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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 56.89% of Two West Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHP, SCHG, XLF, QUAL, DFAC, XLY, CMF, DFSD, DFSV, IVV.
Started 8 new stock positions in XLY, IGLB, CMF, XLF, LCID, MTUM, MUB, TLT.
Reduced shares in these 10 stocks: BNDW, DFAU, SHV, DFAI, VOO, DFCF, IJR, SPGP, DFUV, VLUE.
Sold out of its positions in DFUV, SPGP, IJR, SHV, VLUE.
Two West Capital Advisors was a net seller of stock by $-876k.
Two West Capital Advisors has $117M in assets under management (AUM), dropping by -5.46%.
Central Index Key (CIK): 0002026617

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Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 72 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	24.6	$29M	-10%	710k	40.49	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	10.3	$12M	-24%	176k	68.19	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.8	$10M	+3%	296k	34.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.4	$8.6M	-7%	296k	29.20	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.8	$6.8M	+103%	262k	25.83	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.3	$3.9M	-5%	153k	25.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$3.4M	+8%	5.8k	588.71	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.3	$2.7M	+6%	81k	33.79	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.0	$2.4M	+12%	77k	30.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.9	$2.2M	+9%	85k	25.84	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.8	$2.1M	-8%	42k	49.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$1.8M	-7%	4.0k	453.33	View chart
Ishares Tr Core Total Usd (IUSB)	1.3	$1.5M	+4%	33k	45.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$1.5M	+31%	8.3k	178.07	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.0	$1.2M	+7%	22k	52.83	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$1.0M	+20%	11k	91.68	View chart
Apple (AAPL)	0.9	$1.0M	+8%	4.0k	250.40	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.8	$955k	+28%	19k	50.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$953k	+15%	9.8k	96.83	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.8	$905k	+46%	19k	46.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$861k	+281%	31k	27.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$822k	-15%	12k	70.28	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$820k	-25%	20k	41.27	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$809k	-3%	6.3k	128.83	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$806k	-3%	32k	25.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$775k	+12%	7.6k	101.53	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$771k	+11%	29k	26.57	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$729k	+15%	28k	26.19	View chart
Ishares Tr Investment Grade (IGEB)	0.6	$720k		16k	44.36	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$700k	+19%	14k	51.25	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$652k	+28%	7.9k	81.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$651k	-2%	8.4k	77.27	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.6	$648k	-5%	13k	50.88	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.5	$629k	+51%	12k	52.60	View chart
Tesla Motors (TSLA)	0.5	$596k		1.5k	403.80	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$548k	+31%	10k	52.47	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$538k	-12%	5.0k	106.84	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$496k	+95%	19k	26.71	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$463k	+40%	2.0k	232.52	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$458k		18k	24.86	View chart
Wal-Mart Stores (WMT)	0.4	$445k		4.9k	90.35	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$438k	+6%	18k	24.74	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$420k	NEW	8.7k	48.33	View chart
Microsoft Corporation (MSFT)	0.4	$418k	+16%	992.00	421.38	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$401k	+10%	9.9k	40.49	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$398k	+11%	9.3k	42.61	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$396k	+8%	15k	26.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$380k	+81%	6.2k	61.34	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$360k	+75%	7.0k	51.70	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$345k	+28%	1.8k	190.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$336k	-15%	15k	22.98	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$326k	-14%	6.3k	52.02	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$308k	NEW	1.4k	224.37	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$300k	NEW	5.2k	57.28	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$298k	+7%	2.2k	137.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$288k	-60%	534.00	538.81	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$279k	+35%	5.0k	55.45	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$269k		3.2k	84.74	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$266k	+21%	1.7k	159.52	View chart
3M Company (MMM)	0.2	$262k		2.0k	129.09	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$260k	+20%	10k	25.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$253k		3.9k	65.07	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.2	$248k	NEW	5.0k	49.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$247k	-5%	852.00	289.94	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$242k	-7%	1.9k	128.63	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$242k	NEW	1.2k	206.92	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$234k	NEW	2.2k	106.54	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$210k	NEW	2.4k	87.32	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$200k		4.0k	49.91	View chart
Indivior Ord (INDV)	0.1	$131k		11k	12.43	View chart
Microvast Holdings (MVST)	0.1	$75k		36k	2.07	View chart
Lucid Group (LCID)	0.0	$36k	NEW	12k	3.02	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 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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