Universe · entity
TCI Wealth Advisors, Inc.
Institutional manager (13F) · CIK 1583751
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $236M | 3,321,432 |
| 2 | DIMENSIONAL ETF TRUST | $185M | 2,595,074 |
| 3 | DIMENSIONAL ETF TRUST | $168M | 3,464,039 |
| 4 | AMERICAN CENTY ETF TR | $134M | 1,212,762 |
| 5 | DIMENSIONAL ETF TRUST | $92M | 2,516,301 |
| 6 | DIMENSIONAL ETF TRUST | $92M | 2,362,453 |
| 7 | DIMENSIONAL ETF TRUST | $85M | 1,611,107 |
| 8 | DIMENSIONAL ETF TRUST | $74M | 2,784,684 |
| 9 | AMERICAN CENTY ETF TR | $70M | 697,531 |
| 10 | DIMENSIONAL ETF TRUST | $70M | 2,056,150 |
| 11 | DIMENSIONAL ETF TRUST | $48M | 1,426,400 |
| 12 | DIMENSIONAL ETF TRUST | $43M | 1,335,670 |
| 13 | DIMENSIONAL ETF TRUST | $33M | 614,735 |
| 14 | APPLE INC | $32M | 124,802 |
| 15 | DIMENSIONAL ETF TRUST | $29M | 470,810 |
| 16 | DIMENSIONAL ETF TRUST | $29M | 839,456 |
| 17 | ISHARES TR | $21M | 210,411 |
| 18 | RBB FUND TRUST | $19M | 336,794 |
| 19 | AMERICAN CENTY ETF TR | $19M | 234,314 |
| 20 | VANGUARD INDEX FDS | $18M | 54,692 |
| 21 | AMERICAN CENTY ETF TR | $14M | 160,525 |
| 22 | ISHARES TR | $13M | 107,256 |
| 23 | MICROSOFT CORP | $11M | 30,487 |
| 24 | DIMENSIONAL ETF TRUST | $11M | 270,992 |
| 25 | CATERPILLAR INC | $11M | 14,956 |
| 26 | DIMENSIONAL ETF TRUST | $11M | 294,720 |
| 27 | ISHARES TR | $10M | 15,827 |
| 28 | STATE STR SPDR S&P 500 ETF T | $10M | 15,361 |
| 29 | BERKSHIRE HATHAWAY INC DEL | $10M | 20,277 |
| 30 | JOHNSON & JOHNSON | $9M | 38,626 |
| 31 | DIMENSIONAL ETF TRUST | $9M | 262,236 |
| 32 | NVIDIA CORPORATION | $9M | 50,133 |
| 33 | EXXON MOBIL CORP | $9M | 50,527 |
| 34 | AMAZON COM INC | $8M | 38,450 |
| 35 | DIMENSIONAL ETF TRUST | $7M | 187,728 |
| 36 | COSTCO WHOLESALE CORPORATION | $6M | 6,357 |
| 37 | ELI LILLY & CO | $6M | 6,814 |
| 38 | MCDONALDS CORP | $6M | 19,210 |
| 39 | DIMENSIONAL ETF TRUST | $6M | 79,147 |
| 40 | VANGUARD INDEX FDS | $6M | 28,780 |
| 41 | CHEVRON CORPORATION | $6M | 26,972 |
| 42 | DIMENSIONAL ETF TRUST | $5M | 69,649 |
| 43 | DIMENSIONAL ETF TRUST | $5M | 139,106 |
| 44 | ALPHABET INC | $5M | 16,340 |
| 45 | DIMENSIONAL ETF TRUST | $5M | 135,483 |
| 46 | DIMENSIONAL ETF TRUST | $5M | 102,188 |
| 47 | DIMENSIONAL ETF TRUST | $5M | 108,155 |
| 48 | ALPHABET INC | $5M | 15,652 |
| 49 | WOODWARD INC | $4M | 12,490 |
| 50 | ISHARES TR | $4M | 23,254 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.