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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, DUHP, and represent 43.25% of TCI Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DUHP (+$12M), DFUS (+$11M), AVUV (+$7.5M), DFUV (+$7.0M), DFAC, DFAE, DFGR, QQQ, DFAS, DIHP.
Started 17 new stock positions in SDY, QQQ, VXUS, YUM, COP, IWN, RTX, CMI, SOLS, THM. TRX, HUBB, VBIL, ABTC, ITOT, COR, IXUS.
Reduced shares in these 10 stocks: JPM, DFAX, LLY, AAPL, VNQ, DFIV, MSFT, GOOGL, AVEM, .
Sold out of its positions in AMD, BLK, CI, DNP, INTU, PPA, IBIT, LII, MPC, MTCH. EVTR, NVS, RDDT, SCHB, Tegna, TSCO, UBER, DLS.
TCI Wealth Advisors was a net buyer of stock by $50M.
TCI Wealth Advisors has $1.9B in assets under management (AUM), dropping by 3.81%.
Central Index Key (CIK): 0001583751

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Portfolio Holdings for TCI Wealth Advisors

TCI Wealth Advisors holds 251 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	12.5	$236M	+4%	3.3M	70.91	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	9.8	$185M		2.6M	71.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	8.9	$168M	+4%	3.5M	48.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.1	$134M	+5%	1.2M	110.47	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.9	$93M	+14%	2.5M	36.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.9	$92M	+4%	2.4M	38.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.5	$85M		1.6M	52.78	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.9	$74M	+4%	2.8M	26.58	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.7	$70M		698k	99.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.7	$70M	+5%	2.1M	33.86	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.6	$48M		1.4M	33.67	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.3	$43M	+5%	1.3M	32.22	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.8	$33M		615k	53.99	View chart
Apple (AAPL)	1.7	$32M	-3%	125k	253.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.6	$29M		471k	62.45	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.5	$29M	-4%	840k	33.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$21M		210k	99.27	View chart
Rbb Fund Trust Longview Advantg (EBI)	1.0	$20M		337k	57.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$19M	-3%	234k	80.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$18M		55k	320.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$14M	-3%	161k	84.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$13M		107k	124.31	View chart
Microsoft Corporation (MSFT)	0.6	$11M	-7%	31k	370.17	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$11M	+5%	271k	41.09	View chart
Caterpillar (CAT)	0.6	$11M		15k	708.47	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$11M	+9%	295k	35.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$10M	+6%	16k	653.23	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$10M		15k	650.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$9.7M		20k	479.20	View chart
Johnson & Johnson (JNJ)	0.5	$9.4M	-4%	39k	244.44	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$9.2M		262k	35.04	View chart
NVIDIA Corporation (NVDA)	0.5	$8.7M		50k	174.40	View chart
Exxon Mobil Corporation (XOM)	0.5	$8.6M		51k	169.66	View chart
Amazon (AMZN)	0.4	$8.0M		39k	208.27	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$7.3M		188k	38.96	View chart
Costco Wholesale Corporation (COST)	0.3	$6.3M		6.4k	996.48	View chart
Eli Lilly & Co. (LLY)	0.3	$6.3M	-15%	6.8k	919.82	View chart
McDonald's Corporation (MCD)	0.3	$6.0M		19k	310.79	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$5.8M	+7%	79k	73.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$5.6M		29k	196.20	View chart
Chevron Corporation (CVX)	0.3	$5.6M	-2%	27k	206.90	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$5.0M	+10%	70k	72.08	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$4.9M	+22%	139k	35.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$4.7M		16k	286.86	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$4.7M		136k	34.55	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$4.6M		102k	45.12	View chart
Dimensional Etf Trust International (DFSI)	0.2	$4.6M		108k	42.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.5M	-14%	16k	287.56	View chart
Woodward Governor Company (WWD)	0.2	$4.5M		13k	357.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.5M		23k	191.81	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$3.9M	-2%	39k	101.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.7M	+2%	47k	78.41	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$3.6M		85k	42.37	View chart
Honeywell International (HON)	0.2	$3.4M		15k	226.03	View chart
Abbvie (ABBV)	0.2	$3.3M		15k	217.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.3M	+6%	45k	73.64	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.2M	-28%	11k	294.16	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$3.1M	+53%	39k	80.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.1M	-4%	5.2k	597.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$3.0M	NEW	5.2k	577.18	View chart
Wal-Mart Stores (WMT)	0.1	$2.7M	-2%	21k	124.28	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$2.5M	-3%	52k	47.88	View chart
McKesson Corporation (MCK)	0.1	$2.4M	+78%	2.7k	865.22	View chart
Pepsi (PEP)	0.1	$2.2M	-2%	14k	155.29	View chart
Tesla Motors (TSLA)	0.1	$2.2M	+5%	6.0k	371.75	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$2.1M		21k	99.94	View chart
Procter & Gamble Company (PG)	0.1	$2.1M		14k	144.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.0M		7.7k	261.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.9M	-5%	20k	97.13	View chart
International Business Machines (IBM)	0.1	$1.9M	+7%	7.8k	242.40	View chart
Broadcom (AVGO)	0.1	$1.8M	-9%	5.9k	309.50	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.8M	-7%	19k	96.47	View chart
Home Depot (HD)	0.1	$1.8M	-3%	5.4k	328.92	View chart
Meta Platforms Cl A (META)	0.1	$1.7M	-3%	3.0k	572.16	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.6M		5.4k	302.27	View chart
At&t (T)	0.1	$1.4M	+4%	50k	28.99	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.4M		2.00	718140.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.4M		29k	49.89	View chart
American Express Company (AXP)	0.1	$1.4M		4.7k	302.48	View chart
Parsons Corporation (PSN)	0.1	$1.4M	-5%	25k	54.17	View chart
Illinois Tool Works (ITW)	0.1	$1.3M		5.2k	260.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.3M	+16%	17k	77.18	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.3M		7.6k	173.04	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.3M	NEW	6.5k	192.89	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$1.3M	+46%	29k	44.02	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.3M	-6%	8.3k	151.41	View chart
Upstart Hldgs (UPST)	0.1	$1.2M	+9%	48k	25.65	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.2M	-4%	8.4k	145.79	View chart
3M Company (MMM)	0.1	$1.2M	-4%	8.3k	145.23	View chart
Verizon Communications (VZ)	0.1	$1.2M	+2%	24k	50.20	View chart
Clorox Company (CLX)	0.1	$1.2M	+22%	11k	103.63	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M	-6%	4.1k	283.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M		5.4k	213.65	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.1M	-18%	1.9k	604.44	View chart
Watsco, Incorporated (WSO)	0.1	$1.1M	+74%	3.1k	363.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.1M		2.6k	436.85	View chart
Visa Com Cl A (V)	0.1	$1.1M	-3%	3.6k	302.21	View chart
Merck & Co (MRK)	0.1	$1.0M		8.6k	120.29	View chart
Abbott Laboratories (ABT)	0.1	$1.0M		9.9k	102.67	View chart
CVS Caremark Corporation (CVS)	0.1	$953k		13k	71.82	View chart
Texas Instruments Incorporated (TXN)	0.1	$946k	-6%	4.9k	194.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$916k	+3%	14k	64.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$912k	-21%	2.1k	430.29	View chart
Union Pacific Corporation (UNP)	0.0	$911k	-30%	3.8k	242.65	View chart
Cisco Systems (CSCO)	0.0	$885k		11k	77.59	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$875k	-2%	8.5k	103.43	View chart
Charles Schwab Corporation (SCHW)	0.0	$871k	+8%	9.3k	93.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$862k	+19%	35k	24.75	View chart
Philip Morris International (PM)	0.0	$861k		5.2k	165.34	View chart
Goldman Sachs (GS)	0.0	$858k		1.0k	845.99	View chart
Intel Corporation (INTC)	0.0	$850k	+4%	19k	44.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$840k		3.9k	215.07	View chart
Ge Vernova (GEV)	0.0	$838k	-9%	960.00	872.90	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$832k		29k	29.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$832k	-54%	9.4k	88.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$818k	-4%	9.0k	90.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$804k		11k	75.10	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$782k		1.3k	616.76	View chart
Netflix (NFLX)	0.0	$751k	-11%	7.8k	96.15	View chart
Mastercard Incorporated Cl A (MA)	0.0	$747k	-4%	1.5k	499.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$720k		4.9k	148.10	View chart
W.W. Grainger (GWW)	0.0	$699k		641.00	1090.81	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$694k	+5%	5.0k	138.31	View chart
Deere & Company (DE)	0.0	$692k		1.2k	563.30	View chart
FedEx Corporation (FDX)	0.0	$692k		1.9k	356.17	View chart
Oracle Corporation (ORCL)	0.0	$687k	-7%	4.7k	147.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$678k	-7%	1.6k	426.40	View chart
Zions Bancorporation (ZION)	0.0	$673k	-7%	12k	57.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$655k		3.0k	217.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$623k	-3%	9.2k	67.53	View chart
Bank of America Corporation (BAC)	0.0	$621k	-6%	13k	48.75	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$614k		12k	50.84	View chart
Altria (MO)	0.0	$605k	+4%	9.2k	65.99	View chart
Amgen (AMGN)	0.0	$595k	-37%	1.7k	351.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$592k	NEW	4.2k	142.43	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$580k		10k	57.20	View chart
SM Energy (SM)	0.0	$570k	-37%	18k	31.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$564k	+8%	7.2k	78.66	View chart
Qualcomm (QCOM)	0.0	$553k		4.3k	128.78	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$546k		6.2k	88.02	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$514k		5.1k	100.75	View chart
Lam Research Corp Com New (LRCX)	0.0	$512k		2.4k	213.66	View chart
Valero Energy Corporation (VLO)	0.0	$512k		2.1k	247.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$508k	-2%	728.00	697.49	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$501k		1.5k	337.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$501k	-2%	5.2k	97.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$501k	-2%	9.3k	54.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$499k	+8%	4.3k	114.99	View chart
Servicenow (NOW)	0.0	$497k		4.8k	104.55	View chart
Norfolk Southern (NSC)	0.0	$496k		1.7k	286.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$491k	+3%	6.2k	79.27	View chart
Capital One Financial (COF)	0.0	$473k	-8%	2.6k	182.43	View chart
Cintas Corporation (CTAS)	0.0	$457k		2.7k	169.14	View chart
Danaher Corporation (DHR)	0.0	$451k		2.4k	189.60	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$447k		11k	42.56	View chart
Gates Indl Corp Ord Shs (GTES)	0.0	$437k	+14%	19k	22.61	View chart
AmerisourceBergen (COR)	0.0	$429k	NEW	1.4k	314.14	View chart
Southern Company (SO)	0.0	$426k		4.4k	96.52	View chart
Pfizer (PFE)	0.0	$426k	-4%	15k	28.08	View chart
Applied Materials (AMAT)	0.0	$422k		1.2k	341.79	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$421k		4.5k	92.74	View chart
Ishares Tr International Sl (ISCF)	0.0	$421k	-2%	10k	41.79	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$414k		5.6k	73.65	View chart
Xcel Energy (XEL)	0.0	$412k		5.2k	79.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$408k		1.6k	247.97	View chart
Walt Disney Company (DIS)	0.0	$405k	-13%	4.2k	96.38	View chart
Starbucks Corporation (SBUX)	0.0	$403k	+73%	4.5k	89.59	View chart
Boeing Company (BA)	0.0	$397k	-3%	2.0k	199.05	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$394k		17k	23.65	View chart
Medtronic SHS (MDT)	0.0	$394k	-7%	4.5k	86.65	View chart
Palantir Technologies Cl A (PLTR)	0.0	$384k		2.6k	146.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$383k		15k	25.64	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$371k	+3%	1.0k	367.44	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$371k		5.0k	73.93	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$355k		1.6k	218.81	View chart
Nucor Corporation (NUE)	0.0	$353k		2.1k	169.11	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.0	$351k		8.3k	42.23	View chart
Aptar (ATR)	0.0	$347k		2.8k	126.02	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$338k	-2%	4.5k	74.83	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$336k		12k	29.08	View chart
Wells Fargo & Company (WFC)	0.0	$334k	-3%	4.2k	79.60	View chart
Corning Incorporated (GLW)	0.0	$329k		2.4k	135.97	View chart
Coca-Cola Company (KO)	0.0	$327k	-23%	4.3k	76.05	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$324k		3.0k	107.30	View chart
Nextera Energy (NEE)	0.0	$321k	-6%	3.5k	92.88	View chart
Etf Opportunities Trust Smi 3fourteen Re (RAA)	0.0	$307k		11k	27.61	View chart
Us Bancorp Com New (USB)	0.0	$306k		5.9k	52.01	View chart
Phillips 66 (PSX)	0.0	$303k		1.7k	182.18	View chart
Mister Car Wash (MCW)	0.0	$297k		43k	6.97	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$293k		2.6k	112.27	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$292k	NEW	3.8k	76.16	View chart
Palo Alto Networks (PANW)	0.0	$290k	+2%	1.8k	160.32	View chart
Stryker Corporation (SYK)	0.0	$290k		882.00	328.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$284k	NEW	3.7k	77.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$283k	+37%	1.2k	237.62	View chart
Iron Mountain (IRM)	0.0	$282k		2.8k	102.15	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$281k	+5%	9.3k	30.32	View chart
Bank of New York Mellon Corporation (BK)	0.0	$279k		2.4k	118.63	View chart
Bristol Myers Squibb (BMY)	0.0	$277k	-4%	4.6k	60.65	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$276k		5.9k	46.67	View chart
Hf Sinclair Corp (DINO)	0.0	$275k		4.4k	62.39	View chart
Allstate Corporation (ALL)	0.0	$274k	-4%	1.3k	207.34	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$274k		5.8k	47.02	View chart
DTE Energy Company (DTE)	0.0	$273k	-20%	1.9k	146.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$273k		8.9k	30.68	View chart
Corteva (CTVA)	0.0	$271k		3.2k	83.71	View chart
Madrigal Pharmaceuticals (MDGL)	0.0	$271k		517.00	523.47	View chart
United Rentals (URI)	0.0	$270k		371.00	728.56	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$270k		9.8k	27.46	View chart
Calavo Growers (CVGW)	0.0	$269k		10k	25.79	View chart
PPG Industries (PPG)	0.0	$268k	-36%	2.5k	106.88	View chart
Micron Technology (MU)	0.0	$257k	-9%	761.00	337.94	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$252k	NEW	2.9k	86.64	View chart
Intuitive Surgical Com New (ISRG)	0.0	$245k	-6%	531.00	460.99	View chart
Morgan Stanley Com New (MS)	0.0	$244k	-8%	1.5k	164.57	View chart
Waste Management (WM)	0.0	$242k	+7%	1.1k	229.79	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$241k	-3%	3.6k	66.57	View chart
American Electric Power Company (AEP)	0.0	$241k		1.8k	131.08	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$240k		6.5k	36.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$240k		1.2k	191.97	View chart
Citigroup Com New (C)	0.0	$239k		2.1k	113.41	View chart
Marsh & McLennan Companies (MRSH)	0.0	$234k	-12%	1.4k	173.45	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$233k	NEW	1.2k	189.52	View chart
Analog Devices (ADI)	0.0	$233k	-2%	731.00	318.14	View chart
Duke Energy Corp Com New (DUK)	0.0	$231k	-10%	1.8k	130.94	View chart
Moody's Corporation (MCO)	0.0	$228k	-2%	523.00	436.25	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$227k		7.4k	30.50	View chart
Trane Technologies SHS (TT)	0.0	$226k	+3%	542.00	416.74	View chart
Csw Industrials (CSW)	0.0	$224k		861.00	260.58	View chart
TJX Companies (TJX)	0.0	$224k	-63%	1.4k	159.70	View chart
Webster Financial Corporation (WBS)	0.0	$221k		3.2k	69.42	View chart
T. Rowe Price (TROW)	0.0	$218k		2.4k	90.14	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$218k	-7%	1.0k	211.15	View chart
Hubbell (HUBB)	0.0	$213k	NEW	434.00	490.74	View chart
Thermo Fisher Scientific (TMO)	0.0	$212k	+5%	431.00	491.53	View chart
Arista Networks Com Shs (ANET)	0.0	$212k		1.7k	122.78	View chart
AFLAC Incorporated (AFL)	0.0	$211k		1.9k	109.71	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.0	$211k	NEW	2.8k	75.64	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$209k	NEW	1.4k	145.91	View chart
ConocoPhillips (COP)	0.0	$207k	NEW	1.6k	132.00	View chart
Yum! Brands (YUM)	0.0	$203k	NEW	1.3k	155.48	View chart
Cummins (CMI)	0.0	$202k	NEW	375.00	538.02	View chart
O'reilly Automotive (ORLY)	0.0	$201k		2.2k	92.31	View chart
Aurora Innovation Class A Com (AUR)	0.0	$182k	+31%	44k	4.12	View chart
Audioeye Com New (AEYE)	0.0	$146k		23k	6.37	View chart
International Tower Hill Mines (THM)	0.0	$97k	NEW	42k	2.30	View chart
Eupraxia Pharmaceuticals (EPRX)	0.0	$80k		11k	7.24	View chart
Clear Channel Outdoor Holdings (CCO)	0.0	$68k		29k	2.37	View chart
The Real Brokerage Com New (REAX)	0.0	$39k		16k	2.50	View chart
Trx Gold Corporation (TRX)	0.0	$19k	NEW	13k	1.50	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$18k	NEW	19k	0.92	View chart

Past Filings by TCI Wealth Advisors

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

TCI Wealth Advisors 2026 Q1 filed April 27, 2026
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

View all past filings

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