TCI Wealth Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
262
Total value ($000)
$1,675,974
Net value change ($000)
+216,659 (14.8%)
New positions
23
Sold out positions
11
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFUS 30,865 16.9%
DFUV 19,977 17.2%
AVUV 19,434 23.3%
DUHP 18,432 37.3%
DFAS 16,959 11.2%
DFAE 10,500 24.0%
DFGR 9,787 18.9%
DFAC 8,875 12.4%
DFIV 8,137 12.7%
AVDV 7,926 14.8%
Top Reduces (Value $000, Stocks/ETFs)
NYF -975 -100.0%
D -803 -100.0%
UPST -462 -21.4%
IGPT -413 -100.0%
CLX -356 -23.6%
SCHW -344 -29.5%
HON -308 -8.7%
PBQQ -250 -100.0%
LNT -234 -100.0%
SM -223 -23.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type