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CIK: 0002026617
Total reported value
$201.2M
$201.2M
96 檔
43.1%
The Q4 2025 SEC filing reveals that Two West Capital Advisors LLC held a total portfolio value of $201.2M, covering 96 public equity positions.
In Q4 2025, Two West Capital Advisors LLC displayed an active expansion posture, initiating 4 new positions and adding to 28 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 | 21.42% | -0.42% | -0.71% | |
| 2 | BNDW | Vanguard Total World Bond Et | ETF-Other | 10.00% | -0.19% | +6.15% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.64% | -0.19% | +1.79% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 6.10% | -0.24% | -0.12% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.23% | -0.02% | +4.72% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.95% | -0.42% | -0.68% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | +1.82% | +3.56% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.99% | -0.08% | +2.72% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 1.99% | -0.13% | -0.99% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.82% | +0.82% | +1.44% | |
| 11 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.76% | -0.03% | +4.70% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.33% | -0.04% | +53.42% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.33% | +0.26% | +10.17% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.28% | -0.02% | +9.12% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.03% | -8.70% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.14% | +0.21% | +5.83% | |
| 17 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.13% | +0.02% | +16.03% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.98% | -0.24% | +38.20% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.97% | — | +8.48% | |
| 20 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.96% | +0.01% | +123.66% | |
| 21 | DGCB | Dimensional Global Credit | ETF-Other | 0.89% | +0.09% | +16.79% | |
| 22 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.88% | -0.19% | +12.41% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.85% | -0.45% | -11.08% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.84% | — | +21.39% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.70% | -0.17% | +20.40% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.69% | -0.54% | -45.38% | |
| 27 | MBB | Ishares Mbs ETF | ETF-Other | 0.67% | +0.10% | -13.81% | |
| 28 | DISV | Dimensional International Sm | ETF-Other | 0.67% | -0.04% | -1.72% | |
| 29 | BDVL | Ishares Dv Equity Active ETF | ETF-Other | 0.66% | +0.02% | +143.89% | |
| 30 | DIHP | Dimensional International Hi | ETF-Other | 0.65% | -0.03% | -0.86% | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.64% | -0.07% | +1.98% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | +0.10% | +3.21% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.63% | +0.03% | -4.10% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.62% | -0.03% | +51.58% | |
| 35 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.60% | -0.36% | +8.27% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.48% | -0.09% | -16.55% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | -0.10% | +180.97% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.08% | +0.17% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.46% | -0.56% | EXIT | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.45% | +0.08% | +49.61% | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.44% | -0.03% | — | |
| 42 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.43% | -0.12% | +8.05% | |
| 43 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.42% | -0.07% | +0.23% | |
| 44 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.41% | -0.05% | +29.83% | |
| 45 | DFSD | Dimensional Short Duration | ETF-Other | 0.40% | -0.08% | +7.60% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | -0.03% | +24.35% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.15% | +1.53% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.37% | -0.02% | +13.40% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.37% | -0.01% | +11.86% | |
| 50 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.37% | -0.04% | +0.75% |
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 96 disclosed positions in Q4 2025.
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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 43.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
QLTA
市值: $335.7K
Top Position Liquidated / Trimmed
FALN
前期市值: $369.8K
During Q4 2025, Two West Capital Advisors LLC's top holdings by market value included DFAU (21.4%)、BNDW (10.0%)、DFAC (7.6%). The largest single position, DFAU, represented 21.4% of total portfolio value.
In Q4 2025, Two West Capital Advisors LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 11 holdings, and fully liquidating 5 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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