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 Market Cap. of $200 Billions or more