Tci Wealth Advisors, Inc. Portfolio Holdings

Tci Wealth Advisors, Inc.

  • $1.33 Billion
  • Q2 2025

Tci Wealth Advisors, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.33 Billion distributed in 253 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $183M, Dimensional ETF Tr U S Small C with a value of $151M, Dimensional ETF Tr Us Marketwi with a value of $116M, American Centy ETF Tr Avantis with a value of $83.4M, and Dimensional ETF Tr U S Core Eq with a value of $71.8M.

Examining the 13F form we can see an increase of $180M in the current position value, from $1.15B to 1.33B.

Below you can find more details about Tci Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.33 Billion
ETFs: $1.09 Billion
Technology: $62.2 Million
Financial Services: $29.5 Million
Industrials: $28.3 Million
Healthcare: $23.9 Million
Consumer Cyclical: $20.5 Million
Consumer Defensive: $18.6 Million
Communication Services: $13.3 Million
Other: $16.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$27.6 Million 2.07% of portfolio
134,733
Q2 2025 Reduced 3.25%
$3.81T
$16.1 Million 1.2% of portfolio
32,292
Q2 2025 Reduced 6.09%
$622B
$10.4 Million 0.78% of portfolio
21,446
Q2 2025 Added 7.17%
$2.37T
$9.15 Million 0.69% of portfolio
41,692
Q2 2025 Reduced 2.21%
$433B
$7.49 Million 0.56% of portfolio
47,428
Q2 2025 Added 7.36%
$443B
$6.32 Million 0.47% of portfolio
41,376
Q2 2025 Added 0.75%
$765B
$6.27 Million 0.47% of portfolio
8,047
Q2 2025 Reduced 0.57%
$413B
$5.87 Million 0.44% of portfolio
5,931
Q2 2025 Reduced 3.2%
$227B
$5.84 Million 0.44% of portfolio
15,041
Q2 2025 Reduced 0.32%
$217B
$5.77 Million 0.43% of portfolio
19,764
Q2 2025 Reduced 0.51%
$462B
$5.67 Million 0.42% of portfolio
52,559
Q2 2025 Reduced 8.05%
$870B
$4.39 Million 0.33% of portfolio
15,141
Q2 2025 Reduced 0.92%
$305B
$4.06 Million 0.3% of portfolio
28,354
Q2 2025 Reduced 0.17%
$151B
$3.55 Million 0.27% of portfolio
15,248
Q2 2025 Reduced 1.44%
$1.14T
$3.12 Million 0.23% of portfolio
17,731
Q2 2025 Reduced 0.32%
$15.4B
$3.07 Million 0.23% of portfolio
12,538
Q2 2025 Reduced 4.53%
$337B
$2.83 Million 0.21% of portfolio
15,230
Q2 2025 Reduced 0.3%
$43.1B
$2.61 Million 0.2% of portfolio
20,207
Q2 2025 Added 0.07%
$376B
$2.36 Million 0.18% of portfolio
14,788
Q2 2025 Reduced 2.49%
$7.77B
$2.37 Million 0.18% of portfolio
33,059
Q2 2025 New
$382B
$2.38 Million 0.18% of portfolio
6,501
Q2 2025 Added 0.03%
$1.58T
$2.33 Million 0.17% of portfolio
3,155
Q2 2025 Reduced 6.68%
$6.51B
$2.16 Million 0.16% of portfolio
33,325
Q2 2025 Reduced 11.35%
$199B
$1.94 Million 0.15% of portfolio
14,715
Q2 2025 Reduced 1.03%
$234B
$2.04 Million 0.15% of portfolio
6,920
Q2 2025 Reduced 0.66%
$262B
$1.96 Million 0.15% of portfolio
20,006
Q2 2025 Added 3.38%
$964B
$1.7 Million 0.13% of portfolio
5,362
Q2 2025 Added 5.36%
$230B
$1.49 Million 0.11% of portfolio
4,673
Q2 2025 Added 0.93%
$199B
$1.43 Million 0.11% of portfolio
49,247
Q2 2025 Reduced 0.73%
$16.2B
$1.51 Million 0.11% of portfolio
12,570
Q2 2025 Added 0.18%
$435B
$1.46 Million 0.11% of portfolio
2
Q2 2025 Added 100.0%
$117B
$1.53 Million 0.11% of portfolio
5,560
Q2 2025 Added 5.66%
$80.4B
$1.28 Million 0.1% of portfolio
5,176
Q4 2024 Reduced 1.16%
$82.5B
$1.36 Million 0.1% of portfolio
8,916
Q2 2025 Reduced 15.0%
$220B
$1.33 Million 0.1% of portfolio
9,806
Q2 2025 Added 0.48%
$136B
$1.24 Million 0.09% of portfolio
5,388
Q2 2025 Added 0.17%
$175B
$1.17 Million 0.09% of portfolio
12,793
Q2 2025 Reduced 0.02%
$228B
$1.21 Million 0.09% of portfolio
8,302
Q2 2025 Reduced 0.53%
$293B
$1.25 Million 0.09% of portfolio
4,863
Q2 2025 Added 0.56%
$579B
$1.24 Million 0.09% of portfolio
3,500
Q2 2025 Reduced 14.13%
$177B
$1.01 Million 0.08% of portfolio
5,177
Q2 2025 Added 0.04%
$525B
$1.03 Million 0.08% of portfolio
768
Q2 2025 Added 0.79%
$110B
$1.07 Million 0.08% of portfolio
2,301
Q2 2025 Added 53.81%
$181B
$1.07 Million 0.08% of portfolio
24,830
Q2 2025 Added 0.8%
$102B
$1.11 Million 0.08% of portfolio
1,514
Q2 2025 Added 0.13%
$77.1B
$953,000 0.07% of portfolio
13,818
Q2 2025 Reduced 0.09%
$537B
$900,000 0.07% of portfolio
1,602
Q2 2025 Reduced 18.01%
$655B
$915,000 0.07% of portfolio
4,187
Q2 2025 Added 18.95%
$250B
$943,000 0.07% of portfolio
5,178
Q2 2025 Reduced 2.69%

Summary

  • Portfolio
  • No. of Stocks 253
  • Current Value $1.33 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 33 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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