SEC 13F Intelligence

Managers / Q1 2026

TCI Wealth Advisors, Inc.

CIK 0001583751 · 4011 E SUNRISE DR, TUCSON, AZ, 85718 · 520-733-1477

Reported Value
$1.9B
Q1 2026
Positions
251
Filings on Record
30
2019–present window
Filed
Apr 27, 2026
original filing

Summary

Tci Wealth Advisors, Inc. reported $1.9B in U.S.-listed holdings across 251 positions for Q1 2026.

Its largest position, DFUS, represents 12.5% of the portfolio.

Compared with Q4 2025, the fund opened 17 new positions and exited 18.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $206MQ4 ’18Q1 ’19: $227MQ2 ’19: $222MQ3 ’19: $225MQ4 ’19: $257MQ4 ’19Q1 ’20: $203MQ2 ’20: $234MQ3 ’20: $253MQ4 ’20: $224MQ4 ’20Q1 ’21: $236MQ2 ’21: $592MQ3 ’21: $655MQ4 ’21: $676MQ4 ’21Q1 ’22: $667MQ2 ’22: $654MQ3 ’22: $618MQ4 ’22: $722.5BQ4 ’22Q1 ’23: $771MQ2 ’23: $783MQ3 ’23: $784MQ4 ’23: $938MQ4 ’23Q1 ’24: $1.0BQ2 ’24: $1.1BQ3 ’24: $1.2BQ4 ’24: $1.2BQ4 ’24Q1 ’25: $1.2BQ2 ’25: $1.5BQ3 ’25: $1.7BQ4 ’25: $1.8BQ4 ’25Q1 ’26: $1.9Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.9B251Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.8B252Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.7B262Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.5B253Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.2B229Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.2B227Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.2B243Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.1B221Jul 30, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.0B217May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$938M206Feb 6, 202413F-HRchanges · EDGAR ↗
Q3 2023$784M193Oct 31, 202313F-HRchanges · EDGAR ↗
Q2 2023$783M196Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$771M2,515May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$722.5B2,485Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$618M2,519Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$654M2,383Jul 19, 202213F-HRchanges · EDGAR ↗
Q1 2022$667M2,308Apr 29, 202213F-HRchanges · EDGAR ↗
Q4 2021$676M2,371Jan 24, 202213F-HRchanges · EDGAR ↗
Q3 2021$655M2,437Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$592M2,375Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$236M2,219Apr 29, 202113F-HRchanges · EDGAR ↗
Q4 2020$224M1,621Jan 21, 202113F-HRchanges · EDGAR ↗
Q3 2020$253M1,631Oct 20, 202013F-HRchanges · EDGAR ↗
Q2 2020$234M1,548Jul 20, 202013F-HRchanges · EDGAR ↗
Q1 2020$203M1,609Apr 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$257M1,603Jan 27, 202013F-HRchanges · EDGAR ↗
Q3 2019$225M1,597Oct 17, 201913F-HRchanges · EDGAR ↗
Q2 2019$222M1,515Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$227M1,516Apr 11, 201913F-HRchanges · EDGAR ↗
Q4 2018$206M1,571Jan 17, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.