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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 50.38% of Two West Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: BNDW, BDYN, IVE, BDVL, XLK, IEMG, SCHP, BINC, QLTA, SMH.
Started 4 new stock positions in CLOA, AGG, SMH, QLTA.
Reduced shares in these 10 stocks: QUAL, FALN, , IYW, DFAU, DGRO, FLOT, EAGG, LQD, EFG.
Sold out of its positions in DNP, IYW, GOVT, FALN, EAGG.
Two West Capital Advisors was a net buyer of stock by $6.3M.
Two West Capital Advisors has $172M in assets under management (AUM), dropping by 3.90%.
Central Index Key (CIK): 0002026617

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Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 96 positions in its portfolio as reported in the December 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)	21.4	$37M		788k	46.80	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	10.0	$17M	+6%	250k	68.74	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.6	$13M		332k	39.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.1	$11M		275k	38.11	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.2	$9.0M	+4%	339k	26.49	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.0	$5.1M		156k	32.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$4.1M	+3%	6.1k	684.99	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.0	$3.4M	+2%	90k	38.03	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.0	$3.4M		100k	34.46	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.8	$3.1M		67k	46.54	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.8	$3.0M	+4%	92k	32.89	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$2.3M	+53%	11k	212.08	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$2.3M	+10%	38k	60.81	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.3	$2.2M	+9%	44k	49.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.0M	-8%	4.0k	502.60	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$2.0M	+5%	16k	123.26	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.1	$1.9M	+16%	36k	54.07	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.7M	+38%	25k	67.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$1.7M	+8%	51k	32.62	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	1.0	$1.7M	+123%	65k	25.61	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.9	$1.5M	+16%	28k	54.24	View chart
Ishares Tr Investment Grade (IGEB)	0.9	$1.5M	+12%	33k	45.66	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.5M	-11%	20k	71.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$1.4M	+21%	4.2k	342.98	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.7	$1.2M	+20%	12k	101.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.2M	-45%	6.0k	198.63	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$1.1M	-13%	12k	95.22	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$1.1M		30k	38.00	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.7	$1.1M	+143%	46k	24.81	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$1.1M		35k	31.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$1.1M		34k	33.08	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.1M	+3%	10k	107.11	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$1.1M	-4%	7.3k	148.98	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$1.1M	+51%	20k	52.77	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.6	$1.0M	+8%	21k	50.46	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$827k	-16%	9.2k	89.46	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$818k	+180%	5.7k	143.98	View chart
Apple (AAPL)	0.5	$803k		3.0k	271.82	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$795k	+10%	16k	50.01	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$771k	+49%	3.1k	250.29	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$755k		13k	57.46	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$742k	+8%	19k	38.56	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$730k		17k	42.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$699k	+29%	21k	33.30	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$686k	+7%	14k	47.95	View chart
NVIDIA Corporation (NVDA)	0.4	$664k	+24%	3.6k	186.50	View chart
Tesla Motors (TSLA)	0.4	$655k		1.5k	449.72	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$644k	+13%	12k	54.77	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$637k	+11%	6.6k	96.16	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$629k		20k	32.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$571k		7.0k	81.17	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$568k		17k	33.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$553k		17k	32.73	View chart
Microsoft Corporation (MSFT)	0.3	$538k		1.1k	483.48	View chart
Wal-Mart Stores (WMT)	0.3	$534k		4.8k	111.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$521k	-28%	4.6k	113.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$521k	+5%	6.6k	78.80	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$498k	+34%	7.0k	70.98	View chart
Amazon (AMZN)	0.3	$494k	+36%	2.1k	230.82	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.3	$474k	+8%	5.1k	93.35	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$424k	+11%	8.0k	52.88	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$420k	-34%	8.3k	50.86	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$405k	+29%	2.6k	154.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$398k	+13%	4.8k	82.82	View chart
Indivior Ord	0.2	$377k		11k	35.88	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.2	$376k	-2%	5.1k	74.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$372k		593.00	627.39	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$359k	+43%	4.5k	80.22	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$353k	-36%	3.2k	110.17	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$349k	+4%	13k	26.42	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.2	$336k	NEW	7.0k	48.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$331k	+2%	1.1k	312.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$329k	+3%	3.1k	106.70	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$326k	+26%	2.1k	155.08	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$319k	-27%	7.4k	42.87	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$318k	-2%	4.6k	69.66	View chart
3M Company (MMM)	0.2	$310k		1.9k	160.12	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$303k	+48%	1.4k	214.69	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.2	$298k		2.9k	103.24	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$294k	+32%	7.9k	37.40	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$294k	+4%	13k	23.38	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$287k	NEW	798.00	360.13	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$285k	-9%	3.0k	96.28	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$271k	NEW	5.2k	51.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$270k	+19%	4.3k	62.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$265k	-48%	3.8k	69.43	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$253k	-2%	2.0k	128.81	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$252k	+8%	5.3k	47.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$250k	NEW	2.5k	99.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$249k	-5%	1.7k	148.71	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$248k	-8%	2.4k	104.98	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$248k	+111%	2.1k	119.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$248k	-13%	739.00	335.25	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$243k		5.9k	41.55	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$229k	+16%	7.2k	31.70	View chart
Microvast Holdings (MVST)	0.1	$102k		36k	2.80	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 Q4 filed Jan. 13, 2026
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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