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CIK: 0001583751
Total reported value
$2.3B
$2.3B
227 檔
23.5%
According to the latest 13F quarterly dataset, TCI Wealth Advisors, Inc. managed an equity portfolio of $2.3B at the end of Q1 2025, spanning 227 distinct U.S. exchange-listed positions.
In Q1 2025, TCI Wealth Advisors, Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.02% | +1.06% | +5.96% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 11.78% | +0.25% | +2.51% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 8.17% | +0.72% | +8.22% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.04% | +0.39% | +7.78% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.43% | -0.30% | +2.82% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.48% | -0.35% | +3.71% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.70% | -0.36% | +2.11% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.40% | -0.41% | +20.96% | |
| 9 | DFIS | Dimensional International Sm | ETF-Other | 2.92% | -0.18% | +9.14% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.83% | +0.54% | +22.50% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.68% | +1.15% | +40.71% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.48% | -0.12% | -1.91% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.07% | -0.23% | +3.23% | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 2.02% | -0.15% | -2.18% | |
| 15 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.97% | -0.14% | +4.66% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 1.84% | +0.14% | +18.98% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.78% | -0.25% | -0.28% | |
| 18 | EBI | Longview Advantage ETF | ETF-Other | 1.31% | -0.08% | — | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.29% | -0.04% | -0.69% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | -0.01% | -0.38% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.08% | -1.46% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.06% | +1.19% | |
| 23 | AVDE | Avantis International Equity | ETF-Other | 0.78% | -0.07% | +3.08% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | -0.12% | -5.44% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.08% | +8.15% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.16% | -1.32% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.02% | -1.63% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.04% | -0.78% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.10% | +1.56% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.08% | +4.40% | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.44% | -0.04% | +11.40% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.04% | -3.44% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.13% | -0.17% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | -0.06% | -12.85% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.10% | -1.12% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.32% | -0.02% | +0.41% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.01% | -4.15% | |
| 38 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.28% | -0.03% | +30.81% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.26% | -0.18% | EXIT | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | -0.01% | -6.75% | |
| 41 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.23% | -0.01% | +0.02% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.01% | -9.11% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.01% | -9.96% | |
| 44 | DFSD | Dimensional Short Duration | ETF-Other | 0.21% | -0.02% | +11.10% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.02% | +1.32% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | -3.31% | |
| 47 | WWD | Woodward Inc | Stock-Industrials | 0.19% | -0.01% | — | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.02% | -1.11% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.01% | +4.01% | |
| 50 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.19% | -0.03% | +13.33% |
According to official SEC Form 13F filings, TCI Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $2.3B across 227 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFAS, DFUV) accounted for 23.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFUS
市值: $150.2M
During Q1 2025, TCI Wealth Advisors, Inc.'s top holdings by market value included DFUS (12.0%)、DFAS (11.8%)、DFUV (8.2%). The largest single position, DFUS, represented 12.0% of total portfolio value.
In Q1 2025, TCI Wealth Advisors, Inc. made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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