TCI Wealth Advisors, Inc.

CIK

1583751

Location

Tucson, AZ

Portfolio Value

Small $232,700,727

Diversification

Diversified

Filing Date

Global Rank

#3,558 / 8,232 ▲ 173

Top Industry

Consumer Electronics 14.5%

3Y Alpha vs SPY

-2.8%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.4%

SPY

+76.3%

Annualised alpha

-2.8%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

143 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.6%

−1.0 pts

Top 5

31.5%

−2.2 pts

Top 10

49.1%

−1.5 pts

HHI

380

Diversified−34

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.7%	$64,470,982	22
Industrials	14.0%	$32,682,767	24
Healthcare	12.2%	$28,400,848	19
Financial Services	10.4%	$24,174,370	24
Consumer Cyclical	8.4%	$19,499,817	10
Consumer Defensive	7.9%	$18,343,842	10
Energy	6.9%	$16,018,199	7
Unclassified	6.3%	$14,696,439	4
Communication Services	4.5%	$10,376,091	8
Utilities	1.0%	$2,416,471	7
Basic Materials	0.6%	$1,300,362	6
Real Estate	0.1%	$320,539	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AUR	Aurora Innovation, Inc.	+10,664	44,252	$182,318
UPST	Upstart Holdings, Inc.	+4,000	48,389	$1,241,177
GTES	Gates Industrial Corp plc	+2,433	19,308	$436,553
T	At&T Inc.	+2,355	49,866	$1,445,615
CLX	Clorox Co /De/	+2,098	11,382	$1,179,516
SBUX	Starbucks Corp	+1,904	4,502	$403,334
WSO	Watsco Inc	+1,326	3,111	$1,131,750
MCK	Mckesson Corp	+1,201	2,738	$2,369,355
INTC	Intel Corp	+894	19,260	$849,943
SCHW	Schwab Charles Corp	+717	9,263	$870,536
VZ	Verizon Communications Inc	+602	23,760	$1,192,752
IBM	International Business Machines Corp	+528	7,814	$1,894,035
MO	Altria Group, Inc.	+353	9,163	$604,666
BX	Blackstone Inc.	+351	4,343	$499,401
TSLA	Tesla, Inc.	+290	6,014	$2,235,704
SPY	Spdr S&P 500 ETF Trust	+261	15,361	$9,989,872
USB	US Bancorp De	+115	5,876	$305,610
ABT	Abbott Laboratories	+76	9,930	$1,019,513
WM	Waste Management Inc	+74	1,053	$241,968
NOW	ServiceNow, Inc.	+69	4,754	$497,030
PANW	Palo Alto Networks Inc	+50	1,811	$290,339
IRM	Iron Mountain Inc	+44	2,756	$281,497
TMO	Thermo Fisher Scientific Inc.	+22	431	$211,849
PNW	Pinnacle West Capital Corp	+20	5,098	$513,623
ANET	Arista Networks, Inc.	+20	1,725	$211,795
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SM	SM Energy Co	−11,178	18,277	$569,876
JPM	Jpmorgan Chase & Co	−4,260	10,745	$3,160,749
AAPL	Apple Inc.	−3,935	124,802	$31,673,499
GOOGL	Alphabet Inc.	−2,635	15,652	$4,500,889
TJX	Tjx Companies Inc /De/	−2,445	1,402	$223,899
MSFT	Microsoft Corp	−2,438	30,487	$11,285,372
JNJ	Johnson & Johnson	−1,892	38,626	$9,441,739
UNP	Union Pacific Corp	−1,613	3,754	$910,795
PSN	Parsons Corp	−1,441	24,993	$1,353,870
KMB	Kimberly Clark Corp	−1,438	18,605	$1,794,824
PPG	Ppg Industries Inc	−1,435	2,505	$267,734
KO	Coca Cola Co	−1,332	4,299	$326,938
LLY	ELI LILLY & Co	−1,237	6,814	$6,267,312
NFLX	Netflix Inc	−1,022	7,814	$751,316
AMGN	Amgen Inc	−1,012	1,692	$595,330
ZION	Zions Bancorporation, National Association /Ut/	−998	11,674	$672,655
BAC	Bank Of America Corp /De/	−824	12,732	$620,685
CVX	Chevron Corp	−784	26,972	$5,580,506
PFE	Pfizer Inc	−717	15,159	$425,664
DIS	Walt Disney Co	−650	4,204	$405,181
AVGO	Broadcom Inc.	−582	5,869	$1,816,514
GLD	Spdr Gold Trust	−579	2,120	$912,214
DTE	Dte Energy Co	−482	1,867	$272,992
NVDA	Nvidia Corp	−454	50,133	$8,743,195
WMT	Walmart Inc.	−454	21,382	$2,657,354
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	5,219	$3,012,302
RTX	RTX Corp	6,505	$1,254,814
COR	Cencora, Inc.	1,365	$428,801
SOLS	Solstice Advanced Materials Inc.	3,829	$291,616
HUBB	Hubbell Inc	434	$212,981
COP	Conocophillips	1,566	$206,712
YUM	Yum Brands Inc	1,303	$202,590
CMI	Cummins Inc	375	$201,757
THM	International Tower Hill Mines Ltd	42,331	$97,361
TRX	TRX GOLD Corp	12,675	$19,012
ABTC	American Bitcoin Corp.	19,345	$17,874
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
MPC	Marathon Petroleum Corp	3,671	$597,014
LII	Lennox International Inc	823	$399,632
INTU	Intuit Inc.	480	$317,961
UBER	Uber Technologies, Inc	3,736	$305,268
MTCH	Match Group, Inc.	7,235	$233,618
IBIT	iShares Bitcoin Trust ETF	4,467	$221,786
BLK	BlackRock, Inc.	205	$219,419
RDDT	Reddit, Inc.	947	$217,686
AMD	Advanced Micro Devices Inc	984	$210,733
TSCO	Tractor Supply Co /De/	4,153	$207,691
NVS	Novartis AG	1,497	$206,391
CI	Cigna Group	748	$205,872
TGNA	TEGNA INC	10,455	$202,931
DNP	Dnp Select Income Fund Inc	10,594	$105,834
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

143 positions · $232,700,727 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 143 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	124,802	-3,935	$31,673,499	−9.5%	13.61%
MSFT	Microsoft Corp Technology	Reduced	30,487	-2,438	$11,285,372	−29.1%	4.85%
CAT	Caterpillar Inc Industrials	Reduced	14,956	-101	$10,595,727	+22.8%	4.55%
SPY	Spdr S&P 500 ETF Trust	Added	15,361	+261	$9,989,872	−3.0%	4.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	20,277	-101	$9,716,738	−5.1%	4.18%
JNJ	Johnson & Johnson Healthcare	Reduced	38,626	-1,892	$9,441,739	+12.6%	4.06%
NVDA	Nvidia Corp Technology	Reduced	50,133	-454	$8,743,195	−7.3%	3.76%
XOM	Exxon Mobil Corp Energy	Reduced	50,527	-264	$8,572,410	+40.3%	3.68%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	38,450	-141	$8,007,981	−10.1%	3.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,357	-32	$6,334,305	+15.0%	2.72%
LLY	ELI LILLY & Co Healthcare	Reduced	6,814	-1,237	$6,267,312	−27.6%	2.69%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	19,210	-96	$5,970,275	+1.2%	2.57%
CVX	Chevron Corp Energy	Reduced	26,972	-784	$5,580,506	+31.9%	2.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,652	-2,635	$4,500,889	−21.4%	1.93%
WWD	Woodward, Inc. Industrials	Reduced	12,490	-48	$4,470,420	+17.9%	1.92%
HON	Honeywell International Inc Industrials	Added	14,944	+5	$3,377,792	+15.9%	1.45%
ABBV	AbbVie Inc. Healthcare	Reduced	15,163	-112	$3,297,800	−5.5%	1.42%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,745	-4,260	$3,160,749	−34.6%	1.36%
QQQ	Invesco Qqq Trust, Series 1	NEW	5,219	NEW	$3,012,302	NEW	1.29%
WMT	Walmart Inc. Consumer Defensive	Reduced	21,382	-454	$2,657,354	+9.2%	1.14%
MCK	Mckesson Corp Healthcare	Added	2,738	+1,201	$2,369,355	+87.9%	1.02%
PEP	Pepsico Inc Consumer Defensive	Reduced	14,417	-390	$2,238,815	+5.4%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,014	+290	$2,235,704	−13.1%	0.96%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	14,383	-91	$2,077,480	+0.2%	0.89%
IBM	International Business Machines Corp Technology	Added	7,814	+528	$1,894,035	−12.2%	0.81%
AVGO	Broadcom Inc. Technology	Reduced	5,869	-582	$1,816,514	−18.6%	0.78%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	18,605	-1,438	$1,794,824	−11.2%	0.77%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,401	-222	$1,776,334	−8.2%	0.76%
META	Meta Platforms, Inc. Communication Services	Reduced	3,046	-95	$1,742,707	−15.9%	0.75%
T	At&T Inc. Communication Services	Added	49,866	+2,355	$1,445,615	+22.5%	0.62%
AXP	American Express Co Financial Services	Reduced	4,664	-50	$1,410,766	−19.1%	0.61%
PSN	Parsons Corp Technology	Reduced	24,993	-1,441	$1,353,870	−17.1%	0.58%
ITW	Illinois Tool Works Inc Industrials	Reduced	5,171	-16	$1,345,959	+5.4%	0.58%
RTX	RTX Corp Industrials	NEW	6,505	NEW	$1,254,814	NEW	0.54%
UPST	Upstart Holdings, Inc. Financial Services	Added	48,389	+4,000	$1,241,177	−36.1%	0.53%
MMM	3M Co Industrials	Reduced	8,342	-355	$1,211,508	−13.0%	0.52%
VZ	Verizon Communications Inc Communication Services	Added	23,760	+602	$1,192,752	+26.5%	0.51%
CLX	Clorox Co /De/ Consumer Defensive	Added	11,382	+2,098	$1,179,516	+26.0%	0.51%
GE	General Electric Co Industrials	Reduced	4,099	-282	$1,163,173	−13.8%	0.50%
LMT	Lockheed Martin Corp Industrials	Reduced	1,881	-416	$1,136,857	+2.3%	0.49%
WSO	Watsco Inc Industrials	Added	3,111	+1,326	$1,131,750	+88.2%	0.49%
V	Visa Inc. Financial Services	Reduced	3,628	-150	$1,096,526	−17.2%	0.47%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,620	-125	$1,036,899	+12.6%	0.45%
ABT	Abbott Laboratories Healthcare	Added	9,930	+76	$1,019,513	−17.4%	0.44%
CVS	CVS HEALTH Corp Healthcare	Reduced	13,266	-26	$952,764	−9.7%	0.41%
TXN	Texas Instruments Inc Technology	Reduced	4,872	-337	$945,850	+4.7%	0.41%
GLD	Spdr Gold Trust	Reduced	2,120	-579	$912,214	−14.7%	0.39%
UNP	Union Pacific Corp Industrials	Reduced	3,754	-1,613	$910,795	−26.6%	0.39%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,409	-62	$885,224	+0.2%	0.38%
SCHW	Schwab Charles Corp Financial Services	Added	9,263	+717	$870,536	+2.0%	0.37%