TCI Wealth Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), TCI Wealth Advisors, Inc. reported 251 stock positions worth $1.9 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, 9.8%) and Dimensional US Marketwide Va (DFUV, 8.9%). Compared with Q4 2025, it opened 17 new positions, sold out of 18, added to 91 and reduced 121. The biggest buy was Avantis US Small Cap Value (AVUV, shares +6%) and the biggest sale Microsoft (MSFT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Tucson, AZ
- CIK
- 0001583751
- Portfolio Value
- $1.9B (Q1 2026)
- SEC Filing
- 0002085853-26-000512 ↗ filed Apr 27, 2026
Holdings Value
Holdings 251 stocks · $1.9B
| DFUS Dimensional US Eq MKT ETF | 12.51% | 3,321,432 | $235.5M | Add +4.8% |
| DFAS Dimensional US Small Cap ETF | 9.80% | 2,595,074 | $184.6M | Add +1.5% |
| DFUV Dimensional US Marketwide Va | 8.91% | 3,464,039 | $167.9M | Add +4.3% |
| AVUV Avantis US Small Cap Value | 7.11% | 1,212,762 | $134.0M | Add +5.9% |
| DUHP Dimensional US High Profi Et | 4.91% | 2,516,301 | $92.5M | Add +14.8% |
| DFAC Dimensional US Core Equity 2 | 4.87% | 2,362,453 | $91.8M | Add +4.5% |
| DFIV Dimensional International Va | 4.52% | 1,611,107 | $85.0M | Reduce -1.1% |
| DFGR Dim Global Real Estate ETF | 3.93% | 2,784,684 | $74.0M | Add +4.9% |
| AVDV Avantis Intl S/C Value ETF | 3.70% | 697,531 | $69.7M | Reduce -0.3% |
| DFAE Dimensional Emerging Core Eq | 3.70% | 2,056,150 | $69.6M | Add +5.5% |
| DFIS Dimensional International SM | 2.55% | 1,426,400 | $48.0M | Reduce -1.0% |
| DIHP Dimensional International Hi | 2.29% | 1,335,670 | $43.0M | Add +5.3% |
| DFGP Dimensional GLBL Core PL Fix | 1.76% | 614,735 | $33.2M | Add +1.8% |
| AAPL Apple Inc. | 1.68% | 124,802 | $31.7M | Reduce -3.1% |
| DFAT Dimensional US Target Value | 1.56% | 470,810 | $29.4M | Reduce -1.5% |
| DFAX Dimensional World Ex US Core | 1.51% | 839,456 | $28.5M | Reduce -4.2% |
| AGG iShares Core U.S. Aggregate | 1.11% | 210,411 | $20.9M | Reduce -1.3% |
| EBI Longview Advantage ETF | 1.03% | 336,794 | $19.5M | No change |
| AVEM Avantis Emerging Markets Eq | 1.00% | 234,314 | $18.9M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 54,692 | $17.5M | Add +2.0% |
| AVDE Avantis International Equity | 0.72% | 160,525 | $13.6M | Reduce -3.7% |
| IJR iShares Core S&P Small-Cap E | 0.71% | 107,256 | $13.3M | Add +0.3% |
| MSFT Microsoft Corp. | 0.60% | 30,487 | $11.3M | Reduce -7.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.59% | 270,992 | $11.1M | Add +5.5% |
| CAT Caterpillar Inc. | 0.56% | 14,956 | $10.6M | Reduce -0.7% |
| DFLV Dim US Large Cap Value ETF | 0.56% | 294,720 | $10.5M | Add +9.0% |
| IVV iShares Core S&P 500 ETF | 0.55% | 15,827 | $10.3M | Add +6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 15,361 | $10.0M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 20,277 | $9.7M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.50% | 38,626 | $9.4M | Reduce -4.7% |
| DFSV Dimensional US Small Cap Val | 0.49% | 262,236 | $9.2M | Add +0.8% |
| NVDA Nvidia Corp. | 0.46% | 50,133 | $8.7M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.46% | 50,527 | $8.6M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.43% | 38,450 | $8.0M | Reduce -0.4% |
| DFAI Dimensional International Co. | 0.39% | 187,728 | $7.3M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.34% | 6,357 | $6.3M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.33% | 6,814 | $6.3M | Reduce -15.4% |
| MCD McDonald's Corp. | 0.32% | 19,210 | $6.0M | Reduce -0.5% |
| DFAW Dimensional World Eqty ETF | 0.31% | 79,147 | $5.8M | Add +7.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 28,780 | $5.6M | Reduce -0.1% |
| CVX Chevron Corp. | 0.30% | 26,972 | $5.6M | Reduce -2.8% |
| DCOR Dimensional US Core Eq 1 ETF | 0.27% | 69,649 | $5.0M | Add +10.5% |
| DFIC Dimensional International Co. | 0.26% | 139,106 | $4.9M | Add +22.6% |
| GOOG Alphabet Inc. Class C | 0.25% | 16,340 | $4.7M | Reduce -1.3% |
| DFEM Dimensional Emrg MRKT Core | 0.25% | 135,483 | $4.7M | Reduce -0.4% |
| DFAU Dimensional US Core Equity M | 0.24% | 102,188 | $4.6M | Add +1.4% |
| DFSI Dimensional Int Sus COR1 ETF | 0.24% | 108,155 | $4.6M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.24% | 15,652 | $4.5M | Reduce -14.4% |
| WWD Woodward Inc. | 0.24% | 12,490 | $4.5M | Reduce -0.4% |
| QUAL iShares MSCI USA Quality Fac | 0.24% | 23,254 | $4.5M | Reduce -0.1% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.21% | 38,667 | $3.9M | Reduce -2.5% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 46,755 | $3.7M | Add +2.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.19% | 85,003 | $3.6M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.18% | 14,944 | $3.4M | Add +0.0% |
| ABBV Abbvie Inc. | 0.18% | 15,163 | $3.3M | Reduce -0.7% |
| BND Vanguard Total Bond Market | 0.17% | 44,496 | $3.3M | Add +6.0% |
| JPM JPMorgan Chase & Co. | 0.17% | 10,745 | $3.2M | Reduce -28.4% |
| AVLV Avantis US Large Cap Value | 0.17% | 38,888 | $3.1M | Add +53.7% |
| VOO Vanguard S&P 500 ETF | 0.16% | 5,180 | $3.1M | Reduce -4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 5,219 | $3.0M | New |
| WMT Walmart Inc. | 0.14% | 21,382 | $2.7M | Reduce -2.1% |
| DFSD Dimensional Short Duration | 0.13% | 52,252 | $2.5M | Reduce -3.9% |
| MCK McKesson Corp. | 0.13% | 2,738 | $2.4M | Add +78.1% |
| PEP Pepsico Inc. | 0.12% | 14,417 | $2.2M | Reduce -2.6% |
| TSLA Tesla Inc. | 0.12% | 6,014 | $2.2M | Add +5.1% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.11% | 21,273 | $2.1M | Add +1.7% |
| PG The Procter & Gamble Co. | 0.11% | 14,383 | $2.1M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 7,684 | $2.0M | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 0.10% | 19,903 | $1.9M | Reduce -5.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 7,814 | $1.9M | Add +7.3% |
| AVGO Broadcom Inc. | 0.10% | 5,869 | $1.8M | Reduce -9.0% |
| KMB Kimberly-Clark Corp. | 0.10% | 18,605 | $1.8M | Reduce -7.2% |
| HD Home Depot Inc. | 0.09% | 5,401 | $1.8M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 0.09% | 3,046 | $1.7M | Reduce -3.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 5,389 | $1.6M | Reduce -0.1% |
| T AT&T Inc. | 0.08% | 49,866 | $1.4M | Add +5.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 2 | $1.4M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 28,458 | $1.4M | Add +0.1% |
| AXP American Express Co. | 0.07% | 4,664 | $1.4M | Reduce -1.1% |
| PSN Parsons Corp. | 0.07% | 24,993 | $1.4M | Reduce -5.5% |
| ITW Illinois Tool Works | 0.07% | 5,171 | $1.3M | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 0.07% | 17,356 | $1.3M | Add +16.7% |
| VDE Vanguard Energy ETF | 0.07% | 7,585 | $1.3M | Reduce -1.9% |
| RTX RTX Corp. | 0.07% | 6,505 | $1.3M | New |
| AVRE Avantis Real Estate ETF | 0.07% | 28,478 | $1.3M | Add +46.6% |
| DVY iShares Select Dividend ETF | 0.07% | 8,274 | $1.3M | Reduce -6.3% |
| UPST Upstart Holdings Inc. | 0.07% | 48,389 | $1.2M | Add +9.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.07% | 8,440 | $1.2M | Reduce -4.8% |
| MMM 3M Co. | 0.06% | 8,342 | $1.2M | Reduce -4.1% |
| VZ Verizon Communications Inc. | 0.06% | 23,760 | $1.2M | Add +2.6% |
| CLX Clorox Company | 0.06% | 11,382 | $1.2M | Add +22.6% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 4,099 | $1.2M | Reduce -6.4% |
| IWD iShares Russell 1000 Value E | 0.06% | 5,404 | $1.2M | Reduce -1.7% |
| LMT Lockheed Martin Corp. | 0.06% | 1,881 | $1.1M | Reduce -18.1% |
| WSO Watsco Inc. | 0.06% | 3,111 | $1.1M | Add +74.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 2,568 | $1.1M | Add +0.9% |
| V Visa Inc. Class A | 0.06% | 3,628 | $1.1M | Reduce -4.0% |
| MRK Merck & Co. Inc. | 0.06% | 8,620 | $1.0M | Reduce -1.4% |
| ABT Abbott Laboratories | 0.05% | 9,930 | $1.0M | Add +0.8% |
| CVS CVS Health Corp. | 0.05% | 13,266 | $953K | Reduce -0.2% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -7.4% | 0.60% | −0.28 |
| AAPL Apple Inc. | Reduce -3.1% | 1.68% | −0.25 |
| LLY Eli Lilly & Co. | Reduce -15.4% | 0.33% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -28.4% | 0.17% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -14.4% | 0.24% | −0.08 |
| DFIS Dimensional International SM | Reduce -1.0% | 2.55% | −0.07 |
| DFAX Dimensional World Ex US Core | Reduce -4.2% | 1.51% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.43% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -1.3% | 1.11% | −0.07 |
| NVDA Nvidia Corp. | Reduce -0.9% | 0.46% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -54.2% | 0.04% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.52% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 0.25% | −0.04 |
| AVDE Avantis International Equity | Reduce -3.7% | 0.72% | −0.03 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.03 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.6% | 1.00% | −0.03 |
| AVGO Broadcom Inc. | Reduce -9.0% | 0.10% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -4.2% | 0.16% | −0.02 |
| LII Lennox International Inc. | Sold out | 0.00% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -3.0% | 0.09% | −0.02 |
| AXP American Express Co. | Reduce -1.1% | 0.07% | −0.02 |
| EVTR Eaton Vance Total Return | Sold out | 0.00% | −0.02 |
| TJX TJX Companies Inc. | Reduce -63.6% | 0.01% | −0.02 |
| UNP Union Pacific Corp. | Reduce -30.1% | 0.05% | −0.02 |
| PSN Parsons Corp. | Reduce -5.5% | 0.07% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.1% | 0.24% | −0.02 |
| DLS Wisdomtree Intl S/C DVD Fund | Sold out | 0.00% | −0.02 |
| ORCL Oracle Corp. | Reduce -7.4% | 0.04% | −0.02 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.18% | −0.02 |
| AMGN Amgen Inc. | Reduce -37.4% | 0.03% | −0.02 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -7.2% | 0.10% | −0.02 |
| V Visa Inc. Class A | Reduce -4.0% | 0.06% | −0.01 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -2.5% | 0.21% | −0.01 |
| MTCH Match Group Inc. | Sold out | 0.00% | −0.01 |
| COF Capital One Financial Corp. | Reduce -8.6% | 0.03% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -0.3% | 0.24% | −0.01 |
| GE General Electric | Reduce -6.4% | 0.06% | −0.01 |
| MMM 3M Co. | Reduce -4.1% | 0.06% | −0.01 |
| HD Home Depot Inc. | Reduce -4.0% | 0.09% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.01 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.01 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.01 |
| PPA Invesco Aerospace & Defense | Sold out | 0.00% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.01 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.01 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.01 |
| CI The Cigna Group | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AVUV Avantis US Small Cap Value | Add +5.9% | 7.11% | +0.68 |
| DFUV Dimensional US Marketwide Va | Add +4.3% | 8.91% | +0.39 |
| DUHP Dimensional US High Profi Et | Add +14.8% | 4.91% | +0.31 |
| DFAE Dimensional Emerging Core Eq | Add +5.5% | 3.70% | +0.20 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.16% | +0.16 |
| DIHP Dimensional International Hi | Add +5.3% | 2.29% | +0.07 |
| RTX RTX Corp. | New | 0.07% | +0.07 |
| DFGR Dim Global Real Estate ETF | Add +4.9% | 3.93% | +0.06 |
| AVLV Avantis US Large Cap Value | Add +53.7% | 0.17% | +0.06 |
| MCK McKesson Corp. | Add +78.1% | 0.13% | +0.06 |
| DFLV Dim US Large Cap Value ETF | Add +9.0% | 0.56% | +0.05 |
| DFIC Dimensional International Co. | Add +22.6% | 0.26% | +0.05 |
| ITOT iShares Core S&P Total U.S. | New | 0.03% | +0.03 |
| WSO Watsco Inc. | Add +74.3% | 0.06% | +0.03 |
| COR Cencora Inc. | New | 0.02% | +0.02 |
| AVRE Avantis Real Estate ETF | Add +46.6% | 0.07% | +0.02 |
| HON Honeywell International Inc. | Add +0.0% | 0.18% | +0.02 |
| DFSV Dimensional US Small Cap Val | Add +0.8% | 0.49% | +0.02 |
| SOLS Solstice Adv Materials Inc. | New | 0.02% | +0.02 |
| VXUS Vanguard Total Intl Stock | New | 0.02% | +0.02 |
| IXUS iShares Core Intl Stock ETF | New | 0.01% | +0.01 |
| IWN iShares Russell 2000 Value E | New | 0.01% | +0.01 |
| T AT&T Inc. | Add +5.0% | 0.08% | +0.01 |
| HUBB Hubbell Inc. | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +2.6% | 0.06% | +0.01 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.01% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | New | 0.01% | +0.01 |
| CLX Clorox Company | Add +22.6% | 0.06% | +0.01 |
| COP Conocophillips | New | 0.01% | +0.01 |
| YUM Yum! Brands Inc. | New | 0.01% | +0.01 |
| CMI Cummins Inc. | New | 0.01% | +0.01 |
| DCOR Dimensional US Core Eq 1 ETF | Add +10.5% | 0.27% | +0.01 |
| DFAW Dimensional World Eqty ETF | Add +7.7% | 0.31% | +0.01 |
| SBUX Starbucks Corp. | Add +73.3% | 0.02% | +0.01 |
| INTC Intel Corp. | Add +4.9% | 0.05% | +0.01 |
| BIV Vanguard Intermediate-Term B | Add +16.7% | 0.07% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +19.1% | 0.05% | +0.01 |
| GLW Corning Inc. | Add +0.2% | 0.02% | +0.01 |
| FDX FedEx Corp. | Add +0.1% | 0.04% | +0.01 |
| THM Intl Tower Hill Mines Ltd. | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | Add +0.0% | 0.03% | +0.00 |
| PSX Phillips 66 | Add +0.1% | 0.02% | +0.00 |
| MO Altria Group Inc. | Add +4.0% | 0.03% | +0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +9.0% | 0.03% | +0.00 |
| GTES Gates Industrial Corp. UK Ltd. | Add +14.4% | 0.02% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +37.3% | 0.01% | +0.00 |
| AUR Aurora Innovation Inc. | Add +31.8% | 0.01% | +0.00 |
| BND Vanguard Total Bond Market | Add +6.0% | 0.17% | +0.00 |
| IRM Iron Mountain Inc. | Add +1.6% | 0.01% | +0.00 |
| PNW Pinnacle West Capital | Add +0.4% | 0.03% | +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 |