TCI Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, TCI Wealth Advisors, Inc. held in its portfolio 251 assets valued at $1,814,119,358 (i.e. $1.81B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($235.00M), DIMENSIONAL ETF TRUST ($178.07M), and DIMENSIONAL ETF TRUST ($154.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 251 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
TCI Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3168425 | 235002066 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 2555837 | 178065140 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 3319491 | 154655089 | US MKTWIDE VALUE |
| AMERICAN CENTY ETF TR | 1144995 | 116766584 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 2259558 | 89455909 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 2192684 | 83387761 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 1629209 | 81297509 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 2654516 | 70132321 | GLOBAL REAL EST |
| AMERICAN CENTY ETF TR | 699750 | 65755509 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 1949400 | 63491963 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 1441448 | 47481305 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 1267809 | 40145172 | INTL HIGH PROFIT |
| APPLE INC | 128737 | 34998503 | COM |
| DIMENSIONAL ETF TRUST | 603912 | 32653507 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 876305 | 28681468 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 477900 | 28454165 | US TARGETED VLU |
| ISHARES TR | 213260 | 21300428 | CORE US AGGBD ET |
| RBB FUND TRUST | 336794 | 19056905 | LONGVIEW ADVANTG |
| AMERICAN CENTY ETF TR | 243128 | 18725758 | AVANTIS EMGMKT |
| VANGUARD INDEX FDS | 53625 | 17978775 | TOTAL STK MKT |
| MICROSOFT CORP | 32925 | 15923175 | COM |
| AMERICAN CENTY ETF TR | 166767 | 13728276 | INTL EQT ETF |
| ISHARES TR | 106949 | 12853077 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 256753 | 11150783 | US SUSTAINABILTY |
| SPDR S&P 500 ETF TR | 15100 | 10297229 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 20378 | 10243046 | CL B NEW |
| ISHARES TR | 14814 | 10146932 | CORE S&P500 ETF |
| NVIDIA CORPORATION | 50587 | 9434462 | COM |
| DIMENSIONAL ETF TRUST | 270316 | 9247514 | US LARGE CAP VAL |
| AMAZON COM INC | 38591 | 8907463 | COM |
| ELI LILLY & CO | 8051 | 8652618 | COM |
| CATERPILLAR INC | 15057 | 8625519 | COM |
| DIMENSIONAL ETF TRUST | 260138 | 8555943 | US SMALL CAP VAL |
| JOHNSON & JOHNSON | 40518 | 8385258 | COM |
| DIMENSIONAL ETF TRUST | 187496 | 7145489 | INTL CORE EQT MK |
| EXXON MOBIL CORP | 50791 | 6112190 | COM |
| MCDONALDS CORP | 19306 | 5900625 | COM |
| ALPHABET INC | 18287 | 5723968 | CAP STK CL A |
| COSTCO WHSL CORP NEW | 6389 | 5509887 | COM |
| VANGUARD INDEX FDS | 28799 | 5500372 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 73519 | 5438946 | WORLD EQUITY ETF |
| ALPHABET INC | 16551 | 5193814 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 15005 | 4834963 | COM |
| DIMENSIONAL ETF TRUST | 100791 | 4717019 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 108525 | 4649754 | INTERNATIONAL |
| DIMENSIONAL ETF TRUST | 63039 | 4641563 | US CORE EQUITY 1 |
| ISHARES TR | 23269 | 4621689 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 135980 | 4498231 | EMERGING MKTS CO |
| CHEVRON CORP NEW | 27756 | 4230306 | COM |
| VANGUARD WELLINGTON FD | 39649 | 4027348 | SHORT TRM TAX EX |
| DIMENSIONAL ETF TRUST | 113455 | 3909666 | INTL CORE EQUITY |
| WOODWARD INC | 12538 | 3790489 | COM |
| VANGUARD BD INDEX FDS | 45447 | 3581694 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 85045 | 3527667 | EMERGING MARKETS |
| ABBVIE INC | 15275 | 3490274 | COM |
| VANGUARD INDEX FDS | 5404 | 3388702 | S&P 500 ETF SHS |
| VANGUARD BD INDEX FDS | 41971 | 3108785 | TOTAL BND MRKT |
| HONEYWELL INTL INC | 14939 | 2914450 | COM |
| DIMENSIONAL ETF TRUST | 54343 | 2605747 | SHORT DURATION F |
| TESLA INC | 5724 | 2574224 | COM |
| WALMART INC | 21836 | 2432767 | COM |
| BROADCOM INC | 6451 | 2232645 | COM |
| INTERNATIONAL BUSINESS MACHS | 7286 | 2158277 | COM |
| PEPSICO INC | 14807 | 2125087 | COM |
| VANGUARD MUN BD FDS | 20912 | 2108557 | INTERMEDIATE TRM |
| PROCTER AND GAMBLE CO | 14474 | 2074316 | COM |
| META PLATFORMS INC | 3141 | 2073419 | CL A |
| ISHARES TR | 21090 | 2025253 | MSCI EAFE ETF |
| KIMBERLY-CLARK CORP | 20043 | 2022139 | COM |
| VANGUARD INDEX FDS | 7698 | 1985749 | SMALL CP ETF |
| UPSTART HLDGS INC | 44389 | 1941131 | COM |
| HOME DEPOT INC | 5623 | 1935010 | COM |
| AMERICAN CENTY ETF TR | 25299 | 1916919 | US LARGE CAP VLU |
| VANGUARD INDEX FDS | 20482 | 1812414 | REAL ESTATE ETF |
| AMERICAN EXPRESS CO | 4714 | 1743948 | COM |
| PARSONS CORP DEL | 26434 | 1633622 | COM |
| VANGUARD INDEX FDS | 5393 | 1629363 | SML CP GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| VANGUARD MUN BD FDS | 28444 | 1430449 | TAX EXEMPT BD |
| 3M CO | 8697 | 1392391 | COM |
| GE AEROSPACE | 4381 | 1349418 | COM NEW |
| VISA INC | 3778 | 1324833 | COM CL A |
| ILLINOIS TOOL WKS INC | 5187 | 1277559 | COM |
| VANGUARD INTL EQUITY INDEX F | 8868 | 1271019 | FTSE SMCAP ETF |
| MCKESSON CORP | 1537 | 1261030 | COM |
| ISHARES TR | 8828 | 1245948 | SELECT DIVID ETF |
| UNION PAC CORP | 5367 | 1241456 | COM |
| VANGUARD INDEX FDS | 2544 | 1241291 | GROWTH ETF |
| ABBOTT LABS | 9854 | 1234600 | COM |
| AT&T INC | 47511 | 1180167 | COM |
| VANGUARD BD INDEX FDS | 14877 | 1158586 | INTERMED TERM |
| ISHARES TR | 5498 | 1156345 | RUS 1000 VAL ETF |
| LOCKHEED MARTIN CORP | 2297 | 1111060 | COM |
| SPDR GOLD TR | 2699 | 1069641 | GOLD SHS |
| CVS HEALTH CORP | 13292 | 1054855 | COM |
| ORACLE CORP | 5044 | 983127 | COM |
| VANGUARD WORLD FD | 7734 | 973866 | ENERGY ETF |
| VERIZON COMMUNICATIONS INC | 23158 | 943241 | COM |
| CLOROX CO DEL | 9284 | 936106 | COM |
| SCHWAB STRATEGIC TR | 28266 | 922048 | US LCAP GR ETF |
| MERCK & CO INC | 8745 | 920468 | COM |
| TEXAS INSTRS INC | 5209 | 903765 | COM |
| MASTERCARD INCORPORATED | 1572 | 897440 | CL A |
| ISHARES TR | 8703 | 891101 | 0-5 YR TIPS ETF |
| GOLDMAN SACHS GROUP INC | 1008 | 886032 | COM |
| AMGEN INC | 2704 | 885183 | COM |
| CISCO SYS INC | 11471 | 883575 | COM |
| VANGUARD TAX-MANAGED FDS | 13809 | 862642 | VAN FTSE DEV MKT |
| SCHWAB CHARLES CORP | 8546 | 853842 | COM |
| VANGUARD SPECIALIZED FUNDS | 3870 | 850621 | DIV APP ETF |
| ISHARES TR | 9462 | 846471 | CORE MSCI EAFE |
| AMERICAN CENTY ETF TR | 19422 | 845440 | REAL ESTATE ETF |
| PHILIP MORRIS INTL INC | 5197 | 833659 | COM |
| NETFLIX INC | 8836 | 828464 | COM |
| ISHARES TR | 1726 | 816916 | RUS 1000 GRW ETF |
| VANGUARD INTL EQUITY INDEX F | 10877 | 800113 | ALLWRLD EX US |
| SPDR S&P MIDCAP 400 ETF TR | 1268 | 764960 | UTSER1 S&PDCRP |
| BANK AMERICA CORP | 13556 | 745553 | COM |
| ZIONS BANCORPORATION N A | 12672 | 741819 | COM |
| QUALCOMM INC | 4282 | 732437 | COM |
| SERVICENOW INC | 4685 | 717696 | COM |
| SCHWAB STRATEGIC TR | 29239 | 702895 | INTL EQTY ETF |
| VANGUARD WHITEHALL FDS | 4860 | 697468 | HIGH DIV YLD |
| GE VERNOVA INC | 1056 | 690170 | COM |
| CAPITAL ONE FINL CORP | 2834 | 686849 | COM |
| INTEL CORP | 18366 | 677721 | COM |
| VANGUARD INTL EQUITY INDEX F | 4751 | 670169 | TT WRLD ST ETF |
| AMERICAN CENTY ETF TR | 9439 | 666302 | AVANTIS RESPONSI |
| WW GRAINGER INC | 640 | 645792 | COM |
| ISHARES TR | 9604 | 633864 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 2971 | 629168 | SM CP VAL ETF |
| BLACKSTONE INC | 3992 | 615338 | COM |
| ISHARES U S ETF TR | 12004 | 613417 | SHORT DURATION B |
| WATSCO INC | 1785 | 601456 | COM |
| MARATHON PETE CORP | 3671 | 597049 | COM |
| TJX COS INC NEW | 3847 | 590938 | COM |
| DEERE & CO | 1244 | 579170 | COM |
| FEDEX CORP | 1940 | 560389 | COM |
| VANGUARD WORLD FD | 743 | 559879 | INF TECH ETF |
| DANAHER CORPORATION | 2419 | 553758 | COM |
| DISNEY WALT CO | 4854 | 552267 | COM |
| SM ENERGY CO | 29455 | 550809 | COM |
| AMERICAN CENTY ETF TR | 6225 | 534797 | AVANTIS ALL EQT |
| ISHARES TR | 10146 | 533883 | US INFRASTRUC |
| VANGUARD INTL EQUITY INDEX F | 9484 | 509869 | FTSE EMR MKT ETF |
| ALTRIA GROUP INC | 8810 | 507977 | COM |
| ISHARES TR | 5276 | 507921 | RUS MID CAP ETF |
| CINTAS CORP | 2693 | 506473 | COM |
| NORFOLK SOUTHN CORP | 1726 | 498323 | COM |
| ISHARES INC | 6575 | 477871 | MSCI EMRG CHN |
| VANGUARD SCOTTSDALE FDS | 5986 | 477264 | SHRT TRM CORP BD |
| MEDTRONIC PLC | 4917 | 472337 | SHS |
| PALANTIR TECHNOLOGIES INC | 2655 | 471927 | CL A |
| PINNACLE WEST CAP CORP | 5078 | 450419 | COM |
| BOEING CO | 2067 | 448831 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1471 | 447023 | SPONSORED ADS |
| ISHARES TR | 4580 | 431253 | MSCI USA MIN VOL |
| ISHARES TR | 10300 | 427244 | INTERNATIONAL SL |
| ISHARES TR | 10498 | 414147 | INTL SEL DIV ETF |
| ISHARES TR | 1673 | 411723 | RUSSELL 2000 ETF |
| LAM RESEARCH CORP | 2396 | 410113 | COM NEW |
| WELLS FARGO CO NEW | 4333 | 403806 | COM |
| PPG INDS INC | 3940 | 403693 | COM |
| VANGUARD WORLD FD | 973 | 401626 | MEGA GRWTH IND |
| SCHWAB STRATEGIC TR | 14883 | 400489 | US LRG CAP ETF |
| LENNOX INTL INC | 823 | 399633 | COM |
| PFIZER INC | 15876 | 395319 | COM |
| COCA COLA CO | 5631 | 393682 | COM |
| MORGAN STANLEY ETF TRUST | 7484 | 385418 | EATON VANCE TOTA |
| SOUTHERN CO | 4415 | 384988 | COM |
| AMERICAN CENTY ETF TR | 5017 | 382798 | AVANTIS RESPON U |
| XCEL ENERGY INC | 5176 | 382300 | COM |
| DIMENSIONAL ETF TRUST | 16659 | 381509 | US REAL ESTATE E |
| GATES INDL CORP PLC | 16875 | 362307 | ORD SHS |
| ISHARES TR | 1624 | 348756 | US AER DEF ETF |
| NUCOR CORP | 2090 | 340913 | COM |
| SPDR INDEX SHS FDS | 8318 | 339857 | S&P INTL SMLCP |
| VALERO ENERGY CORP | 2074 | 337627 | COM |
| APTARGROUP INC | 2752 | 335634 | COM |
| ETF SER SOLUTIONS | 3011 | 330187 | DEFIANCE QUANTUM |
| AMERICAN CENTY ETF TR | 4613 | 328584 | INTERNATIONAL LR |
| SCHWAB STRATEGIC TR | 11459 | 326349 | US SML CAP ETF |
| PALO ALTO NETWORKS INC | 1761 | 324377 | COM |
| WISDOMTREE TR | 3987 | 322987 | INTL SMCAP DIV |
| INTUITIVE SURGICAL INC | 567 | 321127 | COM NEW |
| APPLIED MATLS INC | 1240 | 318668 | COM |
| INTUIT | 480 | 317962 | COM |
| VANGUARD WORLD FD | 2612 | 315948 | ESG US STK ETF |
| STRYKER CORPORATION | 890 | 312809 | COM |
| US BANCORP DEL | 5761 | 307424 | COM NEW |
| UBER TECHNOLOGIES INC | 3736 | 305269 | COM |
| ETF OPPORTUNITIES TRUST | 11103 | 305237 | SMI 3FOURTEEN RE |
| DTE ENERGY CO | 2349 | 302972 | COM |
| MADRIGAL PHARMACEUTICALS INC | 517 | 301070 | COM |
| GLOBAL X FDS | 5919 | 301041 | ARTIFICIAL ETF |
| UNITED RENTALS INC | 371 | 300258 | COM |
| NEXTERA ENERGY INC | 3693 | 296476 | COM |
| MORGAN STANLEY | 1625 | 288487 | COM NEW |
| ALLSTATE CORP | 1383 | 287872 | COM |
| MARSH & MCLENNAN COS INC | 1550 | 287556 | COM |
| WARNER BROS DISCOVERY INC | 9846 | 283762 | COM SER A |
| ISHARES TR | 8828 | 273315 | PFD AND INCM SEC |
| MOODYS CORP | 535 | 273305 | COM |
| BANK NEW YORK MELLON CORP | 2353 | 273160 | COM |
| ISHARES TR | 5735 | 263696 | ESG AWARE MSCI |
| BRISTOL-MYERS SQUIBB CO | 4769 | 257222 | COM |
| CSW INDUSTRIALS INC | 864 | 253610 | COM |
| PRICE T ROWE GROUP INC | 2450 | 250831 | COM |
| CITIGROUP INC | 2116 | 246894 | COM NEW |
| SCHWAB STRATEGIC TR | 8997 | 246793 | US DIVIDEND EQ |
| ISHARES TR | 6511 | 243479 | BROAD USD HIGH |
| MICRON TECHNOLOGY INC | 841 | 240032 | COM |
| MISTER CAR WASH INC | 42758 | 237735 | COM |
| THERMO FISHER SCIENTIFIC INC | 409 | 236997 | COM |
| INVESCO EXCHANGE TRADED FD T | 1233 | 236201 | S&P500 EQL WGT |
| ISHARES TR | 1112 | 235822 | S&P 500 VAL ETF |
| MATCH GROUP INC NEW | 7235 | 233619 | COM |
| DUKE ENERGY CORP NEW | 1962 | 229967 | COM NEW |
| AUDIOEYE INC | 22945 | 229221 | COM NEW |
| CALAVO GROWERS INC | 10444 | 227157 | COM |
| IRON MTN INC DEL | 2712 | 224953 | COM |
| ARISTA NETWORKS INC | 1705 | 223407 | COM SHS |
| ISHARES BITCOIN TRUST ETF | 4467 | 221787 | SHS BEN INT |
| SCHWAB STRATEGIC TR | 7446 | 220477 | US LCAP VA ETF |
| BLACKROCK INC | 205 | 219514 | COM |
| INVESCO EXCH TRADED FD TR II | 867 | 219282 | NASDAQ 100 ETF |
| STARBUCKS CORP | 2598 | 218772 | COM |
| REDDIT INC | 947 | 217687 | CL A |
| CORTEVA INC | 3240 | 217178 | COM |
| WASTE MGMT INC DEL | 979 | 215098 | COM |
| PHILLIPS 66 | 1659 | 214078 | COM |
| AFLAC INC | 1921 | 211849 | COM |
| CORNING INC | 2414 | 211370 | COM |
| AMERICAN ELEC PWR CO INC | 1833 | 211364 | COM |
| ADVANCED MICRO DEVICES INC | 984 | 210689 | COM |
| INVESCO EXCHANGE TRADED FD T | 1338 | 209571 | AEROSPACE DEFN |
| TRACTOR SUPPLY CO | 4153 | 207692 | COM |
| SCHWAB STRATEGIC TR | 7886 | 206838 | US BRD MKT ETF |
| NOVARTIS AG | 1497 | 206392 | SPONSORED ADR |
| THE CIGNA GROUP | 748 | 205873 | COM |
| TRANE TECHNOLOGIES PLC | 525 | 204330 | SHS |
| ANALOG DEVICES INC | 750 | 203400 | COM |
| TEGNA INC | 10455 | 202932 | COM |
| HF SINCLAIR CORP | 4402 | 202845 | COM |
| OREILLY AUTOMOTIVE INC | 2202 | 200845 | COM |
| WEBSTER FINL CORP | 3186 | 200527 | COM |
| AURORA INNOVATION INC | 33588 | 128978 | CLASS A COM |
| DNP SELECT INCOME FD INC | 10594 | 105832 | COM |
| EUPRAXIA PHARMACEUTICALS INC | 11000 | 83050 | COM |
| CLEAR CHANNEL OUTDOOR HLDGS | 28600 | 63206 | COM |
| THE REAL BROKERAGE INC | 15617 | 57003 | COM NEW |
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