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CIK: 0002026617
Total reported value
$201.2M
$201.2M
91 檔
39.9%
At the close of Q2 2025, Two West Capital Advisors LLC disclosed equity holdings valued at approximately $201.2M, spread across 91 reported holdings.
In Q2 2025, Two West Capital Advisors LLC displayed an active expansion posture, initiating 16 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 22.69% | -0.42% | +5.47% | |
| 2 | BNDW | Vanguard Total World Bond Et | ETF-Other | 10.03% | -0.19% | +18.48% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.76% | -0.19% | -0.16% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 6.33% | -0.24% | -13.31% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.75% | -0.02% | +23.38% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.17% | -0.42% | -0.03% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +1.82% | -14.25% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.14% | +0.82% | +94.95% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.05% | -0.08% | +0.58% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.01% | -0.13% | +0.69% | |
| 11 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.70% | -0.03% | +1.83% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.66% | -0.54% | +18.60% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.53% | -0.03% | +16.16% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.36% | -0.02% | -3.14% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | +0.21% | +42.48% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.09% | +0.26% | +63.26% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.08% | -0.45% | +149.58% | |
| 18 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.93% | +0.02% | -0.59% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.88% | -0.04% | +99.53% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.84% | — | +7.71% | |
| 21 | MBB | Ishares Mbs ETF | ETF-Other | 0.83% | +0.10% | +54.15% | |
| 22 | DGCB | Dimensional Global Credit | ETF-Other | 0.75% | +0.09% | -7.53% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | +0.11% | +23.74% | |
| 24 | DISV | Dimensional International Sm | ETF-Other | 0.69% | -0.04% | -0.08% | |
| 25 | DIHP | Dimensional International Hi | ETF-Other | 0.68% | -0.03% | +0.62% | |
| 26 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.68% | -0.19% | +13.92% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | -0.09% | +5.01% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.66% | +0.03% | +11.74% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | -0.24% | +224.42% | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.65% | -0.07% | +1.12% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.62% | -0.36% | +6.32% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.56% | -0.17% | +189.03% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | +0.10% | +79.33% | |
| 34 | CMF | Ishares California Muni Bond | ETF-Other | 0.48% | -0.03% | +87.94% | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.47% | -0.56% | EXIT | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.44% | — | +111.55% | |
| 37 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.43% | -0.03% | +85.49% | |
| 38 | DFSD | Dimensional Short Duration | ETF-Other | 0.42% | -0.08% | -24.24% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.42% | -0.19% | EXIT | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.41% | +0.06% | +146.97% | |
| 41 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.40% | -0.12% | — | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.40% | -0.07% | -10.86% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.38% | -0.01% | +10.07% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.37% | — | +38.63% | |
| 45 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.36% | -0.04% | +1.02% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.36% | -0.01% | — | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.08% | +5.66% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.15% | +8.44% | |
| 49 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.34% | -0.02% | — | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.34% | -0.02% | -16.15% |
According to official SEC Form 13F filings, Two West Capital Advisors LLC reported a total U.S. public equity portfolio value of $201.2M across 91 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, BNDW, DFAC) accounted for 39.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
IAGG
市值: $714.2K
Top Position Liquidated / Trimmed
EMXC
前期市值: $296.9K
During Q2 2025, Two West Capital Advisors LLC's top holdings by market value included DFAU (22.7%)、BNDW (10.0%)、DFAC (7.8%). The largest single position, DFAU, represented 22.7% of total portfolio value.
In Q2 2025, Two West Capital Advisors LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 26 positions, trimming 4 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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