TCI Wealth Advisors, Inc.

Registered adviser

CIK

1583751

Location

Tucson, AZ

Portfolio Value

Mid $2,483,416,581

Diversification

Highly concentrated

Filing Date

Global Rank

#1,470 / 8,826 ▲ 37 · as of Jun 2026

Top Industry

Consumer Electronics 15.4%

Period ended 36 days ago

Filed Oct 30, 2026 · 6d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 107373

Roster of Nov 1, 2026

Regulatory AUM

$5,368,062,519

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$5,368,062,519	Individuals and high net worth (96%)
Apr 2025 to Mar 2026	$4,527,183,704	Individuals and high net worth (96%)
Apr 2024 to Mar 2025	$4,091,666,732	Individuals and high net worth (96%)
May 2023 to Mar 2024	$3,431,526,695	Individuals and high net worth (97%)
Feb 2023 to Apr 2023	$3,431,526,695	Individuals and high net worth (97%)
Apr 2022 to Jan 2023	$3,764,466,869	Individuals and high net worth (96%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 90.6% of the book (60%+)

Turnover

Low turnover

3.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.0 quarters (12+), a floor since 13.9% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 83.4%; sector active share 76.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

280 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

65.3%

−3.3 pts

Top 5

85.7%

−1.7 pts

Top 10

89.9%

−0.7 pts

HHI

4,468

Highly concentrated−413

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.9%	$2,232,883,712	134
Technology	3.5%	$88,034,207	29
Industrials	1.4%	$35,178,153	27
Healthcare	1.3%	$31,926,927	19
Financial Services	1.1%	$26,152,563	24
Consumer Defensive	0.7%	$17,382,671	12
Communication Services	0.7%	$16,455,188	9
Consumer Cyclical	0.7%	$16,424,352	8
Energy	0.6%	$15,869,620	7
Utilities	0.1%	$1,651,489	4
Basic Materials	0.0%	$1,103,901	5
Real Estate	0.0%	$353,798	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFGP	Dimensional Global Core Plus Fixed Income ETF	+487,446	1,172,892	$60,903,589
AVLV	Avantis U.S. Large Cap Value ETF	+301,444	343,363	$31,053,749
DFUS	Dimensional U.S. Equity Market ETF	+281,729	4,110,854	$341,324,207
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+212,778	240,098	$18,547,570
BIV	Vanguard Bond Index Funds	+194,527	241,997	$17,631,901
DFAE	Dimensional Emerging Core Equity Market ETF	+192,516	2,629,089	$103,349,488
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+174,412	233,164	$11,042,647
AVIV	Avantis International Large Cap Value ETF	+108,769	115,454	$9,193,602
VXUS	Vanguard Total International Stock ETF	+80,335	87,662	$7,447,763
VSDM	VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF	+78,995	94,415	$7,022,587
DFIS	Dimensional International Small Cap ETF	+78,498	1,640,529	$59,436,365
AVUV	Avantis U.S. Small Cap Value ETF	+73,723	1,462,447	$172,232,383
DFAS	Dimensional U.S. Small Cap ETF	+58,996	2,879,970	$222,967,277
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+53,704	96,227	$6,750,324
DFSU	Dimensional US Sustainability Core 1 ETF	+43,971	319,062	$15,050,154
VEU	Vanguard International Equity Index Funds	+35,246	51,227	$4,250,304
DFAC	Dimensional U.S. Core Equity 2 ETF	+33,390	2,416,217	$107,400,845
DFAI	Dimensional International Core Equity Market ETF	+30,808	227,173	$9,411,777
AGG	iShares Core U.S. Aggregate Bond ETF	+22,616	223,239	$21,105,015
AVDV	Avantis International Small Cap Value ETF	+18,257	767,927	$83,995,855
VB	Vanguard Index Funds	+14,696	22,576	$6,422,646
DFIC	Dimensional International Core Equity 2 ETF	+14,379	169,668	$6,381,213
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+14,070	71,544	$26,774,626
DCOR	Dimensional ETF Trust	+13,644	84,814	$7,010,725
AVDE	Avantis International Equity ETF	+12,169	181,444	$16,349,918
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFGR	Dimensional Global Real Estate ETF	−303,056	2,502,728	$67,698,792
DFUV	Dimensional U.S. Marketwide Value ETF	−116,849	3,927,882	$216,033,510
DFIV	Dimensional International Value ETF	−62,634	1,723,500	$96,274,710
DUHP	Dimensional US High Profitability ETF	−52,810	3,301,278	$138,356,560
DIHP	Dimensional International High Profitability ETF	−51,186	1,596,671	$53,791,845
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	−16,820	4,458	$425,048
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−16,475	783,861	$29,018,534
DFAT	Dimensional U.S. Targeted Value ETF	−14,789	450,552	$29,934,674
AAPL	Apple Inc.	−7,083	116,200	$38,696,924
DFAW	Dimensional World Equity ETF	−4,987	72,343	$5,954,552
AVEM	Avantis Emerging Markets Equity ETF	−4,153	225,322	$21,184,774
MCD	Mcdonalds Corp	−3,299	15,749	$3,637,074
IJH	iShares Core S&P Mid-Cap ETF	−3,182	5,244	$377,305
XOM	ExxonMobil Holdings Corp	−2,764	48,266	$7,855,291
MSFT	Microsoft Corp	−2,759	29,600	$15,181,840
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	−2,502	81,855	$3,957,689
IFRA	iShares U.S. Infrastructure ETF	−2,000	8,146	$448,274
IJR	iShares Core S&P Small-Cap ETF	−1,852	104,766	$14,252,366
PEP	Pepsico Inc	−1,774	10,535	$1,334,995
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	−1,438	7,200	$1,117,800
KMB	Kimberly Clark Corp	−1,387	17,198	$1,675,601
BX	Blackstone Inc.	−1,385	1,873	$209,944
ORCL	Oracle Corp	−1,317	3,804	$522,289
GOOG	Alphabet Inc.	−1,246	14,564	$4,962,537
GLW	Corning Inc	−1,137	1,426	$219,261
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VV	VANGUARD LARGE-CAP INDEX FUND	39,337	$13,840,723
DFCF	Dimensional Core Fixed Income ETF	50,242	$2,015,709
BNDX	Vanguard Total International Bond ETF	39,143	$1,834,632
DFGX	Dimensional International Core Fixed Income ETF	34,851	$1,782,245
DFNM	Dimensional National Municipal Bond ETF	35,494	$1,633,788
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	19,867	$1,555,784
SGOV	iShares 0-3 Month Treasury Bond ETF	9,979	$1,004,685
IWV	iShares Russell 3000 ETF	1,227	$529,646
SPCX	Space Exploration Technologies Corp	2,904	$438,097
URTH	iShares MSCI World ETF	2,080	$428,958
CL	Colgate Palmolive Co	4,778	$407,658
DISV	Dimensional International Small Cap Value ETF	9,294	$402,337
IDXX	Idexx Laboratories Inc	754	$393,731
BINC		7,229	$367,160
TGT	Target Corp	2,238	$350,672
SCHB	Schwab U.S. Broad Market ETF	11,887	$348,407
IJK	iShares S&P Mid-Cap 400 Growth ETF	3,150	$345,271
IJS	iShares S&P Small-Cap 600 Value ETF	2,557	$327,551
BKNG	Booking Holdings Inc.	1,963	$319,792
PLTR	Palantir Technologies Inc.	1,525	$285,251
IBIT	iShares Bitcoin Trust ETF	5,442	$257,624
MRNA	Moderna, Inc.	1,200	$231,084
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	1,993	$223,694
IJT	iShares S&P Small-Cap 600 Growth ETF	1,394	$223,500
CRWD	CrowdStrike Holdings, Inc.	800	$211,800
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
ZION	Zions Bancorporation, National Association	11,654	$806,340
DHR	Danaher Corp	2,343	$446,294
DELL	Dell Technologies Inc.	690	$297,707
SYK	Stryker Corp	882	$277,688
CMI	Cummins Inc	380	$271,019
AEP	American Electric Power Co Inc	1,885	$257,886
VBIL	Vanguard Institutional Index Funds	3,360	$254,284
DFAR	Dimensional US Real Estate ETF	9,652	$252,496
—		3,183	$243,244
CTVA	Corteva, Inc.	2,719	$230,272
UNH	Unitedhealth Group Inc	532	$221,115
Q	Qnity Electronics, Inc.	1,288	$210,343
ISRG	Intuitive Surgical Inc	528	$209,975
YUM	Yum Brands Inc	1,302	$208,137
DES	WisdomTree U.S. SmallCap Dividend Fund	5,110	$207,874
PPA	Victory Portfolios II	1,162	$205,267
REAX	Real REMAX Group Inc.	15,617	$28,423
ABTC	American Bitcoin Corp.	19,889	$13,544
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

280 tracked positions · $2,483,416,581 total · filing declares 289 positions · $2,485,099,303 · as of Sep 30, 2026

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

Showing 1–50 of 280 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFUS	Dimensional U.S. Equity Market ETF	Added	4,110,854	+281,729	$341,324,207	+8.8%	13.74%
DFAS	Dimensional U.S. Small Cap ETF	Added	2,879,970	+58,996	$222,967,277	−4.0%	8.98%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	3,927,882	-116,849	$216,033,510	−2.9%	8.70%
AVUV	Avantis U.S. Small Cap Value ETF	Added	1,462,447	+73,723	$172,232,383	−0.6%	6.94%
DUHP	Dimensional US High Profitability ETF	Reduced	3,301,278	-52,810	$138,356,560	−1.1%	5.57%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	2,416,217	+33,390	$107,400,845	+1.6%	4.32%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	2,629,089	+192,516	$103,349,488	+5.5%	4.16%
DFIV	Dimensional International Value ETF	Reduced	1,723,500	-62,634	$96,274,710	−0.2%	3.88%
AVDV	Avantis International Small Cap Value ETF	Added	767,927	+18,257	$83,995,855	+8.7%	3.38%
DFGR	Dimensional Global Real Estate ETF	Reduced	2,502,728	-303,056	$67,698,792	−16.7%	2.73%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Added	1,172,892	+487,446	$60,903,589	+63.2%	2.45%
DFIS	Dimensional International Small Cap ETF	Added	1,640,529	+78,498	$59,436,365	+8.6%	2.39%
DIHP	Dimensional International High Profitability ETF	Reduced	1,596,671	-51,186	$53,791,845	−4.3%	2.17%
AAPL	Apple Inc. Technology	Reduced	116,200	-8,083	$38,696,924	+7.6%	1.56%
AVLV	Avantis U.S. Large Cap Value ETF	Added	343,363	+301,444	$31,053,749	+712.2%	1.25%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	450,552	-14,789	$29,934,674	−8.0%	1.21%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	783,861	-16,475	$29,018,534	−1.6%	1.17%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	71,544	+14,070	$26,774,626	+25.9%	1.08%
EBI	Longview Advantage ETF	Held	336,794	0	$22,034,410	+0.7%	0.89%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	225,322	-4,153	$21,184,774	−4.3%	0.85%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	223,239	+22,616	$21,105,015	+6.3%	0.85%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	240,098	+212,778	$18,547,570	+759.0%	0.75%
BIV	Vanguard Bond Index Funds	Added	241,997	+194,527	$17,631,901	+384.3%	0.71%
AVDE	Avantis International Equity ETF	Added	181,444	+12,169	$16,349,918	+8.3%	0.66%
MSFT	Microsoft Corp Technology	Reduced	29,600	-2,759	$15,181,840	+25.8%	0.61%
DFSU	Dimensional US Sustainability Core 1 ETF	Added	319,062	+43,971	$15,050,154	+17.3%	0.61%
IJR	iShares Core S&P Small-Cap ETF	Reduced	104,766	-1,852	$14,252,366	−9.9%	0.57%
VV	VANGUARD LARGE-CAP INDEX FUND	NEW	39,337	NEW	$13,840,723	NEW	0.56%
SPY	Spdr S&P 500 ETF Trust	Added	16,708	+1,411	$12,742,022	+11.5%	0.51%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	54,296	+7,969	$12,400,120	+33.8%	0.50%
DFLV	Dimensional US Large Cap Value ETF	Reduced	306,936	-157	$12,329,619	+1.5%	0.50%
CAT	Caterpillar Inc Industrials	Reduced	14,908	-40	$12,087,257	−24.1%	0.49%
IVV	iShares Core S&P 500 ETF	Reduced	15,685	-66	$12,012,357	+1.8%	0.48%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	233,164	+174,412	$11,042,647	+271.6%	0.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	21,997	+971	$10,953,406	+4.1%	0.44%
JNJ	Johnson & Johnson Healthcare	Reduced	37,966	-611	$10,051,118	+2.6%	0.40%
DFSV	Dimensional US Small Cap Value ETF	Added	255,986	+61	$9,591,795	−3.4%	0.39%
DFAI	Dimensional International Core Equity Market ETF	Added	227,173	+30,808	$9,411,777	+16.2%	0.38%
AVIV	Avantis International Large Cap Value ETF	Added	115,454	+108,769	$9,193,602	+1676.4%	0.37%
LLY	ELI LILLY & Co CALL + SHARES Healthcare	Added	7,041	+217	$8,147,000	−0.5%	0.33%
XOM	ExxonMobil Holdings Corp Energy	Reduced	48,266	-2,764	$7,855,291	+12.6%	0.32%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Added	29,995	+184	$7,473,254	+5.2%	0.30%
VXUS	Vanguard Total International Stock ETF	Added	87,662	+80,335	$7,447,763	+1089.0%	0.30%
VSDM	VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF	Added	94,415	+78,995	$7,022,587	+494.3%	0.28%
DCOR	Dimensional ETF Trust	Added	84,814	+13,644	$7,010,725	+20.2%	0.28%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	96,227	+53,704	$6,750,324	+116.2%	0.27%
VB	Vanguard Index Funds	Added	22,576	+14,696	$6,422,646	+168.9%	0.26%
DFIC	Dimensional International Core Equity 2 ETF	Added	169,668	+14,379	$6,381,213	+10.3%	0.26%
COST	Costco Wholesale Corp Consumer Defensive	Added	7,005	+611	$6,376,931	+6.6%	0.26%
VTV	VANGUARD VALUE INDEX FUND	Reduced	28,874	-407	$6,239,093	−2.2%	0.25%

Showing the top 50 of 280 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.