Managers / Q3 2020 · view latest →
TCI Wealth Advisors, Inc.
CIK 0001583751 · 4011 E SUNRISE DR, TUCSON, AZ, 85718 · 520-733-1477
Reported Value
$253M
Q3 2020
Positions
1,631
Filings on Record
30
2019–present window
Filed
Oct 20, 2020
original filing
Summary
Tci Wealth Advisors, Inc. reported $253M in U.S.-listed holdings across 1,631 positions for Q3 2020.
Its largest position, AAPL, represents 17.1% of the portfolio.
Compared with Q2 2020, the fund opened 186 new positions and exited 109.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 80.3% · $203M
- ETP · 17.3% · $44M
- Other · 1.8% · $5M
- REIT · 0.3% · $800,000
- ADR · 0.2% · $532,000
- Other · 0.1% · $188,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.9B | 251 | Apr 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.8B | 252 | Feb 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.7B | 262 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.5B | 253 | Jul 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 229 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 227 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 243 | Oct 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 221 | Jul 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.0B | 217 | May 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $938M | 206 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $784M | 193 | Oct 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $783M | 196 | Aug 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $771M | 2,515 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $722.5B | 2,485 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $618M | 2,519 | Nov 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $654M | 2,383 | Jul 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $667M | 2,308 | Apr 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $676M | 2,371 | Jan 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $655M | 2,437 | Oct 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $592M | 2,375 | Aug 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $236M | 2,219 | Apr 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $224M | 1,621 | Jan 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $253M | 1,631 | Oct 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $234M | 1,548 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $203M | 1,609 | Apr 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $257M | 1,603 | Jan 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $225M | 1,597 | Oct 17, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $222M | 1,515 | Jul 23, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $227M | 1,516 | Apr 11, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $206M | 1,571 | Jan 17, 2019 | 13F-HR | changes · 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 ↗.