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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Tci Wealth Advisors, Inc. Portfolio

Follow Tci Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.