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TCI Wealth Advisors

Latest statistics and disclosures from TCI Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, DFAS, DFUV, AVUV, DFAC, and represent 41.85% of TCI Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$16M), DUHP (+$15M), DFUV (+$13M), AVUV (+$12M), DFGR (+$8.9M), DFAE (+$6.6M), DFAS (+$5.7M), DFSU (+$5.3M), DIHP, VTES.
Started 23 new stock positions in IEMG, QQQM, DHI, ANET, MDGL, VTEI, SPG, VCSH, DINO, LOW. AEP, GTES, USHY, VTES, C, RDDT, VXUS, EPRX, VCIT, AFL, GOVT, ETN, TMO.
Reduced shares in these 10 stocks: DFAX, NYF, AVEM, , AAPL, IGPT, SCHW, CLX, PSN, PBQQ.
Sold out of its positions in LNT, AXON, BSX, D, IGPT, NYF, LDOS, OXY, PBQQ, TDG. UNH.
TCI Wealth Advisors was a net buyer of stock by $111M.
TCI Wealth Advisors has $1.7B in assets under management (AUM), dropping by 14.85%.
Central Index Key (CIK): 0001583751

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Portfolio Holdings for TCI Wealth Advisors

TCI Wealth Advisors holds 262 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	12.8	$214M	+8%	3.0M	72.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	10.0	$168M	+3%	2.5M	68.46	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	8.1	$136M	+10%	3.0M	44.69	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.1	$103M	+12%	1.0M	99.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.8	$81M	+4%	2.1M	38.57	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.3	$72M	+4%	1.6M	46.12	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.0	$68M	+29%	1.8M	37.77	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.7	$62M	+16%	2.3M	27.31	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.7	$61M	+2%	689k	89.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.2	$54M	+13%	1.7M	31.53	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.7	$45M		1.4M	31.63	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.1	$35M	+14%	1.1M	30.39	View chart
Apple (AAPL)	2.0	$34M		133k	254.63	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	2.0	$33M		594k	55.57	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.7	$28M	-3%	905k	31.38	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$28M		479k	58.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$22M		217k	100.25	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$19M	-4%	251k	75.11	View chart
Rbb Fund Trust Longview Advantg (EBI)	1.1	$19M		337k	54.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$18M		54k	328.17	View chart
Microsoft Corporation (MSFT)	1.0	$17M	+2%	33k	517.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$13M		110k	118.83	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$13M		163k	78.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$11M		21k	502.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$10M	+2%	15k	666.17	View chart
NVIDIA Corporation (NVDA)	0.6	$9.5M	+7%	51k	186.58	View chart
Amazon (AMZN)	0.6	$9.3M		42k	219.57	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$8.7M	+155%	204k	42.47	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$8.5M	+3%	266k	31.84	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$7.6M	+22%	231k	32.90	View chart
Johnson & Johnson (JNJ)	0.5	$7.6M		41k	185.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$7.5M	+2%	11k	669.29	View chart
Caterpillar (CAT)	0.4	$7.2M		15k	477.14	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$6.4M	+3%	175k	36.35	View chart
Eli Lilly & Co. (LLY)	0.4	$6.2M		8.1k	763.03	View chart
McDonald's Corporation (MCD)	0.4	$5.9M		19k	303.89	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.8M	-2%	51k	112.75	View chart
Costco Wholesale Corporation (COST)	0.3	$5.7M		6.1k	925.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$5.4M		29k	186.49	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$5.0M	+13%	70k	71.86	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.9M		15k	315.43	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$4.7M	+5%	103k	45.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$4.6M		24k	194.50	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$4.5M		63k	71.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$4.5M	+3%	18k	243.10	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$4.4M		138k	32.07	View chart
Chevron Corporation (CVX)	0.3	$4.4M		28k	155.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.2M		17k	243.55	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$4.0M	NEW	40k	101.92	View chart
Dimensional Etf Trust International (DFSI)	0.2	$3.8M	+203%	93k	40.95	View chart
Abbvie (ABBV)	0.2	$3.6M		15k	231.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.4M		5.6k	612.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.3M	+3%	42k	78.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.3M	+3%	44k	74.37	View chart
Honeywell International (HON)	0.2	$3.2M		15k	210.49	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$3.2M	+68%	79k	41.09	View chart
Woodward Governor Company (WWD)	0.2	$3.2M		13k	252.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.9M		4.9k	600.33	View chart
Tesla Motors (TSLA)	0.2	$2.6M	+10%	5.9k	444.72	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$2.6M		54k	48.19	View chart
Home Depot (HD)	0.2	$2.6M		6.4k	405.17	View chart
Kimberly-Clark Corporation (KMB)	0.2	$2.5M		20k	124.34	View chart
Meta Platforms Cl A (META)	0.1	$2.5M	+6%	3.4k	734.40	View chart
Parsons Corporation (PSN)	0.1	$2.4M	-11%	29k	82.92	View chart
Procter & Gamble Company (PG)	0.1	$2.3M	+2%	15k	153.65	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.2M	+65%	68k	32.79	View chart
Wal-Mart Stores (WMT)	0.1	$2.1M		20k	103.06	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$2.0M	NEW	20k	100.33	View chart
International Business Machines (IBM)	0.1	$2.0M	+2%	7.1k	282.17	View chart
Pepsi (PEP)	0.1	$2.0M	-3%	14k	140.44	View chart
Broadcom (AVGO)	0.1	$1.9M	+3%	5.8k	329.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.8M		6.9k	254.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.7M		19k	91.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$1.7M	+2%	24k	72.26	View chart
Upstart Hldgs (UPST)	0.1	$1.7M		33k	50.80	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.6M		5.4k	297.64	View chart
American Express Company (AXP)	0.1	$1.6M		4.7k	332.16	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M		2.00	754200.00	View chart
Ge Aerospace Com New (GE)	0.1	$1.5M	+2%	5.0k	300.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.5M	+29%	7.3k	203.58	View chart
At&t (T)	0.1	$1.5M	+4%	52k	28.24	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M	+3%	8.6k	167.34	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.4M	-3%	10k	142.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.4M	-2%	28k	50.07	View chart
Oracle Corporation (ORCL)	0.1	$1.4M	+20%	5.1k	281.24	View chart
3M Company (MMM)	0.1	$1.4M		8.8k	155.18	View chart
Illinois Tool Works (ITW)	0.1	$1.4M		5.2k	260.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M		14k	93.37	View chart
Abbott Laboratories (ABT)	0.1	$1.3M		9.9k	133.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.3M		9.3k	142.10	View chart
Visa Com Cl A (V)	0.1	$1.3M	+8%	3.8k	341.34	View chart
Union Pacific Corporation (UNP)	0.1	$1.3M		5.4k	236.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.2M	+36%	2.6k	468.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.2M	+2%	2.5k	479.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.2M	+13%	5.5k	215.81	View chart
McKesson Corporation (MCK)	0.1	$1.2M		1.5k	772.54	View chart
Clorox Company (CLX)	0.1	$1.2M	-25%	9.4k	123.30	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.1M		2.3k	499.24	View chart
Verizon Communications (VZ)	0.1	$1.1M		24k	43.95	View chart
CVS Caremark Corporation (CVS)	0.1	$1.0M		14k	75.39	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.0M	-9%	8.1k	125.86	View chart
Netflix (NFLX)	0.1	$993k	+7%	828.00	1198.92	View chart
Texas Instruments Incorporated (TXN)	0.1	$950k		5.2k	183.74	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$922k	+33%	12k	78.09	View chart
Mastercard Incorporated Cl A (MA)	0.1	$917k		1.6k	568.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$917k		11k	87.31	View chart
Servicenow (NOW)	0.1	$896k	+2%	974.00	920.28	View chart
Goldman Sachs (GS)	0.1	$893k	+4%	1.1k	796.35	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$864k	-15%	19k	44.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$845k	-5%	27k	31.91	View chart
Philip Morris International (PM)	0.1	$844k		5.2k	162.18	View chart
Charles Schwab Corporation (SCHW)	0.0	$823k	-32%	8.6k	95.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$812k	+72%	14k	59.92	View chart
Merck & Co (MRK)	0.0	$797k		9.5k	83.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$777k		8.0k	96.55	View chart
Amgen (AMGN)	0.0	$762k		2.7k	282.21	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$756k		1.3k	596.03	View chart
Ge Vernova (GEV)	0.0	$746k	+6%	1.2k	614.90	View chart
SM Energy (SM)	0.0	$736k	-24%	30k	24.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$729k	-2%	2.1k	355.47	View chart
Watsco, Incorporated (WSO)	0.0	$724k		1.8k	404.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$724k		10k	71.37	View chart
Zions Bancorporation (ZION)	0.0	$720k		13k	56.58	View chart
Marathon Petroleum Corp (MPC)	0.0	$711k		3.7k	192.73	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$694k		14k	50.59	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$680k		4.0k	170.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$669k	+10%	12k	54.18	View chart
Travelers Companies (TRV)	0.0	$659k		2.4k	279.22	View chart
Qualcomm (QCOM)	0.0	$654k	+2%	3.9k	166.36	View chart
Cisco Systems (CSCO)	0.0	$647k		9.5k	68.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$623k	-2%	3.0k	208.69	View chart
W.W. Grainger (GWW)	0.0	$611k		641.00	952.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$610k	+19%	9.3k	65.26	View chart
Deere & Company (DE)	0.0	$610k		1.3k	457.26	View chart
Altria (MO)	0.0	$610k	-2%	9.2k	66.06	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$606k		12k	51.28	View chart
Walt Disney Company (DIS)	0.0	$597k	+3%	5.2k	114.51	View chart
Intel Corporation (INTC)	0.0	$586k		18k	33.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$579k	+2%	776.00	746.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$577k		25k	23.28	View chart
Bank of America Corporation (BAC)	0.0	$560k	+3%	11k	51.59	View chart
TJX Companies (TJX)	0.0	$554k	+11%	3.8k	144.54	View chart
Cintas Corporation (CTAS)	0.0	$554k		2.7k	205.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$548k	+26%	3.9k	140.96	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$536k		10k	52.82	View chart
Norfolk Southern (NSC)	0.0	$518k		1.7k	300.44	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$510k	+2%	6.1k	83.41	View chart
Capital One Financial (COF)	0.0	$505k		2.4k	212.58	View chart
Palantir Technologies Cl A (PLTR)	0.0	$500k	-15%	2.7k	182.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$482k	+4%	3.5k	137.80	View chart
Danaher Corporation (DHR)	0.0	$479k	+3%	2.4k	198.26	View chart
Medtronic SHS (MDT)	0.0	$479k	+18%	5.0k	95.24	View chart
Gates Indl Corp Ord Shs (GTES)	0.0	$475k	NEW	19k	24.82	View chart
FedEx Corporation (FDX)	0.0	$466k	-6%	2.0k	235.81	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$455k		5.1k	89.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$455k	-2%	1.9k	241.99	View chart
Lennox International (LII)	0.0	$444k		838.00	529.36	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$441k		6.5k	67.51	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$436k		4.6k	95.14	View chart
Boeing Company (BA)	0.0	$430k	+21%	2.0k	215.85	View chart
Ishares Tr International Sl (ISCF)	0.0	$424k	-2%	10k	41.12	View chart
AmerisourceBergen (COR)	0.0	$420k		1.3k	312.53	View chart
Southern Company (SO)	0.0	$419k	-21%	4.4k	94.77	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$417k		8.9k	46.71	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$415k	+4%	15k	27.90	View chart
PPG Industries (PPG)	0.0	$415k		3.9k	105.11	View chart
Intuit (INTU)	0.0	$410k		600.00	682.91	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$409k		5.7k	71.55	View chart
Pfizer (PFE)	0.0	$405k	-9%	16k	25.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$401k	+6%	1.4k	279.29	View chart
Wells Fargo & Company (WFC)	0.0	$397k	+22%	4.7k	83.81	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$392k	+29%	973.00	402.42	View chart
Xcel Energy (XEL)	0.0	$389k	+16%	4.8k	80.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$388k	+10%	15k	26.34	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$384k		11k	36.55	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$382k	+20%	16k	23.85	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$369k		5.0k	73.57	View chart
Aptar (ATR)	0.0	$367k		2.7k	133.66	View chart
Coca-Cola Company (KO)	0.0	$365k	-2%	5.5k	66.32	View chart
Palo Alto Networks (PANW)	0.0	$360k	+6%	1.8k	203.62	View chart
Valero Energy Corporation (VLO)	0.0	$356k		2.1k	170.26	View chart
United Rentals (URI)	0.0	$354k		371.00	954.66	View chart
Stryker Corporation (SYK)	0.0	$350k	+5%	946.00	369.67	View chart
Uber Technologies (UBER)	0.0	$348k	+36%	3.5k	97.97	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$340k		1.6k	209.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$336k	NEW	15k	23.12	View chart
Blackrock (BLK)	0.0	$335k	+25%	287.00	1166.19	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$334k		8.3k	40.18	View chart
DTE Energy Company (DTE)	0.0	$334k		2.4k	141.40	View chart
Allstate Corporation (ALL)	0.0	$322k	+14%	1.5k	214.65	View chart
Marsh & McLennan Companies (MMC)	0.0	$321k		1.6k	201.53	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$319k		4.0k	79.51	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$316k		3.0k	104.91	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$309k	-37%	9.8k	31.62	View chart
Lam Research Corp Com New (LRCX)	0.0	$307k	+2%	2.3k	133.90	View chart
Etf Opportunities Trust Smi 3fourteen Re (RAA)	0.0	$306k		11k	27.13	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$291k		5.9k	49.39	View chart
Nucor Corporation (NUE)	0.0	$283k		2.1k	135.43	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$280k	+20%	2.4k	118.44	View chart
Us Bancorp Del Com New (USB)	0.0	$278k		5.8k	48.33	View chart
Phillips 66 (PSX)	0.0	$276k		2.0k	136.02	View chart
Intuitive Surgical Com New (ISRG)	0.0	$276k	+4%	616.00	447.23	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$272k		6.0k	45.08	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$272k		4.0k	67.44	View chart
Calavo Growers (CVGW)	0.0	$269k		10k	25.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$266k	NEW	3.6k	73.47	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$260k	NEW	6.9k	37.78	View chart
Applied Materials (AMAT)	0.0	$259k		1.3k	204.74	View chart
Match Group (MTCH)	0.0	$256k	-11%	7.2k	35.32	View chart
T. Rowe Price (TROW)	0.0	$251k		2.4k	102.64	View chart
Bank of New York Mellon Corporation (BK)	0.0	$251k		2.3k	108.96	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$249k	NEW	3.8k	65.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$249k	+4%	9.1k	27.30	View chart
Arista Networks Com Shs (ANET)	0.0	$249k	NEW	1.7k	145.71	View chart
Nextera Energy (NEE)	0.0	$247k	-18%	3.3k	75.49	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$244k	-3%	3.8k	63.57	View chart
Moody's Corporation (MCO)	0.0	$244k		512.00	476.48	View chart
O'reilly Automotive (ORLY)	0.0	$244k		2.3k	107.81	View chart
Morgan Stanley Com New (MS)	0.0	$242k	+2%	1.5k	158.96	View chart
Madrigal Pharmaceuticals (MDGL)	0.0	$237k	NEW	517.00	458.66	View chart
Coinbase Global Com Cl A (COIN)	0.0	$235k	+8%	697.00	337.49	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$235k	NEW	951.00	247.12	View chart
D.R. Horton (DHI)	0.0	$234k	NEW	1.4k	169.47	View chart
Eaton Corp SHS (ETN)	0.0	$233k	NEW	622.00	374.25	View chart
Tractor Supply Company (TSCO)	0.0	$233k		4.1k	56.87	View chart
Hf Sinclair Corp (DINO)	0.0	$230k	NEW	4.4k	52.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$230k		1.2k	189.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$230k		1.1k	206.51	View chart
Ameriprise Financial (AMP)	0.0	$229k		467.00	491.25	View chart
Mister Car Wash (MCW)	0.0	$229k		43k	5.33	View chart
Corteva (CTVA)	0.0	$228k		3.4k	67.63	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$226k	+4%	1.7k	130.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$226k	NEW	2.8k	79.94	View chart
Cigna Corp (CI)	0.0	$225k		782.00	288.25	View chart
Citigroup Com New (C)	0.0	$224k	NEW	2.2k	101.48	View chart
Duke Energy Corp Com New (DUK)	0.0	$222k		1.8k	123.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$221k	NEW	2.6k	84.10	View chart
ConocoPhillips (COP)	0.0	$221k		2.3k	94.59	View chart
Starbucks Corporation (SBUX)	0.0	$221k	+6%	2.6k	84.59	View chart
Trane Technologies SHS (TT)	0.0	$218k	+7%	517.00	421.96	View chart
Waste Management (WM)	0.0	$218k		985.00	220.83	View chart
Aon Shs Cl A (AON)	0.0	$217k	+2%	608.00	356.58	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$217k		7.4k	29.11	View chart
Automatic Data Processing (ADP)	0.0	$216k		737.00	293.50	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$216k		3.3k	65.00	View chart
Yum! Brands (YUM)	0.0	$216k	+4%	1.4k	152.00	View chart
AFLAC Incorporated (AFL)	0.0	$215k	NEW	1.9k	111.68	View chart
Bristol Myers Squibb (BMY)	0.0	$213k	-11%	4.7k	45.10	View chart
Tegna (TGNA)	0.0	$213k		11k	20.33	View chart
Lowe's Companies (LOW)	0.0	$212k	NEW	842.00	251.31	View chart
Comcast Corp Cl A (CMCSA)	0.0	$211k	+9%	6.7k	31.42	View chart
Csw Industrials (CSW)	0.0	$210k		864.00	242.75	View chart
American Electric Power Company (AEP)	0.0	$209k	NEW	1.9k	112.50	View chart
Reddit Cl A (RDDT)	0.0	$209k	NEW	908.00	229.99	View chart
Thermo Fisher Scientific (TMO)	0.0	$204k	NEW	420.00	485.02	View chart
Adobe Systems Incorporated (ADBE)	0.0	$201k	-2%	571.00	352.75	View chart
Simon Property (SPG)	0.0	$201k	NEW	1.1k	187.67	View chart
Aurora Innovation Class A Com (AUR)	0.0	$181k		34k	5.39	View chart
DNP Select Income Fund (DNP)	0.0	$106k		11k	10.01	View chart
The Real Brokerage Com New (REAX)	0.0	$65k		16k	4.18	View chart
Eupraxia Pharmaceuticals (EPRX)	0.0	$65k	NEW	11k	5.90	View chart
Clear Channel Outdoor Holdings (CCO)	0.0	$45k		29k	1.58	View chart

Past Filings by TCI Wealth Advisors

SEC 13F filings are viewable for TCI Wealth Advisors going back to 2013

TCI Wealth Advisors 2025 Q3 filed Oct. 14, 2025
TCI Wealth Advisors 2025 Q2 filed July 16, 2025
TCI Wealth Advisors 2025 Q1 filed April 21, 2025
TCI Wealth Advisors 2024 Q4 filed Jan. 23, 2025
TCI Wealth Advisors 2024 Q3 filed Oct. 24, 2024
TCI Wealth Advisors 2024 Q2 filed July 30, 2024
TCI Wealth Advisors 2024 Q1 filed May 7, 2024
TCI Wealth Advisors 2023 Q4 filed Feb. 6, 2024
TCI Wealth Advisors 2023 Q3 filed Oct. 31, 2023
TCI Wealth Advisors 2023 Q2 filed Aug. 4, 2023
TCI Wealth Advisors 2023 Q1 filed May 3, 2023
TCI Wealth Advisors 2022 Q4 filed Feb. 7, 2023
TCI Wealth Advisors 2022 Q3 filed Nov. 8, 2022
TCI Wealth Advisors 2022 Q2 filed July 19, 2022
TCI Wealth Advisors 2022 Q1 filed April 29, 2022
TCI Wealth Advisors 2021 Q4 filed Jan. 24, 2022

View all past filings

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