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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 46.80% of TCI Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$42M), DUHP (+$35M), DFUV (+$32M), AVUV (+$22M), DFAS (+$19M), DFAE (+$15M), DIHP (+$11M), DFIV (+$9.5M), AVDV (+$5.4M), DFIS.
Started 25 new stock positions in AMD, UNH, STX, Q, VOE, SNDK, TRV, DES, GILD, DEXC.
Reduced shares in these 10 stocks: Honeywell International, AMZN, DFAX, VTES, AGG, NVDA, INTC, AVEM, PANW, PLTR.
Sold out of its positions in Calavo Growers, COP, DUK, Honeywell International, MRSH, Mister Car Wash, NEE, ORLY, PLTR, SDY. TJX.
TCI Wealth Advisors was a net buyer of stock by $211M.
TCI Wealth Advisors has $2.3B in assets under management (AUM), dropping by 22.73%.
Central Index Key (CIK): 0001583751

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Portfolio Holdings for TCI Wealth Advisors

TCI Wealth Advisors holds 265 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	13.6	$314M	+15%	3.8M	81.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	10.0	$232M	+8%	2.8M	82.34	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	9.6	$223M	+16%	4.0M	55.01	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.5	$173M	+14%	1.4M	124.76	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	6.1	$140M	+33%	3.4M	41.73	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	4.6	$106M		2.4M	44.36	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.2	$98M	+18%	2.4M	40.21	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.2	$97M	+10%	1.8M	54.02	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.5	$81M		2.8M	28.97	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.3	$77M	+7%	750k	103.05	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.4	$56M	+23%	1.6M	34.12	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.4	$55M	+9%	1.6M	35.03	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	1.6	$37M	+11%	685k	54.46	View chart
Apple (AAPL)	1.6	$36M		124k	289.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.4	$33M		465k	69.90	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$30M	-4%	800k	36.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$22M	-2%	230k	96.49	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.9	$22M		337k	64.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$21M	+5%	58k	370.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$20M	-4%	201k	98.98	View chart
Caterpillar (CAT)	0.7	$16M		15k	1064.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$16M		107k	148.31	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$15M	+5%	169k	89.20	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$13M		275k	46.63	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.5	$12M	+4%	307k	39.54	View chart
Microsoft Corporation (MSFT)	0.5	$12M	+6%	32k	373.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$12M		16k	748.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$11M		15k	746.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$11M	+3%	21k	500.39	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.4	$9.9M	-2%	256k	38.79	View chart
Johnson & Johnson (JNJ)	0.4	$9.8M		39k	253.97	View chart
NVIDIA Corporation (NVDA)	0.4	$9.3M	-7%	46k	200.09	View chart
Eli Lilly & Co. (LLY)	0.4	$8.2M		6.8k	1199.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$8.1M	+4%	196k	41.25	View chart
Amazon (AMZN)	0.3	$7.1M	-22%	30k	238.34	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.0M		51k	136.72	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$6.4M	-2%	77k	82.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$6.4M		29k	217.93	View chart
Costco Wholesale Corporation (COST)	0.3	$6.0M		6.4k	935.53	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.3	$5.8M	+2%	71k	81.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$5.8M	+3%	16k	357.37	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$5.8M	+9%	112k	51.69	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$5.8M	+11%	155k	37.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.6M	-3%	16k	353.33	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$5.5M		134k	40.64	View chart
Woodward Governor Company (WWD)	0.2	$5.3M		13k	425.44	View chart
McDonald's Corporation (MCD)	0.2	$5.1M		19k	270.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$5.1M		23k	219.43	View chart
Dimensional Etf Trust International (DFSI)	0.2	$5.0M	+2%	110k	45.10	View chart
Chevron Corporation (CVX)	0.2	$4.5M		27k	165.76	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.2	$4.1M		84k	48.88	View chart
Abbvie (ABBV)	0.2	$3.9M		15k	251.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$3.8M		5.2k	736.40	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$3.8M	+7%	42k	91.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.7M	+3%	5.4k	686.82	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$3.6M	+173%	48k	76.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.6M		47k	77.91	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.6M	+3%	11k	327.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.1M	-4%	43k	73.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.0M	+106%	59k	50.58	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$2.5M	-34%	25k	101.31	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$2.5M		53k	47.75	View chart
Tesla Motors (TSLA)	0.1	$2.4M	-5%	5.7k	420.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.4M	+2%	7.9k	303.13	View chart
Wal-Mart Stores (WMT)	0.1	$2.4M		21k	113.26	View chart
Broadcom (AVGO)	0.1	$2.3M	+4%	6.1k	377.74	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.2M	+341%	27k	79.03	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$2.1M		21k	100.97	View chart
International Business Machines (IBM)	0.1	$2.1M	-4%	7.4k	281.22	View chart
McKesson Corporation (MCK)	0.1	$2.1M		2.7k	755.54	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.1M		20k	103.88	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.0M		19k	109.77	View chart
Procter & Gamble Company (PG)	0.1	$2.0M	-4%	14k	146.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$2.0M		5.4k	365.72	View chart
Intel Corporation (INTC)	0.1	$1.9M	-27%	14k	139.63	View chart
Upstart Hldgs (UPST)	0.1	$1.9M	+8%	53k	35.43	View chart
American Express Company (AXP)	0.1	$1.8M	+13%	5.3k	338.25	View chart
Honeywell International (HON)	0.1	$1.7M	NEW	7.6k	223.90	View chart
Meta Platforms Cl A (META)	0.1	$1.7M		3.0k	563.32	View chart
Honeywell Aerospace (HONA)	0.1	$1.7M	NEW	7.6k	221.08	View chart
Pepsi (PEP)	0.1	$1.7M	-14%	12k	135.40	View chart
Home Depot (HD)	0.1	$1.7M	-13%	4.7k	352.67	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.6M	+20%	6.5k	242.45	View chart
Ge Aerospace Com New (GE)	0.1	$1.5M		4.1k	373.72	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M		2.00	748850.00	View chart
Cisco Systems (CSCO)	0.1	$1.5M	+8%	12k	117.46	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.4M		4.9k	298.09	View chart
Illinois Tool Works (ITW)	0.1	$1.4M		5.3k	270.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.3M	+49%	16k	83.75	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.3M	+2%	8.6k	154.29	View chart
Watsco, Incorporated (WSO)	0.1	$1.3M	+2%	3.2k	416.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.3M	+496%	15k	86.14	View chart
Parsons Corporation (PSN)	0.1	$1.3M		25k	52.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.3M	+4%	6.8k	189.72	View chart
3M Company (MMM)	0.1	$1.3M	-4%	7.9k	161.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.3M		8.2k	156.31	View chart
Visa Com Cl A (V)	0.1	$1.3M		3.7k	343.06	View chart
CVS Caremark Corporation (CVS)	0.1	$1.2M	-9%	12k	103.45	View chart
Merck & Co (MRK)	0.1	$1.2M	+7%	9.2k	128.50	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.2M	+3%	7.9k	150.13	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$1.2M	NEW	15k	76.63	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$1.2M	-13%	25k	47.38	View chart
Verizon Communications (VZ)	0.0	$1.1M	+14%	27k	42.34	View chart
Ge Vernova (GEV)	0.0	$1.1M		960.00	1174.86	View chart
Union Pacific Corporation (UNP)	0.0	$1.1M	+7%	4.0k	272.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$1.1M	+41%	6.9k	158.04	View chart
Goldman Sachs (GS)	0.0	$1.1M	+5%	1.1k	1011.37	View chart
Clorox Company (CLX)	0.0	$1.1M		11k	95.44	View chart
Lam Research Corp Com New (LRCX)	0.0	$1.0M		2.4k	433.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.0M		15k	71.25	View chart
At&t (T)	0.0	$999k	-3%	48k	20.70	View chart
Lockheed Martin Corporation (LMT)	0.0	$991k	+3%	1.9k	509.51	View chart
Philip Morris International (PM)	0.0	$985k	+4%	5.4k	180.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$983k	+34%	4.0k	242.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$971k	+4%	4.1k	236.63	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.0	$970k	+58%	19k	50.66	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$966k		35k	27.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$963k		29k	33.84	View chart
Micron Technology (MU)	0.0	$935k	+6%	810.00	1154.44	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$903k	+27%	1.9k	477.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$892k	+13%	5.7k	156.95	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$892k		1.3k	703.34	View chart
Applied Materials (AMAT)	0.0	$885k		1.2k	723.00	View chart
Qualcomm (QCOM)	0.0	$874k	+10%	4.7k	184.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$872k		9.0k	96.58	View chart
W.W. Grainger (GWW)	0.0	$872k		641.00	1360.40	View chart
Abbott Laboratories (ABT)	0.0	$871k	-3%	9.6k	90.74	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$865k		8.5k	102.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$833k	+6%	2.3k	368.38	View chart
Charles Schwab Corporation (SCHW)	0.0	$814k	-4%	8.8k	92.27	View chart
Zions Bancorporation (ZION)	0.0	$806k		12k	69.19	View chart
Deere & Company (DE)	0.0	$806k	+3%	1.3k	634.33	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$790k	+300%	6.4k	124.17	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$766k	-15%	7.9k	96.43	View chart
Oracle Corporation (ORCL)	0.0	$751k	+9%	5.1k	146.55	View chart
Mastercard Incorporated Cl A (MA)	0.0	$719k	-6%	1.4k	513.60	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$683k		4.2k	164.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$681k	+682%	5.7k	119.52	View chart
Altria (MO)	0.0	$666k		9.3k	71.95	View chart
Corning Incorporated (GLW)	0.0	$655k	+5%	2.6k	255.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$650k	-8%	8.4k	77.11	View chart
Bank of America Corporation (BAC)	0.0	$640k	-11%	11k	56.98	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$640k		10k	63.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$626k	+99%	7.3k	85.49	View chart
Amgen (AMGN)	0.0	$612k		1.7k	362.08	View chart
FedEx Corporation (FDX)	0.0	$608k		1.9k	313.09	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$607k		6.1k	99.09	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$600k	-18%	5.9k	102.30	View chart
Netflix (NFLX)	0.0	$594k	+6%	8.3k	71.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$569k		5.2k	110.32	View chart
Advanced Micro Devices (AMD)	0.0	$566k	NEW	974.00	580.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$564k	+2%	9.4k	59.69	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$559k	+529%	6.4k	87.91	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$546k		5.1k	107.00	View chart
Valero Energy Corporation (VLO)	0.0	$539k		2.1k	260.44	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$518k	+48%	6.7k	77.42	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.0	$499k		3.0k	165.38	View chart
Xcel Energy (XEL)	0.0	$498k	+19%	6.2k	80.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$484k	+10%	16k	29.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$484k	+15%	13k	36.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$477k	-3%	1.6k	300.45	View chart
Gates Indl Corp Ord Shs (GTES)	0.0	$472k	-12%	17k	27.97	View chart
Nucor Corporation (NUE)	0.0	$466k		2.1k	222.76	View chart
Cintas Corporation (CTAS)	0.0	$450k	-2%	2.6k	170.08	View chart
Danaher Corporation (DHR)	0.0	$446k		2.3k	190.48	View chart
Southern Company (SO)	0.0	$444k	+5%	4.6k	95.71	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$444k		5.0k	88.52	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$438k		4.5k	96.46	View chart
Ishares Tr International Sl (ISCF)	0.0	$436k		10k	43.29	View chart
Capital One Financial (COF)	0.0	$429k	-17%	2.1k	200.62	View chart
Boeing Company (BA)	0.0	$428k		2.0k	216.49	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$427k		10k	41.43	View chart
United Rentals (URI)	0.0	$420k		371.00	1132.89	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.0	$420k	-6%	5.3k	79.88	View chart
Starbucks Corporation (SBUX)	0.0	$416k	-9%	4.1k	102.20	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$405k	+2%	1.7k	242.49	View chart
Kla Corp Com New (KLAC)	0.0	$395k	NEW	1.3k	301.71	View chart
Walt Disney Company (DIS)	0.0	$393k	-2%	4.1k	96.25	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$388k		5.9k	65.61	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$383k	-24%	3.3k	117.68	View chart
Servicenow (NOW)	0.0	$383k	-18%	3.9k	99.28	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$380k	+39%	1.7k	221.26	View chart
AmerisourceBergen (COR)	0.0	$379k		1.3k	282.98	View chart
Pfizer (PFE)	0.0	$367k		15k	24.08	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$364k		8.3k	43.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$361k		1.2k	302.97	View chart
Medtronic SHS (MDT)	0.0	$347k	-2%	4.4k	78.23	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$346k	+2%	3.9k	88.60	View chart
Aptar (ATR)	0.0	$346k		2.8k	125.20	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$345k		2.6k	132.24	View chart
Norfolk Southern (NSC)	0.0	$343k	-36%	1.1k	314.72	View chart
Coca-Cola Company (KO)	0.0	$341k	-2%	4.2k	81.28	View chart
Allstate Corporation (ALL)	0.0	$340k	+7%	1.4k	237.94	View chart
Iron Mountain (IRM)	0.0	$333k	-4%	2.6k	126.31	View chart
Etf Opportunities Trust Smi Real Etf (RAA)	0.0	$329k		11k	29.49	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$329k	-3%	2.3k	144.61	View chart
Us Bancorp Com New (USB)	0.0	$328k	-7%	5.4k	60.40	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$327k		5.8k	55.93	View chart
Phillips 66 (PSX)	0.0	$321k	+14%	1.9k	169.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$309k	+19%	8.9k	34.81	View chart
Hewlett Packard Enterprise (HPE)	0.0	$306k	NEW	6.8k	45.11	View chart
PPG Industries (PPG)	0.0	$302k		2.5k	121.29	View chart
Aurora Innovation Class A Com (AUR)	0.0	$302k		44k	6.82	View chart
Wells Fargo & Company (WFC)	0.0	$301k	-13%	3.6k	82.63	View chart
Sandisk Corp (SNDK)	0.0	$300k	NEW	132.00	2273.73	View chart
Morgan Stanley Com New (MS)	0.0	$300k	-3%	1.4k	209.04	View chart
Dell Technologies CL C (DELL)	0.0	$298k	NEW	690.00	431.48	View chart
Citigroup Com New (C)	0.0	$296k		2.1k	139.98	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$293k	+5%	3.1k	95.43	View chart
Arista Networks Com Shs (ANET)	0.0	$290k		1.7k	169.88	View chart
Analog Devices (ADI)	0.0	$289k		727.00	397.17	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$287k	NEW	297.00	965.00	View chart
DTE Energy Company (DTE)	0.0	$287k		1.9k	152.40	View chart
Marvell Technology (MRVL)	0.0	$283k	NEW	950.00	297.94	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$283k		9.3k	30.49	View chart
Hf Sinclair Corp (DINO)	0.0	$282k	-8%	4.0k	69.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$278k		8.8k	31.71	View chart
Stryker Corporation (SYK)	0.0	$278k		882.00	314.84	View chart
Madrigal Pharmaceuticals (MDGL)	0.0	$278k		517.00	536.95	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$278k	+15%	7.5k	37.02	View chart
T. Rowe Price (TROW)	0.0	$277k		2.4k	113.69	View chart
Cummins (CMI)	0.0	$271k		380.00	713.21	View chart
American Centy Etf Tr Ava Res Mar Etf (AVSE)	0.0	$268k	-9%	3.3k	81.84	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$268k	+2%	10k	26.66	View chart
Trane Technologies SHS (TT)	0.0	$266k		541.00	491.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$263k		1.2k	212.84	View chart
Bristol Myers Squibb (BMY)	0.0	$263k		4.6k	57.62	View chart
Moody's Corporation (MCO)	0.0	$262k	+10%	578.00	452.92	View chart
American Electric Power Company (AEP)	0.0	$258k	+2%	1.9k	136.81	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.0	$254k	+20%	3.4k	75.67	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.0	$253k	-42%	9.7k	26.16	View chart
SM Energy (SM)	0.0	$252k	-47%	9.6k	26.10	View chart
Webster Financial Corporation (WBS)	0.0	$243k		3.2k	76.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$243k	NEW	709.00	342.93	View chart
Waste Management (WM)	0.0	$241k	+2%	1.1k	222.89	View chart
Csw Industrials (CSW)	0.0	$240k		861.00	278.30	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.0	$239k	NEW	2.9k	82.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$234k		1.0k	227.06	View chart
Blackrock (BLK)	0.0	$234k	NEW	243.00	962.00	View chart
Marathon Petroleum Corp (MPC)	0.0	$233k	NEW	910.00	255.61	View chart
Thermo Fisher Scientific (TMO)	0.0	$232k	+7%	462.00	501.36	View chart
Travelers Companies (TRV)	0.0	$231k	NEW	699.00	330.12	View chart
Corteva (CTVA)	0.0	$230k	-16%	2.7k	84.69	View chart
Hubbell (HUBB)	0.0	$228k		435.00	523.20	View chart
Eaton Corp SHS (ETN)	0.0	$226k	NEW	530.00	426.12	View chart
AFLAC Incorporated (AFL)	0.0	$225k		1.9k	117.24	View chart
UnitedHealth (UNH)	0.0	$221k	NEW	532.00	415.66	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$218k	NEW	657.00	331.43	View chart
Qnity Electronics Common Stock (Q)	0.0	$210k	NEW	1.3k	163.31	View chart
Intuitive Surgical Com New (ISRG)	0.0	$210k		528.00	397.68	View chart
Gilead Sciences (GILD)	0.0	$210k	NEW	1.7k	126.37	View chart
Yum! Brands (YUM)	0.0	$208k		1.3k	159.86	View chart
Palo Alto Networks (PANW)	0.0	$208k	-66%	610.00	341.02	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$208k	NEW	5.1k	40.68	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$205k	NEW	1.2k	176.65	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$205k	NEW	1.0k	197.55	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$202k	NEW	513.00	393.96	View chart
Audioeye Com New (AEYE)	0.0	$133k		23k	5.81	View chart
Mission Produce (AVO)	0.0	$121k	NEW	10k	11.79	View chart
International Tower Hill Mines (THM)	0.0	$84k		42k	1.99	View chart
Eupraxia Pharmaceuticals (EPRX)	0.0	$73k		11k	6.61	View chart
Clear Channel Outdoor Holdings (CCO)	0.0	$69k		29k	2.42	View chart
The Real Brokerage Com New (REAX)	0.0	$28k		16k	1.82	View chart
Trx Gold Corporation (TRX)	0.0	$15k	+39%	18k	0.82	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$14k	+2%	20k	0.68	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 Q2 filed July 29, 2026
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

View all past filings

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