TCI Wealth Advisors, Inc. - Portfolio overview

TCI Wealth Advisors, Inc. has 282 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 12.44%
2. DFAS - DIMENSIONAL ETF TRUST, 9.75%
3. DFUV - DIMENSIONAL ETF TRUST, 8.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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