TCI Wealth Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), TCI Wealth Advisors, Inc. reported 250 stock positions worth $1.5 billion. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 12.5% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 10.4%) and Dimensional US Marketwide Va (DFUV, 7.9%). Compared with Q1 2025, it opened 33 new positions, sold out of 10, added to 90 and reduced 107. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +2914%) and the biggest sale Dimensional US Small Cap ETF (DFAS, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Tucson, AZ
- CIK
- 0001583751
- Portfolio Value
- $1.5B (Q2 2025)
- SEC Filing
- 0001667731-25-000838 ↗ filed Jul 16, 2025
Holdings Value
Holdings 250 stocks · $1.5B
| DFUS Dimensional US Eq MKT ETF | 12.54% | 2,730,367 | $183.0M | Add +10.0% |
| DFAS Dimensional US Small Cap ETF | 10.36% | 2,373,334 | $151.2M | Reduce -3.6% |
| DFUV Dimensional US Marketwide Va | 7.95% | 2,741,948 | $115.9M | Add +10.8% |
| AVUV Avantis US Small Cap Value | 5.72% | 915,454 | $83.4M | Add +5.8% |
| DFAC Dimensional US Core Equity 2 | 4.92% | 2,003,861 | $71.8M | Reduce -2.6% |
| DFIV Dimensional International Va | 4.39% | 1,495,634 | $64.1M | Add +5.1% |
| AVDV Avantis Intl S/C Value ETF | 3.66% | 674,075 | $53.4M | Add +1.6% |
| DFGR Dim Global Real Estate ETF | 3.56% | 1,934,020 | $51.9M | Add +19.4% |
| DUHP Dimensional US High Profi Et | 3.38% | 1,388,309 | $49.4M | Add +37.4% |
| DFAE Dimensional Emerging Core Eq | 2.99% | 1,509,084 | $43.7M | Add +10.4% |
| DFIS Dimensional International SM | 2.91% | 1,420,615 | $42.4M | Add +0.7% |
| DFGP Dimensional GLBL Core PL Fix | 2.20% | 588,022 | $32.0M | Add +27.7% |
| DIHP Dimensional International Hi | 2.01% | 995,438 | $29.4M | Add +16.6% |
| AAPL Apple Inc. | 1.89% | 134,733 | $27.6M | Reduce -3.3% |
| DFAX Dimensional World Ex US Core | 1.89% | 937,839 | $27.5M | Reduce -5.0% |
| DFAT Dimensional US Target Value | 1.78% | 482,301 | $26.0M | Reduce -1.3% |
| AGG iShares Core U.S. Aggregate | 1.49% | 219,114 | $21.7M | Reduce -2.3% |
| AVEM Avantis Emerging Markets Eq | 1.24% | 263,116 | $18.0M | Reduce -2.1% |
| EBI Longview Advantage ETF | 1.17% | 336,794 | $17.1M | Reduce -2.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.11% | 53,527 | $16.3M | Add +0.1% |
| MSFT Microsoft Corp. | 1.10% | 32,292 | $16.1M | Reduce -6.1% |
| IJR iShares Core S&P Small-Cap E | 0.83% | 110,526 | $12.1M | Add +2914.1% |
| AVDE Avantis International Equity | 0.82% | 161,992 | $12.0M | Add +9.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 21,446 | $10.4M | Add +7.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 14,873 | $9.2M | Add +59.7% |
| AMZN Amazon.com Inc. | 0.63% | 41,692 | $9.1M | Reduce -2.2% |
| DFSV Dimensional US Small Cap Val | 0.52% | 256,488 | $7.5M | Add +1430.7% |
| NVDA Nvidia Corp. | 0.51% | 47,428 | $7.5M | Add +7.4% |
| IVV iShares Core S&P 500 ETF | 0.46% | 10,873 | $6.8M | Reduce -7.0% |
| JNJ Johnson & Johnson | 0.43% | 41,376 | $6.3M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.43% | 8,047 | $6.3M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.40% | 5,931 | $5.9M | Reduce -3.2% |
| DFAI Dimensional International Co. | 0.40% | 169,575 | $5.9M | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.40% | 15,041 | $5.8M | Reduce -0.3% |
| DFLV Dim US Large Cap Value ETF | 0.40% | 187,965 | $5.8M | Add +65.4% |
| MCD McDonald's Corp. | 0.40% | 19,764 | $5.8M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.39% | 52,559 | $5.7M | Reduce -8.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 28,945 | $5.1M | Add +597.1% |
| JPM JPMorgan Chase & Co. | 0.30% | 15,141 | $4.4M | Reduce -0.9% |
| QUAL iShares MSCI USA Quality Fac | 0.30% | 23,670 | $4.3M | Add +0.1% |
| DCOR Dimensional US Core Eq 1 ETF | 0.29% | 63,037 | $4.2M | New |
| DFAW Dimensional World Eqty ETF | 0.28% | 61,721 | $4.1M | Add +61.9% |
| DFAU Dimensional US Core Equity M | 0.28% | 97,470 | $4.1M | New |
| CVX Chevron Corp. | 0.28% | 28,354 | $4.1M | Reduce -0.2% |
| DFEM Dimensional Emrg MRKT Core | 0.28% | 135,312 | $4.0M | New |
| HON Honeywell International Inc. | 0.24% | 15,248 | $3.6M | Reduce -1.4% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 40,322 | $3.2M | Add +47.1% |
| DFSU Dimensional US Sus CORE1 ETF | 0.22% | 80,014 | $3.1M | Add +55.7% |
| VOO Vanguard S&P 500 ETF | 0.21% | 5,502 | $3.1M | Add +16.4% |
| GOOGL Alphabet Inc. Class A | 0.21% | 17,731 | $3.1M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 0.21% | 42,341 | $3.1M | Add +50.5% |
| WWD Woodward Inc. | 0.21% | 12,538 | $3.1M | Reduce -4.5% |
| GOOG Alphabet Inc. Class C | 0.21% | 16,964 | $3.0M | Reduce -5.6% |
| ABBV Abbvie Inc. | 0.19% | 15,230 | $2.8M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 4,868 | $2.7M | Reduce -3.2% |
| KMB Kimberly-Clark Corp. | 0.18% | 20,207 | $2.6M | Add +0.1% |
| DFSD Dimensional Short Duration | 0.18% | 54,106 | $2.6M | Reduce -4.1% |
| HD Home Depot Inc. | 0.16% | 6,501 | $2.4M | Add +0.0% |
| PSN Parsons Corp. | 0.16% | 33,059 | $2.4M | New |
| PG The Procter & Gamble Co. | 0.16% | 14,788 | $2.4M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 0.16% | 3,155 | $2.3M | Reduce -6.7% |
| UPST Upstart Holdings Inc. | 0.15% | 33,325 | $2.2M | Reduce -11.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 6,920 | $2.0M | Reduce -0.7% |
| WMT Walmart Inc. | 0.13% | 20,006 | $2.0M | Add +3.4% |
| PEP Pepsico Inc. | 0.13% | 14,715 | $1.9M | Reduce -1.0% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.12% | 46,837 | $1.8M | New |
| VNQ Vanguard Real Estate ETF | 0.12% | 19,130 | $1.7M | Reduce -0.0% |
| TSLA Tesla Inc. | 0.12% | 5,362 | $1.7M | Add +5.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 6,884 | $1.6M | Reduce -0.6% |
| AVLV Avantis US Large Cap Value | 0.11% | 23,379 | $1.6M | Reduce -14.7% |
| AVGO Broadcom Inc. | 0.10% | 5,560 | $1.5M | Add +5.7% |
| CLX Clorox Company | 0.10% | 12,570 | $1.5M | Add +0.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 5,396 | $1.5M | Reduce -0.2% |
| AXP American Express Co. | 0.10% | 4,673 | $1.5M | Add +0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 2 | $1.5M | Add +100.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 29,108 | $1.4M | New |
| T AT&T Inc. | 0.10% | 49,247 | $1.4M | Reduce -0.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.10% | 10,455 | $1.4M | Add +68.5% |
| MMM 3M Co. | 0.09% | 8,916 | $1.4M | Reduce -15.0% |
| ABT Abbott Laboratories | 0.09% | 9,806 | $1.3M | Add +0.5% |
| ITW Illinois Tool Works | 0.09% | 5,176 | $1.3M | No change |
| DFIC Dimensional International Co. | 0.09% | 41,155 | $1.3M | Add +326.1% |
| EFA iShares MSCI Eafe ETF | 0.09% | 14,096 | $1.3M | Reduce -0.3% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 4,863 | $1.3M | Add +0.6% |
| V Visa Inc. Class A | 0.09% | 3,500 | $1.2M | Reduce -14.1% |
| UNP Union Pacific Corp. | 0.09% | 5,388 | $1.2M | Add +0.2% |
| DVY iShares Select Dividend ETF | 0.08% | 9,253 | $1.2M | Reduce -7.5% |
| RTX RTX Corp. | 0.08% | 8,302 | $1.2M | Reduce -0.5% |
| DFSI Dimensional Int Sus COR1 ETF | 0.08% | 30,743 | $1.2M | Add +34.5% |
| SCHW Schwab (charles) Corp. | 0.08% | 12,793 | $1.2M | Reduce -0.0% |
| MCK McKesson Corp. | 0.08% | 1,514 | $1.1M | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.07% | 5,617 | $1.1M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 2,474 | $1.1M | Reduce -1.8% |
| TXN Texas Instruments Inc. | 0.07% | 5,177 | $1.1M | Add +0.0% |
| VZ Verizon Communications Inc. | 0.07% | 24,830 | $1.1M | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.07% | 2,301 | $1.1M | Add +53.8% |
| VDE Vanguard Energy ETF | 0.07% | 8,893 | $1.1M | Reduce -0.9% |
| NFLX Netflix Inc. | 0.07% | 768 | $1.0M | Add +0.8% |
| AVRE Avantis Real Estate ETF | 0.07% | 22,943 | $1.0M | New |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 4,828 | $988K | Reduce -1.1% |
Options reported separately and not counted above: COST calls ($198K), PLTR calls ($68K), UNH calls ($31K).
Portfolio Sells Q1 2025 → Q2 2025
| DFAS Dimensional US Small Cap ETF | Reduce -3.6% | 10.36% | −1.42 |
| AAPL Apple Inc. | Reduce -3.3% | 1.89% | −0.58 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.6% | 4.92% | −0.51 |
| AGG iShares Core U.S. Aggregate | Reduce -2.3% | 1.49% | −0.29 |
| DFAT Dimensional US Target Value | Reduce -1.3% | 1.78% | −0.23 |
| DFAX Dimensional World Ex US Core | Reduce -5.0% | 1.89% | −0.18 |
| XOM Exxon Mobil Corp. | Reduce -8.1% | 0.39% | −0.16 |
| EBI Longview Advantage ETF | Reduce -2.4% | 1.17% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.43% | −0.11 |
| CVX Chevron Corp. | Reduce -0.2% | 0.28% | −0.10 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.40% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -7.0% | 0.46% | −0.06 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.19% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -3.2% | 0.40% | −0.06 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.1% | 1.24% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.16% | −0.05 |
| PEP Pepsico Inc. | Reduce -1.0% | 0.13% | −0.05 |
| DFSD Dimensional Short Duration | Reduce -4.1% | 0.18% | −0.04 |
| DFAI Dimensional International Co. | Reduce -3.0% | 0.40% | −0.04 |
| AVLV Avantis US Large Cap Value | Reduce -14.7% | 0.11% | −0.03 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.03 |
| MMM 3M Co. | Reduce -15.0% | 0.09% | −0.03 |
| BIV Vanguard Intermediate-Term B | Reduce -29.5% | 0.05% | −0.03 |
| AMGN Amgen Inc. | Reduce -17.5% | 0.05% | −0.03 |
| V Visa Inc. Class A | Reduce -14.1% | 0.09% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -33.3% | 0.04% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -39.8% | 0.01% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -18.0% | 0.06% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -7.5% | 0.08% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 0.63% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -0.0% | 0.12% | −0.02 |
| VDE Vanguard Energy ETF | Reduce -0.9% | 0.07% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Reduce -1.4% | 0.24% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -5.6% | 0.21% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -1.5% | 0.05% | −0.02 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.02 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.02 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.02 |
| AEP American Electric Power | Sold out | 0.00% | −0.02 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.02 |
| LIN Linde PLC | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Reduce -0.7% | 0.10% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.1% | 0.02% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 0.11% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.8% | 0.07% | −0.01 |
| TFLO iShares Treasury Floating Ra | Reduce -3.2% | 0.05% | −0.01 |
| CVS CVS Health Corp. | Reduce -0.1% | 0.07% | −0.01 |
| DHR Danaher Corp. | Reduce -7.2% | 0.03% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| IJR iShares Core S&P Small-Cap E | Add +2914.1% | 0.83% | +0.80 |
| DUHP Dimensional US High Profi Et | Add +37.4% | 3.38% | +0.70 |
| DFUS Dimensional US Eq MKT ETF | Add +10.0% | 12.54% | +0.52 |
| DFSV Dimensional US Small Cap Val | Add +1430.7% | 0.52% | +0.48 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +597.1% | 0.35% | +0.29 |
| DCOR Dimensional US Core Eq 1 ETF | New | 0.29% | +0.29 |
| DFAU Dimensional US Core Equity M | New | 0.28% | +0.28 |
| DFEM Dimensional Emrg MRKT Core | New | 0.28% | +0.28 |
| DFGP Dimensional GLBL Core PL Fix | Add +27.7% | 2.20% | +0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +59.7% | 0.63% | +0.21 |
| DIHP Dimensional International Hi | Add +16.6% | 2.01% | +0.17 |
| PSN Parsons Corp. | New | 0.16% | +0.16 |
| DFAE Dimensional Emerging Core Eq | Add +10.4% | 2.99% | +0.16 |
| DFGR Dim Global Real Estate ETF | Add +19.4% | 3.56% | +0.15 |
| NVDA Nvidia Corp. | Add +7.4% | 0.51% | +0.13 |
| DFSE Dimensional Em Sus CORE1 ETF | New | 0.12% | +0.12 |
| DFLV Dim US Large Cap Value ETF | Add +65.4% | 0.40% | +0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.10% | +0.10 |
| DFAW Dimensional World Eqty ETF | Add +61.9% | 0.28% | +0.10 |
| AVRE Avantis Real Estate ETF | New | 0.07% | +0.07 |
| DFSU Dimensional US Sus CORE1 ETF | Add +55.7% | 0.22% | +0.07 |
| DFIC Dimensional International Co. | Add +326.1% | 0.09% | +0.07 |
| WSO Watsco Inc. | New | 0.05% | +0.05 |
| BND Vanguard Total Bond Market | Add +50.5% | 0.21% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +47.1% | 0.22% | +0.05 |
| AVDE Avantis International Equity | Add +9.9% | 0.82% | +0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Add +68.5% | 0.10% | +0.04 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +100.0% | 0.10% | +0.04 |
| COF Capital One Financial Corp. | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +5.7% | 0.10% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | Add +18.9% | 0.06% | +0.02 |
| PANW Palo Alto Networks Inc. | New | 0.02% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +16.4% | 0.21% | +0.02 |
| LMT Lockheed Martin Corp. | Add +53.8% | 0.07% | +0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Add +34.5% | 0.08% | +0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.02% | +0.02 |
| ALL Allstate Corp. | New | 0.02% | +0.02 |
| AIQ Global X Art Intel & Tech | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| COIN Coinbase Global Inc. Class A | New | 0.02% | +0.02 |
| IVE iShares S&P 500 Value ETF | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| ESGV Vanguard ESG US Stock ETF | New | 0.01% | +0.01 |
| AXON Axon Enterprise Inc. | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +96.2% | 0.03% | +0.01 |
| LDOS Leidos Holdings Inc. | New | 0.01% | +0.01 |
| TT Trane Technologies PLC | New | 0.01% | +0.01 |
Options Activity Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | call | Sold out | 500 | $288Kbefore exit |
| COST Costco Wholesale Corp. | call | New | 200 | $198K |
| PLTR Palantir Technologies Inc. Class A | call | New | 500 | $68K |
| UNH Unitedhealth Group Inc. | call | New | 100 | $31K |
| BMY Bristol-Myers Squibb Co. | call | Sold out | 500 | $30Kbefore exit |
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 |