TCI Wealth Advisors, Inc.
•CIK: 1583751•Filing: Q4 2025
**TCI Wealth Advisors, Inc.** manages $1.8B across a concentrated portfolio of 252 positions. The firm exhibits significant conviction in specific names, notably allocating $235.0M to DFUS and $178.1M to DFAS. Top holdings further include substantial positions in DFUV ($154.7M) and AVUV ($116.8M). This structure suggests a deep, concentrated research approach targeting high-conviction opportunities.
Total AUM
$1.8B
QoQ Performance
+8.2%
Positions
171
Top 10 Concentration
63.1%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUS
DFAS
DFUV
AVUV
DFUS13.0%
DFAS9.8%
DFUV8.5%
AVUV6.4%
DFAC4.9%
DUHP4.6%
DFIV4.5%
DFGR3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.0%
Technology4.6%
Consumer1.5%
Healthcare1.4%
Financial1.4%
ETF1.3%
Industrial1.0%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+59 more exited positions
Changes from Q3 2025
NEW2 new positions
↑83 increased
↓96 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023