TCI Wealth Advisors, Inc.
CIK: 0001583751SEC EDGAR →
Portfolio Value
$1.8B
Holdings
252
As of
Q4 2025
New Positions
22
Closed Positions
11
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,168,425 | $235.0M | 12.95% |
| 2 | DIMENSIONAL ETF TRUST | 2,555,837 | $178.1M | 9.82% |
| 3 | DIMENSIONAL ETF TRUST | 3,319,491 | $154.7M | 8.53% |
| 4 | AMERICAN CENTY ETF TR | 1,144,995 | $116.8M | 6.44% |
| 5 | DIMENSIONAL ETF TRUST | 2,259,558 | $89.5M | 4.93% |
| 6 | DIMENSIONAL ETF TRUST | 2,192,684 | $83.4M | 4.60% |
| 7 | DIMENSIONAL ETF TRUST | 1,629,209 | $81.3M | 4.48% |
| 8 | DIMENSIONAL ETF TRUST | 2,654,516 | $70.1M | 3.87% |
| 9 | AMERICAN CENTY ETF TR | 699,750 | $65.8M | 3.62% |
| 10 | DIMENSIONAL ETF TRUST | 1,949,400 | $63.5M | 3.50% |
Quarterly Changes
Top Buys
New Positions (13)
Closed Positions (23)
$2.9B · 5K shares
$1.4B · 9K shares
$693.5M · 14K shares
$658.7M · 2K shares
$420.4M · 1K shares
$417.1M · 9K shares
$335.6M · 15K shares
$265.7M · 4K shares
$249.4M · 4K shares
$235.2M · 697 shares
$234.2M · 1K shares
$232.8M · 622 shares
$229.4M · 467 shares
$226.0M · 2K shares
$221.4M · 3K shares
$220.7M · 2K shares
$216.8M · 608 shares
$216.3M · 737 shares
$216.0M · 1K shares
$211.6M · 842 shares
$210.6M · 7K shares
$201.4M · 571 shares
$200.6M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $1.6B | 87.8% |
| Technology | 26 | $73.9M | 4.1% |
| Healthcare | 19 | $29.4M | 1.6% |
| Industrials | 21 | $28.4M | 1.6% |
| Consumer Cyclical | 9 | $20.8M | 1.1% |
| Unknown | 14 | $20.1M | 1.1% |
| Communication Services | 10 | $16.3M | 0.9% |
| Consumer Defensive | 9 | $16.2M | 0.9% |
| Energy | 7 | $12.2M | 0.7% |
| Utilities | 8 | $2.9M | 0.2% |
| Basic Materials | 3 | $960K | 0.1% |
| Real Estate | 2 | $281K | 0.0% |