CHICO WEALTH RIA Top 13F Holdings - WhaleWisdom.com

CHICO WEALTH RIA Top 13F Holdings - WhaleWisdom.com

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Chico Wealth RIA is based out of Chico. Chico Wealth RIA is a large advisory firm with 339 clients and discretionary assets under management (AUM) of $408,282,476 (Form ADV from 2024 …

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$117Million Chico Wealth RIA Q3 2024 13F Holdings Report, Stock ...

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Chico Wealth RIA reported 30 stock holdings with total value $117M as of Q3 2024. Top holdings included DFAC, DFAI, DFAE, DFAU, and KLAC. Open main menu. PortfolioSavvy Stocks. …

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Chico Wealth RIA Q1 2024 13F Top Portfolio Holdings

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Apr 18, 2024  · Chico Wealth RIA reported 30 holdings with total value $106 M as of Q1 2024. Top holdings included DFAC, DFAI, DFAE, DFAU, and KLAC. Chico Wealth RIA Q1 2024 13F …

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Chico Wealth Ria 13F Annual Report (2024) - Wallmine

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Chico Wealth Ria 13F annual report ... As of 11th April 2024, Chico Wealth Ria’s top holding is 2,886,293 shares of Dimensional Etf Trust currently worth over $89.2 billion and making up …

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Chico Wealth RIA Q2 2024 13F Top Portfolio Holdings

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Chico Wealth RIA reported 27 holdings with total value $109 M as of Q2 2024. Top holdings included DFAC, DFAI, DFAE, DFAU, and KLAC. Chico Wealth RIA Q2 2024 13F Holdings …

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Chico Wealth RIA Portfolio | Chico Wealth RIA 13F Holdings

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Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; Chico Wealth RIA: Chico Wealth RIA: 1.39%: $109137000: 27: N/A

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ELYXIUM WEALTH, LLC Top 13F Holdings - WhaleWisdom.com

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Elyxium Wealth is based out of San Mateo. Elyxium Wealth is a large advisory firm with 39 clients and discretionary assets under management (AUM) of $260,400,000 (Form ADV from 2024 …

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Chico Wealth RIA Q3 2024 13F Top Portfolio Holdings

1 week from now

Jul 22, 2024  · Chico Wealth RIA reported 30 holdings with total value $117 M as of Q3 2024. Top holdings included DFAC, DFAI, DFAE, DFAU, and KLAC. Chico Wealth RIA ... Num holdings …

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CANNON WEALTH MANAGEMENT SERVICES, LLC Top 13F …

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Sep 30, 2024  · Cannon Wealth Management Services is a large advisory firm with 396 clients and discretionary assets under management (AUM) of $172,008,221 (Form ADV from 2024-03 …

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CATALYTIC WEALTH RIA, LLC Top 13F Holdings - WhaleWisdom.com

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Catalytic Wealth Ria is based out of Cambridge. Catalytic Wealth Ria is a large advisory firm with 107 clients and discretionary assets under management (AUM) of $1,714,816,648 (Form ADV …

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CIC WEALTH, LLC Top 13F Holdings - WhaleWisdom.com

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CIC Wealth is based out of Rockville. CIC Wealth is a large advisory firm with 836 clients and discretionary assets under management (AUM) of $650,182,537 (Form ADV from 2024-03 …

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WATERWAY WEALTH MANAGEMENT, LLC Top 13F Holdings

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Waterway Wealth Management is a large advisory firm with 304 clients and discretionary assets under management (AUM) of $566,878,129 (Form ADV from 2024-06-24). Their last reported …

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RIA ADVISORY GROUP LLC Top 13F Holdings - WhaleWisdom.com

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RIA Advisory Group is based out of Des Moines. RIA Advisory Group is a large advisory firm with 1665 clients and discretionary assets under management (AUM) of $392,195,349 (Form ADV …

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OSHAUGHNESSY ASSET MANAGEMENT, LLC Top 13F Holdings

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Their last reported 13F filing for Q3 2024 included $11,207,501,600 in managed 13F securities and a top 10 holdings concentration of 17.72%. Oshaughnessy Asset Management's largest …

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