Two West Capital Advisors

Two West Capital Advisors as of Dec. 31, 2025

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