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Tci Wealth Advisors, Inc.
CIK:0001583751
Investment Adviser
$4B AUM
262 holdings
Tucson, AZ, USA
TCI Wealth Advisors provides financial planning and wealth management services, focusing on long-term wealth building through asset allocation and diversification.
Investment Strategy
Asset allocation and diversification
Latest 13F Filing Activity
Tci Wealth Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 257 equity positions with a total 13F market value of $2B. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, American Centy Etf TR among other positions. Tci Wealth Advisors, Inc. reduced exposure to Ishares TR, Dominion Energy Inc., Upstart HLDGS Inc. among others.
Top Buys
Top Holdings
Equity Positions (257)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 12.76% | $213.9M | 2,952,158 | $51.40 | $72.44 | +$30.9M |
D DFAS | DIMENSIONAL ETF TRUST | 10.03% | $168.2M | 2,456,384 | $58.56 | $68.46 | +$17.0M |
D DFUV | DIMENSIONAL ETF TRUST | 8.11% | $135.9M | 3,041,107 | $35.20 | $44.69 | +$20.0M |
A AVUV | AMERICAN CENTY ETF TR | 6.14% | $102.8M | 1,033,176 | $80.78 | $99.53 | +$19.4M |
D DFAC | DIMENSIONAL ETF TRUST | 4.81% | $80.7M | 2,092,128 | $28.82 | $38.57 | +$8.9M |
Industry Allocation
ELECTRONIC COMPUTERS
+2.0%
SERVICES-PREPACKAGED SOFTWARE
+1.2%
PHARMACEUTICAL PREPARATIONS
+1.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.9%
SEMICONDUCTORS & RELATED DEVICES
+0.8%
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