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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 42.66% of TCI Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$16M), DUHP (+$15M), DFUV (+$13M), AVUV (+$11M), DFGR (+$11M), DFAE (+$7.5M), DFAS (+$6.9M), DFAC (+$6.6M), DIHP, DFIV.
Started 13 new stock positions in AEYE, AMD, MU, NVS, SCHB, EVTR, GLW, WBD, PPA, ADI. STIP, IRM, WBS.
Reduced shares in these 10 stocks: QQQ, RTX, AAPL, DFAX, AMZN, TFLO, TRV, AVEM, BRK.B, .
Sold out of its positions in ADBE, COR, AMP, ADP, COIN, CMCSA, COP, DHI, GSLC, QQQ. GOVT, IEMG, IUSB, TFLO, LOW, RTX, SPG, TRV, VXUS, VCIT, YUM, AON, ETN.
TCI Wealth Advisors was a net buyer of stock by $95M.
TCI Wealth Advisors has $1.8B in assets under management (AUM), dropping by 8.24%.
Central Index Key (CIK): 0001583751

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Portfolio Holdings for TCI Wealth Advisors

TCI Wealth Advisors holds 252 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	13.0	$235M	+7%	3.2M	74.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	9.8	$178M	+4%	2.6M	69.67	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	8.5	$155M	+9%	3.3M	46.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.4	$117M	+10%	1.1M	101.98	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.9	$90M	+8%	2.3M	39.59	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.6	$83M	+22%	2.2M	38.03	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.5	$81M	+4%	1.6M	49.90	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.9	$70M	+17%	2.7M	26.42	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.6	$66M		700k	93.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.5	$64M	+13%	1.9M	32.57	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.6	$48M		1.4M	32.94	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.2	$40M	+11%	1.3M	31.66	View chart
Apple (AAPL)	1.9	$35M	-3%	129k	271.86	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.8	$33M		604k	54.07	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.6	$29M	-3%	876k	32.73	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.6	$29M		478k	59.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$21M		213k	99.88	View chart
Rbb Fund Trust Longview Advantg (EBI)	1.1	$19M		337k	56.58	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$19M	-3%	243k	77.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$18M		54k	335.27	View chart
Microsoft Corporation (MSFT)	0.9	$16M		33k	483.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$14M	+2%	167k	82.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$13M	-2%	107k	120.18	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$11M	+25%	257k	43.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$10M		15k	681.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$10M	-4%	20k	502.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$10M	+32%	15k	684.96	View chart
NVIDIA Corporation (NVDA)	0.5	$9.4M		51k	186.50	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$9.2M	+17%	270k	34.21	View chart
Amazon (AMZN)	0.5	$8.9M	-8%	39k	230.82	View chart
Eli Lilly & Co. (LLY)	0.5	$8.7M		8.1k	1074.73	View chart
Caterpillar (CAT)	0.5	$8.6M		15k	572.86	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$8.6M	-2%	260k	32.89	View chart
Johnson & Johnson (JNJ)	0.5	$8.4M		41k	206.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$7.1M	+6%	188k	38.11	View chart
Exxon Mobil Corporation (XOM)	0.3	$6.1M		51k	120.34	View chart
McDonald's Corporation (MCD)	0.3	$5.9M		19k	305.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$5.7M		18k	313.01	View chart
Costco Wholesale Corporation (COST)	0.3	$5.5M	+3%	6.4k	862.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$5.5M		29k	190.99	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$5.4M	+5%	74k	73.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$5.2M	-4%	17k	313.81	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.8M	-2%	15k	322.22	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$4.7M		101k	46.80	View chart
Dimensional Etf Trust International (DFSI)	0.3	$4.6M	+16%	109k	42.84	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$4.6M		63k	73.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$4.6M		23k	198.62	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$4.5M		136k	33.08	View chart
Chevron Corporation (CVX)	0.2	$4.2M		28k	152.41	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$4.0M		40k	101.58	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$3.9M	+66%	114k	34.46	View chart
Woodward Governor Company (WWD)	0.2	$3.8M		13k	302.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.6M	+8%	45k	78.81	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$3.5M	+7%	85k	41.48	View chart
Abbvie (ABBV)	0.2	$3.5M		15k	228.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.4M	-3%	5.4k	627.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.1M	-3%	42k	74.07	View chart
Honeywell International (HON)	0.2	$2.9M	-3%	15k	195.09	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$2.6M		54k	47.95	View chart
Tesla Motors (TSLA)	0.1	$2.6M	-3%	5.7k	449.72	View chart
Wal-Mart Stores (WMT)	0.1	$2.4M	+8%	22k	111.41	View chart
Broadcom (AVGO)	0.1	$2.2M	+11%	6.5k	346.09	View chart
International Business Machines (IBM)	0.1	$2.2M	+2%	7.3k	296.22	View chart
Pepsi (PEP)	0.1	$2.1M	+4%	15k	143.52	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$2.1M	+3%	21k	100.83	View chart
Procter & Gamble Company (PG)	0.1	$2.1M	-4%	15k	143.31	View chart
Meta Platforms Cl A (META)	0.1	$2.1M	-6%	3.1k	660.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.0M	+47%	21k	96.03	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.0M		20k	100.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.0M	+11%	7.7k	257.96	View chart
Upstart Hldgs (UPST)	0.1	$1.9M	+33%	44k	43.73	View chart
Home Depot (HD)	0.1	$1.9M	-12%	5.6k	344.12	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$1.9M	+5%	25k	75.77	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.8M	+7%	21k	88.49	View chart
American Express Company (AXP)	0.1	$1.7M		4.7k	369.95	View chart
Parsons Corporation (PSN)	0.1	$1.6M	-9%	26k	61.80	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.6M		5.4k	302.13	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M		2.00	754800.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.4M		28k	50.29	View chart
3M Company (MMM)	0.1	$1.4M		8.7k	160.10	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	-11%	4.4k	308.02	View chart
Visa Com Cl A (V)	0.1	$1.3M		3.8k	350.67	View chart
Illinois Tool Works (ITW)	0.1	$1.3M		5.2k	246.30	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.3M	-11%	8.9k	143.33	View chart
McKesson Corporation (MCK)	0.1	$1.3M		1.5k	820.45	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.2M	-4%	8.8k	141.14	View chart
Union Pacific Corporation (UNP)	0.1	$1.2M		5.4k	231.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.2M		2.5k	487.93	View chart
Abbott Laboratories (ABT)	0.1	$1.2M		9.9k	125.29	View chart
At&t (T)	0.1	$1.2M	-7%	48k	24.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.2M	+26%	15k	77.88	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M	-24%	5.5k	210.32	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.1M		2.3k	483.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	+31%	2.7k	396.31	View chart
CVS Caremark Corporation (CVS)	0.1	$1.1M	-2%	13k	79.36	View chart
Oracle Corporation (ORCL)	0.1	$983k		5.0k	194.91	View chart
Vanguard World Energy Etf (VDE)	0.1	$974k	-4%	7.7k	125.92	View chart
Verizon Communications (VZ)	0.1	$943k	-4%	23k	40.73	View chart
Clorox Company (CLX)	0.1	$936k		9.3k	100.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$922k	+6%	28k	32.62	View chart
Merck & Co (MRK)	0.1	$921k	-7%	8.7k	105.26	View chart
Texas Instruments Incorporated (TXN)	0.0	$904k		5.2k	173.50	View chart
Mastercard Incorporated Cl A (MA)	0.0	$897k	-2%	1.6k	570.89	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$891k	NEW	8.7k	102.39	View chart
Goldman Sachs (GS)	0.0	$886k	-10%	1.0k	879.00	View chart
Amgen (AMGN)	0.0	$885k		2.7k	327.36	View chart
Cisco Systems (CSCO)	0.0	$884k	+21%	12k	77.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$863k		14k	62.47	View chart
Charles Schwab Corporation (SCHW)	0.0	$854k		8.5k	99.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$851k	-29%	3.9k	219.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$847k	-9%	9.5k	89.46	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$845k		19k	43.53	View chart
Philip Morris International (PM)	0.0	$834k		5.2k	160.41	View chart
Netflix (NFLX)	0.0	$829k	+967%	8.8k	93.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$817k	-33%	1.7k	473.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$800k	+7%	11k	73.56	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$765k		1.3k	603.28	View chart
Bank of America Corporation (BAC)	0.0	$746k	+24%	14k	55.00	View chart
Zions Bancorporation (ZION)	0.0	$742k		13k	58.54	View chart
Qualcomm (QCOM)	0.0	$732k	+8%	4.3k	171.05	View chart
Servicenow (NOW)	0.0	$718k	+381%	4.7k	153.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$703k	+17%	29k	24.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$698k	+25%	4.9k	143.51	View chart
Ge Vernova (GEV)	0.0	$690k	-12%	1.1k	653.57	View chart
Capital One Financial (COF)	0.0	$687k	+19%	2.8k	242.36	View chart
Intel Corporation (INTC)	0.0	$678k	+5%	18k	36.90	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$670k	+35%	4.8k	141.06	View chart
W.W. Grainger (GWW)	0.0	$646k		640.00	1009.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$634k	+2%	9.6k	66.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$629k		3.0k	211.77	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$615k		4.0k	154.14	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$613k		12k	51.10	View chart
Watsco, Incorporated (WSO)	0.0	$602k		1.8k	336.95	View chart
Marathon Petroleum Corp (MPC)	0.0	$597k		3.7k	162.64	View chart
TJX Companies (TJX)	0.0	$591k		3.8k	153.61	View chart
Deere & Company (DE)	0.0	$579k	-6%	1.2k	465.57	View chart
FedEx Corporation (FDX)	0.0	$560k		1.9k	288.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$560k	-4%	743.00	753.54	View chart
Danaher Corporation (DHR)	0.0	$554k		2.4k	228.92	View chart
Walt Disney Company (DIS)	0.0	$552k	-6%	4.9k	113.78	View chart
SM Energy (SM)	0.0	$551k		30k	18.70	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$535k		6.2k	85.91	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$534k		10k	52.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$510k	-23%	9.5k	53.76	View chart
Altria (MO)	0.0	$508k	-4%	8.8k	57.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$508k	-34%	5.3k	96.27	View chart
Cintas Corporation (CTAS)	0.0	$507k		2.7k	188.07	View chart
Norfolk Southern (NSC)	0.0	$498k		1.7k	288.72	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$478k		6.6k	72.68	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$477k	+111%	6.0k	79.73	View chart
Medtronic SHS (MDT)	0.0	$472k	-2%	4.9k	96.06	View chart
Palantir Technologies Cl A (PLTR)	0.0	$472k	-3%	2.7k	177.75	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$450k		5.1k	88.70	View chart
Boeing Company (BA)	0.0	$449k	+3%	2.1k	217.14	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$447k	+2%	1.5k	303.89	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$431k		4.6k	94.16	View chart
Ishares Tr International Sl (ISCF)	0.0	$427k		10k	41.48	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$424k		5.7k	74.26	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$414k		11k	39.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$412k	-10%	1.7k	246.10	View chart
Lam Research Corp Com New (LRCX)	0.0	$410k	+4%	2.4k	171.17	View chart
Wells Fargo & Company (WFC)	0.0	$404k	-8%	4.3k	93.19	View chart
PPG Industries (PPG)	0.0	$404k		3.9k	102.46	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$402k		973.00	412.77	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$401k		15k	26.91	View chart
Lennox International (LII)	0.0	$400k		823.00	485.58	View chart
Pfizer (PFE)	0.0	$395k		16k	24.90	View chart
Coca-Cola Company (KO)	0.0	$394k	+2%	5.6k	69.91	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.0	$385k	NEW	7.5k	51.50	View chart
Southern Company (SO)	0.0	$385k		4.4k	87.20	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$383k		5.0k	76.30	View chart
Xcel Energy (XEL)	0.0	$382k	+7%	5.2k	73.86	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$382k	+3%	17k	22.90	View chart
Gates Indl Corp Ord Shs (GTES)	0.0	$362k	-11%	17k	21.47	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$349k		1.6k	214.75	View chart
Nucor Corporation (NUE)	0.0	$341k		2.1k	163.12	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$340k		8.3k	40.86	View chart
Valero Energy Corporation (VLO)	0.0	$338k		2.1k	162.79	View chart
Aptar (ATR)	0.0	$336k		2.8k	121.96	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$330k		3.0k	109.66	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$329k	+14%	4.6k	71.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$326k	-22%	12k	28.48	View chart
Palo Alto Networks (PANW)	0.0	$324k		1.8k	184.20	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$323k		4.0k	81.01	View chart
Intuitive Surgical Com New (ISRG)	0.0	$321k	-7%	567.00	566.36	View chart
Applied Materials (AMAT)	0.0	$319k		1.2k	256.99	View chart
Intuit (INTU)	0.0	$318k	-20%	480.00	662.42	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$316k	+10%	2.6k	120.96	View chart
Stryker Corporation (SYK)	0.0	$313k	-5%	890.00	351.47	View chart
Us Bancorp Del Com New (USB)	0.0	$307k		5.8k	53.36	View chart
Uber Technologies (UBER)	0.0	$305k	+5%	3.7k	81.71	View chart
Etf Opportunities Trust Smi 3fourteen Re (RAA)	0.0	$305k		11k	27.49	View chart
DTE Energy Company (DTE)	0.0	$303k		2.3k	128.98	View chart
Madrigal Pharmaceuticals (MDGL)	0.0	$301k		517.00	582.34	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$301k		5.9k	50.86	View chart
United Rentals (URI)	0.0	$300k		371.00	809.32	View chart
Nextera Energy (NEE)	0.0	$297k	+13%	3.7k	80.28	View chart
Morgan Stanley Com New (MS)	0.0	$289k	+6%	1.6k	177.53	View chart
Allstate Corporation (ALL)	0.0	$288k	-7%	1.4k	208.15	View chart
Marsh & McLennan Companies	0.0	$288k	-2%	1.6k	185.52	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$284k	NEW	9.8k	28.82	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$273k	-9%	8.8k	30.96	View chart
Moody's Corporation (MCO)	0.0	$273k	+4%	535.00	510.85	View chart
Bank of New York Mellon Corporation (BK)	0.0	$273k	+2%	2.4k	116.09	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$264k	-4%	5.7k	45.98	View chart
Bristol Myers Squibb (BMY)	0.0	$257k		4.8k	53.94	View chart
Csw Industrials (CSW)	0.0	$254k		864.00	293.53	View chart
T. Rowe Price (TROW)	0.0	$251k		2.5k	102.38	View chart
Citigroup Com New (C)	0.0	$247k	-3%	2.1k	116.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$247k		9.0k	27.43	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$244k	-5%	6.5k	37.40	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$242k	-2%	3.7k	64.97	View chart
Micron Technology (MU)	0.0	$240k	NEW	841.00	285.41	View chart
Mister Car Wash (MCW)	0.0	$238k		43k	5.56	View chart
Thermo Fisher Scientific (TMO)	0.0	$237k	-2%	409.00	579.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$236k		1.2k	191.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$236k		1.1k	212.07	View chart
Match Group (MTCH)	0.0	$234k		7.2k	32.29	View chart
Duke Energy Corp Com New (DUK)	0.0	$230k	+9%	2.0k	117.21	View chart
Audioeye Com New (AEYE)	0.0	$229k	NEW	23k	9.99	View chart
Calavo Growers (CVGW)	0.0	$227k		10k	21.75	View chart
Iron Mountain (IRM)	0.0	$225k	NEW	2.7k	82.95	View chart
Arista Networks Com Shs (ANET)	0.0	$223k		1.7k	131.03	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$222k	+34%	4.5k	49.65	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$221k		7.4k	29.61	View chart
Blackrock (BLK)	0.0	$220k	-28%	205.00	1070.80	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$219k	-8%	867.00	252.92	View chart
Starbucks Corporation (SBUX)	0.0	$219k		2.6k	84.21	View chart
Reddit Cl A (RDDT)	0.0	$218k	+4%	947.00	229.87	View chart
Corteva (CTVA)	0.0	$217k	-3%	3.2k	67.03	View chart
Waste Management (WM)	0.0	$215k		979.00	219.71	View chart
Phillips 66 (PSX)	0.0	$214k	-18%	1.7k	129.04	View chart
AFLAC Incorporated (AFL)	0.0	$212k		1.9k	110.28	View chart
Corning Incorporated (GLW)	0.0	$211k	NEW	2.4k	87.56	View chart
American Electric Power Company (AEP)	0.0	$211k		1.8k	115.31	View chart
Advanced Micro Devices (AMD)	0.0	$211k	NEW	984.00	214.11	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$210k	NEW	1.3k	156.63	View chart
Tractor Supply Company (TSCO)	0.0	$208k		4.2k	50.01	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$207k	NEW	7.9k	26.23	View chart
Novartis Sponsored Adr (NVS)	0.0	$206k	NEW	1.5k	137.87	View chart
Cigna Corp (CI)	0.0	$206k	-4%	748.00	275.23	View chart
Trane Technologies SHS (TT)	0.0	$204k		525.00	389.20	View chart
Analog Devices (ADI)	0.0	$203k	NEW	750.00	271.20	View chart
Tegna (TGNA)	0.0	$203k		11k	19.41	View chart
Hf Sinclair Corp (DINO)	0.0	$203k		4.4k	46.08	View chart
O'reilly Automotive (ORLY)	0.0	$201k	-2%	2.2k	91.21	View chart
Webster Financial Corporation (WBS)	0.0	$201k	NEW	3.2k	62.94	View chart
Aurora Innovation Class A Com (AUR)	0.0	$129k		34k	3.84	View chart
DNP Select Income Fund (DNP)	0.0	$106k		11k	9.99	View chart
Eupraxia Pharmaceuticals (EPRX)	0.0	$83k		11k	7.55	View chart
Clear Channel Outdoor Holdings (CCO)	0.0	$63k		29k	2.21	View chart
The Real Brokerage Com New (REAX)	0.0	$57k		16k	3.65	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 Q4 filed Feb. 2, 2026
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

View all past filings

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