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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$368B
$2.36 Million 0.18% of portfolio
14,788
Q2 2025 Reduced 2.49%
$8.29B
$2.37 Million 0.18% of portfolio
33,059
Q2 2025 New
$405B
$2.38 Million 0.18% of portfolio
6,501
Q2 2025 Added 0.03%
$1.78T
$2.33 Million 0.17% of portfolio
3,155
Q2 2025 Reduced 6.68%
$5.16B
$2.16 Million 0.16% of portfolio
33,325
Q2 2025 Reduced 11.35%
$202B
$1.94 Million 0.15% of portfolio
14,715
Q2 2025 Reduced 1.03%
$210B
$2.04 Million 0.15% of portfolio
6,920
Q2 2025 Reduced 0.66%
$281B
$1.96 Million 0.15% of portfolio
20,006
Q2 2025 Added 3.38%
$0
$1.7 Million 0.13% of portfolio
19,130
Q2 2025 Reduced 0.04%
$1.08T
$1.7 Million 0.13% of portfolio
5,362
Q2 2025 Added 5.36%
$0
$1.59 Million 0.12% of portfolio
23,379
Q2 2025 Reduced 14.72%
$0
$1.63 Million 0.12% of portfolio
6,884
Q2 2025 Reduced 0.56%
$227B
$1.49 Million 0.11% of portfolio
4,673
Q2 2025 Added 0.93%
$0
$1.43 Million 0.11% of portfolio
29,108
Q2 2025 New
$203B
$1.43 Million 0.11% of portfolio
49,247
Q2 2025 Reduced 0.73%
$15.2B
$1.51 Million 0.11% of portfolio
12,570
Q2 2025 Added 0.18%
$0
$1.49 Million 0.11% of portfolio
5,396
Q2 2025 Reduced 0.22%
$0
$1.41 Million 0.11% of portfolio
10,455
Q2 2025 Added 68.49%
$127B
$1.53 Million 0.11% of portfolio
5,560
Q2 2025 Added 5.66%
$80B
$1.28 Million 0.1% of portfolio
5,176
Q4 2024 Reduced 1.16%
$87.3B
$1.36 Million 0.1% of portfolio
8,916
Q2 2025 Reduced 15.0%
$229B
$1.33 Million 0.1% of portfolio
9,806
Q2 2025 Added 0.48%
$0
$1.28 Million 0.1% of portfolio
41,155
Q2 2025 Added 326.08%
$0
$1.26 Million 0.09% of portfolio
14,096
Q2 2025 Reduced 0.32%
$135B
$1.24 Million 0.09% of portfolio
5,388
Q2 2025 Added 0.17%
$179B
$1.17 Million 0.09% of portfolio
12,793
Q2 2025 Reduced 0.02%
$229B
$1.21 Million 0.09% of portfolio
8,302
Q2 2025 Reduced 0.53%
$0
$1.23 Million 0.09% of portfolio
9,253
Q2 2025 Reduced 7.47%
$306B
$1.25 Million 0.09% of portfolio
4,863
Q2 2025 Added 0.56%
$551B
$1.24 Million 0.09% of portfolio
3,500
Q2 2025 Reduced 14.13%
$0
$1.07 Million 0.08% of portfolio
8,893
Q2 2025 Reduced 0.86%
$0
$1.08 Million 0.08% of portfolio
2,474
Q2 2025 Reduced 1.75%
$177B
$1.01 Million 0.08% of portfolio
5,177
Q2 2025 Added 0.04%
$0
$1.01 Million 0.08% of portfolio
22,943
Q2 2025 New
$545B
$1.03 Million 0.08% of portfolio
768
Q2 2025 Added 0.79%
$0
$1.09 Million 0.08% of portfolio
5,617
Q2 2025 Reduced 0.85%
$113B
$1.07 Million 0.08% of portfolio
2,301
Q2 2025 Added 53.81%
$182B
$1.07 Million 0.08% of portfolio
24,830
Q2 2025 Added 0.8%
$94.7B
$1.11 Million 0.08% of portfolio
1,514
Q2 2025 Added 0.13%
$0
$974,000 0.07% of portfolio
18,698
Q1 2025 New
$86B
$953,000 0.07% of portfolio
13,818
Q2 2025 Reduced 0.09%
$0
$879,000 0.07% of portfolio
4,828
Q2 2025 Reduced 1.05%
$548B
$900,000 0.07% of portfolio
1,602
Q2 2025 Reduced 18.01%
$684B
$915,000 0.07% of portfolio
4,187
Q2 2025 Added 18.95%
$261B
$943,000 0.07% of portfolio
5,178
Q2 2025 Reduced 2.69%
$172B
$979,000 0.07% of portfolio
953
Q2 2025 Reduced 17.27%
$3.31B
$958,000 0.07% of portfolio
38,805
Q2 2025 Added 0.02%
$0
$860,000 0.06% of portfolio
10,303
Q2 2025 Added 12.37%
$0
$742,000 0.06% of portfolio
8,071
Q2 2025 Added 4.38%

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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