TCI Wealth Advisors, Inc. Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$1.5T

Holdings

250

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (250 positions)

#StockSharesValue% PortfolioType
1
DFUSDIMENSIONAL ETF TRUST
2,730,367$183.0B12.54%
2
DFASDIMENSIONAL ETF TRUST
2,373,334$151.2B10.36%
3
DFUVDIMENSIONAL ETF TRUST
2,741,948$115.9B7.94%
4
AVUVAMERICAN CENTY ETF TR
915,454$83.4B5.71%
5
DFACDIMENSIONAL ETF TRUST
2,003,861$71.8B4.92%
6
DFIVDIMENSIONAL ETF TRUST
1,495,634$64.1B4.39%
7
AVDVAMERICAN CENTY ETF TR
674,075$53.4B3.66%
8
DFGRDIMENSIONAL ETF TRUST
1,934,020$51.9B3.56%
9
DUHPDIMENSIONAL ETF TRUST
1,388,309$49.4B3.38%
10
DFAEDIMENSIONAL ETF TRUST
1,509,084$43.7B2.99%
11
DFISDIMENSIONAL ETF TRUST
1,420,615$42.4B2.90%
12
DFGPDIMENSIONAL ETF TRUST
588,022$32.0B2.20%
13
DIHPDIMENSIONAL ETF TRUST
995,438$29.4B2.01%
14
AAPLAPPLE INC
134,733$27.6B1.89%
15
DFAXDIMENSIONAL ETF TRUST
937,839$27.5B1.89%
16
DFATDIMENSIONAL ETF TRUST
482,301$26.0B1.78%
17
AGGISHARES TR
219,114$21.7B1.49%
18
AVEMAMERICAN CENTY ETF TR
263,116$18.0B1.24%
19
EBIRBB FUND TRUST
336,794$17.1B1.17%
20
VTIVANGUARD INDEX FDS
53,527$16.3B1.11%
21
MSFTMICROSOFT CORP
32,292$16.1B1.10%
22
IJRISHARES TR
110,526$12.1B0.83%
23
AVDEAMERICAN CENTY ETF TR
161,992$12.0B0.82%
24
BRK/BBERKSHIRE HATHAWAY INC DEL
21,446$10.4B0.71%
25
SPYSPDR S&P 500 ETF TR
14,873$9.2B0.63%
26
AMZNAMAZON COM INC
41,692$9.1B0.63%
27
DFSVDIMENSIONAL ETF TRUST
256,488$7.5B0.52%
28
NVDANVIDIA CORPORATION
47,428$7.5B0.51%
29
IVVISHARES TR
10,873$6.8B0.46%
30
JNJJOHNSON & JOHNSON
41,376$6.3B0.43%
31
LLYELI LILLY & CO
8,047$6.3B0.43%
32
COSTCOSTCO WHSL CORP NEW
6,131$6.1B0.42%Call
33
DFAIDIMENSIONAL ETF TRUST
169,575$5.9B0.40%
34
CATCATERPILLAR INC
15,041$5.8B0.40%
35
DFLVDIMENSIONAL ETF TRUST
187,965$5.8B0.40%
36
MCDMCDONALDS CORP
19,764$5.8B0.40%
37
XOMEXXON MOBIL CORP
52,559$5.7B0.39%
38
VTVVANGUARD INDEX FDS
28,945$5.1B0.35%
39
JPMJPMORGAN CHASE & CO.
15,141$4.4B0.30%
40
QUALISHARES TR
23,670$4.3B0.30%
41
DCORDIMENSIONAL ETF TRUST
63,037$4.2B0.29%
42
DFAWDIMENSIONAL ETF TRUST
61,721$4.1B0.28%
43
DFAUDIMENSIONAL ETF TRUST
97,470$4.1B0.28%
44
CVXCHEVRON CORP NEW
28,354$4.1B0.28%
45
DFEMDIMENSIONAL ETF TRUST
135,312$4.0B0.28%
46
HONHONEYWELL INTL INC
15,248$3.6B0.24%
47
BSVVANGUARD BD INDEX FDS
40,322$3.2B0.22%
48
DFSUDIMENSIONAL ETF TRUST
80,014$3.1B0.22%
49
VOOVANGUARD INDEX FDS
5,502$3.1B0.21%
50
GOOGLALPHABET INC
17,731$3.1B0.21%
51
BNDVANGUARD BD INDEX FDS
42,341$3.1B0.21%
52
WWDWOODWARD INC
12,538$3.1B0.21%
53
GOOGALPHABET INC
16,964$3.0B0.21%
54
ABBVABBVIE INC
15,230$2.8B0.19%
55
NDQINVESCO QQQ TR
4,868$2.7B0.18%
56
KMBKIMBERLY-CLARK CORP
20,207$2.6B0.18%
57
DFSDDIMENSIONAL ETF TRUST
54,106$2.6B0.18%
58
HDHOME DEPOT INC
6,501$2.4B0.16%
59
PSNPARSONS CORP DEL
33,059$2.4B0.16%
60
PGPROCTER AND GAMBLE CO
14,788$2.4B0.16%
61
METAMETA PLATFORMS INC
3,155$2.3B0.16%
62
UPSTUPSTART HLDGS INC
33,325$2.2B0.15%
63
IBMINTERNATIONAL BUSINESS MACHS
6,920$2.0B0.14%
64
WMTWALMART INC
20,006$2.0B0.13%
65
PEPPEPSICO INC
14,715$1.9B0.13%
66
DFSEDIMENSIONAL ETF TRUST
46,837$1.8B0.12%
67
VNQVANGUARD INDEX FDS
19,130$1.7B0.12%
68
TSLATESLA INC
5,362$1.7B0.12%
69
VBVANGUARD INDEX FDS
6,884$1.6B0.11%
70
AVLVAMERICAN CENTY ETF TR
23,379$1.6B0.11%
71
AVGOBROADCOM INC
5,560$1.5B0.11%
72
CLXCLOROX CO DEL
12,570$1.5B0.10%
73
VBKVANGUARD INDEX FDS
5,396$1.5B0.10%
74
AXPAMERICAN EXPRESS CO
4,673$1.5B0.10%
75
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.5B0.10%
76
VTEBVANGUARD MUN BD FDS
29,108$1.4B0.10%
77
TAT&T INC
49,247$1.4B0.10%
78
VSSVANGUARD INTL EQUITY INDEX F
10,455$1.4B0.10%
79
MMM3M CO
8,916$1.4B0.09%
80
ABTABBOTT LABS
9,806$1.3B0.09%
81
ITWILLINOIS TOOL WKS INC
5,176$1.3B0.09%
82
DFICDIMENSIONAL ETF TRUST
41,155$1.3B0.09%
83
EFAISHARES TR
14,096$1.3B0.09%
84
GEGE AEROSPACE
4,863$1.3B0.09%
85
VVISA INC
3,500$1.2B0.09%
86
UNPUNION PAC CORP
5,388$1.2B0.08%
87
AQLTISHARES TR
9,253$1.2B0.08%
88
RTXRTX CORPORATION
8,302$1.2B0.08%
89
DFSIDIMENSIONAL ETF TRUST
30,743$1.2B0.08%
90
SCHWSCHWAB CHARLES CORP
12,793$1.2B0.08%
91
MCKMCKESSON CORP
1,514$1.1B0.08%
92
IWDISHARES TR
5,617$1.1B0.07%
93
VUGVANGUARD INDEX FDS
2,474$1.1B0.07%
94
TXNTEXAS INSTRS INC
5,177$1.1B0.07%
95
BACVERIZON COMMUNICATIONS INC
24,830$1.1B0.07%
96
LMTLOCKHEED MARTIN CORP
2,301$1.1B0.07%
97
VDEVANGUARD WORLD FD
8,893$1.1B0.07%
98
NFLXNETFLIX INC
768$1.0B0.07%
99
AVREAMERICAN CENTY ETF TR
22,943$1.0B0.07%
100
VIGVANGUARD SPECIALIZED FUNDS
4,828$988.0M0.07%
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