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TCI Wealth Advisors, Inc.

Updated 6 days ago

Managed by Tci Wealth Advisors, Inc. • Latest filing Q3 2026

Portfolio value
$2.5B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$1.8B
Q1 2026$1.9B
Q2 2026$2.3B
Q3 2026$2.5B

Top holdings

289 positions as of Q3 2026

View filing
?
1.N/A

DIMENSIONAL ETF TRUST

Value
$341.3M
Shares
4.11M
% Port
13.73%
R

DIMENSIONAL ETF TRUST

Value
$223M
Shares
2.88M
% Port
8.97%
?
3.N/A

DIMENSIONAL ETF TRUST

Value
$216M
Shares
3.93M
% Port
8.69%
M

AMERICAN CENTY ETF TR

Value
$172.2M
Shares
1.46M
% Port
6.93%
?
5.N/A

DFA INVT DIMENSIONS GROUP IN

Value
$138.4M
Shares
3.30M
% Port
5.57%
?
6.N/A

DIMENSIONAL ETF TRUST

Value
$107.4M
Shares
2.42M
% Port
4.32%
N

DIMENSIONAL ETF TRUST

Value
$103.3M
Shares
2.63M
% Port
4.16%
M

DIMENSIONAL ETF TRUST

Value
$96.3M
Shares
1.72M
% Port
3.87%
?
9.N/A

AMERICAN CENTY ETF TR

Value
$84M
Shares
767.9K
% Port
3.38%
?
10.N/A

DIMENSIONAL ETF TRUST

Value
$67.7M
Shares
2.50M
% Port
2.72%
?
11.N/A

DIMENSIONAL ETF TRUST

Value
$60.9M
Shares
1.17M
% Port
2.45%
?
12.N/A

DIMENSIONAL ETF TRUST

Value
$59.4M
Shares
1.64M
% Port
2.39%
N

DIMENSIONAL ETF TRUST

Value
$53.8M
Shares
1.60M
% Port
2.16%
A

APPLE INC

Value
$38.7M
Shares
116.2K
% Port
1.56%
?
15.N/A

AMERICAN CENTY ETF TR

Value
$31.1M
Shares
343.4K
% Port
1.25%
?
16.N/A

DIMENSIONAL ETF TRUST

Value
$29.9M
Shares
450.6K
% Port
1.20%
D

DIMENSIONAL ETF TRUST

Value
$29M
Shares
783.9K
% Port
1.17%
V

VANGUARD INDEX FDS

Value
$26.8M
Shares
71.5K
% Port
1.08%
?
19.N/A

RBB FUND TRUST

Value
$22M
Shares
336.8K
% Port
0.89%
?
20.N/A

AMERICAN CENTY ETF TR

Value
$21.2M
Shares
225.3K
% Port
0.85%

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