Two West Capital Advisors

Two West Capital Advisors as of Sept. 30, 2025

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