TCI Wealth Advisors, Inc.
TCI Wealth Advisors, Inc. reported 266 holdings worth US$2.31B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
TCI Wealth Advisors, Inc. reported 266 holdings worth US$2.31B as of Jun 30, 2026. Largest: Apple Inc, Caterpillar, Inc. and Microsoft Corp. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 266
- Value as reported
- US$2.31B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 123K | US$35.7M | 1.5% |
| Caterpillar, Inc. | 14,948 | US$15.9M | 0.69% |
| Microsoft Corp. | 32,359 | US$12.1M | 0.52% |
| Berkshire Hathaway Inc. | 24,019 | US$12M | 0.52% |
| Alphabet Inc (google) Class C | 31,870 | US$11.4M | 0.49% |
| Johnson & Johnson | 38,577 | US$9.8M | 0.42% |
| Nvidia Corporation | 46,327 | US$9.27M | 0.40% |
| Eli Lilly And Company | 6,824 | US$8.19M | 0.35% |
| Amazon.com, Inc. | 29,811 | US$7.11M | 0.31% |
| Exxon Mobil Corporation | 51,030 | US$6.98M | 0.30% |
| Costco Wholesale Corporation | 6,394 | US$5.98M | 0.26% |
| Woodward, Inc. | 12,490 | US$5.31M | 0.23% |
| Mcdonald's Corporation | 19,048 | US$5.15M | 0.22% |
| Chevron Corporation | 27,360 | US$4.54M | 0.20% |
| Abbvie Inc. | 15,431 | US$3.88M | 0.17% |
| Jp Morgan Chase & Co. | 11,105 | US$3.63M | 0.16% |
| Tesla, Inc. | 5,683 | US$2.39M | 0.10% |
| Walmart Inc. | 21,016 | US$2.38M | 0.10% |
| Broadcom Inc. | 6,108 | US$2.31M | 0.10% |
| International Business Machines Corporation | 7,425 | US$2.09M | 0.09% |
| Mckesson Corporation | 2,737 | US$2.07M | 0.09% |
| Kimberly-clark Corporation | 18,585 | US$2.04M | 0.09% |
| Procter & Gamble Company (the) | 13,756 | US$2.02M | 0.09% |
| Intel Corporation | 13,946 | US$1.95M | 0.08% |
| Upstart Holdings, Inc. | 52,706 | US$1.87M | 0.08% |
| American Express Company | 5,287 | US$1.79M | 0.08% |
| Meta Platforms, Inc. | 2,988 | US$1.68M | 0.07% |
| Pepsico, Inc. | 12,309 | US$1.67M | 0.07% |
| Home Depot, Inc. (the) | 4,698 | US$1.66M | 0.07% |
| Ge Aerospace | 4,112 | US$1.54M | 0.07% |
| Cisco Systems, Inc. | 12,406 | US$1.46M | 0.06% |
| Texas Instruments Incorporated | 4,857 | US$1.45M | 0.06% |
| Illinois Tool Works Inc. | 5,270 | US$1.43M | 0.06% |
| Watsco, Inc. | 3,190 | US$1.33M | 0.06% |
| Parsons Corporation | 25,101 | US$1.32M | 0.06% |
| Rtx Corporation | 6,799 | US$1.29M | 0.06% |
| 3m Company | 7,938 | US$1.29M | 0.06% |
| Visa Inc. | 3,688 | US$1.27M | 0.05% |
| Cvs Health Corporation | 12,053 | US$1.25M | 0.05% |
| Merck & Company, Inc. | 9,242 | US$1.19M | 0.05% |
| Verizon Communications Inc. | 27,159 | US$1.15M | 0.05% |
| Ge Vernova Inc. | 960 | US$1.13M | 0.05% |
| Union Pacific Corporation | 4,032 | US$1.1M | 0.05% |
| Goldman Sachs Group, Inc. (the) | 1,073 | US$1.09M | 0.05% |
| Clorox Company (the) | 11,359 | US$1.08M | 0.05% |
| Lam Research Corporation | 2,398 | US$1.04M | 0.04% |
| At&t Inc. | 48,261 | US$999K | 0.04% |
| Lockheed Martin Corporation | 1,944 | US$990K | 0.04% |
| Philip Morris International Inc | 5,444 | US$985K | 0.04% |
| Micron Technology, Inc. | 810 | US$935K | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,892 | US$903K | 0.04% |
| Applied Materials, Inc. | 1,224 | US$885K | 0.04% |
| Qualcomm Incorporated | 4,731 | US$874K | 0.04% |
| W.w. Grainger, Inc. | 641 | US$872K | 0.04% |
| Abbott Laboratories | 9,594 | US$871K | 0.04% |
| Charles Schwab Corporation (the) | 8,816 | US$813K | 0.04% |
| Zions Bancorporation N.a. | 11,654 | US$806K | 0.03% |
| Deere & Company | 1,271 | US$806K | 0.03% |
| Oracle Corporation | 5,121 | US$750K | 0.03% |
| Mastercard Incorporated | 1,400 | US$719K | 0.03% |
| Altria Group, Inc. | 9,263 | US$666K | 0.03% |
| Corning Incorporated | 2,563 | US$655K | 0.03% |
| Bank Of America Corporation | 11,238 | US$640K | 0.03% |
| Amgen Inc. | 1,691 | US$612K | 0.03% |
| Fedex Corporation | 1,941 | US$608K | 0.03% |
| Netflix, Inc. | 8,323 | US$594K | 0.03% |
| Advanced Micro Devices Inc | 974 | US$566K | 0.02% |
| Pinnacle West Capital Corporation | 5,101 | US$546K | 0.02% |
| Valero Energy Corporation | 2,070 | US$539K | 0.02% |
| Xcel Energy Inc. | 6,201 | US$498K | 0.02% |
| Nucor Corporation | 2,090 | US$466K | 0.02% |
| Cintas Corporation | 2,646 | US$450K | 0.02% |
| Danaher Corporation | 2,343 | US$446K | 0.02% |
| Southern Company (the) | 4,643 | US$444K | 0.02% |
| Capital One Financial Corporation | 2,136 | US$429K | 0.02% |
| Boeing Company (the) | 1,979 | US$428K | 0.02% |
| United Rentals, Inc. | 371 | US$420K | 0.02% |
| Starbucks Corporation | 4,073 | US$416K | 0.02% |
| Kla Corporation | 1,310 | US$395K | 0.02% |
| Walt Disney Company (the) | 4,078 | US$393K | 0.02% |
| Blackstone Inc. | 3,258 | US$383K | 0.02% |
| Servicenow, Inc. | 3,856 | US$383K | 0.02% |
| Cencora, Inc. | 1,338 | US$379K | 0.02% |
| Pfizer, Inc. | 15,257 | US$367K | 0.02% |
| Solstice Advanced Materials Inc. | 3,907 | US$346K | 0.01% |
| Aptargroup, Inc. | 2,760 | US$346K | 0.01% |
| Norfolk Southern Corporation | 1,091 | US$343K | 0.01% |
| Coca-cola Company (the) | 4,197 | US$341K | 0.01% |
| Allstate Corporation (the) | 1,427 | US$340K | 0.01% |
| Iron Mountain Incorporated (delaware) | 2,635 | US$333K | 0.01% |
| The Bank Of New York Mellon Corporation | 2,275 | US$329K | 0.01% |
| U.s. Bancorp | 5,431 | US$328K | 0.01% |
| Phillips 66 | 1,898 | US$321K | 0.01% |
| Hewlett Packard Enterprise Company | 6,783 | US$306K | 0.01% |
| Ppg Industries, Inc. | 2,493 | US$302K | 0.01% |
| Aurora Innovation, Inc. | 44,246 | US$302K | 0.01% |
| Wells Fargo & Company | 3,644 | US$301K | 0.01% |
| Sandisk Corporation | 132 | US$300K | 0.01% |
| Morgan Stanley | 1,433 | US$300K | 0.01% |
| Dell Technologies Inc. | 690 | US$298K | 0.01% |
Every holding of TCI Wealth Advisors, Inc.
Source
View original at SEC
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