DOSSIER · 13F-HR · Q1 2026

TCI Wealth Advisors, Inc.

$1.9B in tracked AUM across 251 positions as of Q1 2026.

TW
CIK 0001583751 · last filed Mar 31, 2026
Total AUM
$1.9B
as of Q1 2026
Holdings
251
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

TCI Wealth Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$236M3.3M12.5%
02
DFAS
DIMENSIONAL ETF TRUST
$185M2.6M9.8%
03
DFUV
DIMENSIONAL ETF TRUST
$168M3.5M8.9%
04
AVUV
AMERICAN CENTY ETF TR
$134M1.2M7.1%
05
DUHP
DIMENSIONAL ETF TRUST
$92M2.5M4.9%
06
DFAC
DIMENSIONAL ETF TRUST
$92M2.4M4.9%
07
DFIV
DIMENSIONAL ETF TRUST
$85M1.6M4.5%
08
DFGR
DIMENSIONAL ETF TRUST
$74M2.8M3.9%
09
AVDV
AMERICAN CENTY ETF TR
$70M698K3.7%
10
DFAE
DIMENSIONAL ETF TRUST
$70M2.1M3.7%

Filing history

2026Q1Mar 31
$1.9B 3.8%
251 positionsView →
2025Q4Dec 31
$1.8B 8.2%
252 positionsView →
2025Q3Sep 30
$1.7B 14.8%
262 positionsView →
2025Q2Jun 30
$1.5B 16.8%
253 positionsLocked
2025Q1Mar 31
$1.2B 4.4%
229 positionsLocked
2024Q4Dec 31
$1.2B 0.9%
227 positionsLocked
2024Q3Sep 30
$1.2B 11.9%
243 positionsLocked
2024Q2Jun 30
$1.1B 4.5%
221 positionsLocked
2024Q1Mar 31
$1.0B 8.2%
217 positionsLocked
2023Q4Dec 31
$938M 19.7%
206 positionsLocked
2023Q3Sep 30
$784M 0.1%
193 positionsLocked
2023Q2Jun 30
$783M 1.6%
196 positionsLocked
Showing 12 of 52