Tci Wealth Advisors, Inc. Portfolio Holdings

Tci Wealth Advisors, Inc.

  • $1.52 Billion
  • Q3 2025

Tci Wealth Advisors, Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.52 Billion distributed in 262 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 $214M, Dimensional ETF Tr U S Small C with a value of $168M, Dimensional ETF Tr Us Marketwi with a value of $136M, American Centy ETF Tr Avantis with a value of $103M, and Dimensional ETF Tr U S Core Eq with a value of $80.7M.

Examining the 13F form we can see an increase of $186M in the current position value, from $1.33B to 1.52B.

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

Portfolio value $1.52 Billion
ETFs: $1.26 Billion
Technology: $72.5 Million
Financial Services: $30.7 Million
Industrials: $30.4 Million
Healthcare: $25.8 Million
Consumer Cyclical: $22.5 Million
Consumer Defensive: $17.8 Million
Communication Services: $16 Million
Other: $16.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$33.8 Million 2.22% of portfolio
132,816
Q3 2025 Reduced 1.42%
$3.78T
$17.2 Million 1.13% of portfolio
33,201
Q3 2025 Added 2.81%
$662B
$10.8 Million 0.71% of portfolio
21,419
Q3 2025 Reduced 0.13%
$465B
$9.51 Million 0.63% of portfolio
50,972
Q3 2025 Added 7.47%
$2.39T
$9.28 Million 0.61% of portfolio
42,247
Q3 2025 Added 1.33%
$522B
$7.55 Million 0.5% of portfolio
40,723
Q3 2025 Reduced 1.58%
$291B
$7.18 Million 0.47% of portfolio
15,051
Q3 2025 Added 0.07%
$971B
$6.17 Million 0.41% of portfolio
8,087
Q3 2025 Added 0.5%
$224B
$5.89 Million 0.39% of portfolio
19,398
Q3 2025 Reduced 1.85%
$490B
$5.79 Million 0.38% of portfolio
51,359
Q3 2025 Reduced 2.28%
$404B
$5.69 Million 0.37% of portfolio
6,148
Q3 2025 Added 3.66%
$881B
$4.86 Million 0.32% of portfolio
15,412
Q3 2025 Added 1.79%
$303B
$4.38 Million 0.29% of portfolio
28,234
Q3 2025 Reduced 0.42%
$1.65T
$4.46 Million 0.29% of portfolio
18,336
Q3 2025 Added 3.41%
$1.74T
$4.2 Million 0.28% of portfolio
17,263
Q3 2025 Added 1.76%
$414B
$3.56 Million 0.23% of portfolio
15,368
Q3 2025 Added 0.91%
$132B
$3.24 Million 0.21% of portfolio
15,406
Q3 2025 Added 1.04%
$367B
$2.6 Million 0.17% of portfolio
6,425
Q3 2025 Reduced 1.17%
$1.29T
$2.64 Million 0.17% of portfolio
5,927
Q3 2025 Added 10.54%
$35.1B
$2.52 Million 0.17% of portfolio
20,273
Q3 2025 Added 0.33%
$1.37T
$2.48 Million 0.16% of portfolio
3,374
Q3 2025 Added 6.94%
$8.56B
$2.43 Million 0.16% of portfolio
29,320
Q3 2025 Reduced 11.31%
$346B
$2.32 Million 0.15% of portfolio
15,090
Q3 2025 Added 2.04%
$279B
$2.07 Million 0.14% of portfolio
20,132
Q3 2025 Added 0.63%
$204B
$2 Million 0.13% of portfolio
14,208
Q3 2025 Reduced 3.45%
$266B
$2.01 Million 0.13% of portfolio
7,110
Q3 2025 Added 2.75%
$139B
$1.9 Million 0.12% of portfolio
5,760
Q3 2025 Added 3.6%
$3.15B
$1.69 Million 0.11% of portfolio
33,325
Q2 2025 Reduced 11.35%
$181B
$1.45 Million 0.1% of portfolio
51,481
Q3 2025 Added 4.54%
$328B
$1.49 Million 0.1% of portfolio
4,961
Q3 2025 Added 2.02%
$453B
$1.51 Million 0.1% of portfolio
2
Q2 2025 Added 100.0%
$255B
$1.57 Million 0.1% of portfolio
4,731
Q3 2025 Added 1.24%
$258B
$1.44 Million 0.09% of portfolio
8,591
Q3 2025 Added 3.48%
$593B
$1.42 Million 0.09% of portfolio
5,053
Q3 2025 Added 20.68%
$74.9B
$1.35 Million 0.09% of portfolio
5,180
Q3 2025 Added 0.08%
$228B
$1.32 Million 0.09% of portfolio
9,889
Q3 2025 Added 0.85%
$533B
$1.3 Million 0.09% of portfolio
3,803
Q3 2025 Added 8.66%
$91.4B
$1.37 Million 0.09% of portfolio
8,833
Q3 2025 Reduced 0.93%
$123B
$1.15 Million 0.08% of portfolio
2,298
Q3 2025 Reduced 0.13%
$136B
$1.27 Million 0.08% of portfolio
5,370
Q3 2025 Reduced 0.33%
$12.8B
$1.15 Million 0.08% of portfolio
9,353
Q3 2025 Reduced 25.59%
$121B
$1.17 Million 0.08% of portfolio
1,515
Q3 2025 Added 0.07%
$103B
$1.03 Million 0.07% of portfolio
13,669
Q3 2025 Reduced 1.08%
$49.1B
$992,000 0.07% of portfolio
828
Q3 2025 Added 7.81%
$172B
$1.07 Million 0.07% of portfolio
24,345
Q3 2025 Reduced 1.95%
$177B
$1.01 Million 0.07% of portfolio
5,170
Q3 2025 Reduced 0.14%
$265B
$892,000 0.06% of portfolio
1,121
Q3 2025 Added 4.38%
$237B
$843,000 0.06% of portfolio
5,201
Q3 2025 Added 0.44%
$512B
$916,000 0.06% of portfolio
1,612
Q3 2025 Added 0.62%

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $1.52 Billion
  • Prior Value $1.33 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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