TCI Wealth Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 289 distinct equity positions held by the firm.
The top holdings in the portfolio include significant positions in Apple Inc., with 116,200 shares; Berkshire Hathaway Inc. Class A, with 1 share; and Berkshire Hathaway Inc. Class B, with 21,997 shares. Other notable positions include Costco Wholesale Corporation with 7,005 shares, Chevron Corporation with 27,598 shares, and Johnson & Johnson with 37,966 shares.
The portfolio is heavily diversified across various sectors, with substantial allocations to exchange-traded funds (ETFs). Notable ETF holdings include Dimensional ETF Trust US Targeted Value with 450,552 shares, Dimensional ETF Trust US Equity Market with 4,110,854 shares, Dimensional ETF Trust International High Profit with 1,596,671 shares, and Dimensional ETF Trust US Market Wide Value with 3,927,882 shares. Additionally, the firm holds shares in iShares Core S&P 500 ETF with 15,685 shares and iShares Core S&P Total Stock Market ETF with 104,766 shares.
The filing also includes a mix of individual company stocks, such as Microsoft Corporation with 29,600 shares, NVIDIA Corporation with 54,196 shares, Meta Platforms Inc. Class A with 2,868 shares, and Eli Lilly & Co. with 6,841 shares. The report was signed by Simone Gehner, Chief Compliance Officer, on October 30, 2026.
