Two West Capital Advisors LLC
CIK: 0002026617Latest portfolio: $172.0M · Q4 2025
Holdings
96
Total Value
$172.0M
New Positions
95
Closed Positions
0
Top Holdings
View All 96 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 787,466 | $36.9M | 21.42% | NEW | |
| 2 | BNDWVANGUARD SCOTTSDALE FDS | 250,215 | $17.2M | 10.00% | NEW | |
| 3 | DFACDIMENSIONAL ETF TRUST | 332,128 | $13.1M | 7.64% | NEW | |
| 4 | DFAIDIMENSIONAL ETF TRUST | 275,160 | $10.5M | 6.09% | NEW | |
| 5 | SCHPSCHWAB STRATEGIC TR | 339,428 | $9.0M | 5.23% | NEW | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 155,967 | $5.1M | 2.95% | NEW | |
| 7 | IVVISHARES TR | 6,053 | $4.1M | 2.41% | NEW | |
| 8 | DUHPDIMENSIONAL ETF TRUST | 90,183 | $3.4M | 1.99% | NEW | |
| 9 | DFICDIMENSIONAL ETF TRUST | 99,489 | $3.4M | 1.99% | NEW | |
| 10 | IUSBISHARES TR | 67,273 | $3.1M | 1.82% | NEW | |
| 11 | DFSVDIMENSIONAL ETF TRUST | 91,885 | $3.0M | 1.76% | NEW | |
| 12 | IVEISHARES TR | 10,810 | $2.3M | 1.33% | NEW | |
| 13 | DYNFBLACKROCK ETF TRUST | 37,631 | $2.3M | 1.33% | NEW | |
| 14 | VUSBVANGUARD BD INDEX FDS | 44,164 | $2.2M | 1.28% | NEW | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,019 | $2.0M | 1.17% | NEW | |
| 16 | IVWISHARES TR | 15,981 | $2.0M | 1.14% | NEW | |
| 17 | DFGPDIMENSIONAL ETF TRUST | 35,915 | $1.9M | 1.13% | NEW | |
| 18 | IEMGISHARES INC | 24,972 | $1.7M | 0.98% | NEW | |
| 19 | SCHGSCHWAB STRATEGIC TR | 50,989 | $1.7M | 0.97% | NEW | |
| 20 | BDYNBLACKROCK ETF TRUST | 64,811 | $1.7M | 0.96% | NEW | |
| 21 | DGCBDIMENSIONAL ETF TRUST | 28,341 | $1.5M | 0.89% | NEW | |
| 22 | IGEBISHARES TR | 33,139 | $1.5M | 0.88% | NEW | |
| 23 | EFVISHARES TR | 20,375 | $1.5M | 0.85% | NEW | |
| 24 | OEFISHARES TR | 4,216 | $1.4M | 0.84% | NEW | |
| 25 | TLHISHARES TR | 11,876 | $1.2M | 0.70% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.685317199131481e+271T)
Unknown0.0% ($2019827571.4T)
Technology0.0% ($802.7B)
Consumer Cyclical0.0% ($654.5M)
Industrials0.0% ($309.1M)
Consumer Defensive0.0% ($533K)
Communication Services0.0% ($330K)
Filing History
Fund Information
Two West Capital Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $172.0M across 96 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAU), representing 21.4% of the portfolio. Compared to the previous quarter, the fund opened 96 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.