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Two West Capital Advisors

Latest statistics and disclosures from Two West Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, BNDW, DFAC, DFAI, SCHP, and represent 51.37% of Two West Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: BNDW, Blackrock Etf Trust, Blackrock Etf Trust, OEF, IVV, BAI, SUB, IGEB, MUNY, MUB.
Started 8 new stock positions in XLY, Blackrock Etf Trust, SCHQ, Blackrock Etf Trust, MUNY, SUB, GOOGL, ITA.
Reduced shares in these 10 stocks: QUAL, EFG, IYW, XLC, IUSB, USXF, BRK.B, DFAE, EFV, DGRO.
Sold out of its positions in USXF, XLC.
Two West Capital Advisors was a net buyer of stock by $5.3M.
Two West Capital Advisors has $166M in assets under management (AUM), dropping by 8.48%.
Central Index Key (CIK): 0002026617

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Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 97 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	22.2	$37M		793k	46.44	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	10.0	$17M	+6%	236k	70.21	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.7	$13M	+2%	326k	39.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.1	$10M		276k	36.87	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.3	$8.8M		324k	27.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.1	$5.1M	-3%	157k	32.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$4.0M	+9%	5.8k	680.47	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.0	$3.4M	+2%	88k	38.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.0	$3.3M	+3%	101k	33.17	View chart
Ishares Tr Core Total Usd (IUSB)	1.9	$3.1M	-6%	66k	47.08	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.7	$2.8M	+3%	88k	32.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$2.2M	-18%	11k	196.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$2.2M	-8%	4.4k	492.06	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$2.0M	+14%	34k	59.94	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.2	$2.0M	-2%	41k	49.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$1.9M	+2%	15k	122.67	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.0	$1.7M	+18%	31k	55.54	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$1.6M	-8%	23k	68.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$1.5M	+11%	47k	32.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$1.5M	+4%	7.0k	209.87	View chart
Ishares Tr Investment Grade (IGEB)	0.8	$1.4M	+28%	30k	46.39	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.8	$1.3M	+15%	24k	55.53	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$1.3M	+2%	14k	96.04	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.2M	+11%	18k	68.04	View chart
Ishares Tr S&p 100 Etf (OEF)	0.7	$1.2M	+63%	3.5k	339.45	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$1.1M	+5%	7.6k	148.23	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$1.1M		31k	36.18	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$1.1M		35k	30.98	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.7	$1.1M		33k	33.03	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.1M	+36%	9.9k	107.60	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$1.0M	+16%	9.9k	104.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$983k	-6%	11k	88.70	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.6	$963k	+2%	19k	50.56	View chart
Apple (AAPL)	0.5	$775k	+18%	2.9k	262.85	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.5	$757k		13k	57.62	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.5	$746k	NEW	29k	25.76	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$744k	-34%	6.4k	116.84	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$744k	+2%	14k	51.71	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$738k	+17%	17k	43.15	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$716k	+8%	13k	53.42	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$683k	+4%	18k	38.33	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$648k		13k	51.04	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$643k		13k	48.34	View chart
Tesla Motors (TSLA)	0.4	$622k	-12%	1.4k	433.72	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$614k		19k	31.75	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$594k	+20%	2.0k	293.56	View chart
Microsoft Corporation (MSFT)	0.4	$593k	+16%	1.1k	523.70	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$578k	+131%	16k	35.71	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$577k		5.9k	97.49	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$571k	-3%	5.1k	112.72	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$551k		17k	33.17	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$551k	+8%	10k	53.11	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$539k		17k	31.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$534k	+43%	6.9k	77.31	View chart
NVIDIA Corporation (NVDA)	0.3	$533k		2.9k	186.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$526k	+2%	2.1k	255.49	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$510k	-22%	7.4k	68.71	View chart
Wal-Mart Stores (WMT)	0.3	$506k		4.8k	106.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$494k	+10%	6.2k	79.16	View chart
Blackrock Etf Trust Disciplined Vola	0.3	$471k	NEW	19k	25.09	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$443k		10k	43.17	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.3	$437k	+2%	4.7k	93.71	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.2	$384k		5.2k	73.97	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$382k		7.2k	53.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$370k		594.00	622.64	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$370k		13k	27.68	View chart
Ishares Tr Core Msci Euro (IEUR)	0.2	$361k	+7%	5.2k	69.33	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$352k	+4%	13k	27.75	View chart
Amazon (AMZN)	0.2	$352k	+10%	1.6k	224.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$351k		4.2k	83.10	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$327k	+6%	4.7k	69.57	View chart
3M Company (MMM)	0.2	$325k	+5%	1.9k	168.47	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$318k	NEW	3.0k	106.48	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$314k		3.3k	96.28	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.2	$297k	NEW	2.9k	103.85	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$297k	+9%	13k	23.30	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$294k		2.0k	146.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$288k	-54%	1.4k	203.04	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$287k	+13%	12k	23.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$285k		854.00	333.79	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$277k		2.6k	107.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$268k	NEW	1.0k	259.85	View chart
Indivior Ord (INDV)	0.2	$264k		11k	25.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$263k	-6%	1.8k	148.13	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$258k		1.7k	154.88	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$257k	-2%	2.0k	128.07	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$248k	+4%	3.1k	79.68	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$248k	-9%	5.9k	42.41	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$235k		4.9k	47.66	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$233k	NEW	981.00	237.64	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$224k		5.9k	37.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$222k	-7%	3.6k	61.23	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$212k	-2%	4.4k	48.42	View chart
Microvast Holdings (MVST)	0.1	$207k		36k	5.69	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$206k	NEW	951.00	216.86	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$204k	NEW	6.2k	32.95	View chart
DNP Select Income Fund (DNP)	0.1	$103k	-18%	10k	10.23	View chart

Past Filings by Two West Capital Advisors

SEC 13F filings are viewable for Two West Capital Advisors going back to 2024

Two West Capital Advisors 2025 Q3 filed Nov. 6, 2025
Two West Capital Advisors 2025 Q2 filed July 29, 2025
Two West Capital Advisors 2025 Q1 filed April 15, 2025
Two West Capital Advisors 2024 Q4 filed Jan. 22, 2025
Two West Capital Advisors 2024 Q3 filed Oct. 15, 2024
Two West Capital Advisors 2024 Q2 filed Aug. 7, 2024

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