TCI Wealth Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
252
Total value ($000)
$1,814,119
Net value change ($000)
+138,145 (8.2%)
New positions
13
Sold out positions
23
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 21,148 9.9%
DFUV 18,748 13.8%
DUHP 15,588 23.0%
AVUV 13,935 13.6%
DFAS 9,901 5.9%
DFAE 9,304 17.2%
DFIV 9,103 12.6%
DFAC 8,763 10.9%
DFGR 8,455 13.7%
DIHP 5,601 16.2%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -2,912 -100.0%
RTX -1,438 -100.0%
MSFT -1,273 -7.4%
PSN -797 -32.8%
TFLO -693 -100.0%
HD -668 -25.7%
TRV -659 -100.0%
BRK-B -525 -4.9%
KMB -499 -19.8%
ORCL -438 -30.8%
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