Managers / Q1 2024 · view latest →
TCI Wealth Advisors, Inc.
CIK 0001583751 · 4011 E SUNRISE DR, TUCSON, AZ, 85718 · 520-733-1477
Reported Value
$1.0B
Q1 2024
Positions
217
Filings on Record
30
2019–present window
Filed
May 7, 2024
original filing
Summary
Tci Wealth Advisors, Inc. reported $1.0B in U.S.-listed holdings across 217 positions for Q1 2024.
Its largest position, DFAS, represents 13.3% of the portfolio.
Compared with Q4 2023, the fund opened 19 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
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 ↗.