TCI Wealth Advisors, Inc.

CIK

1583751

Location

Tucson, AZ

Portfolio Value

Small $232,700,727

Diversification

Diversified

Filing Date

Global Rank

#3,884 / 8,588 ▲ 72

Top Industry

Consumer Electronics 14.5%

3Y Alpha vs SPY

-2.8%

Period ended 3 months ago

Filed Apr 27, 2026 · 51d

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

+64.7%

SPY

+76.8%

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 51–100 of 143 positions by value · page 2 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KO	Coca Cola Co Consumer Defensive	Reduced	4,299	-1,332	$326,938	−16.9%	0.14%
GLW	Corning Inc /Ny Technology	Added	2,419	+5	$328,911	+55.6%	0.14%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	4,201	-132	$334,441	−17.2%	0.14%
ATR	Aptargroup, Inc. Healthcare	Reduced	2,751	-1	$346,681	+3.3%	0.15%
NUE	Nucor Corp Basic Materials	Held	2,090	0	$353,419	+3.7%	0.15%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,627	-28	$384,277	−18.6%	0.17%
MDT	Medtronic plc Healthcare	Reduced	4,546	-371	$393,910	−16.6%	0.17%
BA	Boeing Co Industrials	Reduced	1,995	-72	$397,064	−11.5%	0.17%
SBUX	Starbucks Corp Consumer Cyclical	Added	4,502	+1,904	$403,334	+84.4%	0.17%
DIS	Walt Disney Co Communication Services	Reduced	4,204	-650	$405,181	−26.6%	0.17%
XEL	Xcel Energy Inc Utilities	Added	5,182	+6	$411,658	+7.7%	0.18%
AMAT	Applied Materials Inc /De Technology	Reduced	1,234	-6	$421,768	+32.4%	0.18%
PFE	Pfizer Inc Healthcare	Reduced	15,159	-717	$425,664	+7.7%	0.18%
SO	Southern Co Utilities	Reduced	4,413	-2	$425,942	+10.6%	0.18%
COR	Cencora, Inc. Healthcare	NEW	1,365	NEW	$428,801	NEW	0.18%
GTES	Gates Industrial Corp plc Industrials	Added	19,308	+2,433	$436,553	+20.5%	0.19%
DHR	Danaher Corp /De/ Healthcare	Reduced	2,380	-39	$451,248	−18.5%	0.19%
CTAS	Cintas Corp Industrials	Added	2,701	+8	$456,847	−9.8%	0.20%
COF	Capital One Financial Corp Financial Services	Reduced	2,590	-244	$472,493	−31.2%	0.20%
NSC	Norfolk Southern Corp Industrials	Added	1,727	+1	$495,649	−0.5%	0.21%
NOW	ServiceNow, Inc. Technology	Added	4,754	+69	$497,030	−30.7%	0.21%
BX	Blackstone Inc. Financial Services	Added	4,343	+351	$499,401	−18.8%	0.21%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,483	+12	$501,179	+12.1%	0.22%
VLO	Valero Energy Corp/Tx Energy	Reduced	2,070	-4	$511,455	+51.5%	0.22%
LRCX	Lam Research Corp Technology	Added	2,397	+1	$512,143	+24.9%	0.22%
PNW	Pinnacle West Capital Corp Utilities	Added	5,098	+20	$513,623	+14.0%	0.22%
QCOM	Qualcomm Inc/De Technology	Added	4,297	+15	$553,367	−24.4%	0.24%
SM	SM Energy Co Energy	Reduced	18,277	-11,178	$569,876	+3.5%	0.24%
AMGN	Amgen Inc Healthcare	Reduced	1,692	-1,012	$595,330	−32.7%	0.26%
MO	Altria Group, Inc. Consumer Defensive	Added	9,163	+353	$604,666	+19.0%	0.26%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	12,732	-824	$620,685	−16.8%	0.27%
ZION	Zions Bancorporation, National Association /Ut/ Financial Services	Reduced	11,674	-998	$672,655	−9.3%	0.29%
ORCL	Oracle Corp Technology	Reduced	4,669	-375	$686,856	−30.1%	0.30%
FDX	Fedex Corp Industrials	Added	1,942	+2	$691,701	+23.4%	0.30%
DE	Deere & Co Industrials	Reduced	1,228	-16	$691,732	+19.4%	0.30%
GWW	W.W. Grainger, Inc. Industrials	Added	641	+1	$699,209	+8.3%	0.30%
MA	Mastercard Inc Financial Services	Reduced	1,495	-77	$746,991	−16.8%	0.32%
NFLX	Netflix Inc Communication Services	Reduced	7,814	-1,022	$751,316	−9.3%	0.32%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,268	0	$782,051	+2.2%	0.34%
GEV	GE Vernova Inc. Industrials	Reduced	960	-96	$837,984	+21.4%	0.36%
INTC	Intel Corp Technology	Added	19,260	+894	$849,943	+25.4%	0.37%
GS	Goldman Sachs Group Inc Financial Services	Added	1,014	+6	$857,833	−3.2%	0.37%
PM	Philip Morris International Inc. Consumer Defensive	Added	5,205	+8	$860,594	+3.2%	0.37%
SCHW	Schwab Charles Corp Financial Services	Added	9,263	+717	$870,536	+2.0%	0.37%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,409	-62	$885,224	+0.2%	0.38%
UNP	Union Pacific Corp Industrials	Reduced	3,754	-1,613	$910,795	−26.6%	0.39%
GLD	Spdr Gold Trust	Reduced	2,120	-579	$912,214	−14.7%	0.39%
TXN	Texas Instruments Inc Technology	Reduced	4,872	-337	$945,850	+4.7%	0.41%
CVS	CVS HEALTH Corp Healthcare	Reduced	13,266	-26	$952,764	−9.7%	0.41%
ABT	Abbott Laboratories Healthcare	Added	9,930	+76	$1,019,513	−17.4%	0.44%