13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001583751
Total reported value
$2.3B
$2.3B
262 檔
30.3%
As reported in its official Q3 2025 Form 13F filing, TCI Wealth Advisors, Inc.'s tracked investment portfolio stood at $2.3B with 262 total positions.
In Q3 2025, TCI Wealth Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 80 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.76% | +1.06% | +8.12% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 10.03% | +0.25% | +3.50% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 8.11% | +0.72% | +10.91% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.14% | +0.39% | +12.86% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.81% | -0.30% | +4.40% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.31% | -0.35% | +4.66% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.05% | +1.15% | +29.30% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.68% | -0.41% | +16.77% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.66% | -0.36% | +2.26% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.23% | +0.54% | +13.89% | |
| 11 | DFIS | Dimensional International Sm | ETF-Other | 2.68% | -0.18% | -0.09% | |
| 12 | DIHP | Dimensional International Hi | ETF-Other | 2.06% | +0.14% | +14.17% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.02% | -0.12% | -1.42% | |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.97% | -0.14% | +0.96% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.69% | -0.23% | -3.48% | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 1.66% | -0.15% | -0.72% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.30% | -0.25% | -1.07% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.12% | -0.04% | -4.68% | |
| 19 | EBI | Longview Advantage ETF | ETF-Other | 1.10% | -0.08% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.06% | -0.01% | +0.92% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.08% | +2.81% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | -0.03% | -0.86% | |
| 23 | AVDE | Avantis International Equity | ETF-Other | 0.77% | -0.07% | +0.49% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.06% | -0.13% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.04% | +2.62% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | -0.06% | +7.47% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.12% | +1.33% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.52% | -0.03% | +155.21% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.51% | -0.06% | +3.71% | |
| 30 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.45% | -0.03% | +22.74% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.08% | -1.58% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.04% | +2.74% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.13% | +0.07% | |
| 34 | DFAI | Dimensional International Co | ETF-Other | 0.38% | -0.04% | +3.41% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.02% | +0.50% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.10% | -1.85% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.16% | -2.28% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.08% | +0.28% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.32% | -0.02% | +0.31% | |
| 40 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.30% | -0.03% | +13.10% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.01% | +1.79% | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.28% | +0.01% | +5.32% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.28% | -0.02% | +0.14% | |
| 44 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.27% | -0.02% | +0.02% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.01% | +3.41% | |
| 46 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.26% | -0.01% | +1.76% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.10% | -0.42% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | -0.01% | +1.76% | |
| 49 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.24% | -0.10% | — | |
| 50 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.23% | -0.02% | +203.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | +1.4% | +29.30% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.8% | -0.86% | Add |
| 3 | DFUS | Dimensional US Eq Mkt ETF | +0.7% | +8.12% | Add |
| 4 | DFSV | Dimensional US Small Cap Val | +0.5% | +3.71% | Add |
| 5 | DFAE | Dimensional Emerging Core Eq | +0.4% | +13.89% | Add |
| 6 | DFSU | Dimensional US Sus Core1 ETF | +0.4% | +155.21% | Add |
| 7 | DFGR | Dim Global Real Estate ETF | +0.3% | +16.77% | Add |
| 8 | VTV | Vanguard Value ETF | +0.3% | +0.31% | Add |
| 9 | DIHP | Dimensional International Hi | +0.2% | +14.17% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +2.62% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | +7.47% | Add |
| 12 | DFLV | Dim US Large Cap Value ETF | +0.2% | +22.74% | Add |
| 13 | DFSI | Dimensional Int Sus Cor1 ETF | +0.2% | +203.85% | Add |
| 14 | DFAW | Dimensional World Eqty ETF | +0.1% | +13.10% | Add |
| 15 | DFIC | Dimensional International Co | +0.1% | +65.35% | Add |
| 16 | AVUV | Avantis US Small Cap Value | +0.1% | +12.86% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.41% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +10.54% | Add |
| 19 | AVGO | Broadcom Inc | 0% | +3.60% | Add |
| 20 | ORCL | Oracle CORP | 0% | +20.68% | Add |
| 21 | CAT | Caterpillar Inc | 0% | +0.07% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +1.76% | Trim |
| 23 | BSV | Vanguard Short-term Bond ETF | 0% | +3.50% | Add |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | -3.83% | Add |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Add |
| 26 | BND | Vanguard Total Bond Market | 0% | +3.22% | Add |
| 27 | IWF | Ishares Russell 1000 Growth | 0% | +36.95% | Add |
| 28 | LMT | Lockheed Martin CORP | 0% | -0.13% | Add |
| 29 | VEA | Vanguard Ftse Developed ETF | 0% | +72.65% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +19.79% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +1.58% | Add |
| 32 | GE | General Electric | 0% | +2.02% | Add |
| 33 | GEV | GE Vernova Inc | 0% | +6.78% | Add |
| 34 | BA | Boeing Co/the | 0% | +21.54% | Add |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | -2.08% | Add |
| 36 | DFGP | Dimensional Glbl Core Pl Fix | — | +0.96% | Add |
| 37 | MSFT | Microsoft CORP | — | +2.81% | Trim |
| 38 | WWD | Woodward Inc | — | -0.07% | Trim |
| 39 | IWD | Ishares Russell 1000 Value E | — | +29.59% | Add |
| 40 | RTX | Rtx CORP | — | +3.48% | Add |
| 41 | GS | Goldman Sachs Group Inc | — | +4.38% | Add |
| 42 | VUG | Vanguard Growth ETF | — | +2.75% | Add |
| 43 | NFLX | Netflix Inc | — | +7.81% | Add |
| 44 | INTC | Intel CORP | — | +1.15% | Add |
| 45 | MPC | Marathon Petroleum CORP | — | +0.30% | Trim |
| 46 | VGT | Vanguard Info Tech ETF | — | +2.51% | Add |
| 47 | TSM | Taiwan Semiconductor-sp Adr | — | +6.22% | Trim |
| 48 | VWO | Vanguard Ftse Emerging Marke | — | +10.58% | Add |
| 49 | TJX | Tjx Companies Inc | — | +11.45% | Add |
| 50 | BX | Blackstone Inc | — | +0.53% | Add |
According to official SEC Form 13F filings, TCI Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $2.3B across 262 disclosed positions in Q3 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 30.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFAU
市值: $4.7M
Top Position Liquidated / Trimmed
NYF
前期市值: $984.5K
During Q3 2025, TCI Wealth Advisors, Inc.'s top holdings by market value included DFUS (12.8%)、DFAS (10.0%)、DFUV (8.1%). The largest single position, DFUS, represented 12.8% of total portfolio value.
In Q3 2025, TCI Wealth Advisors, Inc. made 193 total portfolio adjustments, initiating 50 new buys, adding to 80 positions, trimming 49 holdings, and fully liquidating 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.