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TCI WEALTH ADVISORS, INC.

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TUCSON AZ Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

TCI Wealth Advisors is based out of Tucson. TCI Wealth Advisors is a large advisory firm with 2698 clients and discretionary assets under management (AUM) of $3,414,407,019 (Form ADV from 2023-12-20). Their last reported 13F filing for Q4 2023 included $937,759,422 in managed 13F securities and a top 10 holdings concentration of 62.71%. TCI Wealth Advisors's largest holding is Dimensional U.S. Small Cap ETF- with shares held of 2,104,887. Whalewisdom has at least 45 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
DFAS Dimensional U.S. Sma 13.38%
DFUS Dimensional U.S. Equ 12.63%
DFUV Dimensional US Marke 8.26%
AVUV Avantis U.S. Small C 7.11%
DFAC Dimensional U.S. Cor 4.92%

2023-12-31

13F Activity

Market Value $0.94b, Prior: $0.78b
New Purchases 21 stocks
Added To 66 stocks
Sold out of 8 stocks
Reduced holdings in 98 stocks
Top 10 Holdings % 62.71%
Turnover %[1] 14.08%
Turnover Alt %[2] 0.81%
Time Held Top 20 11.2 quarters
Time Held Top 10 11.8 quarters
Time Held All 31.61 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance