CIK 1583751
TCI Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
252
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 252
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 113K | $1M+ | SH |
| WWD | WOODWARD INC | 13K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 45K | $1M+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 85K | $1M+ | SH |
| ABBV | ABBVIE INC | 15K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 42K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 15K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 54K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| WMT | WALMART INC | 22K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| PEP | PEPSICO INC | 15K | $1M+ | SH |
| VTEI | VANGUARD MUN BD FDS | 21K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 14K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| EFA | ISHARES TR | 21K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 20K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| UPST | UPSTART HLDGS INC | 44K | $1M+ | SH |
| HD | HOME DEPOT INC | 6K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 25K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 5K | $1M+ | SH |
| PSN | PARSONS CORP DEL | 26K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 28K | $1M+ | SH |
| MMM | 3M CO | 9K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 5K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 9K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| DVY | ISHARES TR | 9K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| ABT | ABBOTT LABS | 10K | $1M+ | SH |
| T | AT&T INC | 48K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 15K | $1M+ | SH |
| IWD | ISHARES TR | 5K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 13K | $1M+ | SH |
| ORCL | ORACLE CORP | 5K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 8K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 23K | $500K+ | SH |
| CLX | CLOROX CO DEL | 9K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |