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CIK: 0002026617
Total reported value
$201.2M
$201.2M
97 檔
42.3%
As reported in its official Q3 2025 Form 13F filing, Two West Capital Advisors LLC's tracked investment portfolio stood at $201.2M with 97 total positions.
In Q3 2025, Two West Capital Advisors LLC displayed an active expansion posture, initiating 15 new positions and adding to 30 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 | 22.24% | -0.42% | +0.15% | |
| 2 | BNDW | Vanguard Total World Bond Et | ETF-Other | 9.99% | -0.19% | +6.13% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.70% | -0.19% | +2.10% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 6.13% | -0.24% | +0.36% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.30% | -0.02% | -1.59% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.09% | -0.42% | -3.42% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.40% | +1.82% | +9.40% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.02% | -0.08% | +2.76% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 2.01% | -0.13% | +3.84% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.89% | +0.82% | -6.81% | |
| 11 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.70% | -0.03% | +3.95% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.31% | -0.54% | -18.77% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | -0.03% | -8.58% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.24% | +0.26% | +14.80% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.22% | -0.02% | -2.94% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.12% | +0.21% | +2.25% | |
| 17 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.04% | +0.02% | +18.03% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.95% | -0.45% | -8.90% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.93% | — | +11.10% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.89% | -0.04% | +4.66% | |
| 21 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.83% | -0.19% | +28.74% | |
| 22 | DGCB | Dimensional Global Credit | ETF-Other | 0.81% | +0.09% | +15.26% | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 0.81% | +0.10% | +2.29% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.74% | -0.24% | +11.04% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.71% | — | +63.51% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.68% | +0.03% | +5.15% | |
| 27 | DISV | Dimensional International Sm | ETF-Other | 0.67% | -0.04% | -0.35% | |
| 28 | DIHP | Dimensional International Hi | ETF-Other | 0.66% | -0.03% | +1.15% | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.66% | -0.07% | +1.17% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.65% | +0.10% | +36.48% | |
| 31 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.62% | -0.17% | +16.24% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | -0.09% | -6.33% | |
| 33 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.58% | -0.36% | +2.38% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.08% | +18.68% | |
| 35 | CMF | Ishares California Muni Bond | ETF-Other | 0.46% | -0.03% | — | |
| 36 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.45% | +0.01% | — | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.45% | +0.11% | -34.83% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.45% | -0.56% | EXIT | |
| 39 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.45% | -0.07% | +17.88% | |
| 40 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.43% | -0.03% | +8.88% | |
| 41 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.41% | -0.12% | +4.77% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.39% | -0.19% | EXIT | |
| 43 | DFSD | Dimensional Short Duration | ETF-Other | 0.39% | -0.08% | -1.50% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.15% | -12.83% | |
| 45 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.37% | -0.04% | -0.26% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | -0.10% | +20.56% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.05% | +16.58% | |
| 48 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.35% | -0.05% | +131.68% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.35% | -0.01% | +1.14% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.34% | -0.01% | -3.91% |
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 97 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, BNDW, DFAC) accounted for 42.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
BDYN
市值: $746.4K
Top Position Liquidated / Trimmed
EMXC
前期市值: $296.9K
During Q3 2025, Two West Capital Advisors LLC's top holdings by market value included DFAU (22.2%)、BNDW (10.0%)、DFAC (7.7%). The largest single position, DFAU, represented 22.2% of total portfolio value.
In Q3 2025, Two West Capital Advisors LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 30 positions, trimming 4 holdings, and fully liquidating 1 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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