Two West Capital Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Two West Capital Advisors LLC reported 66 stock positions worth $104.8 million. Its top holding was Dimensional US Core Equity M (DFAU) at 25.2% of the portfolio, followed by Vanguard Total World Bond Et (BNDW, 10.4%) and Dimensional US Core Equity 2 (DFAC, 8.3%).
- Most Recent 13F
- Q3 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002026617
- Portfolio Value
- $104.8M (Q2 2024)
- SEC Filing
- 0001085146-24-003534 ↗ filed Aug 7, 2024
Holdings Value
Holdings 66 stocks · $104.8M
| DFAU Dimensional US Core Equity M | 25.23% | 705,277 | $26.4M | — |
| BNDW Vanguard Total World Bond Et | 10.40% | 160,264 | $10.9M | — |
| DFAC Dimensional US Core Equity 2 | 8.27% | 268,838 | $8.7M | — |
| DFAI Dimensional International Co. | 7.97% | 281,399 | $8.3M | — |
| SCHP Schwab U.S. Tips ETF | 6.51% | 131,077 | $6.8M | — |
| DFAE Dimensional Emerging Core Eq | 3.49% | 141,206 | $3.7M | — |
| IVV iShares Core S&P 500 ETF | 2.95% | 5,654 | $3.1M | — |
| DUHP Dimensional US High Profi Et | 2.21% | 72,312 | $2.3M | — |
| VUSB Vanguard Ultra Short Bond Et | 2.19% | 46,426 | $2.3M | — |
| DFIC Dimensional International Co. | 1.88% | 74,777 | $2.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.78% | 4,595 | $1.9M | — |
| DFSV Dimensional US Small Cap Val | 1.71% | 62,197 | $1.8M | — |
| DFCF Dimensional Core Fixed Inc. | 1.13% | 28,571 | $1.2M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.12% | 25,952 | $1.2M | — |
| SHV iShares 0-1 Year Treasury Bo | 1.05% | 9,998 | $1.1M | — |
| DFGP Dimensional GLBL Core PL Fix | 0.91% | 18,061 | $956K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.90% | 12,928 | $939K | — |
| QUAL iShares MSCI USA Quality Fac | 0.90% | 5,494 | $938K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.89% | 9,143 | $935K | — |
| DIHP Dimensional International Hi | 0.85% | 33,950 | $894K | — |
| ESGU iShares ESG Aware MSCI USA | 0.77% | 6,789 | $810K | — |
| AAPL Apple Inc. | 0.73% | 3,650 | $769K | — |
| MBB iShares MBS ETF | 0.72% | 8,251 | $758K | — |
| SCHG Schwab US Large-Cap Growth | 0.70% | 7,249 | $731K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.66% | 6,470 | $693K | — |
| DISV Dimensional International SM | 0.65% | 25,496 | $686K | — |
| VOO Vanguard S&P 500 ETF | 0.65% | 1,362 | $681K | — |
| IGEB iShares Investment Grade SYS | 0.61% | 14,479 | $642K | — |
| BSV Vanguard Short-Term Bond ETF | 0.60% | 8,224 | $631K | — |
| FLOT iShares Floating Rate Bond E | 0.60% | 12,300 | $628K | — |
| DFEM Dimensional Emrg MRKT Core | 0.56% | 22,027 | $589K | — |
| IVW iShares S&P 500 Growth ETF | 0.55% | 6,226 | $576K | — |
| TFLO iShares Treasury Floating Ra | 0.50% | 10,442 | $529K | — |
| DFSD Dimensional Short Duration | 0.47% | 10,479 | $493K | — |
| DFAX Dimensional World Ex US Core | 0.46% | 19,044 | $484K | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.45% | 10,047 | $472K | — |
| GOVT iShares US Treasury Bond ETF | 0.44% | 20,315 | $459K | — |
| DFIP Dimensional Inflation-Protec | 0.41% | 10,589 | $432K | — |
| DEHP Dimensional Emrg MRK Hi Prof | 0.40% | 16,080 | $418K | — |
| MSFT Microsoft Corp. | 0.37% | 860 | $384K | — |
| DFEV Dimensional Emrg MRKT Val | 0.35% | 13,408 | $369K | — |
| WMT Walmart Inc. | 0.31% | 4,841 | $328K | — |
| XLK SS Technology Select Sector | 0.31% | 1,414 | $320K | — |
| DGCB Dimensional Global Credit | 0.29% | 5,849 | $308K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.29% | 5,863 | $306K | — |
| IJR iShares Core S&P Small-Cap E | 0.29% | 2,838 | $303K | — |
| DFUV Dimensional US Marketwide Va | 0.28% | 7,530 | $296K | — |
| ITOT iShares Core S&P Total U.S. | 0.28% | 2,484 | $295K | — |
| TSLA Tesla Inc. | 0.27% | 1,455 | $288K | — |
| IXN iShares Global Tech ETF | 0.27% | 3,455 | $286K | — |
| XLV SS Health Care Select Sector | 0.27% | 1,926 | $281K | — |
| SPGP Invesco S&P 500 Garp ETF | 0.26% | 2,620 | $269K | — |
| VLUE iShares MSCI USA Value Facto | 0.26% | 2,592 | $268K | — |
| FSLR First Solar Inc. | 0.25% | 1,143 | $258K | — |
| IVE iShares S&P 500 Value ETF | 0.24% | 1,407 | $256K | — |
| DFAS Dimensional US Small Cap ETF | 0.24% | 4,169 | $250K | — |
| CBZ Cbiz Inc. | 0.23% | 3,317 | $246K | — |
| AGG iShares Core U.S. Aggregate | 0.23% | 2,465 | $239K | — |
| IAGG iShares Intl Aggregate Bond | 0.22% | 4,612 | $230K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 818 | $219K | — |
| IEMG iShares Core MSCI Emerging | 0.20% | 3,977 | $213K | — |
| IYW iShares Ustechnology ETF | 0.20% | 1,383 | $208K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.20% | 3,987 | $204K | — |
| HEFA Isha Curr Hedged MSCI Eafe | 0.19% | 5,729 | $204K | — |
| INDV Indivior Ltd. | 0.16% | 10,500 | $169K | — |
| MVST Microvast Holdings Inc. | 0.02% | 36,339 | $17K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 98 | $201.3M | DFAU, BNDW, DFAC, DFAI, IVV |
| Q2 2026 | 101 | $201.2M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q1 2026 | 96 | $188.7M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q4 2025 | 96 | $172.0M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q3 2025 | 97 | $165.6M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q2 2025 | 91 | $152.6M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q1 2025 | 79 | $119.7M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q4 2024 | 72 | $116.7M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q3 2024 | 69 | $123.4M | DFAU, BNDW, DFAI, DFAC, SCHP |
| Q2 2024 | 66 | $104.8M | DFAU, BNDW, DFAC, DFAI, SCHP |