StockDriftsStockDriftsTop 50 TCI Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 13.58% | 3.83M | $313.8M | +15.29%(+507.69K) | $56.26(+50.86%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 10.05% | 2.82M | $232.3M | +8.70%(+225.90K) | $60.28(+39.62%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 9.63% | 4.04M | $222.5M | +16.76%(+580.69K) | $38.46(+49.62%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 7.5% | 1.39M | $173.3M | +14.51%(+175.96K) | $87.14(+47.07%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.06% | 3.35M | $140.0M | +33.29%(+837.79K) | $35.18(+21.00%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.57% | 2.38M | $105.7M | +0.86%(+20.37K) | $29.92(+53.92%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.24% | 2.44M | $98.0M | +18.50%(+380.42K) | $28.41(+38.53%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.17% | 1.79M | $96.5M | +10.86%(+175.03K) | $36.49(+59.20%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.52% | 2.81M | $81.3M | +0.76%(+21.10K) | $25.95(+13.32%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.34% | 749.7K | $77.3M | +7.47%(+52.14K) | $64.70(+71.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.26% | +57.14% | +9.09% | +54.48% |
| Top 20 Holdings Unweighted | +15.08% | +52.39% | +8.76% | +52.18% |
TCI Wealth Advisors, Inc. reports $2.31B in US-listed equity holdings across 265 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (13.6%), DFAS (10.1%) and DFUV (9.6%). The top 20 holdings account for 81% of reported assets. Its disclosed equity book has returned +57.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track TCI Wealth Advisors, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from TCI Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1583751). View TCI Wealth Advisors, Inc.’s 13F filings on SEC