TCI Wealth Advisors, Inc.

13F filer · CIK 0001583751

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$2.31BU.S. long equity reported on 13F

Positions16115 new · 10 closed

Net flow last quarter-$2.86MBuys minus sells

Top 10 positions weight7.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026161 positions
AAPLApple Inc.	$35.7M	1.54%	0.00%	-1.2%	Q4 2012
DFAXGulf Resources, Inc.	$29.5M	1.28%	Not reported	-4.7%	Q3 2021
EBIEvergreen International Balanced Income Fund	$21.9M	0.95%	Not reported	Not reported	Q1 2025
CATCaterpillar Inc	$15.9M	0.69%	0.00%	-0.1%	Q4 2012
MSFTMicrosoft Corp	$12.1M	0.52%	0.00%	+6.1%	Q4 2012
SPYSPDR S&P 500 ETF Trust	$11.4M	0.49%	Not reported	-0.4%	Q4 2012
BRK.BBerkshire Hathaway Inc	$10.5M	0.46%	Not reported	+3.7%	Q4 2012
JNJJohnson & Johnson	$9.8M	0.42%	0.00%	-0.1%	Q4 2012
NVDANvidia Corp	$9.27M	0.40%	0.00%	-7.6%	Q4 2012
LLYELI LILLY & Co	$8.19M	0.35%	0.00%	+0.2%	Q4 2012
AMZNAmazon Com Inc	$7.11M	0.31%	0.00%	-22.5%	Q4 2012
XOMExxonMobil Holdings Corp	$6.98M	0.30%	0.00%	+1.0%	Q4 2012
COSTCostco Wholesale Corp	$5.98M	0.26%	0.00%	+0.6%	Q4 2012
GOOGLAlphabet Inc.	$5.8M	0.25%	0.00%	+3.8%	Q4 2015
GOOGAlphabet Inc.	$5.59M	0.24%	Not reported	-3.2%	Q4 2015
WWDWoodward, Inc.	$5.31M	0.23%	0.02%	Not reported	Q1 2015
MCDMcdonalds Corp	$5.15M	0.22%	0.00%	-0.8%	Q4 2012
CVXChevron Corp	$4.54M	0.20%	0.00%	+1.4%	Q4 2012
ABBVAbbVie Inc.	$3.88M	0.17%	0.00%	+1.8%	Q1 2013
QQQInvesco QQQ Trust, Series 1	$3.83M	0.17%	Not reported	-0.2%	Q2 2018
BSVNBank7 Corp.	$3.64M	0.16%	0.49%	-0.2%	Q4 2012
JPMJPMorgan Chase & Co	$3.63M	0.16%	0.00%	+3.4%	Q4 2012
TSLATesla, Inc.	$2.39M	0.10%	0.00%	-5.5%	Q4 2012
WMTWalmart Inc.	$2.38M	0.10%	0.00%	-1.7%	Q4 2012
AVGOBroadcom Inc.	$2.31M	0.10%	0.00%	+4.1%	Q1 2016
IBMInternational Business Machines Corp	$2.09M	0.09%	0.00%	-5.0%	Q4 2012
MCKMckesson Corp	$2.07M	0.09%	0.00%	0.0%	Q4 2012
KMBKimberly Clark Corp	$2.04M	0.09%	0.01%	-0.1%	Q4 2012
PGPROCTER & GAMBLE Co	$2.02M	0.09%	0.00%	-4.4%	Q4 2012
INTCIntel Corp	$1.95M	0.08%	0.00%	-27.6%	Q4 2012
UPSTUpstart Holdings, Inc.	$1.87M	0.08%	0.05%	+8.9%	Q3 2021
AXPAmerican Express Co	$1.79M	0.08%	0.00%	+13.4%	Q4 2012
HONHoneywell International Inc	$1.71M	0.07%	0.00%	+2.0%	Q4 2012
METAMeta Platforms, Inc.	$1.68M	0.07%	Not reported	-1.9%	Q4 2012
HONAHoneywell Aerospace Inc.	$1.68M	0.07%	Not reported	+1.5%	Q2 2026
PEPPepsico Inc	$1.67M	0.07%	0.00%	-14.6%	Q4 2012
HDHome Depot, Inc.	$1.66M	0.07%	0.00%	-13.0%	Q4 2012
GEGeneral Electric Co	$1.54M	0.07%	0.00%	+0.3%	Q3 2021
BRK.ABerkshire Hathaway Inc	$1.5M	0.06%	Not reported	Not reported	Q1 2025
CSCOCisco Systems, Inc.	$1.46M	0.06%	0.00%	+8.7%	Q4 2012
TXNTexas Instruments Inc	$1.45M	0.06%	0.00%	-0.3%	Q1 2014
ITWIllinois Tool Works Inc	$1.43M	0.06%	0.00%	+1.9%	Q4 2012
WSOWatsco Inc	$1.33M	0.06%	Not reported	+2.5%	Q1 2018
PSNParsons Corp	$1.32M	0.06%	0.04%	+0.4%	Q2 2021
RTXRTX Corp	$1.29M	0.06%	0.00%	+4.5%	Q2 2020
MMM3m Co	$1.29M	0.06%	0.00%	-4.8%	Q4 2012
VVisa Inc.	$1.27M	0.05%	0.00%	+1.7%	Q4 2012
CVSCVS HEALTH Corp	$1.25M	0.05%	0.00%	-9.1%	Q4 2012
MRKMerck & Co., Inc.	$1.19M	0.05%	0.00%	+7.2%	Q1 2014
VZVerizon Communications Inc	$1.15M	0.05%	0.00%	+14.3%	Q4 2012

Q1 2026Reported Apr 27, 2026154 positions
AAPLApple Inc.	$31.7M	1.68%	0.00%	-3.1%	Q4 2012
DFAXGulf Resources, Inc.	$28.5M	1.51%	Not reported	-4.2%	Q3 2021
EBIEvergreen International Balanced Income Fund	$19.5M	1.03%	Not reported	Not reported	Q1 2025
MSFTMicrosoft Corp	$11.3M	0.60%	0.00%	-7.4%	Q4 2012
CATCaterpillar Inc	$10.6M	0.56%	0.00%	-0.7%	Q4 2012
SPYSPDR S&P 500 ETF Trust	$9.99M	0.53%	Not reported	+1.7%	Q4 2012
BRK.BBerkshire Hathaway Inc	$9.72M	0.52%	Not reported	-0.5%	Q4 2012
JNJJohnson & Johnson	$9.44M	0.50%	0.00%	-4.7%	Q4 2012
NVDANvidia Corp	$8.74M	0.46%	0.00%	-0.9%	Q4 2012
XOMExxonMobil Holdings Corp	$8.57M	0.46%	0.00%	-0.5%	Q4 2012
AMZNAmazon Com Inc	$8.01M	0.43%	0.00%	-0.4%	Q4 2012
COSTCostco Wholesale Corp	$6.33M	0.34%	0.00%	-0.5%	Q4 2012
LLYELI LILLY & Co	$6.27M	0.33%	0.00%	-15.4%	Q4 2012
MCDMcdonalds Corp	$5.97M	0.32%	0.00%	-0.5%	Q4 2012
CVXChevron Corp	$5.58M	0.30%	0.00%	-2.8%	Q4 2012
GOOGAlphabet Inc.	$4.69M	0.25%	Not reported	-1.3%	Q4 2015
GOOGLAlphabet Inc.	$4.5M	0.24%	0.00%	-14.4%	Q4 2015
WWDWoodward, Inc.	$4.47M	0.24%	0.02%	-0.4%	Q1 2015
BSVNBank7 Corp.	$3.67M	0.19%	0.49%	+2.9%	Q4 2012
HONHoneywell International Inc	$3.38M	0.18%	0.00%	0.0%	Q4 2012
ABBVAbbVie Inc.	$3.3M	0.18%	0.00%	-0.7%	Q1 2013
JPMJPMorgan Chase & Co	$3.16M	0.17%	0.00%	-28.4%	Q4 2012
QQQInvesco QQQ Trust, Series 1	$3.01M	0.16%	Not reported	Not reported	Q2 2018
WMTWalmart Inc.	$2.66M	0.14%	0.00%	-2.1%	Q4 2012
MCKMckesson Corp	$2.37M	0.13%	0.00%	+78.1%	Q4 2012
PEPPepsico Inc	$2.24M	0.12%	0.00%	-2.6%	Q4 2012
TSLATesla, Inc.	$2.24M	0.12%	0.00%	+5.1%	Q4 2012
PGPROCTER & GAMBLE Co	$2.08M	0.11%	0.00%	-0.6%	Q4 2012
IBMInternational Business Machines Corp	$1.89M	0.10%	0.00%	+7.3%	Q4 2012
AVGOBroadcom Inc.	$1.82M	0.10%	0.00%	-9.0%	Q1 2016
KMBKimberly Clark Corp	$1.79M	0.10%	0.01%	-7.2%	Q4 2012
HDHome Depot, Inc.	$1.78M	0.09%	0.00%	-4.0%	Q4 2012
METAMeta Platforms, Inc.	$1.74M	0.09%	Not reported	-3.0%	Q4 2012
TAt&T Inc.	$1.45M	0.08%	0.00%	+5.0%	Q4 2012
BRK.ABerkshire Hathaway Inc	$1.44M	0.08%	Not reported	Not reported	Q1 2025
AXPAmerican Express Co	$1.41M	0.07%	0.00%	-1.1%	Q4 2012
PSNParsons Corp	$1.35M	0.07%	0.04%	-5.5%	Q2 2021
ITWIllinois Tool Works Inc	$1.35M	0.07%	0.00%	-0.3%	Q4 2012
RTXRTX Corp	$1.25M	0.07%	0.00%	Not reported	Q2 2020
UPSTUpstart Holdings, Inc.	$1.24M	0.07%	0.05%	+9.0%	Q3 2021
MMM3m Co	$1.21M	0.06%	0.00%	-4.1%	Q4 2012
VZVerizon Communications Inc	$1.19M	0.06%	0.00%	+2.6%	Q4 2012
CLXClorox Co	$1.18M	0.06%	0.01%	+22.6%	Q4 2012
GEGeneral Electric Co	$1.16M	0.06%	0.00%	-6.4%	Q3 2021
LMTLockheed Martin Corp	$1.14M	0.06%	0.00%	-18.1%	Q4 2012
WSOWatsco Inc	$1.13M	0.06%	Not reported	+74.3%	Q1 2018
VVisa Inc.	$1.1M	0.06%	0.00%	-4.0%	Q4 2012
MRKMerck & Co., Inc.	$1.04M	0.06%	0.00%	-1.4%	Q1 2014
ABTAbbott Laboratories	$1.02M	0.05%	0.00%	+0.8%	Q4 2013
CVSCVS HEALTH Corp	$953K	0.05%	0.00%	-0.2%	Q4 2012

Q4 2025Reported Feb 2, 2026157 positions
AAPLApple Inc.	$35M	1.93%	0.00%	-3.1%	Q4 2012
DFAXGulf Resources, Inc.	$28.7M	1.58%	Not reported	-3.2%	Q3 2021
EBIEvergreen International Balanced Income Fund	$19.1M	1.05%	Not reported	Not reported	Q1 2025
MSFTMicrosoft Corp	$15.9M	0.88%	0.00%	-0.8%	Q4 2012
SPYSPDR S&P 500 ETF Trust	$10.3M	0.57%	Not reported	-1.1%	Q4 2012
BRK.BBerkshire Hathaway Inc	$10.2M	0.56%	Not reported	-4.9%	Q4 2012
NVDANvidia Corp	$9.43M	0.52%	0.00%	-0.8%	Q4 2012
AMZNAmazon Com Inc	$8.91M	0.49%	0.00%	-8.7%	Q4 2012
LLYELI LILLY & Co	$8.65M	0.48%	0.00%	-0.5%	Q4 2012
CATCaterpillar Inc	$8.63M	0.48%	0.00%	0.0%	Q4 2012
JNJJohnson & Johnson	$8.39M	0.46%	0.00%	-0.5%	Q4 2012
XOMExxonMobil Holdings Corp	$6.11M	0.34%	0.00%	-1.1%	Q4 2012
MCDMcdonalds Corp	$5.9M	0.33%	0.00%	-0.5%	Q4 2012
GOOGLAlphabet Inc.	$5.72M	0.32%	0.00%	-0.3%	Q4 2015
COSTCostco Wholesale Corp	$5.51M	0.30%	0.00%	+3.9%	Q4 2012
GOOGAlphabet Inc.	$5.19M	0.29%	Not reported	-4.1%	Q4 2015
JPMJPMorgan Chase & Co	$4.83M	0.27%	0.00%	-2.6%	Q4 2012
CVXChevron Corp	$4.23M	0.23%	0.00%	-1.7%	Q4 2012
WWDWoodward, Inc.	$3.79M	0.21%	0.02%	+0.1%	Q1 2015
BSVNBank7 Corp.	$3.58M	0.20%	0.48%	+8.9%	Q4 2012
ABBVAbbVie Inc.	$3.49M	0.19%	0.00%	-0.6%	Q1 2013
HONHoneywell International Inc	$2.91M	0.16%	0.00%	-3.0%	Q4 2012
TSLATesla, Inc.	$2.57M	0.14%	0.00%	-3.4%	Q4 2012
WMTWalmart Inc.	$2.43M	0.13%	0.00%	+8.5%	Q4 2012
AVGOBroadcom Inc.	$2.23M	0.12%	0.00%	+12.0%	Q1 2016
IBMInternational Business Machines Corp	$2.16M	0.12%	0.00%	+2.5%	Q4 2012
PEPPepsico Inc	$2.13M	0.12%	0.00%	+4.2%	Q4 2012
PGPROCTER & GAMBLE Co	$2.07M	0.11%	0.00%	-4.1%	Q4 2012
METAMeta Platforms, Inc.	$2.07M	0.11%	Not reported	-6.9%	Q4 2012
KMBKimberly Clark Corp	$2.02M	0.11%	0.01%	-1.1%	Q4 2012
UPSTUpstart Holdings, Inc.	$1.94M	0.11%	0.05%	+33.2%	Q3 2021
HDHome Depot, Inc.	$1.94M	0.11%	0.00%	-12.5%	Q4 2012
AXPAmerican Express Co	$1.74M	0.10%	0.00%	-0.4%	Q4 2012
PSNParsons Corp	$1.63M	0.09%	0.05%	-9.8%	Q2 2021
BRK.ABerkshire Hathaway Inc	$1.51M	0.08%	Not reported	Not reported	Q1 2025
MMM3m Co	$1.39M	0.08%	0.00%	-1.5%	Q4 2012
GEGeneral Electric Co	$1.35M	0.07%	0.00%	-11.7%	Q3 2021
VVisa Inc.	$1.32M	0.07%	0.00%	-0.7%	Q4 2012
ITWIllinois Tool Works Inc	$1.28M	0.07%	0.00%	+0.1%	Q4 2012
MCKMckesson Corp	$1.26M	0.07%	0.00%	+1.5%	Q4 2012
UNPUnion Pacific Corp	$1.24M	0.07%	0.00%	-0.1%	Q4 2012
ABTAbbott Laboratories	$1.23M	0.07%	0.00%	-0.4%	Q4 2013
TAt&T Inc.	$1.18M	0.07%	0.00%	-7.7%	Q4 2012
LMTLockheed Martin Corp	$1.11M	0.06%	0.00%	0.0%	Q4 2012
GLDSPDR Gold Trust	$1.07M	0.06%	0.00%	+31.6%	Q1 2014
CVSCVS HEALTH Corp	$1.05M	0.06%	0.00%	-2.8%	Q4 2012
ORCLOracle Corp	$983K	0.05%	0.00%	-0.2%	Q4 2012
VZVerizon Communications Inc	$943K	0.05%	0.00%	-4.9%	Q4 2012
CLXClorox Co	$936K	0.05%	0.01%	-0.7%	Q4 2012
MRKMerck & Co., Inc.	$920K	0.05%	0.00%	-7.9%	Q1 2014

Q3 2025Reported Oct 14, 2025164 positions
AAPLApple Inc.	$33.8M	2.02%	0.00%	-1.4%	Q4 2012
DFAXGulf Resources, Inc.	$28.4M	1.69%	Not reported	-3.5%	Q3 2021
EBIEvergreen International Balanced Income Fund	$18.5M	1.10%	Not reported	Not reported	Q1 2025
MSFTMicrosoft Corp	$17.2M	1.03%	0.00%	+2.8%	Q4 2012
BRK.BBerkshire Hathaway Inc	$10.8M	0.64%	Not reported	-0.1%	Q4 2012
SPYSPDR S&P 500 ETF Trust	$10.2M	0.61%	Not reported	+2.6%	Q4 2012
NVDANvidia Corp	$9.51M	0.57%	0.00%	+7.5%	Q4 2012
AMZNAmazon Com Inc	$9.28M	0.55%	0.00%	+1.3%	Q4 2012
JNJJohnson & Johnson	$7.55M	0.45%	0.00%	-1.6%	Q4 2012
CATCaterpillar Inc	$7.18M	0.43%	0.00%	+0.1%	Q4 2012
LLYELI LILLY & Co	$6.17M	0.37%	0.00%	+0.5%	Q4 2012
MCDMcdonalds Corp	$5.89M	0.35%	0.00%	-1.9%	Q4 2012
XOMExxonMobil Holdings Corp	$5.79M	0.35%	0.00%	-2.3%	Q4 2012
COSTCostco Wholesale Corp	$5.69M	0.34%	0.00%	+3.7%	Q4 2012
JPMJPMorgan Chase & Co	$4.86M	0.29%	0.00%	+1.8%	Q4 2012
GOOGLAlphabet Inc.	$4.46M	0.27%	0.00%	+3.4%	Q4 2015
CVXChevron Corp	$4.38M	0.26%	0.00%	-0.4%	Q4 2012
GOOGAlphabet Inc.	$4.2M	0.25%	Not reported	+1.8%	Q4 2015
ABBVAbbVie Inc.	$3.56M	0.21%	0.00%	+0.9%	Q1 2013
BSVNBank7 Corp.	$3.29M	0.20%	0.44%	+3.5%	Q4 2012
HONHoneywell International Inc	$3.24M	0.19%	0.00%	+1.0%	Q4 2012
WWDWoodward, Inc.	$3.17M	0.19%	0.02%	-0.1%	Q1 2015
QQQInvesco QQQ Trust, Series 1	$2.91M	0.17%	Not reported	-0.4%	Q2 2018
TSLATesla, Inc.	$2.64M	0.16%	0.00%	+10.5%	Q4 2012
HDHome Depot, Inc.	$2.6M	0.16%	0.00%	-1.2%	Q4 2012
KMBKimberly Clark Corp	$2.52M	0.15%	0.01%	+0.3%	Q4 2012
METAMeta Platforms, Inc.	$2.48M	0.15%	Not reported	+6.9%	Q4 2012
PSNParsons Corp	$2.43M	0.15%	0.05%	-11.3%	Q2 2021
PGPROCTER & GAMBLE Co	$2.32M	0.14%	0.00%	+2.0%	Q4 2012
WMTWalmart Inc.	$2.07M	0.12%	0.00%	+0.6%	Q4 2012
IBMInternational Business Machines Corp	$2.01M	0.12%	0.00%	+2.8%	Q4 2012
PEPPepsico Inc	$2M	0.12%	0.00%	-3.5%	Q4 2012
AVGOBroadcom Inc.	$1.9M	0.11%	0.00%	+3.6%	Q1 2016
UPSTUpstart Holdings, Inc.	$1.69M	0.10%	0.03%	Not reported	Q3 2021
AXPAmerican Express Co	$1.57M	0.09%	0.00%	+1.2%	Q4 2012
BRK.ABerkshire Hathaway Inc	$1.51M	0.09%	Not reported	Not reported	Q1 2025
GEGeneral Electric Co	$1.49M	0.09%	0.00%	+2.0%	Q3 2021
TAt&T Inc.	$1.45M	0.09%	0.00%	+4.5%	Q4 2012
RTXRTX Corp	$1.44M	0.09%	0.00%	+3.5%	Q2 2020
ORCLOracle Corp	$1.42M	0.08%	0.00%	+20.7%	Q4 2012
MMM3m Co	$1.37M	0.08%	0.00%	-0.9%	Q4 2012
ITWIllinois Tool Works Inc	$1.35M	0.08%	0.00%	+0.1%	Q4 2012
ABTAbbott Laboratories	$1.32M	0.08%	0.00%	+0.9%	Q4 2013
VVisa Inc.	$1.3M	0.08%	0.00%	+8.7%	Q4 2012
UNPUnion Pacific Corp	$1.27M	0.08%	0.00%	-0.3%	Q4 2012
MCKMckesson Corp	$1.17M	0.07%	0.00%	+0.1%	Q4 2012
CLXClorox Co	$1.15M	0.07%	0.01%	-25.6%	Q4 2012
LMTLockheed Martin Corp	$1.15M	0.07%	0.00%	-0.1%	Q4 2012
VZVerizon Communications Inc	$1.07M	0.06%	0.00%	-2.0%	Q4 2012
CVSCVS HEALTH Corp	$1.03M	0.06%	0.00%	-1.1%	Q4 2012

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