TCI Wealth Advisors, Inc.
CIK: 1583751SEC EDGAR →
Portfolio Value
$1.5T
Holdings
251
As of
Q1 2026
New Positions
251
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,321,432 | $235.5B | 16.18% |
| 2 | DIMENSIONAL ETF TRUST | 2,595,074 | $184.6B | 12.68% |
| 3 | DIMENSIONAL ETF TRUST | 3,464,039 | $167.9B | 11.53% |
| 4 | DIMENSIONAL ETF TRUST | 2,516,301 | $92.5B | 6.35% |
| 5 | DIMENSIONAL ETF TRUST | 2,362,453 | $91.8B | 6.31% |
| 6 | DIMENSIONAL ETF TRUST | 1,611,107 | $85.0B | 5.84% |
| 7 | DIMENSIONAL ETF TRUST | 2,784,684 | $74.0B | 5.08% |
| 8 | AMERICAN CENTY ETF TR | 697,531 | $69.7B | 4.79% |
| 9 | DIMENSIONAL ETF TRUST | 2,056,150 | $69.6B | 4.78% |
| 10 | DIMENSIONAL ETF TRUST | 1,426,400 | $48.0B | 3.30% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $1.4T | 98.7% |
| Unknown | 15 | $3.5B | 0.2% |
| Consumer Defensive | 9 | $3.0B | 0.2% |
| Communication Services | 8 | $3.0B | 0.2% |
| Healthcare | 18 | $2.2B | 0.1% |
| Technology | 22 | $2.1B | 0.1% |
| Industrials | 23 | $1.8B | 0.1% |
| Utilities | 8 | $1.2B | 0.1% |
| Consumer Cyclical | 10 | $919.6M | 0.1% |
| Energy | 7 | $859.7M | 0.1% |
| Basic Materials | 5 | $582.5M | 0.0% |
| Real Estate | 2 | $39.3M | 0.0% |