TCI Wealth Advisors, Inc.

All 13F Filings

Location
Tucson, AZ
Most recent 13F
Q2 2026
Holdings value ($000)
2,311,367
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/29/2026 266 2,311,367 13F-HR TCI Wealth Advisors, Inc.
Q1 2026 4/27/2026 251 1,883,313 13F-HR TCI Wealth Advisors, Inc.
Q4 2025 2/2/2026 252 1,814,119 13F-HR TCI Wealth Advisors, Inc.
Q3 2025 10/14/2025 262 1,675,974 13F-HR TCI Wealth Advisors, Inc.
Q2 2025 7/16/2025 253 1,459,315 13F-HR TCI Wealth Advisors, Inc.
Q2 2014 8/11/2014 909 166,127 13F-HR TCI Wealth Advisors, Inc.
Q1 2014 5/15/2014 878 153,371 13F-HR TCI Wealth Advisors, Inc.
Q4 2013 1/21/2014 855 159,403 13F-HR TCI Wealth Advisors, Inc.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 289 (0.0% of total reported value) · QoQ Δ: +289
Type Value ($000) Share % Inflow Outflow Net
Stocks 268.6 K 11.6% 24.96 K 0 24.96 K
ETFs 2.039 M 88.2% 402.8 K 0 402.8 K
Debt 3.637 K 0.2% 0 29 -29
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Fund Snapshot

Q2 2026
Latest filed
7/29/2026
Total value ($000)
2,311,367
Holdings
266
QoQ value change ($000)
428,054 (22.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.