TCI Wealth Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
266
Total value ($000)
$2,311,367
Net value change ($000)
+428,054 (22.7%)
New positions
25
Sold out positions
11
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 78,235 33.2%
DFUV 54,634 32.5%
DFAS 47,691 25.8%
DUHP 47,467 51.3%
AVUV 39,283 29.3%
DFAE 28,354 40.7%
DFAC 13,897 15.1%
DIHP 13,198 30.7%
DFIV 11,453 13.5%
AVDV 7,598 10.9%
Top Reduces (Value $000, Stocks/ETFs)
HON -3,378 -100.0%
XOM -1,595 -18.6%
VTES -1,363 -34.9%
CVX -1,045 -18.7%
AGG -1,029 -4.9%
AMZN -903 -11.3%
MCD -821 -13.8%
PEP -572 -25.5%
T -447 -30.9%
PLTR -384 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 289 (0.0% of total reported value)
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