Institutional Manager · CIK 0001583751
TCI Wealth Advisors, Inc.
TUCSON, AZ · File #028-15613
Latest AUM
$1.81B
Positions
252
Top-10 Concentration
68.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025252 pos · $1.81B
- 13F HOLDINGS REPORTQ/E Sep 2025262 pos · $1.68B
- 13F HOLDINGS REPORTQ/E Jun 2025253 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Mar 2025229 pos · $1.25B
- 13F HOLDINGS REPORTQ/E Dec 2024227 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Sep 2024243 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Jun 2024221 pos · $1.06B
- 13F HOLDINGS REPORTQ/E Mar 2024217 pos · $1.01B
- 13F HOLDINGS REPORTQ/E Dec 2023193 pos · $783.6M
- 13F HOLDINGS REPORTQ/E Sep 2023196 pos · $783.0M
- 13F HOLDINGS REPORTQ/E Jun 20232,515 pos · $770.6M
- 13F HOLDINGS REPORTQ/E Mar 20232,485 pos · $722.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V401 | 3,168,425 | $235.0M | 14.19% |
| 2 | DIMENSIONAL ETF TRUST | 25434V500 | 2,555,837 | $178.1M | 10.75% |
| 3 | DIMENSIONAL ETF TRUST | 25434V724 | 3,319,491 | $154.7M | 9.34% |
| 4 | AMERICAN CENTY ETF TR | 025072877 | 1,144,995 | $116.8M | 7.05% |
| 5 | DIMENSIONAL ETF TRUST | 25434V708 | 2,259,558 | $89.5M | 5.40% |
| 6 | DIMENSIONAL ETF TRUST | 25434V831 | 2,192,684 | $83.4M | 5.03% |
| 7 | DIMENSIONAL ETF TRUST | 25434V807 | 1,629,209 | $81.3M | 4.91% |
| 8 | DIMENSIONAL ETF TRUST | 25434V658 | 2,654,516 | $70.1M | 4.23% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 699,750 | $65.8M | 3.97% |
| 10 | DIMENSIONAL ETF TRUST | 25434V302 | 1,949,400 | $63.5M | 3.83% |
| 11 | DIMENSIONAL ETF TRUST | 25434V773 | 1,441,448 | $47.5M | 2.87% |
| 12 | DIMENSIONAL ETF TRUST | 25434V765 | 1,267,809 | $40.1M | 2.42% |
| 13 | APPLE INC | AAPL | 128,737 | $35.0M | 2.11% |
| 14 | DIMENSIONAL ETF TRUST | 25434V583 | 603,912 | $32.7M | 1.97% |
| 15 | DIMENSIONAL ETF TRUST | 25434V880 | 876,305 | $28.7M | 1.73% |
| 16 | DIMENSIONAL ETF TRUST | 25434V609 | 477,900 | $28.5M | 1.72% |
| 17 | ISHARES TR | 464287226 | 213,260 | $21.3M | 1.29% |
| 18 | RBB FUND TRUST | 75526L852 | 336,794 | $19.1M | 1.15% |
| 19 | AMERICAN CENTY ETF TR | 025072604 | 243,128 | $18.7M | 1.13% |
| 20 | VANGUARD INDEX FDS | 922908769 | 53,625 | $18.0M | 1.09% |