Two West Capital Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Two West Capital Advisors LLC reported 79 stock positions worth $119.7 million. Its top holding was Dimensional US Core Equity M (DFAU) at 22.9% of the portfolio, followed by Vanguard Total World Bond Et (BNDW, 10.7%) and Dimensional US Core Equity 2 (DFAC, 8.3%). Compared with Q4 2024, it opened 10 new positions, sold out of 3, added to 46 and reduced 20. The biggest buy was Dimensional International (DFAI, shares +7%) and the biggest sale Apple (AAPL, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0002026617
- Portfolio Value
- $119.7M (Q1 2025)
- SEC Filing
- 0001085146-25-002118 ↗ filed Apr 15, 2025
Holdings Value
Holdings 79 stocks · $119.7M
| DFAU Dimensional US Core Equity M | 22.91% | 750,905 | $27.4M | Add +5.8% |
| BNDW Vanguard Total World Bond Et | 10.67% | 187,460 | $12.8M | Add +6.4% |
| DFAC Dimensional US Core Equity 2 | 8.32% | 320,091 | $10.0M | Add +8.2% |
| DFAI Dimensional International Co. | 8.01% | 316,668 | $9.6M | Add +7.0% |
| SCHP Schwab U.S. Tips ETF | 5.84% | 266,971 | $7.0M | Add +2.1% |
| DFAE Dimensional Emerging Core Eq | 3.37% | 162,656 | $4.0M | Add +6.5% |
| IVV iShares Core S&P 500 ETF | 2.79% | 6,231 | $3.3M | Add +7.8% |
| DUHP Dimensional US High Profi Et | 2.22% | 84,941 | $2.7M | Add +5.1% |
| DFIC Dimensional International Co. | 2.17% | 96,108 | $2.6M | Add +12.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.81% | 4,145 | $2.2M | Add +2.4% |
| VUSB Vanguard Ultra Short Bond Et | 1.78% | 43,049 | $2.1M | Add +2.6% |
| DFSV Dimensional US Small Cap Val | 1.75% | 82,905 | $2.1M | Add +7.8% |
| QUAL iShares MSCI USA Quality Fac | 1.56% | 11,438 | $1.9M | Add +37.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.38% | 36,501 | $1.6M | Add +10.9% |
| DFGP Dimensional GLBL Core PL Fix | 1.16% | 26,380 | $1.4M | Add +18.7% |
| DGCB Dimensional Global Credit | 0.99% | 22,768 | $1.2M | Add +90.5% |
| SCHG Schwab US Large-Cap Growth | 0.80% | 39,278 | $957K | Add +27.2% |
| IVW iShares S&P 500 Growth ETF | 0.78% | 10,365 | $937K | Add +35.9% |
| DIHP Dimensional International Hi | 0.76% | 34,776 | $914K | Add +8.9% |
| TFLO iShares Treasury Floating Ra | 0.74% | 17,500 | $884K | Reduce -7.5% |
| IGEB iShares Investment Grade SYS | 0.73% | 20,101 | $877K | Add +23.8% |
| DISV Dimensional International SM | 0.73% | 30,858 | $872K | Add +6.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.71% | 18,225 | $851K | Add +33.4% |
| DFSD Dimensional Short Duration | 0.70% | 17,819 | $839K | Reduce -7.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.69% | 11,268 | $827K | Reduce -3.7% |
| MBB iShares MBS ETF | 0.68% | 8,875 | $816K | Reduce -21.1% |
| DFEM Dimensional Emrg MRKT Core | 0.68% | 32,138 | $813K | Add +15.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.64% | 7,899 | $770K | Reduce -19.8% |
| ESGU iShares ESG Aware MSCI USA | 0.62% | 6,442 | $748K | Add +2.6% |
| DFCF Dimensional Core Fixed Inc. | 0.56% | 16,280 | $670K | Reduce -18.1% |
| BSV Vanguard Short-Term Bond ETF | 0.55% | 8,497 | $661K | Add +0.9% |
| FLOT iShares Floating Rate Bond E | 0.54% | 12,930 | $651K | Add +1.6% |
| IVE iShares S&P 500 Value ETF | 0.50% | 3,374 | $602K | Add +86.9% |
| EFV iShares MSCI Eafe Value ETF | 0.48% | 10,079 | $570K | Reduce -3.5% |
| XLF SS Financial Select Sector | 0.45% | 11,434 | $534K | Add +31.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.42% | 4,787 | $504K | Reduce -4.9% |
| FALN iShares Fallen Angels ETF | 0.41% | 18,972 | $487K | Add +2.2% |
| AAPL Apple Inc. | 0.39% | 2,351 | $466K | Reduce -41.8% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.39% | 19,203 | $464K | Add +8.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.38% | 10,934 | $452K | Add +17.1% |
| WMT Walmart Inc. | 0.36% | 4,679 | $434K | Reduce -4.9% |
| DFAX Dimensional World Ex US Core | 0.36% | 17,134 | $433K | Reduce -6.9% |
| DFEV Dimensional Emrg MRKT Val | 0.35% | 16,386 | $418K | Add +8.4% |
| MUB iShares National Muni Bond E | 0.35% | 4,064 | $416K | Add +85.0% |
| TSLA Tesla Inc. | 0.32% | 1,517 | $383K | Add +2.9% |
| CMF iShares California Muni Bond | 0.32% | 6,990 | $382K | Add +33.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 4,479 | $369K | Reduce -43.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.31% | 7,110 | $367K | Add +2.3% |
| XLV SS Health Care Select Sector | 0.30% | 2,630 | $360K | Add +21.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.28% | 6,636 | $339K | Add +5.8% |
| MSFT Microsoft Corp. | 0.27% | 836 | $325K | Reduce -15.7% |
| XLK SS Technology Select Sector | 0.26% | 1,590 | $315K | Reduce -20.1% |
| IYW iShares Ustechnology ETF | 0.26% | 2,260 | $307K | Add +35.5% |
| DFGR Dim Global Real Estate ETF | 0.26% | 12,380 | $306K | Add +21.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.25% | 5,511 | $297K | Add +9.5% |
| TLH iShares 10-20 Year Treasury | 0.24% | 2,936 | $292K | New |
| DFIP Dimensional Inflation-Protec | 0.24% | 6,983 | $287K | Reduce -29.5% |
| XLY SS Consumer Disc Select Sect | 0.23% | 1,428 | $271K | Add +4.2% |
| VOO Vanguard S&P 500 ETF | 0.22% | 535 | $262K | Add +0.2% |
| OEF iShares S&P 100 ETF | 0.22% | 1,004 | $261K | New |
| IEMG iShares Core MSCI Emerging | 0.22% | 5,016 | $259K | New |
| IGLB iShares 10+ Year Inv GR Corp. | 0.21% | 5,226 | $251K | Add +4.2% |
| DFAS Dimensional US Small Cap ETF | 0.20% | 4,423 | $244K | Add +13.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.20% | 1,202 | $236K | Add +2.9% |
| MMM 3M Co. | 0.20% | 1,732 | $235K | Reduce -14.7% |
| DGRO iShares Core Dividend Growth | 0.19% | 3,875 | $226K | Reduce -37.4% |
| GOVT iShares US Treasury Bond ETF | 0.19% | 9,922 | $225K | Reduce -32.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 852 | $223K | No change |
| ITOT iShares Core S&P Total U.S. | 0.18% | 1,878 | $218K | Reduce -0.3% |
| USHY iShares Broad Usd High Yield | 0.18% | 6,025 | $215K | New |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.18% | 4,095 | $213K | New |
| IAU iShares Gold Trust | 0.18% | 3,454 | $211K | New |
| LQDH iShares Int Hedg Corp. BD ETF | 0.17% | 2,325 | $209K | New |
| IXN iShares Global Tech ETF | 0.17% | 2,854 | $209K | Reduce -10.0% |
| HYDB iShares High Yield Systemati | 0.17% | 4,623 | $208K | New |
| XLI SS Industrial Select Sector | 0.17% | 1,595 | $200K | New |
| DNP DNP Select Income Fund Inc. | 0.10% | 12,464 | $115K | New |
| INDV Indivior Ltd. | 0.08% | 10,500 | $96K | No change |
| MVST Microvast Holdings Inc. | 0.05% | 36,339 | $63K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -41.8% | 0.39% | −0.48 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -43.6% | 0.31% | −0.25 |
| MBB iShares MBS ETF | Reduce -21.1% | 0.68% | −0.20 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.18 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -19.8% | 0.64% | −0.17 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.17 |
| DFCF Dimensional Core Fixed Inc. | Reduce -18.1% | 0.56% | −0.14 |
| DGRO iShares Core Dividend Growth | Reduce -37.4% | 0.19% | −0.14 |
| XLK SS Technology Select Sector | Reduce -20.1% | 0.26% | −0.13 |
| DFIP Dimensional Inflation-Protec | Reduce -29.5% | 0.24% | −0.10 |
| GOVT iShares US Treasury Bond ETF | Reduce -32.0% | 0.19% | −0.10 |
| MSFT Microsoft Corp. | Reduce -15.7% | 0.27% | −0.09 |
| TFLO iShares Treasury Floating Ra | Reduce -7.5% | 0.74% | −0.08 |
| DFSD Dimensional Short Duration | Reduce -7.7% | 0.70% | −0.08 |
| IXN iShares Global Tech ETF | Reduce -10.0% | 0.17% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -4.9% | 0.42% | −0.04 |
| LCID Lucid Group Inc. | Sold out | 0.00% | −0.03 |
| DFAX Dimensional World Ex US Core | Reduce -6.9% | 0.36% | −0.03 |
| MMM 3M Co. | Reduce -14.7% | 0.20% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.3% | 0.18% | −0.03 |
| WMT Walmart Inc. | Reduce -4.9% | 0.36% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.7% | 0.69% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -3.5% | 0.48% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| DFAI Dimensional International Co. | Add +7.0% | 8.01% | +0.61 |
| DGCB Dimensional Global Credit | Add +90.5% | 0.99% | +0.45 |
| BNDW Vanguard Total World Bond Et | Add +6.4% | 10.67% | +0.37 |
| QUAL iShares MSCI USA Quality Fac | Add +37.0% | 1.56% | +0.29 |
| DFIC Dimensional International Co. | Add +12.7% | 2.17% | +0.28 |
| TLH iShares 10-20 Year Treasury | New | 0.24% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.4% | 1.81% | +0.24 |
| OEF iShares S&P 100 ETF | New | 0.22% | +0.22 |
| IEMG iShares Core MSCI Emerging | New | 0.22% | +0.22 |
| IVE iShares S&P 500 Value ETF | Add +86.9% | 0.50% | +0.21 |
| USHY iShares Broad Usd High Yield | New | 0.18% | +0.18 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | New | 0.18% | +0.18 |
| IAU iShares Gold Trust | New | 0.18% | +0.18 |
| LQDH iShares Int Hedg Corp. BD ETF | New | 0.17% | +0.17 |
| HYDB iShares High Yield Systemati | New | 0.17% | +0.17 |
| XLI SS Industrial Select Sector | New | 0.17% | +0.17 |
| DFGP Dimensional GLBL Core PL Fix | Add +18.7% | 1.16% | +0.15 |
| MUB iShares National Muni Bond E | Add +85.0% | 0.35% | +0.15 |
| IVW iShares S&P 500 Growth ETF | Add +35.9% | 0.78% | +0.12 |
| IGEB iShares Investment Grade SYS | Add +23.8% | 0.73% | +0.12 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +33.4% | 0.71% | +0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +10.9% | 1.38% | +0.10 |
| DNP DNP Select Income Fund Inc. | New | 0.10% | +0.10 |
| XLF SS Financial Select Sector | Add +31.6% | 0.45% | +0.09 |
| DIHP Dimensional International Hi | Add +8.9% | 0.76% | +0.07 |
| DISV Dimensional International SM | Add +6.4% | 0.73% | +0.07 |
| CMF iShares California Muni Bond | Add +33.6% | 0.32% | +0.06 |
| SCHG Schwab US Large-Cap Growth | Add +27.2% | 0.80% | +0.06 |
| DFEM Dimensional Emrg MRKT Core | Add +15.5% | 0.68% | +0.05 |
| SCHP Schwab U.S. Tips ETF | Add +2.1% | 5.84% | +0.05 |
| DFAE Dimensional Emerging Core Eq | Add +6.5% | 3.37% | +0.05 |
| XLV SS Health Care Select Sector | Add +21.6% | 0.30% | +0.05 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +17.1% | 0.38% | +0.04 |
| DFGR Dim Global Real Estate ETF | Add +21.5% | 0.26% | +0.03 |
| IYW iShares Ustechnology ETF | Add +35.5% | 0.26% | +0.03 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +8.5% | 0.39% | +0.01 |
| DFEV Dimensional Emrg MRKT Val | Add +8.4% | 0.35% | +0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +9.5% | 0.25% | +0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +5.8% | 0.28% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +2.3% | 0.31% | −0.00 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +4.2% | 0.21% | −0.00 |
| VUSB Vanguard Ultra Short Bond Et | Add +2.6% | 1.78% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +0.9% | 0.55% | −0.01 |
| MTUM iShares MSCI USA Momentum Fa | Add +2.9% | 0.20% | −0.01 |
| FLOT iShares Floating Rate Bond E | Add +1.6% | 0.54% | −0.01 |
| DFAS Dimensional US Small Cap ETF | Add +13.9% | 0.20% | −0.01 |
| FALN iShares Fallen Angels ETF | Add +2.2% | 0.41% | −0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 0.22% | −0.03 |
| XLY SS Consumer Disc Select Sect | Add +4.2% | 0.23% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Add +2.6% | 0.62% | −0.07 |
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 |