TCI Wealth Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
289
Total value ($000)
$2,485,099
Net value change ($000)
+173,732 (7.5%)
New positions
38
Sold out positions
23
Turnover %
14.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 138,357 NEW
DFUS 27,566 8.8%
AVLV 27,231 712.3%
DFGP 23,575 63.2%
VCSH 16,389 759.1%
BIV 13,991 384.3%
VV 13,841 NEW
DFA INVT DIMENSIONS GROUP IN 9,592 NEW
AVIV 8,676 1674.9%
VTEB 8,071 271.6%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -139,966 -100.0%
DFGR -13,585 -16.7%
DFSV -9,927 -100.0%
DFAS -9,312 -4.0%
XOM -6,977 -100.0%
DFUV -6,468 -2.9%
DCOR -5,835 -100.0%
CAT -3,832 -24.1%
DFAT -2,592 -8.0%
DIHP -2,441 -4.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,111 (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