TCI Wealth Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), TCI Wealth Advisors, Inc. reported 227 stock positions worth $1.2 billion. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 12.0% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 11.8%) and Dimensional US Marketwide Va (DFUV, 8.2%). Compared with Q4 2024, it opened 16 new positions, sold out of 16, added to 98 and reduced 93. The biggest buy was a new position in Longview Advantage ETF (EBI) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Tucson, AZ
- CIK
- 0001583751
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001667731-25-000462 ↗ filed Apr 21, 2025
Holdings Value
Holdings 227 stocks · $1.2B
| DFUS Dimensional US Eq MKT ETF | 12.02% | 2,482,654 | $150.2M | Add +6.0% |
| DFAS Dimensional US Small Cap ETF | 11.78% | 2,462,758 | $147.1M | Add +2.5% |
| DFUV Dimensional US Marketwide Va | 8.17% | 2,475,796 | $102.0M | Add +8.2% |
| AVUV Avantis US Small Cap Value | 6.04% | 865,098 | $75.4M | Add +7.8% |
| DFAC Dimensional US Core Equity 2 | 5.44% | 2,057,834 | $67.9M | Add +2.8% |
| DFIV Dimensional International Va | 4.48% | 1,422,982 | $56.0M | Add +3.7% |
| AVDV Avantis Intl S/C Value ETF | 3.70% | 663,126 | $46.2M | Add +2.1% |
| DFGR Dim Global Real Estate ETF | 3.41% | 1,619,556 | $42.5M | Add +21.0% |
| DFIS Dimensional International SM | 2.92% | 1,411,360 | $36.5M | Add +9.1% |
| DFAE Dimensional Emerging Core Eq | 2.83% | 1,366,603 | $35.4M | Add +22.5% |
| DUHP Dimensional US High Profi Et | 2.68% | 1,010,553 | $33.5M | Add +40.7% |
| AAPL Apple Inc. | 2.48% | 139,264 | $30.9M | Reduce -1.9% |
| DFAX Dimensional World Ex US Core | 2.07% | 986,778 | $25.9M | Add +3.2% |
| DFAT Dimensional US Target Value | 2.02% | 488,873 | $25.2M | Reduce -2.2% |
| DFGP Dimensional GLBL Core PL Fix | 1.97% | 460,310 | $24.6M | Add +4.7% |
| DIHP Dimensional International Hi | 1.84% | 853,965 | $23.0M | Add +19.0% |
| AGG iShares Core U.S. Aggregate | 1.78% | 224,285 | $22.2M | Reduce -0.3% |
| EBI Longview Advantage ETF | 1.31% | 344,988 | $16.3M | New |
| AVEM Avantis Emerging Markets Eq | 1.29% | 268,758 | $16.2M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.18% | 53,455 | $14.7M | Reduce -0.4% |
| MSFT Microsoft Corp. | 1.03% | 34,387 | $12.9M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 20,012 | $10.7M | Add +1.2% |
| AVDE Avantis International Equity | 0.78% | 147,358 | $9.8M | Add +3.1% |
| AMZN Amazon.com Inc. | 0.65% | 42,635 | $8.1M | Reduce -5.4% |
| JNJ Johnson & Johnson | 0.55% | 41,070 | $6.8M | Add +8.2% |
| XOM Exxon Mobil Corp. | 0.54% | 57,163 | $6.8M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.54% | 8,093 | $6.7M | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 0.53% | 11,693 | $6.6M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.50% | 19,865 | $6.2M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.46% | 6,127 | $5.8M | Add +4.4% |
| DFAI Dimensional International Co. | 0.44% | 174,725 | $5.5M | Add +11.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 9,315 | $5.2M | Reduce -3.4% |
| CAT Caterpillar Inc. | 0.40% | 15,090 | $5.0M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.38% | 44,177 | $4.8M | Reduce -12.8% |
| CVX Chevron Corp. | 0.38% | 28,401 | $4.8M | Reduce -1.1% |
| QUAL iShares MSCI USA Quality Fac | 0.32% | 23,659 | $4.0M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.30% | 15,281 | $3.7M | Reduce -4.2% |
| DFLV Dim US Large Cap Value ETF | 0.28% | 113,655 | $3.5M | Add +30.8% |
| HON Honeywell International Inc. | 0.26% | 15,471 | $3.3M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.26% | 15,276 | $3.2M | Reduce -6.8% |
| KMB Kimberly-Clark Corp. | 0.23% | 20,193 | $2.9M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.22% | 17,968 | $2.8M | Reduce -9.1% |
| GOOGL Alphabet Inc. Class A | 0.22% | 17,788 | $2.8M | Reduce -10.0% |
| DFSD Dimensional Short Duration | 0.21% | 56,434 | $2.7M | Add +11.1% |
| PG The Procter & Gamble Co. | 0.21% | 15,166 | $2.6M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 0.19% | 4,727 | $2.4M | Reduce -3.3% |
| WWD Woodward Inc. | 0.19% | 13,133 | $2.4M | No change |
| HD Home Depot Inc. | 0.19% | 6,499 | $2.4M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 5,030 | $2.4M | Add +4.0% |
| DFAW Dimensional World Eqty ETF | 0.19% | 38,114 | $2.3M | Add +13.3% |
| PEP Pepsico Inc. | 0.18% | 14,868 | $2.2M | Add +1.3% |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 27,417 | $2.1M | Add +125.0% |
| BND Vanguard Total Bond Market | 0.17% | 28,135 | $2.1M | Add +25.8% |
| META Meta Platforms Inc. Class A | 0.16% | 3,381 | $1.9M | Reduce -16.7% |
| CLX Clorox Company | 0.15% | 12,548 | $1.8M | Add +18.9% |
| DFSU Dimensional US Sus CORE1 ETF | 0.15% | 51,395 | $1.8M | Add +2.8% |
| AVLV Avantis US Large Cap Value | 0.14% | 27,413 | $1.8M | Add +0.2% |
| VNQ Vanguard Real Estate ETF | 0.14% | 19,137 | $1.7M | Reduce -10.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 6,966 | $1.7M | Add +0.5% |
| UPST Upstart Holdings Inc. | 0.14% | 37,590 | $1.7M | Add +20.5% |
| WMT Walmart Inc. | 0.14% | 19,352 | $1.7M | Reduce -6.3% |
| MMM 3M Co. | 0.12% | 10,489 | $1.5M | Reduce -1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 6,923 | $1.5M | Add +1.6% |
| V Visa Inc. Class A | 0.11% | 4,076 | $1.4M | Reduce -16.2% |
| T AT&T Inc. | 0.11% | 49,611 | $1.4M | Reduce -1.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.11% | 5,408 | $1.4M | No change |
| DVY iShares Select Dividend ETF | 0.11% | 10,000 | $1.3M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.11% | 5,089 | $1.3M | Reduce -15.1% |
| ABT Abbott Laboratories | 0.10% | 9,759 | $1.3M | Reduce -9.7% |
| ITW Illinois Tool Works | 0.10% | 5,176 | $1.3M | No change |
| UNP Union Pacific Corp. | 0.10% | 5,379 | $1.3M | Reduce -8.4% |
| AXP American Express Co. | 0.10% | 4,630 | $1.2M | Add +0.1% |
| VDE Vanguard Energy ETF | 0.09% | 8,970 | $1.2M | Reduce -31.5% |
| SM SM Energy Co. | 0.09% | 38,799 | $1.2M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.09% | 14,141 | $1.2M | Add +4.8% |
| VZ Verizon Communications Inc. | 0.09% | 24,633 | $1.1M | Reduce -3.3% |
| RTX RTX Corp. | 0.09% | 8,346 | $1.1M | Add +14.9% |
| MA Mastercard Inc. Class A | 0.09% | 1,954 | $1.1M | Reduce -29.9% |
| IWD iShares Russell 1000 Value E | 0.09% | 5,665 | $1.1M | Reduce -0.4% |
| MCK McKesson Corp. | 0.08% | 1,512 | $1.0M | Reduce -1.2% |
| AMGN Amgen Inc. | 0.08% | 3,265 | $1.0M | Reduce -7.7% |
| SCHW Schwab (charles) Corp. | 0.08% | 12,795 | $1.0M | Reduce -5.1% |
| NYF iShares New York Muni Bond E | 0.08% | 18,698 | $984K | New |
| GE General Electric filed as GE AEROSPACE | 0.08% | 4,836 | $968K | Add +0.9% |
| BIV Vanguard Intermediate-Term B | 0.08% | 12,531 | $959K | Add +84.7% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 4,879 | $946K | Add +19.9% |
| CVS CVS Health Corp. | 0.07% | 13,830 | $937K | Reduce -6.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 2,518 | $934K | Add +5.1% |
| TXN Texas Instruments Inc. | 0.07% | 5,175 | $930K | Reduce -7.3% |
| NOW ServiceNow Inc. | 0.07% | 1,152 | $917K | Add +9.6% |
| QCOM Qualcomm Inc. | 0.07% | 5,773 | $887K | Reduce -5.8% |
| AVGO Broadcom Inc. | 0.07% | 5,262 | $881K | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.07% | 9,720 | $872K | Reduce -4.9% |
| PM Philip Morris International | 0.07% | 5,321 | $845K | Reduce -0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $798K | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.06% | 22,853 | $797K | Add +2.7% |
| D Dominion Energy Inc. | 0.06% | 14,176 | $795K | Add +0.7% |
| TFLO iShares Treasury Floating Ra | 0.06% | 14,372 | $728K | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 4,152 | $717K | Reduce -3.9% |
| VSS Vanguard Ftse All Wo X-US SC | 0.06% | 6,205 | $717K | Reduce -0.1% |
Options reported separately and not counted above: META calls ($288K), BMY calls ($30K).
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.9% | 2.48% | −0.49 |
| DFAT Dimensional US Target Value | Reduce -2.2% | 2.02% | −0.31 |
| MSFT Microsoft Corp. | Reduce -1.5% | 1.03% | −0.20 |
| NVDA Nvidia Corp. | Reduce -12.8% | 0.38% | −0.19 |
| AMZN Amazon.com Inc. | Reduce -5.4% | 0.65% | −0.18 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 1.18% | −0.12 |
| DHR Danaher Corp. | Reduce -67.3% | 0.04% | −0.11 |
| TSLA Tesla Inc. | Reduce -15.1% | 0.11% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -10.0% | 0.22% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -9.1% | 0.22% | −0.09 |
| CAT Caterpillar Inc. | Reduce -0.2% | 0.40% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.4% | 0.42% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 0.53% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -0.3% | 1.78% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -16.7% | 0.16% | −0.04 |
| VDE Vanguard Energy ETF | Reduce -31.5% | 0.09% | −0.04 |
| HON Honeywell International Inc. | Reduce -2.5% | 0.26% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -29.9% | 0.09% | −0.04 |
| DFSE Dimensional Em Sus CORE1 ETF | Sold out | 0.00% | −0.04 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.03 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.7% | 1.29% | −0.03 |
| AVGO Broadcom Inc. | Reduce -1.5% | 0.07% | −0.03 |
| SM SM Energy Co. | Reduce -0.3% | 0.09% | −0.03 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -49.8% | 0.02% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -3.3% | 0.19% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -37.8% | 0.04% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -45.1% | 0.02% | −0.02 |
| ORCL Oracle Corp. | Reduce -22.5% | 0.04% | −0.02 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -1.1% | 0.19% | −0.02 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.02 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.02 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.02 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.02 |
| ZION Zions Bancorp NA | Reduce -21.6% | 0.05% | −0.02 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -10.4% | 0.14% | −0.02 |
| WMT Walmart Inc. | Reduce -6.3% | 0.14% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.2% | 0.30% | −0.02 |
| BAC Bank of America Corp. | Reduce -24.8% | 0.04% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -20.9% | 0.05% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -43.5% | 0.02% | −0.02 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.02 |
| SRE Sempra | Sold out | 0.00% | −0.02 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.02 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.02 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.02 |
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -33.5% | 0.02% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| EBI Longview Advantage ETF | New | 1.31% | +1.31 |
| DUHP Dimensional US High Profi Et | Add +40.7% | 2.68% | +0.65 |
| DFGR Dim Global Real Estate ETF | Add +21.0% | 3.41% | +0.55 |
| DFAE Dimensional Emerging Core Eq | Add +22.5% | 2.83% | +0.47 |
| DFIV Dimensional International Va | Add +3.7% | 4.48% | +0.42 |
| DFUV Dimensional US Marketwide Va | Add +8.2% | 8.17% | +0.35 |
| DIHP Dimensional International Hi | Add +19.0% | 1.84% | +0.33 |
| DFIS Dimensional International SM | Add +9.1% | 2.92% | +0.27 |
| AVDV Avantis Intl S/C Value ETF | Add +2.1% | 3.70% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.2% | 0.85% | +0.10 |
| BSV Vanguard Short-Term Bond ETF | Add +125.0% | 0.17% | +0.09 |
| JNJ Johnson & Johnson | Add +8.2% | 0.55% | +0.09 |
| DFAX Dimensional World Ex US Core | Add +3.2% | 2.07% | +0.08 |
| NYF iShares New York Muni Bond E | New | 0.08% | +0.08 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.06% | +0.06 |
| DFLV Dim US Large Cap Value ETF | Add +30.8% | 0.28% | +0.06 |
| DFAI Dimensional International Co. | Add +11.4% | 0.44% | +0.05 |
| AVDE Avantis International Equity | Add +3.1% | 0.78% | +0.05 |
| BIV Vanguard Intermediate-Term B | Add +84.7% | 0.08% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.03% | +0.03 |
| BND Vanguard Total Bond Market | Add +25.8% | 0.17% | +0.03 |
| USFR Wisdomtree Floating Rate Tre | New | 0.03% | +0.03 |
| DFGP Dimensional GLBL Core PL Fix | Add +4.7% | 1.97% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +67.6% | 0.06% | +0.02 |
| MCD McDonald's Corp. | Add +1.6% | 0.50% | +0.02 |
| RAA Smi 3FOURTEEN RL Asst Alloc | New | 0.02% | +0.02 |
| IJH iShares Core S&P Midcap ETF | New | 0.02% | +0.02 |
| AVIV Avantis Intl LRG Cap Val ETF | New | 0.02% | +0.02 |
| RTX RTX Corp. | Add +14.9% | 0.09% | +0.02 |
| ORLY O'reilly Automotive Inc. | New | 0.02% | +0.02 |
| PBQQ Pgim Ladr NSDQ-100 BF 12 ETF | New | 0.02% | +0.02 |
| WM Waste Management Inc. | New | 0.02% | +0.02 |
| CHD Church & Dwight Co. Inc. | New | 0.02% | +0.02 |
| YUM Yum! Brands Inc. | New | 0.02% | +0.02 |
| CTVA Corteva Inc. | New | 0.02% | +0.02 |
| AEP American Electric Power | New | 0.02% | +0.02 |
| LIN Linde PLC | New | 0.02% | +0.02 |
| DFSD Dimensional Short Duration | Add +11.1% | 0.21% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +53.8% | 0.05% | +0.02 |
| COST Costco Wholesale Corp. | Add +4.4% | 0.46% | +0.01 |
| DFAW Dimensional World Eqty ETF | Add +13.3% | 0.19% | +0.01 |
| GLD SPDR Gold Shares | Add +15.9% | 0.05% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.14% | +0.01 |
| GE General Electric | Add +0.9% | 0.08% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +19.9% | 0.08% | +0.01 |
| KMB Kimberly-Clark Corp. | Add +0.0% | 0.23% | +0.01 |
| IDV iShares International Select | Add +32.0% | 0.03% | +0.01 |
| MO Altria Group Inc. | Add +9.4% | 0.04% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +4.8% | 0.09% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +43.4% | 0.03% | +0.01 |
Options Activity Q4 2024 → Q1 2025
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 265 | $2.3B | DFUS, DFAS, DFUV, AVUV, DUHP |
| Q1 2026 | 251 | $1.9B | DFUS, DFAS, DFUV, AVUV, DUHP |
| Q4 2025 | 252 | $1.8B | DFUS, DFAS, DFUV, AVUV, DFAC |
| Q3 2025 | 262 | $1.7B | DFUS, DFAS, DFUV, AVUV, DFAC |
| Q2 2025 | 250 | $1.5B | DFUS, DFAS, DFUV, AVUV, DFAC |
| Q1 2025 | 227 | $1.2B | DFUS, DFAS, DFUV, AVUV, DFAC |
| Q4 2024 | 227 | $1.2B | DFAS, DFUS, DFUV, AVUV, DFAC |
| Q3 2024 | 243 | $1.2B | DFAS, DFUS, DFUV, AVUV, DFAC |
| Q2 2024 | 221 | $1.1B | DFUS, DFAS, DFUV, AVUV, DFAC |
| Q1 2024 | 217 | $1.0B | DFAS, DFUS, DFUV, AVUV, DFAC |