TCI Wealth Advisors, Inc.

CIK

1583751

Location

Tucson, AZ

Portfolio Value

Small $232,684,044

Diversification

Diversified

Filing Date

Global Rank

#3,890 / 8,622 ▲ 67 · as of Mar 2026

Top Industry

Consumer Electronics 14.5%

3Y Alpha vs SPY

-2.7%

Period ended 4 months ago

Filed Apr 27, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+63.7%

SPY

+67.9%

Annualised alpha

-1.0%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

143 tracked 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%	$24,157,687	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	$1,191
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 tracked positions · $232,684,044 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	ExxonMobil Holdings 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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.