activity
Decreased -19.57%
1.08%
$1.757M
138,103 shares@ $12.72 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.01%
1.04%
$1.698M
26,498 shares@ $64.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.99%
0.96%
$1.565M
6,166 shares@ $253.8 avg price

1-10 of 37