TCI Wealth Advisors, Inc.

RIA/Wealth

TCI Wealth Advisors, Inc. is a RIA/Wealth based in Tucson, AZ led by Samuel Thomas Swift, reporting $4.5B in AUM as of Q3 2025 with 85% ETF concentration, 61% concentrated in top 10 holdings, and minimal technology exposure.

CEOSamuel Thomas Swift

Portfolio Value: $1.7B
Positions: 262
Top Holding: DFUS at 12.76%
Last Reported: Q3 2025

Address4011 East Sunrise Drive, Tucson, AZ, 85718, United States

Top Holdings

Largest long holdings in TCI Wealth Advisors, Inc.'s portfolio (60.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Equity DFUS	ETF ETF	$213.9M	12.76%	+$16.1M Bought	— 3.0M shares	Q2 2021 Held for 4y 5m
2 Dimensional U.S. Small Cap DFAS	ETF ETF	$168.2M	10.03%	+$5.7M Bought	— 2.5M shares	Q2 2021 Held for 4y 5m
3 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$135.9M	8.11%	+$13.4M Bought	— 3.0M shares	Q2 2022 Held for 3y 5m
4 Avantis U.S. Small Cap Value AVUV	ETF ETF	$102.8M	6.14%	+$11.7M Bought	— 1.0M shares	Q3 2020 Held for 5y 2m
5 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$80.7M	4.81%	+$3.4M Bought	— 2.1M shares	Q2 2021 Held for 4y 5m
6 Dimensional International Value DFIV	ETF ETF	$72.2M	4.31%	+$3.2M Bought	— 1.6M shares	Q3 2021 Held for 4y 2m
7 Dimensional US High Profitability DUHP	ETF ETF	$67.8M	4.05%	+$15.4M Bought	— 1.8M shares	Q1 2022 Held for 3y 8m
8 DFGR Dimensional Global Real Estate DFGR	ETF ETF	$61.7M	3.68%	+$8.9M Bought	— 2.3M shares	Q4 2022 Held for 2y 11m
9 Avantis International Small Cap Value AVDV	ETF ETF	$61.4M	3.66%	+$1.4M Bought	— 689.3K shares	Q2 2020 Held for 5y 5m
10 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$54.2M	3.23%	+$6.6M Bought	— 1.7M shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in TCI Wealth Advisors, Inc.'s latest filing

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Market Value

$1.7B

Prior: $1.5B

Q/Q Change

+14.89%

+$217.2M

Net Flows % of MV

+6.38%

Turnover Ratio

3.9%

New Purchases

4 stocks

$6.3M

Added To

149 stocks

+$110.2M

Sold Out Of

10 stocks

$3.7M

Reduced Holdings

58 stocks

-$6.0M

Increased Positions

Position	Shares Δ	Change
1 VTES Vanguard Short-Term Tax-Exempt Bond VTES	New	0 → 39.5K +$4.0M
2 VTEI Vanguard Intermediate-Term Tax-Exempt Bond VTEI	New	0 → 20.2K +$2.0M
3 Reddit RDDT	New	0 → 908.0 +$208.8K
4 Eupraxia Pharmaceuticals EPRX	New	0 → 11.0K +$64.9K
5 Dimensional International Sustainability Core 1 DFSI	+203.85%	30.7K → 93.4K +$2.6M

Decreased Positions

Position	Shares Δ	Change
1 iShares New York Muni Bond NYF	Sold	18.7K → 0 −$974.9K
2 Dominion Energy D	Sold	14.2K → 0 −$802.6K
3 IGPT Invesco AI and Next Gen Software IGPT	Sold	8.4K → 0 −$413.5K
4 Alliant Energy LNT	Sold	3.9K → 0 −$234.2K
5 Occidental Petroleum OXY	Sold	5.2K → 0 −$218.3K

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Analytics

Portfolio insights and performance metrics for TCI Wealth Advisors, Inc.

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Sector Allocation

ETF

84.80%

Technology

4.40%

Financial Services

1.80%

Industrials

1.80%

Healthcare

1.60%

Consumer Cyclical

1.30%

Consumer Defensive

1.10%

Communication Services

1.00%

Energy

0.80%

Utilities

0.20%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

10.50%

Large Cap ($10B - $200B)

2.93%

Mid Cap ($2B - $10B)

0.43%

Small Cap ($300M - $2B)

0.04%

Nano Cap (< $50M)

0.04%

N/A (ETF or Unknown)

86.06%

Portfolio Concentration

Top 10 Holdings %

60.78%

Top 20 Holdings %

77.45%

Top 50 Holdings %

90.22%

Top 100 Holdings %

95.96%