TCI Wealth Advisors, Inc.

Est. AUM

$1.88B

13F long equity, this entity only

Positions

251

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$235.5M	3321432	12.51%	SOLE
2	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$184.6M	2595074	9.80%	SOLE
3	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$167.9M	3464039	8.91%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$134.0M	1212762	7.11%	SOLE
5	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$92.5M	2516301	4.91%	SOLE
6	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$91.8M	2362453	4.87%	SOLE
7	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$85.0M	1611107	4.52%	SOLE
8	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$74.0M	2784684	3.93%	SOLE
9	AMERICAN CENTY ETF TR	INTL SMCP VLU	$69.7M	697531	3.70%	SOLE
10	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$69.6M	2056150	3.70%	SOLE
11	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$48.0M	1426400	2.55%	SOLE
12	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$43.0M	1335670	2.29%	SOLE
13	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$33.2M	614735	1.76%	SOLE
14	APPLE INC	COM	$31.7M	124802	1.68%	SOLE
15	DIMENSIONAL ETF TRUST	US TARGETED VLU	$29.4M	470810	1.56%	SOLE
16	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$28.5M	839456	1.51%	SOLE
17	ISHARES TR	CORE US AGGBD ET	$20.9M	210411	1.11%	SOLE
18	RBB FUND TRUST	LONGVIEW ADVANTG	$19.5M	336794	1.03%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$18.9M	234314	1.00%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$17.5M	54692	0.93%	SOLE
21	AMERICAN CENTY ETF TR	INTL EQT ETF	$13.6M	160525	0.72%	SOLE
22	ISHARES TR	CORE S&P SCP ETF	$13.3M	107256	0.71%	SOLE
23	MICROSOFT CORP	COM	$11.3M	30487	0.60%	SOLE
24	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$11.1M	270992	0.59%	SOLE
25	CATERPILLAR INC	COM	$10.6M	14956	0.56%	SOLE
26	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$10.5M	294720	0.56%	SOLE
27	ISHARES TR	CORE S&P500 ETF	$10.3M	15827	0.55%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.0M	15361	0.53%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.7M	20277	0.52%	SOLE
30	JOHNSON & JOHNSON	COM	$9.4M	38626	0.50%	SOLE
31	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$9.2M	262236	0.49%	SOLE
32	NVIDIA CORPORATION	COM	$8.7M	50133	0.46%	SOLE
33	EXXON MOBIL CORP	COM	$8.6M	50527	0.46%	SOLE
34	AMAZON COM INC	COM	$8.0M	38450	0.43%	SOLE
35	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$7.3M	187728	0.39%	SOLE
36	COSTCO WHOLESALE CORPORATION	COM	$6.3M	6357	0.34%	SOLE
37	ELI LILLY & CO	COM	$6.3M	6814	0.33%	SOLE
38	MCDONALDS CORP	COM	$6.0M	19210	0.32%	SOLE
39	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$5.8M	79147	0.31%	SOLE
40	VANGUARD INDEX FDS	VALUE ETF	$5.6M	28780	0.30%	SOLE
41	CHEVRON CORPORATION	COM	$5.6M	26972	0.30%	SOLE
42	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$5.0M	69649	0.27%	SOLE
43	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.9M	139106	0.26%	SOLE
44	ALPHABET INC	CAP STK CL C	$4.7M	16340	0.25%	SOLE
45	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$4.7M	135483	0.25%	SOLE
46	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$4.6M	102188	0.24%	SOLE
47	DIMENSIONAL ETF TRUST	INTERNATIONAL	$4.6M	108155	0.24%	SOLE
48	ALPHABET INC	CAP STK CL A	$4.5M	15652	0.24%	SOLE
49	WOODWARD INC	COM	$4.5M	12490	0.24%	SOLE
50	ISHARES TR	MSCI USA QLT FCT	$4.5M	23254	0.24%	SOLE

1–50 of 251

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.