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CIK: 0001583751
Total reported value
$2.3B
$2.3B
252 檔
33.5%
At the close of Q4 2025, TCI Wealth Advisors, Inc. disclosed equity holdings valued at approximately $2.3B, spread across 252 reported holdings.
TCI Wealth Advisors, Inc. executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 23 holdings and trimming 83 positions.
Showing top 200 holdings (of 252 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.95% | +1.06% | +7.33% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 9.82% | +0.25% | +4.05% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 8.53% | +0.72% | +9.15% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.44% | +0.39% | +10.82% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.93% | -0.30% | +8.00% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.60% | +1.15% | +22.15% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 4.48% | -0.35% | +4.08% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.87% | -0.41% | +17.54% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.62% | -0.36% | +1.52% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.50% | +0.54% | +13.43% | |
| 11 | DFIS | Dimensional International Sm | ETF-Other | 2.62% | -0.18% | +1.55% | |
| 12 | DIHP | Dimensional International Hi | ETF-Other | 2.21% | +0.14% | +11.55% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.93% | -0.12% | -3.07% | |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.80% | -0.14% | +1.73% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.58% | -0.23% | -3.19% | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 1.57% | -0.15% | -0.19% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.17% | -0.25% | -1.62% | |
| 18 | EBI | Longview Advantage ETF | ETF-Other | 1.05% | -0.08% | — | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.03% | -0.04% | -3.05% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | -0.01% | -0.73% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.08% | -0.83% | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 0.76% | -0.07% | +2.45% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.71% | -0.03% | -2.40% | |
| 24 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.61% | -0.03% | +25.73% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.04% | -1.07% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.06% | -4.86% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.04% | +32.61% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | -0.06% | -0.76% | |
| 29 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.51% | -0.03% | +17.16% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | -0.12% | -8.65% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.02% | -0.45% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.13% | +0.04% | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.47% | -0.06% | -2.20% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.08% | -0.50% | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.39% | -0.04% | +6.92% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.16% | -1.11% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.10% | -0.47% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.01% | -0.27% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.08% | +3.92% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | -0.02% | -0.82% | |
| 41 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.30% | -0.03% | +5.32% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.01% | -4.12% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.01% | -2.64% | |
| 44 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.26% | +0.01% | -1.82% | |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.26% | -0.02% | +16.18% | |
| 46 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.26% | -0.02% | -0.02% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.25% | -0.02% | -1.84% | |
| 48 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.25% | -0.01% | -1.24% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.10% | -1.69% | |
| 50 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.22% | -0.10% | +0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | +0.6% | +22.15% | Add |
| 2 | DFUV | Dimensional US Marketwide Va | +0.4% | +9.15% | Add |
| 3 | AVUV | Avantis US Small Cap Value | +0.3% | +10.82% | Add |
| 4 | DFAE | Dimensional Emerging Core Eq | +0.3% | +13.43% | Add |
| 5 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +7.33% | Add |
| 6 | DFGR | Dim Global Real Estate ETF | +0.2% | +17.54% | Add |
| 7 | DFIV | Dimensional International Va | +0.2% | +4.08% | Add |
| 8 | DIHP | Dimensional International Hi | +0.2% | +11.55% | Add |
| 9 | DFAC | Dimensional US Core Equity 2 | +0.1% | +8.00% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.1% | +32.61% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | -0.45% | Trim |
| 12 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | +25.73% | Add |
| 13 | DFIC | Dimensional International Co | +0.1% | +66.72% | Add |
| 14 | DFLV | Dim US Large Cap Value ETF | +0.1% | +17.16% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +0.04% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.27% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | 0% | -4.12% | Trim |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | +16.18% | Add |
| 19 | EFA | Ishares Msci Eafe ETF | 0% | +47.46% | Add |
| 20 | WWD | Woodward Inc | 0% | +0.07% | Add |
| 21 | GLD | Spdr Gold Shares | 0% | +31.59% | Add |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +111.97% | Add |
| 23 | JNJ | Johnson & Johnson | 0% | -0.50% | Trim |
| 24 | DFAI | Dimensional International Co | 0% | +6.92% | Add |
| 25 | WMT | Walmart Inc | 0% | +8.46% | Add |
| 26 | AVGO | Broadcom Inc | 0% | +12.00% | Add |
| 27 | UPST | Upstart Holdings Inc | 0% | +33.20% | Add |
| 28 | CSCO | Cisco Systems Inc | 0% | +21.35% | Add |
| 29 | VB | Vanguard Small-cap ETF | 0% | +11.19% | Add |
| 30 | VT | Vanguard Tot World Stk ETF | 0% | +35.90% | Add |
| 31 | AVLV | Avantis US Large Cap Value | 0% | +5.74% | Add |
| 32 | BAC | Bank Of America CORP | 0% | +24.88% | Add |
| 33 | COF | Capital One Financial CORP | 0% | +19.23% | Add |
| 34 | AXP | American Express Co | 0% | -0.36% | Trim |
| 35 | VYM | Vanguard High Dvd Yield ETF | 0% | +25.13% | Add |
| 36 | SCHF | Schwab Intl Equity ETF | 0% | +17.96% | Add |
| 37 | INTC | Intel CORP | 0% | +5.20% | Add |
| 38 | MDGL | Madrigal Pharmaceuticals Inc | 0% | — | Unchanged |
| 39 | NEE | Nextera Energy Inc | 0% | +13.00% | Add |
| 40 | MS | Morgan Stanley | 0% | +6.84% | Add |
| 41 | MCO | Moody's CORP | 0% | +4.49% | Add |
| 42 | DFAW | Dimensional World Eqty ETF | — | +5.32% | Add |
| 43 | BSV | Vanguard Short-term Bond ETF | — | +8.90% | Add |
| 44 | DFSE | Dimensional Em Sus Core1 ETF | — | +7.84% | Add |
| 45 | BIV | Vanguard Intermediate-term B | — | +26.01% | Add |
| 46 | IBM | Intl Business Machines CORP | — | +2.48% | Add |
| 47 | PEP | Pepsico Inc | — | +4.22% | Add |
| 48 | MRK | Merck & Co. Inc. | — | -7.85% | Trim |
| 49 | AMGN | Amgen Inc | — | +0.19% | Add |
| 50 | LRCX | Lam Research CORP | — | +4.67% | 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 252 disclosed positions in Q4 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 33.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
STIP
市值: $891.1K
Top Position Liquidated / Trimmed
QQQ
前期市值: $2.9M
During Q4 2025, TCI Wealth Advisors, Inc.'s top holdings by market value included DFUS (12.9%)、DFAS (9.8%)、DFUV (8.5%). The largest single position, DFUS, represented 12.9% of total portfolio value.
In Q4 2025, TCI Wealth Advisors, Inc. made 191 total portfolio adjustments, initiating 13 new buys, adding to 72 positions, trimming 83 holdings, and fully liquidating 23 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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