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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.37T
$2.64 Million 0.17% of portfolio
5,927
Q3 2025 Added 10.54%
$40.5B
$2.52 Million 0.17% of portfolio
20,273
Q3 2025 Added 0.33%
$1.61T
$2.48 Million 0.16% of portfolio
3,374
Q3 2025 Added 6.94%
$8.71B
$2.43 Million 0.16% of portfolio
29,320
Q3 2025 Reduced 11.31%
$0
$2.23 Million 0.15% of portfolio
68,051
Q3 2025 Added 65.35%
$349B
$2.32 Million 0.15% of portfolio
15,090
Q3 2025 Added 2.04%
$296B
$2.07 Million 0.14% of portfolio
20,132
Q3 2025 Added 0.63%
$208B
$2 Million 0.13% of portfolio
14,208
Q3 2025 Reduced 3.45%
$252B
$2.01 Million 0.13% of portfolio
7,110
Q3 2025 Added 2.75%
$0
$1.76 Million 0.12% of portfolio
6,923
Q3 2025 Added 0.57%
$142B
$1.9 Million 0.12% of portfolio
5,760
Q3 2025 Added 3.6%
$0
$1.61 Million 0.11% of portfolio
5,393
Q3 2025 Reduced 0.06%
$0
$1.73 Million 0.11% of portfolio
23,926
Q3 2025 Added 2.34%
$4.15B
$1.69 Million 0.11% of portfolio
33,325
Q2 2025 Reduced 11.35%
$0
$1.75 Million 0.11% of portfolio
19,130
Q2 2025 Reduced 0.04%
$186B
$1.45 Million 0.1% of portfolio
51,481
Q3 2025 Added 4.54%
$0
$1.48 Million 0.1% of portfolio
7,279
Q3 2025 Added 29.59%
$446B
$1.51 Million 0.1% of portfolio
2
Q2 2025 Added 100.0%
$247B
$1.57 Million 0.1% of portfolio
4,731
Q3 2025 Added 1.24%
$0
$1.42 Million 0.09% of portfolio
28,444
Q3 2025 Reduced 2.28%
$0
$1.43 Million 0.09% of portfolio
10,055
Q3 2025 Reduced 3.83%
$0
$1.32 Million 0.09% of portfolio
9,264
Q3 2025 Added 0.12%
$231B
$1.44 Million 0.09% of portfolio
8,591
Q3 2025 Added 3.48%
$819B
$1.42 Million 0.09% of portfolio
5,053
Q3 2025 Added 20.68%
$76.1B
$1.35 Million 0.09% of portfolio
5,180
Q3 2025 Added 0.08%
$227B
$1.32 Million 0.09% of portfolio
9,889
Q3 2025 Added 0.85%
$565B
$1.3 Million 0.09% of portfolio
3,803
Q3 2025 Added 8.66%
$0
$1.34 Million 0.09% of portfolio
14,302
Q3 2025 Added 1.46%
$84.8B
$1.37 Million 0.09% of portfolio
8,833
Q3 2025 Reduced 0.93%
$0
$1.22 Million 0.08% of portfolio
2,542
Q3 2025 Added 2.75%
$0
$1.22 Million 0.08% of portfolio
2,613
Q3 2025 Added 36.95%
$131B
$1.15 Million 0.08% of portfolio
2,298
Q3 2025 Reduced 0.13%
$139B
$1.27 Million 0.08% of portfolio
5,370
Q3 2025 Reduced 0.33%
$14.6B
$1.15 Million 0.08% of portfolio
9,353
Q3 2025 Reduced 25.59%
$114B
$1.17 Million 0.08% of portfolio
1,515
Q3 2025 Added 0.07%
$0
$1.02 Million 0.07% of portfolio
8,073
Q3 2025 Reduced 9.22%
$0
$994,000 0.07% of portfolio
5,458
Q3 2025 Added 13.05%
$106B
$1.03 Million 0.07% of portfolio
13,669
Q3 2025 Reduced 1.08%
$535B
$992,000 0.07% of portfolio
828
Q3 2025 Added 7.81%
$170B
$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%
$0
$863,000 0.06% of portfolio
19,418
Q3 2025 Reduced 15.36%
$0
$916,000 0.06% of portfolio
10,498
Q3 2025 Added 1.89%
$262B
$892,000 0.06% of portfolio
1,121
Q3 2025 Added 4.38%
$0
$921,000 0.06% of portfolio
11,806
Q3 2025 Added 33.64%
$245B
$843,000 0.06% of portfolio
5,201
Q3 2025 Added 0.44%
$537B
$916,000 0.06% of portfolio
1,612
Q3 2025 Added 0.62%
$0
$844,000 0.06% of portfolio
26,472
Q3 2025 Reduced 5.48%
$182B
$896,000 0.06% of portfolio
974
Q3 2025 Added 2.2%

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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