TCI Wealth Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), TCI Wealth Advisors, Inc. reported 252 stock positions worth $1.8 billion. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 13.0% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 9.8%) and Dimensional US Marketwide Va (DFUV, 8.5%). Compared with Q3 2025, it opened 13 new positions, sold out of 23, added to 92 and reduced 115. The biggest buy was Dimensional US High Profi Et (DUHP, shares +22%) and the biggest sale an exit from Invesco QQQ Trust Series 1 (QQQ).
- Most Recent 13F
- Q2 2026
- Location
- Tucson, AZ
- CIK
- 0001583751
- Portfolio Value
- $1.8B (Q4 2025)
- SEC Filing
- 0002085853-26-000168 ↗ filed Feb 2, 2026
Holdings Value
Holdings 252 stocks · $1.8B
| DFUS Dimensional US Eq MKT ETF | 12.95% | 3,168,425 | $235.0M | Add +7.3% |
| DFAS Dimensional US Small Cap ETF | 9.82% | 2,555,837 | $178.1M | Add +4.0% |
| DFUV Dimensional US Marketwide Va | 8.53% | 3,319,491 | $154.7M | Add +9.2% |
| AVUV Avantis US Small Cap Value | 6.44% | 1,144,995 | $116.8M | Add +10.8% |
| DFAC Dimensional US Core Equity 2 | 4.93% | 2,259,558 | $89.5M | Add +8.0% |
| DUHP Dimensional US High Profi Et | 4.60% | 2,192,684 | $83.4M | Add +22.1% |
| DFIV Dimensional International Va | 4.48% | 1,629,209 | $81.3M | Add +4.1% |
| DFGR Dim Global Real Estate ETF | 3.87% | 2,654,516 | $70.1M | Add +17.5% |
| AVDV Avantis Intl S/C Value ETF | 3.62% | 699,750 | $65.8M | Add +1.5% |
| DFAE Dimensional Emerging Core Eq | 3.50% | 1,949,400 | $63.5M | Add +13.4% |
| DFIS Dimensional International SM | 2.62% | 1,441,448 | $47.5M | Add +1.6% |
| DIHP Dimensional International Hi | 2.21% | 1,267,809 | $40.1M | Add +11.6% |
| AAPL Apple Inc. | 1.93% | 128,737 | $35.0M | Reduce -3.1% |
| DFGP Dimensional GLBL Core PL Fix | 1.80% | 603,912 | $32.7M | Add +1.7% |
| DFAX Dimensional World Ex US Core | 1.58% | 876,305 | $28.7M | Reduce -3.2% |
| DFAT Dimensional US Target Value | 1.57% | 477,900 | $28.5M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 1.17% | 213,260 | $21.3M | Reduce -1.6% |
| EBI Longview Advantage ETF | 1.05% | 336,794 | $19.1M | No change |
| AVEM Avantis Emerging Markets Eq | 1.03% | 243,128 | $18.7M | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 53,625 | $18.0M | Reduce -0.7% |
| MSFT Microsoft Corp. | 0.88% | 32,925 | $15.9M | Reduce -0.8% |
| AVDE Avantis International Equity | 0.76% | 166,767 | $13.7M | Add +2.5% |
| IJR iShares Core S&P Small-Cap E | 0.71% | 106,949 | $12.9M | Reduce -2.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.61% | 256,753 | $11.2M | Add +25.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 15,100 | $10.3M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 20,378 | $10.2M | Reduce -4.9% |
| IVV iShares Core S&P 500 ETF | 0.56% | 14,814 | $10.1M | Add +32.6% |
| NVDA Nvidia Corp. | 0.52% | 50,587 | $9.4M | Reduce -0.8% |
| DFLV Dim US Large Cap Value ETF | 0.51% | 270,316 | $9.2M | Add +17.2% |
| AMZN Amazon.com Inc. | 0.49% | 38,591 | $8.9M | Reduce -8.7% |
| LLY Eli Lilly & Co. | 0.48% | 8,051 | $8.7M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.48% | 15,057 | $8.6M | Add +0.0% |
| DFSV Dimensional US Small Cap Val | 0.47% | 260,138 | $8.6M | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.46% | 40,518 | $8.4M | Reduce -0.5% |
| DFAI Dimensional International Co. | 0.39% | 187,496 | $7.1M | Add +6.9% |
| XOM Exxon Mobil Corp. | 0.34% | 50,791 | $6.1M | Reduce -1.1% |
| MCD McDonald's Corp. | 0.33% | 19,306 | $5.9M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.32% | 18,287 | $5.7M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.30% | 6,389 | $5.5M | Add +3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 28,799 | $5.5M | Reduce -0.8% |
| DFAW Dimensional World Eqty ETF | 0.30% | 73,519 | $5.4M | Add +5.3% |
| GOOG Alphabet Inc. Class C | 0.29% | 16,551 | $5.2M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 0.27% | 15,005 | $4.8M | Reduce -2.6% |
| DFAU Dimensional US Core Equity M | 0.26% | 100,791 | $4.7M | Reduce -1.8% |
| DFSI Dimensional Int Sus COR1 ETF | 0.26% | 108,525 | $4.6M | Add +16.2% |
| DCOR Dimensional US Core Eq 1 ETF | 0.26% | 63,039 | $4.6M | Reduce -0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 23,269 | $4.6M | Reduce -1.8% |
| DFEM Dimensional Emrg MRKT Core | 0.25% | 135,980 | $4.5M | Reduce -1.2% |
| CVX Chevron Corp. | 0.23% | 27,756 | $4.2M | Reduce -1.7% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.22% | 39,649 | $4.0M | Add +0.4% |
| DFIC Dimensional International Co. | 0.22% | 113,455 | $3.9M | Add +66.7% |
| WWD Woodward Inc. | 0.21% | 12,538 | $3.8M | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 45,447 | $3.6M | Add +8.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.19% | 85,045 | $3.5M | Add +7.8% |
| ABBV Abbvie Inc. | 0.19% | 15,275 | $3.5M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.19% | 5,404 | $3.4M | Reduce -3.3% |
| BND Vanguard Total Bond Market | 0.17% | 41,971 | $3.1M | Reduce -4.0% |
| HON Honeywell International Inc. | 0.16% | 14,939 | $2.9M | Reduce -3.0% |
| DFSD Dimensional Short Duration | 0.14% | 54,343 | $2.6M | Add +0.4% |
| TSLA Tesla Inc. | 0.14% | 5,724 | $2.6M | Reduce -3.4% |
| WMT Walmart Inc. | 0.13% | 21,836 | $2.4M | Add +8.5% |
| AVGO Broadcom Inc. | 0.12% | 6,451 | $2.2M | Add +12.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 7,286 | $2.2M | Add +2.5% |
| PEP Pepsico Inc. | 0.12% | 14,807 | $2.1M | Add +4.2% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.12% | 20,912 | $2.1M | Add +3.3% |
| PG The Procter & Gamble Co. | 0.11% | 14,474 | $2.1M | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 0.11% | 3,141 | $2.1M | Reduce -6.9% |
| EFA iShares MSCI Eafe ETF | 0.11% | 21,090 | $2.0M | Add +47.5% |
| KMB Kimberly-Clark Corp. | 0.11% | 20,043 | $2.0M | Reduce -1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 7,698 | $2.0M | Add +11.2% |
| UPST Upstart Holdings Inc. | 0.11% | 44,389 | $1.9M | Add +33.2% |
| HD Home Depot Inc. | 0.11% | 5,623 | $1.9M | Reduce -12.5% |
| AVLV Avantis US Large Cap Value | 0.11% | 25,299 | $1.9M | Add +5.7% |
| VNQ Vanguard Real Estate ETF | 0.10% | 20,482 | $1.8M | Add +7.1% |
| AXP American Express Co. | 0.10% | 4,714 | $1.7M | Reduce -0.4% |
| PSN Parsons Corp. | 0.09% | 26,434 | $1.6M | Reduce -9.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 5,393 | $1.6M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 2 | $1.5M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 28,444 | $1.4M | No change |
| MMM 3M Co. | 0.08% | 8,697 | $1.4M | Reduce -1.5% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 4,381 | $1.3M | Reduce -11.7% |
| V Visa Inc. Class A | 0.07% | 3,778 | $1.3M | Reduce -0.7% |
| ITW Illinois Tool Works | 0.07% | 5,187 | $1.3M | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.07% | 8,868 | $1.3M | Reduce -11.8% |
| MCK McKesson Corp. | 0.07% | 1,537 | $1.3M | Add +1.4% |
| DVY iShares Select Dividend ETF | 0.07% | 8,828 | $1.2M | Reduce -4.7% |
| UNP Union Pacific Corp. | 0.07% | 5,367 | $1.2M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 2,544 | $1.2M | Add +0.1% |
| ABT Abbott Laboratories | 0.07% | 9,854 | $1.2M | Reduce -0.3% |
| T AT&T Inc. | 0.07% | 47,511 | $1.2M | Reduce -7.7% |
| BIV Vanguard Intermediate-Term B | 0.06% | 14,877 | $1.2M | Add +26.0% |
| IWD iShares Russell 1000 Value E | 0.06% | 5,498 | $1.2M | Reduce -24.5% |
| LMT Lockheed Martin Corp. | 0.06% | 2,297 | $1.1M | Reduce -0.0% |
| GLD SPDR Gold Shares | 0.06% | 2,699 | $1.1M | Add +31.6% |
| CVS CVS Health Corp. | 0.06% | 13,292 | $1.1M | Reduce -2.8% |
| ORCL Oracle Corp. | 0.05% | 5,044 | $983K | Reduce -0.2% |
| VDE Vanguard Energy ETF | 0.05% | 7,734 | $974K | Reduce -4.2% |
| VZ Verizon Communications Inc. | 0.05% | 23,158 | $943K | Reduce -4.9% |
| CLX Clorox Company | 0.05% | 9,284 | $936K | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 0.05% | 28,266 | $922K | Add +6.8% |
Portfolio Sells Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.17 |
| MSFT Microsoft Corp. | Reduce -0.8% | 0.88% | −0.15 |
| AGG iShares Core U.S. Aggregate | Reduce -1.6% | 1.17% | −0.12 |
| DFAX Dimensional World Ex US Core | Reduce -3.2% | 1.58% | −0.11 |
| DFAT Dimensional US Target Value | Reduce -0.2% | 1.57% | −0.09 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.0% | 1.03% | −0.09 |
| AAPL Apple Inc. | Reduce -3.1% | 1.93% | −0.09 |
| RTX RTX Corp. | Sold out | 0.00% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.9% | 0.56% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.4% | 0.71% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.99% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -8.7% | 0.49% | −0.06 |
| PSN Parsons Corp. | Reduce -9.8% | 0.09% | −0.06 |
| HD Home Depot Inc. | Reduce -12.5% | 0.11% | −0.05 |
| NVDA Nvidia Corp. | Reduce -0.8% | 0.52% | −0.05 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.04 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.57% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -1.1% | 0.11% | −0.04 |
| DFSV Dimensional US Small Cap Val | Reduce -2.2% | 0.47% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -6.9% | 0.11% | −0.03 |
| HON Honeywell International Inc. | Reduce -3.0% | 0.16% | −0.03 |
| ORCL Oracle Corp. | Reduce -0.2% | 0.05% | −0.03 |
| CVX Chevron Corp. | Reduce -1.7% | 0.23% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -34.0% | 0.04% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.33% | −0.03 |
| COR Cencora Inc. | Sold out | 0.00% | −0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -24.5% | 0.06% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -4.1% | 0.11% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.6% | 0.27% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -29.1% | 0.05% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -4.0% | 0.17% | −0.02 |
| T AT&T Inc. | Reduce -7.7% | 0.07% | −0.02 |
| DFAU Dimensional US Core Equity M | Reduce -1.8% | 0.26% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.8% | 0.25% | −0.02 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.19% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.8% | 0.30% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -34.4% | 0.03% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -3.3% | 0.19% | −0.02 |
| CLX Clorox Company | Reduce -0.7% | 0.05% | −0.02 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.02 |
| DFEM Dimensional Emrg MRKT Core | Reduce -1.2% | 0.25% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -11.8% | 0.07% | −0.02 |
| TSLA Tesla Inc. | Reduce -3.4% | 0.14% | −0.02 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.01 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -0.0% | 0.26% | −0.01 |
| GE General Electric | Reduce -11.7% | 0.07% | −0.01 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| DUHP Dimensional US High Profi Et | Add +22.1% | 4.60% | +0.55 |
| DFUV Dimensional US Marketwide Va | Add +9.2% | 8.53% | +0.42 |
| AVUV Avantis US Small Cap Value | Add +10.8% | 6.44% | +0.30 |
| DFAE Dimensional Emerging Core Eq | Add +13.4% | 3.50% | +0.27 |
| DFUS Dimensional US Eq MKT ETF | Add +7.3% | 12.95% | +0.19 |
| DFGR Dim Global Real Estate ETF | Add +17.5% | 3.87% | +0.19 |
| DFIV Dimensional International Va | Add +4.1% | 4.48% | +0.17 |
| DIHP Dimensional International Hi | Add +11.6% | 2.21% | +0.15 |
| DFAC Dimensional US Core Equity 2 | Add +8.0% | 4.93% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +32.6% | 0.56% | +0.11 |
| DFSU Dimensional US Sus CORE1 ETF | Add +25.7% | 0.61% | +0.10 |
| DFIC Dimensional International Co. | Add +66.7% | 0.22% | +0.08 |
| DFLV Dim US Large Cap Value ETF | Add +17.2% | 0.51% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +0.0% | 0.48% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +47.5% | 0.11% | +0.03 |
| DFSI Dimensional Int Sus COR1 ETF | Add +16.2% | 0.26% | +0.03 |
| EVTR Eaton Vance Total Return | New | 0.02% | +0.02 |
| WWD Woodward Inc. | Add +0.1% | 0.21% | +0.02 |
| WBD Warner Bros Discovery Inc. | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | Add +31.6% | 0.06% | +0.02 |
| DFAI Dimensional International Co. | Add +6.9% | 0.39% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +112.0% | 0.03% | +0.01 |
| AEYE Audioeye Inc. | New | 0.01% | +0.01 |
| IRM Iron Mountain Inc. | New | 0.01% | +0.01 |
| GLW Corning Inc. | New | 0.01% | +0.01 |
| AMD Advanced Micro Devices | New | 0.01% | +0.01 |
| PPA Invesco Aerospace & Defense | New | 0.01% | +0.01 |
| NVS Novartis AG-Sponsored ADR | New | 0.01% | +0.01 |
| SCHB Schwab US Broad Market ETF | New | 0.01% | +0.01 |
| ADI Analog Devices Inc. | New | 0.01% | +0.01 |
| WBS Webster Financial Corp. | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +8.5% | 0.13% | +0.01 |
| CSCO Cisco Systems Inc. | Add +21.4% | 0.05% | +0.01 |
| AVGO Broadcom Inc. | Add +12.0% | 0.12% | +0.01 |
| BIV Vanguard Intermediate-Term B | Add +26.0% | 0.06% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +35.9% | 0.04% | +0.01 |
| BAC Bank of America Corp. | Add +24.9% | 0.04% | +0.01 |
| COF Capital One Financial Corp. | Add +19.2% | 0.04% | +0.01 |
| UPST Upstart Holdings Inc. | Add +33.2% | 0.11% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +25.1% | 0.04% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +11.2% | 0.11% | +0.00 |
| LRCX Lam Research Corp. | Add +4.7% | 0.02% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +18.0% | 0.04% | +0.00 |
| AMGN Amgen Inc. | Add +0.2% | 0.05% | +0.00 |
| AVLV Avantis US Large Cap Value | Add +5.7% | 0.11% | +0.00 |
| INTC Intel Corp. | Add +5.2% | 0.04% | +0.00 |
| DHR Danaher Corp. | Add +0.2% | 0.03% | +0.00 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +14.5% | 0.02% | +0.00 |
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 |