Two West Capital Advisors LLC Q4 2025 Filing
Filed January 13, 2026
Portfolio Value
$172.0M
Holdings
96
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (96 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 787,466 | $36.9M | 21.42% | |
| 2 | BNDWVANGUARD SCOTTSDALE FDS | 250,215 | $17.2M | 10.00% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 332,128 | $13.1M | 7.64% | |
| 4 | DFAIDIMENSIONAL ETF TRUST | 275,160 | $10.5M | 6.09% | |
| 5 | SCHPSCHWAB STRATEGIC TR | 339,428 | $9.0M | 5.23% | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 155,967 | $5.1M | 2.95% | |
| 7 | IVVISHARES TR | 6,053 | $4.1M | 2.41% | |
| 8 | DUHPDIMENSIONAL ETF TRUST | 90,183 | $3.4M | 1.99% | |
| 9 | DFICDIMENSIONAL ETF TRUST | 99,489 | $3.4M | 1.99% | |
| 10 | IUSBISHARES TR | 67,273 | $3.1M | 1.82% | |
| 11 | DFSVDIMENSIONAL ETF TRUST | 91,885 | $3.0M | 1.76% | |
| 12 | IVEISHARES TR | 10,810 | $2.3M | 1.33% | |
| 13 | DYNFBLACKROCK ETF TRUST | 37,631 | $2.3M | 1.33% | |
| 14 | VUSBVANGUARD BD INDEX FDS | 44,164 | $2.2M | 1.28% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,019 | $2.0M | 1.17% | |
| 16 | IVWISHARES TR | 15,981 | $2.0M | 1.14% | |
| 17 | DFGPDIMENSIONAL ETF TRUST | 35,915 | $1.9M | 1.13% | |
| 18 | IEMGISHARES INC | 24,972 | $1.7M | 0.98% | |
| 19 | SCHGSCHWAB STRATEGIC TR | 50,989 | $1.7M | 0.97% | |
| 20 | BDYNBLACKROCK ETF TRUST | 64,811 | $1.7M | 0.96% | |
| 21 | DGCBDIMENSIONAL ETF TRUST | 28,341 | $1.5M | 0.89% | |
| 22 | IGEBISHARES TR | 33,139 | $1.5M | 0.88% | |
| 23 | EFVISHARES TR | 20,375 | $1.5M | 0.85% | |
| 24 | OEFISHARES TR | 4,216 | $1.4M | 0.84% | |
| 25 | TLHISHARES TR | 11,876 | $1.2M | 0.70% | |
| 26 | QUALISHARES TR | 6,019 | $1.2M | 0.69% | |
| 27 | MBBISHARES TR | 12,062 | $1.1M | 0.67% | |
| 28 | DISVDIMENSIONAL ETF TRUST | 30,199 | $1.1M | 0.67% | |
| 29 | BDVLBLACKROCK ETF TRUST | 45,769 | $1.1M | 0.66% | |
| 30 | DIHPDIMENSIONAL ETF TRUST | 35,090 | $1.1M | 0.65% | |
| 31 | DFEMDIMENSIONAL ETF TRUST | 33,529 | $1.1M | 0.64% | |
| 32 | MUBISHARES TR | 10,266 | $1.1M | 0.64% | |
| 33 | ESGUISHARES TR | 7,259 | $1.1M | 0.63% | |
| 34 | BINCBLACKROCK ETF TRUST II | 20,315 | $1.1M | 0.62% | |
| 35 | TFLOISHARES TR | 20,623 | $1.0M | 0.60% | |
| 36 | AQLTISHARES TR | 9,249 | $827K | 0.48% | |
| 37 | XLKSELECT SECTOR SPDR TR | 5,684 | $818K | 0.48% | |
| 38 | AAPLAPPLE INC | 2,953 | $802K | 0.47% | |
| 39 | IAGGISHARES TR | 15,892 | $794K | 0.46% | |
| 40 | MTUMISHARES TR | 3,082 | $771K | 0.45% | |
| 41 | CMFISHARES TR | 13,137 | $754K | 0.44% | |
| 42 | THROBLACKROCK ETF TRUST | 19,242 | $741K | 0.43% | |
| 43 | DFCFDIMENSIONAL ETF TRUST | 17,147 | $729K | 0.42% | |
| 44 | BAIBLACKROCK ETF TRUST | 21,002 | $699K | 0.41% | |
| 45 | DFSDDIMENSIONAL ETF TRUST | 14,308 | $686K | 0.40% | |
| 46 | NVDANVIDIA CORPORATION | 3,559 | $663K | 0.39% | |
| 47 | TSLATESLA INC | 1,456 | $654K | 0.38% | |
| 48 | XLFSELECT SECTOR SPDR TR | 11,754 | $643K | 0.37% | |
| 49 | IEFISHARES TR | 6,623 | $636K | 0.37% | |
| 50 | DEHPDIMENSIONAL ETF TRUST | 19,493 | $628K | 0.37% | |
| 51 | IAU*ISHARES GOLD TR | 7,035 | $571K | 0.33% | |
| 52 | DFEVDIMENSIONAL ETF TRUST | 16,823 | $567K | 0.33% | |
| 53 | DFAXDIMENSIONAL ETF TRUST | 16,909 | $553K | 0.32% | |
| 54 | MSFTMICROSOFT CORP | 1,113 | $538K | 0.31% | |
| 55 | WMTWALMART INC | 4,791 | $533K | 0.31% | |
| 56 | EFGISHARES TR | 4,571 | $520K | 0.30% | |
| 57 | BSVVANGUARD BD INDEX FDS | 6,607 | $520K | 0.30% | |
| 58 | IEURISHARES TR | 7,016 | $498K | 0.29% | |
| 59 | AMZNAMAZON COM INC | 2,141 | $494K | 0.29% | |
| 60 | LQDHISHARES U S ETF TR | 5,074 | $473K | 0.27% | |
| 61 | IGSBISHARES TR | 8,021 | $424K | 0.25% | |
| 62 | FLOTISHARES TR | 8,261 | $420K | 0.24% | |
| 63 | XLVSELECT SECTOR SPDR TR | 2,618 | $405K | 0.24% | |
| 64 | SHYISHARES TR | 4,802 | $397K | 0.23% | |
| 65 | LCTUBLACKROCK ETF TRUST | 5,081 | $376K | 0.22% | |
| 66 | —INDIVIOR PLC | 10,500 | $376K | 0.22% | |
| 67 | VOOVANGUARD INDEX FDS | 593 | $372K | 0.22% | |
| 68 | SPYMSPDR SERIES TRUST | 4,474 | $358K | 0.21% | |
| 69 | LQDISHARES TR | 3,201 | $352K | 0.20% | |
| 70 | DFGRDIMENSIONAL ETF TRUST | 13,196 | $348K | 0.20% | |
| 71 | QLTAISHARES TR | 6,980 | $335K | 0.19% | |
| 72 | GOOGLALPHABET INC | 1,057 | $330K | 0.19% | |
| 73 | SUBISHARES TR | 3,081 | $328K | 0.19% | |
| 74 | XLISELECT SECTOR SPDR TR | 2,104 | $326K | 0.19% | |
| 75 | DFASDIMENSIONAL ETF TRUST | 4,567 | $318K | 0.18% | |
| 76 | SHYGISHARES TR | 7,432 | $318K | 0.18% | |
| 77 | MMM3M CO | 1,936 | $309K | 0.18% | |
| 78 | ITA*ISHARES TR | 1,413 | $303K | 0.18% | |
| 79 | MUNYVANGUARD NY TAX FREE FDS | 2,884 | $297K | 0.17% | |
| 80 | USHYISHARES TR | 7,864 | $294K | 0.17% | |
| 81 | SUSCISHARES TR | 12,569 | $293K | 0.17% | |
| 82 | SMHVANECK ETF TRUST | 798 | $287K | 0.17% | |
| 83 | EMBISHARES TR | 2,957 | $284K | 0.17% | |
| 84 | VEAVANGUARD TAX-MANAGED FDS | 4,325 | $270K | 0.16% | |
| 85 | CLOABLACKROCK ETF TRUST II | 5,229 | $270K | 0.16% | |
| 86 | DGROISHARES TR | 3,817 | $264K | 0.15% | |
| 87 | DSIISHARES TR | 1,964 | $252K | 0.15% | |
| 88 | HYDBISHARES TR | 5,325 | $252K | 0.15% | |
| 89 | AGGISHARES TR | 2,505 | $250K | 0.15% | |
| 90 | ITOTISHARES TR | 1,676 | $249K | 0.14% | |
| 91 | IXNISHARES TR | 2,364 | $248K | 0.14% | |
| 92 | XLYSELECT SECTOR SPDR TR | 2,075 | $247K | 0.14% | |
| 93 | VTIVANGUARD INDEX FDS | 739 | $247K | 0.14% | |
| 94 | DFIPDIMENSIONAL ETF TRUST | 5,850 | $243K | 0.14% | |
| 95 | SCHQSCHWAB STRATEGIC TR | 7,231 | $229K | 0.13% | |
| 96 | MVSTMICROVAST HOLDINGS INC | 36,339 | $101K | 0.06% |