TCI Wealth Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), TCI Wealth Advisors, Inc. reported 262 stock positions worth $1.7 billion. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 12.8% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 10.0%) and Dimensional US Marketwide Va (DFUV, 8.1%). Compared with Q2 2025, it opened 23 new positions, sold out of 11, added to 149 and reduced 58. The biggest buy was Dimensional US High Profi Et (DUHP, shares +29%) and the biggest sale Dimensional International SM (DFIS, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Tucson, AZ
- CIK
- 0001583751
- Portfolio Value
- $1.7B (Q3 2025)
- SEC Filing
- 0002085853-25-000069 ↗ filed Oct 14, 2025
Holdings Value
Holdings 262 stocks · $1.7B
| DFUS Dimensional US Eq MKT ETF | 12.76% | 2,952,158 | $213.9M | Add +8.1% |
| DFAS Dimensional US Small Cap ETF | 10.03% | 2,456,384 | $168.2M | Add +3.5% |
| DFUV Dimensional US Marketwide Va | 8.11% | 3,041,107 | $135.9M | Add +10.9% |
| AVUV Avantis US Small Cap Value | 6.14% | 1,033,176 | $102.8M | Add +12.9% |
| DFAC Dimensional US Core Equity 2 | 4.81% | 2,092,128 | $80.7M | Add +4.4% |
| DFIV Dimensional International Va | 4.31% | 1,565,367 | $72.2M | Add +4.7% |
| DUHP Dimensional US High Profi Et | 4.05% | 1,795,077 | $67.8M | Add +29.3% |
| DFGR Dim Global Real Estate ETF | 3.68% | 2,258,395 | $61.7M | Add +16.8% |
| AVDV Avantis Intl S/C Value ETF | 3.66% | 689,289 | $61.4M | Add +2.3% |
| DFAE Dimensional Emerging Core Eq | 3.23% | 1,718,626 | $54.2M | Add +13.9% |
| DFIS Dimensional International SM | 2.68% | 1,419,401 | $44.9M | Reduce -0.1% |
| DIHP Dimensional International Hi | 2.06% | 1,136,506 | $34.5M | Add +14.2% |
| AAPL Apple Inc. | 2.02% | 132,816 | $33.8M | Reduce -1.4% |
| DFGP Dimensional GLBL Core PL Fix | 1.97% | 593,655 | $33.0M | Add +1.0% |
| DFAX Dimensional World Ex US Core | 1.69% | 905,189 | $28.4M | Reduce -3.5% |
| DFAT Dimensional US Target Value | 1.66% | 478,831 | $27.9M | Reduce -0.7% |
| AGG iShares Core U.S. Aggregate | 1.30% | 216,766 | $21.7M | Reduce -1.1% |
| AVEM Avantis Emerging Markets Eq | 1.12% | 250,789 | $18.8M | Reduce -4.7% |
| EBI Longview Advantage ETF | 1.10% | 336,794 | $18.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 1.06% | 54,021 | $17.7M | Add +0.9% |
| MSFT Microsoft Corp. | 1.03% | 33,201 | $17.2M | Add +2.8% |
| IJR iShares Core S&P Small-Cap E | 0.78% | 109,574 | $13.0M | Reduce -0.9% |
| AVDE Avantis International Equity | 0.77% | 162,784 | $12.8M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 21,419 | $10.8M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 15,263 | $10.2M | Add +2.6% |
| NVDA Nvidia Corp. | 0.57% | 50,972 | $9.5M | Add +7.5% |
| AMZN Amazon.com Inc. | 0.55% | 42,247 | $9.3M | Add +1.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.52% | 204,205 | $8.7M | Add +155.2% |
| DFSV Dimensional US Small Cap Val | 0.51% | 265,995 | $8.5M | Add +3.7% |
| DFLV Dim US Large Cap Value ETF | 0.45% | 230,717 | $7.6M | Add +22.7% |
| JNJ Johnson & Johnson | 0.45% | 40,723 | $7.6M | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 0.45% | 11,171 | $7.5M | Add +2.7% |
| CAT Caterpillar Inc. | 0.43% | 15,051 | $7.2M | Add +0.1% |
| DFAI Dimensional International Co. | 0.38% | 175,362 | $6.4M | Add +3.4% |
| LLY Eli Lilly & Co. | 0.37% | 8,087 | $6.2M | Add +0.5% |
| MCD McDonald's Corp. | 0.35% | 19,398 | $5.9M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.35% | 51,359 | $5.8M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 0.34% | 6,148 | $5.7M | Add +3.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.32% | 29,036 | $5.4M | Add +0.3% |
| DFAW Dimensional World Eqty ETF | 0.30% | 69,805 | $5.0M | Add +13.1% |
| JPM JPMorgan Chase & Co. | 0.29% | 15,412 | $4.9M | Add +1.8% |
| DFAU Dimensional US Core Equity M | 0.28% | 102,657 | $4.7M | Add +5.3% |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 23,704 | $4.6M | Add +0.1% |
| DCOR Dimensional US Core Eq 1 ETF | 0.27% | 63,051 | $4.5M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.27% | 18,336 | $4.5M | Add +3.4% |
| DFEM Dimensional Emrg MRKT Core | 0.26% | 137,694 | $4.4M | Add +1.8% |
| CVX Chevron Corp. | 0.26% | 28,234 | $4.4M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.25% | 17,263 | $4.2M | Add +1.8% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.24% | 39,500 | $4.0M | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.23% | 93,413 | $3.8M | Add +203.8% |
| ABBV Abbvie Inc. | 0.21% | 15,368 | $3.6M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.20% | 5,589 | $3.4M | Add +1.6% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 41,732 | $3.3M | Add +3.5% |
| BND Vanguard Total Bond Market | 0.19% | 43,704 | $3.3M | Add +3.2% |
| HON Honeywell International Inc. | 0.19% | 15,406 | $3.2M | Add +1.0% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.19% | 78,860 | $3.2M | Add +68.4% |
| WWD Woodward Inc. | 0.19% | 12,529 | $3.2M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 4,851 | $2.9M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.16% | 5,927 | $2.6M | Add +10.5% |
| DFSD Dimensional Short Duration | 0.16% | 54,106 | $2.6M | No change |
| HD Home Depot Inc. | 0.16% | 6,425 | $2.6M | Reduce -1.2% |
| KMB Kimberly-Clark Corp. | 0.15% | 20,273 | $2.5M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.15% | 3,374 | $2.5M | Add +6.9% |
| PSN Parsons Corp. | 0.15% | 29,320 | $2.4M | Reduce -11.3% |
| PG The Procter & Gamble Co. | 0.14% | 15,090 | $2.3M | Add +2.0% |
| DFIC Dimensional International Co. | 0.13% | 68,051 | $2.2M | Add +65.3% |
| WMT Walmart Inc. | 0.12% | 20,132 | $2.1M | Add +0.6% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.12% | 20,249 | $2.0M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 7,110 | $2.0M | Add +2.8% |
| PEP Pepsico Inc. | 0.12% | 14,208 | $2.0M | Reduce -3.5% |
| AVGO Broadcom Inc. | 0.11% | 5,760 | $1.9M | Add +3.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 6,923 | $1.8M | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 0.10% | 19,130 | $1.7M | No change |
| AVLV Avantis US Large Cap Value | 0.10% | 23,926 | $1.7M | Add +2.3% |
| UPST Upstart Holdings Inc. | 0.10% | 33,325 | $1.7M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 5,393 | $1.6M | Reduce -0.1% |
| AXP American Express Co. | 0.09% | 4,731 | $1.6M | Add +1.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 2 | $1.5M | No change |
| GE General Electric filed as GE AEROSPACE | 0.09% | 4,961 | $1.5M | Add +2.0% |
| IWD iShares Russell 1000 Value E | 0.09% | 7,279 | $1.5M | Add +29.6% |
| T AT&T Inc. | 0.09% | 51,481 | $1.5M | Add +4.5% |
| RTX RTX Corp. | 0.09% | 8,591 | $1.4M | Add +3.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.09% | 10,055 | $1.4M | Reduce -3.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.09% | 28,444 | $1.4M | Reduce -2.3% |
| ORCL Oracle Corp. | 0.08% | 5,053 | $1.4M | Add +20.7% |
| MMM 3M Co. | 0.08% | 8,833 | $1.4M | Reduce -0.9% |
| ITW Illinois Tool Works | 0.08% | 5,180 | $1.4M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.08% | 14,302 | $1.3M | Add +1.5% |
| ABT Abbott Laboratories | 0.08% | 9,889 | $1.3M | Add +0.8% |
| DVY iShares Select Dividend ETF | 0.08% | 9,264 | $1.3M | Add +0.1% |
| V Visa Inc. Class A | 0.08% | 3,803 | $1.3M | Add +8.7% |
| UNP Union Pacific Corp. | 0.08% | 5,370 | $1.3M | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.07% | 2,613 | $1.2M | Add +37.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 2,542 | $1.2M | Add +2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 5,458 | $1.2M | Add +13.1% |
| MCK McKesson Corp. | 0.07% | 1,515 | $1.2M | Add +0.1% |
| CLX Clorox Company | 0.07% | 9,353 | $1.2M | Reduce -25.6% |
| LMT Lockheed Martin Corp. | 0.07% | 2,298 | $1.1M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.06% | 24,345 | $1.1M | Reduce -1.9% |
| CVS CVS Health Corp. | 0.06% | 13,669 | $1.0M | Reduce -1.1% |
Portfolio Sells Q2 2025 → Q3 2025
| DFIS Dimensional International SM | Reduce -0.1% | 2.68% | −0.23 |
| AGG iShares Core U.S. Aggregate | Reduce -1.1% | 1.30% | −0.19 |
| DFAX Dimensional World Ex US Core | Reduce -3.5% | 1.69% | −0.19 |
| DFAT Dimensional US Target Value | Reduce -0.7% | 1.66% | −0.12 |
| AVEM Avantis Emerging Markets Eq | Reduce -4.7% | 1.12% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.64% | −0.07 |
| NYF iShares New York Muni Bond E | Sold out | 0.00% | −0.07 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.9% | 0.78% | −0.05 |
| MCD McDonald's Corp. | Reduce -1.9% | 0.35% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 0.35% | −0.04 |
| CLX Clorox Company | Reduce -25.6% | 0.07% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -32.7% | 0.05% | −0.03 |
| IGPT Invesco AI and Next Gen Soft | Sold out | 0.00% | −0.03 |
| SM SM Energy Co. | Reduce -24.1% | 0.04% | −0.02 |
| WWD Woodward Inc. | Reduce -0.1% | 0.19% | −0.02 |
| AVRE Avantis Real Estate ETF | Reduce -15.4% | 0.05% | −0.02 |
| PSN Parsons Corp. | Reduce -11.3% | 0.15% | −0.02 |
| PBQQ Pgim Ladr NSDQ-100 BF 12 ETF | Sold out | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -0.1% | 0.06% | −0.02 |
| CVX Chevron Corp. | Reduce -0.4% | 0.26% | −0.02 |
| LNT Alliant Energy Corp. | Sold out | 0.00% | −0.02 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.01 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.01 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.01 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -37.2% | 0.02% | −0.01 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -3.5% | 0.12% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.3% | 0.09% | −0.01 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -9.2% | 0.06% | −0.01 |
| MMM 3M Co. | Reduce -0.9% | 0.08% | −0.01 |
| WSO Watsco Inc. | Reduce -0.3% | 0.04% | −0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.8% | 0.09% | −0.01 |
| SO The Southern Co. | Reduce -21.8% | 0.03% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.3% | 0.17% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.9% | 0.06% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.08% | −0.01 |
| HD Home Depot Inc. | Reduce -1.2% | 0.16% | −0.01 |
| TFLO iShares Treasury Floating Ra | Reduce -1.4% | 0.04% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.1% | 0.10% | −0.01 |
| KO The Coca-Cola Co. | Reduce -2.8% | 0.02% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.5% | 0.05% | −0.01 |
| PFE Pfizer Inc. | Reduce -9.9% | 0.02% | −0.01 |
| FDX FedEx Corp. | Reduce -6.3% | 0.03% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.1% | 0.07% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.3% | 0.05% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 0.05% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -18.7% | 0.01% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| DUHP Dimensional US High Profi Et | Add +29.3% | 4.05% | +0.66 |
| AVUV Avantis US Small Cap Value | Add +12.9% | 6.14% | +0.42 |
| DFSU Dimensional US Sus CORE1 ETF | Add +155.2% | 0.52% | +0.30 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.24% | +0.24 |
| DFAE Dimensional Emerging Core Eq | Add +13.9% | 3.23% | +0.24 |
| DFUS Dimensional US Eq MKT ETF | Add +8.1% | 12.76% | +0.22 |
| DFUV Dimensional US Marketwide Va | Add +10.9% | 8.11% | +0.16 |
| DFSI Dimensional Int Sus COR1 ETF | Add +203.8% | 0.23% | +0.15 |
| DFGR Dim Global Real Estate ETF | Add +16.8% | 3.68% | +0.12 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.12% | +0.12 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +68.4% | 0.19% | +0.07 |
| NVDA Nvidia Corp. | Add +7.5% | 0.57% | +0.05 |
| DFLV Dim US Large Cap Value ETF | Add +22.7% | 0.45% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 0.27% | +0.05 |
| DIHP Dimensional International Hi | Add +14.2% | 2.06% | +0.05 |
| DFIC Dimensional International Co. | Add +65.3% | 0.13% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.25% | +0.04 |
| TSLA Tesla Inc. | Add +10.5% | 0.16% | +0.04 |
| GTES Gates Industrial Corp. UK Ltd. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +0.1% | 0.43% | +0.03 |
| ORCL Oracle Corp. | Add +20.7% | 0.08% | +0.02 |
| GOVT iShares US Treasury Bond ETF | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +0.9% | 0.21% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +72.7% | 0.05% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +37.0% | 0.07% | +0.02 |
| VXUS Vanguard Total Intl Stock | New | 0.02% | +0.02 |
| DFAW Dimensional World Eqty ETF | Add +13.1% | 0.30% | +0.02 |
| USHY iShares Broad Usd High Yield | New | 0.02% | +0.02 |
| ANET Arista Networks Inc. | New | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | New | 0.01% | +0.01 |
| MDGL Madrigal Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| DHI D.R. Horton Inc. | New | 0.01% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.01% | +0.01 |
| ETN Eaton Corp. PLC | New | 0.01% | +0.01 |
| DINO HF Sinclair Corp. | New | 0.01% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +29.6% | 0.09% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.01% | +0.01 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
| VCIT Vanguard Int-Term Corporate | New | 0.01% | +0.01 |
| AFL Aflac Inc. | New | 0.01% | +0.01 |
| LOW Lowe's Cos Inc. | New | 0.01% | +0.01 |
| AEP American Electric Power | New | 0.01% | +0.01 |
| RDDT Reddit Inc. Class A | New | 0.01% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | New | 0.01% | +0.01 |
| SPG Simon Property Group Inc. | New | 0.01% | +0.01 |
| INTC Intel Corp. | Add +1.1% | 0.03% | +0.01 |
| AVGO Broadcom Inc. | Add +3.6% | 0.11% | +0.01 |
| BIV Vanguard Intermediate-Term B | Add +33.6% | 0.06% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +26.6% | 0.03% | +0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +29.2% | 0.02% | +0.00 |
Options Activity Q2 2025 → Q3 2025
| COST Costco Wholesale Corp. | call | Sold out | 200 | $198Kbefore exit |
| PLTR Palantir Technologies Inc. Class A | call | Sold out | 500 | $68Kbefore exit |
| UNH Unitedhealth Group Inc. | call | Sold out | 100 | $31Kbefore 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 |