Two West Capital Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Two West Capital Advisors LLC reported 72 stock positions worth $116.7 million. Its top holding was Dimensional US Core Equity M (DFAU) at 24.6% of the portfolio, followed by Vanguard Total World Bond Et (BNDW, 10.3%) and Dimensional US Core Equity 2 (DFAC, 8.8%). Compared with Q3 2024, it opened 8 new positions, sold out of 5, added to 40 and reduced 21. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +3%) and the biggest sale Vanguard Total World Bond Et (BNDW, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0002026617
- Portfolio Value
- $116.7M (Q4 2024)
- SEC Filing
- 0001085146-25-000404 ↗ filed Jan 22, 2025
Holdings Value
Holdings 72 stocks · $116.7M
| DFAU Dimensional US Core Equity M | 24.62% | 709,516 | $28.7M | Reduce -10.4% |
| BNDW Vanguard Total World Bond Et | 10.30% | 176,230 | $12.0M | Reduce -24.1% |
| DFAC Dimensional US Core Equity 2 | 8.77% | 295,789 | $10.2M | Add +3.1% |
| DFAI Dimensional International Co. | 7.41% | 295,924 | $8.6M | Reduce -7.7% |
| SCHP Schwab U.S. Tips ETF | 5.79% | 261,460 | $6.8M | Add +1.9% |
| DFAE Dimensional Emerging Core Eq | 3.32% | 152,777 | $3.9M | Reduce -5.3% |
| IVV iShares Core S&P 500 ETF | 2.92% | 5,780 | $3.4M | Add +8.3% |
| DUHP Dimensional US High Profi Et | 2.34% | 80,837 | $2.7M | Add +6.4% |
| DFSV Dimensional US Small Cap Val | 2.03% | 76,879 | $2.4M | Add +12.6% |
| DFIC Dimensional International Co. | 1.89% | 85,293 | $2.2M | Add +9.5% |
| VUSB Vanguard Ultra Short Bond Et | 1.78% | 41,948 | $2.1M | Reduce -8.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.57% | 4,049 | $1.8M | Reduce -7.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.28% | 32,912 | $1.5M | Add +4.6% |
| QUAL iShares MSCI USA Quality Fac | 1.27% | 8,349 | $1.5M | Add +31.5% |
| DFGP Dimensional GLBL Core PL Fix | 1.01% | 22,219 | $1.2M | Add +7.7% |
| MBB iShares MBS ETF | 0.88% | 11,247 | $1.0M | Add +20.2% |
| AAPL Apple Inc. | 0.87% | 4,036 | $1.0M | Add +8.8% |
| TFLO iShares Treasury Floating Ra | 0.82% | 18,930 | $955K | Add +28.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.82% | 9,845 | $953K | Add +15.4% |
| DFSD Dimensional Short Duration | 0.78% | 19,313 | $905K | Add +46.3% |
| SCHG Schwab US Large-Cap Growth | 0.74% | 30,879 | $861K | Reduce -4.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.70% | 11,700 | $822K | Reduce -15.7% |
| DFCF Dimensional Core Fixed Inc. | 0.70% | 19,877 | $820K | Reduce -25.0% |
| ESGU iShares ESG Aware MSCI USA | 0.69% | 6,277 | $809K | Reduce -3.0% |
| DIHP Dimensional International Hi | 0.69% | 31,928 | $806K | Reduce -3.0% |
| IVW iShares S&P 500 Growth ETF | 0.66% | 7,629 | $775K | Add +12.6% |
| DISV Dimensional International SM | 0.66% | 29,004 | $771K | Add +11.1% |
| DFEM Dimensional Emrg MRKT Core | 0.62% | 27,818 | $729K | Add +15.2% |
| IGEB iShares Investment Grade SYS | 0.62% | 16,231 | $720K | Reduce -0.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.60% | 13,662 | $700K | Add +19.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.56% | 7,948 | $652K | Add +28.5% |
| BSV Vanguard Short-Term Bond ETF | 0.56% | 8,419 | $651K | Reduce -2.8% |
| FLOT iShares Floating Rate Bond E | 0.56% | 12,730 | $648K | Reduce -5.1% |
| DGCB Dimensional Global Credit | 0.54% | 11,952 | $629K | Add +51.7% |
| TSLA Tesla Inc. | 0.51% | 1,475 | $596K | Add +1.0% |
| EFV iShares MSCI Eafe Value ETF | 0.47% | 10,442 | $548K | Add +32.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.46% | 5,033 | $538K | Reduce -12.8% |
| FALN iShares Fallen Angels ETF | 0.43% | 18,568 | $496K | Add +95.9% |
| XLK SS Technology Select Sector | 0.40% | 1,989 | $462K | Add +40.6% |
| DFAX Dimensional World Ex US Core | 0.39% | 18,411 | $458K | No change |
| WMT Walmart Inc. | 0.38% | 4,922 | $445K | Add +1.7% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.38% | 17,700 | $438K | Add +6.6% |
| XLF SS Financial Select Sector | 0.36% | 8,691 | $420K | New |
| MSFT Microsoft Corp. | 0.36% | 992 | $418K | Add +16.8% |
| DFIP Dimensional Inflation-Protec | 0.34% | 9,905 | $401K | Add +10.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.34% | 9,335 | $398K | Add +11.8% |
| DFEV Dimensional Emrg MRKT Val | 0.34% | 15,118 | $396K | Add +8.8% |
| DGRO iShares Core Dividend Growth | 0.33% | 6,193 | $380K | Add +81.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.31% | 6,953 | $359K | Add +75.3% |
| IVE iShares S&P 500 Value ETF | 0.30% | 1,805 | $345K | Add +28.4% |
| GOVT iShares US Treasury Bond ETF | 0.29% | 14,601 | $336K | Reduce -15.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.28% | 6,275 | $326K | Reduce -14.7% |
| XLY SS Consumer Disc Select Sect | 0.26% | 1,371 | $308K | New |
| CMF iShares California Muni Bond | 0.26% | 5,231 | $300K | New |
| XLV SS Health Care Select Sector | 0.26% | 2,163 | $298K | Add +7.6% |
| VOO Vanguard S&P 500 ETF | 0.25% | 534 | $288K | Reduce -60.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.24% | 5,032 | $279K | Add +35.1% |
| IXN iShares Global Tech ETF | 0.23% | 3,172 | $269K | Reduce -1.6% |
| IYW iShares Ustechnology ETF | 0.23% | 1,668 | $266K | Add +21.5% |
| MMM 3M Co. | 0.22% | 2,031 | $262K | Add +0.6% |
| DFGR Dim Global Real Estate ETF | 0.22% | 10,193 | $260K | Add +20.3% |
| DFAS Dimensional US Small Cap ETF | 0.22% | 3,882 | $253K | Add +0.0% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.21% | 5,017 | $248K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 852 | $247K | Reduce -5.9% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 1,884 | $242K | Reduce -7.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.21% | 1,168 | $242K | New |
| MUB iShares National Muni Bond E | 0.20% | 2,197 | $234K | New |
| TLT iShares 20+ Year Treasury BD | 0.18% | 2,400 | $210K | New |
| IAGG iShares Intl Aggregate Bond | 0.17% | 4,008 | $200K | Add +1.5% |
| INDV Indivior Ltd. | 0.11% | 10,500 | $131K | No change |
| MVST Microvast Holdings Inc. | 0.06% | 36,339 | $75K | No change |
| LCID Lucid Group Inc. | 0.03% | 12,000 | $36K | New |
Portfolio Sells Q3 2024 → Q4 2024
| BNDW Vanguard Total World Bond Et | Reduce -24.1% | 10.30% | −2.99 |
| DFAU Dimensional US Core Equity M | Reduce -10.4% | 24.62% | −0.86 |
| DFAI Dimensional International Co. | Reduce -7.7% | 7.41% | −0.85 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.77 |
| VOO Vanguard S&P 500 ETF | Reduce -60.8% | 0.25% | −0.34 |
| DFAE Dimensional Emerging Core Eq | Reduce -5.3% | 3.32% | −0.26 |
| DFCF Dimensional Core Fixed Inc. | Reduce -25.0% | 0.70% | −0.22 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.21 |
| SPGP Invesco S&P 500 Garp ETF | Sold out | 0.00% | −0.19 |
| DFUV Dimensional US Marketwide Va | Sold out | 0.00% | −0.18 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.17 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -15.7% | 0.70% | −0.17 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -8.9% | 1.78% | −0.08 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -12.8% | 0.46% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.5% | 1.57% | −0.06 |
| DIHP Dimensional International Hi | Reduce -3.0% | 0.69% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Reduce -15.8% | 0.29% | −0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -14.7% | 0.28% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -7.8% | 0.21% | −0.00 |
| FLOT iShares Floating Rate Bond E | Reduce -5.1% | 0.56% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.9% | 0.21% | +0.00 |
| IGEB iShares Investment Grade SYS | Reduce -0.2% | 0.62% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.8% | 0.56% | +0.01 |
| IXN iShares Global Tech ETF | Reduce -1.6% | 0.23% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -3.0% | 0.69% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.7% | 0.74% | +0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| DFAC Dimensional US Core Equity 2 | Add +3.1% | 8.77% | +0.80 |
| IVV iShares Core S&P 500 ETF | Add +8.3% | 2.92% | +0.42 |
| XLF SS Financial Select Sector | New | 0.36% | +0.36 |
| QUAL iShares MSCI USA Quality Fac | Add +31.5% | 1.27% | +0.35 |
| DFSV Dimensional US Small Cap Val | Add +12.6% | 2.03% | +0.32 |
| DFSD Dimensional Short Duration | Add +46.3% | 0.78% | +0.27 |
| XLY SS Consumer Disc Select Sect | New | 0.26% | +0.26 |
| CMF iShares California Muni Bond | New | 0.26% | +0.26 |
| DUHP Dimensional US High Profi Et | Add +6.4% | 2.34% | +0.24 |
| FALN iShares Fallen Angels ETF | Add +95.9% | 0.43% | +0.22 |
| TFLO iShares Treasury Floating Ra | Add +28.4% | 0.82% | +0.21 |
| SCHP Schwab U.S. Tips ETF | Add +1.9% | 5.79% | +0.21 |
| IGLB iShares 10+ Year Inv GR Corp. | New | 0.21% | +0.21 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.21% | +0.21 |
| TSLA Tesla Inc. | Add +1.0% | 0.51% | +0.20 |
| MUB iShares National Muni Bond E | New | 0.20% | +0.20 |
| DGCB Dimensional Global Credit | Add +51.7% | 0.54% | +0.19 |
| TLT iShares 20+ Year Treasury BD | New | 0.18% | +0.18 |
| AAPL Apple Inc. | Add +8.8% | 0.87% | +0.17 |
| MBB iShares MBS ETF | Add +20.2% | 0.88% | +0.16 |
| DGRO iShares Core Dividend Growth | Add +81.0% | 0.33% | +0.15 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +19.7% | 0.60% | +0.14 |
| SHY iShares 1-3 Year Treasury Bo | Add +28.5% | 0.56% | +0.14 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +75.3% | 0.31% | +0.14 |
| IVW iShares S&P 500 Growth ETF | Add +12.6% | 0.66% | +0.14 |
| XLK SS Technology Select Sector | Add +40.6% | 0.40% | +0.14 |
| DFIC Dimensional International Co. | Add +9.5% | 1.89% | +0.11 |
| EFV iShares MSCI Eafe Value ETF | Add +32.0% | 0.47% | +0.10 |
| DFGP Dimensional GLBL Core PL Fix | Add +7.7% | 1.01% | +0.09 |
| DFEM Dimensional Emrg MRKT Core | Add +15.2% | 0.62% | +0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +4.6% | 1.28% | +0.07 |
| EFG iShares MSCI Eafe Growth ETF | Add +15.4% | 0.82% | +0.07 |
| IVE iShares S&P 500 Value ETF | Add +28.4% | 0.30% | +0.07 |
| WMT Walmart Inc. | Add +1.7% | 0.38% | +0.06 |
| MSFT Microsoft Corp. | Add +16.8% | 0.36% | +0.06 |
| IYW iShares Ustechnology ETF | Add +21.5% | 0.23% | +0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +35.1% | 0.24% | +0.05 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +11.8% | 0.34% | +0.05 |
| DISV Dimensional International SM | Add +11.1% | 0.66% | +0.05 |
| DFIP Dimensional Inflation-Protec | Add +10.2% | 0.34% | +0.04 |
| LCID Lucid Group Inc. | New | 0.03% | +0.03 |
| DFGR Dim Global Real Estate ETF | Add +20.3% | 0.22% | +0.02 |
| DFEV Dimensional Emrg MRKT Val | Add +8.8% | 0.34% | +0.02 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +6.6% | 0.38% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Add +0.0% | 0.22% | +0.01 |
| IAGG iShares Intl Aggregate Bond | Add +1.5% | 0.17% | +0.01 |
| XLV SS Health Care Select Sector | Add +7.6% | 0.26% | +0.00 |
| MMM 3M Co. | Add +0.6% | 0.22% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| 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 |