Two West Capital Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Two West Capital Advisors LLC reported 96 stock positions worth $172.0 million. Its top holding was Dimensional US Core Equity M (DFAU) at 21.4% of the portfolio, followed by Vanguard Total World Bond Et (BNDW, 10.0%) and Dimensional US Core Equity 2 (DFAC, 7.6%). Compared with Q3 2025, it opened 4 new positions, sold out of 5, added to 61 and reduced 26. The biggest buy was iShares DYN Act ETF (BDYN, shares +124%) and the biggest sale Dimensional US Core Equity M (DFAU, shares −1%).

Most Recent 13F
Q2 2026
Location
Overland Park, KS
CIK
0002026617
Portfolio Value
$172.0M (Q4 2025)
SEC Filing
0002026617-26-000003 ↗ filed Jan 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q2 2024: $104.8M Q2 2024 Q3 2024: $123.4M Q3 2024 Q4 2024: $116.7M Q4 2024 Q1 2025: $119.7M Q1 2025 Q2 2025: $152.6M Q2 2025 Q3 2025: $165.6M Q3 2025 Q4 2025: $172.0M $172.0M Q4 2025 Q1 2026: $188.7M Q1 2026 Q2 2026: $201.2M Q2 2026

Holdings 96 stocks · $172.0M
DFAU Dimensional US Core Equity M 21.42% 787,466 $36.9M Reduce -0.7%
BNDW Vanguard Total World Bond Et 10.00% 250,215 $17.2M Add +6.2%
DFAC Dimensional US Core Equity 2 7.64% 332,128 $13.1M Add +1.8%
DFAI Dimensional International Co. 6.09% 275,160 $10.5M Reduce -0.1%
SCHP Schwab U.S. Tips ETF 5.23% 339,428 $9.0M Add +4.7%
DFAE Dimensional Emerging Core Eq 2.95% 155,967 $5.1M Reduce -0.7%
IVV iShares Core S&P 500 ETF 2.41% 6,053 $4.1M Add +3.6%
DUHP Dimensional US High Profi Et 1.99% 90,183 $3.4M Add +2.7%
DFIC Dimensional International Co. 1.99% 99,489 $3.4M Reduce -1.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.82% 67,273 $3.1M Add +1.4%
DFSV Dimensional US Small Cap Val 1.76% 91,885 $3.0M Add +4.7%
IVE iShares S&P 500 Value ETF 1.33% 10,810 $2.3M Add +53.4%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.33% 37,631 $2.3M Add +10.2%
VUSB Vanguard Ultra Short Bond Et 1.28% 44,164 $2.2M Add +9.1%
BRK.B Berkshire Hathaway Inc. Class B 1.17% 4,019 $2.0M Reduce -8.7%
IVW iShares S&P 500 Growth ETF 1.14% 15,981 $2.0M Add +5.8%
DFGP Dimensional GLBL Core PL Fix 1.13% 35,915 $1.9M Add +16.0%
IEMG iShares Core MSCI Emerging 0.98% 24,972 $1.7M Add +38.2%
SCHG Schwab US Large-Cap Growth 0.97% 50,989 $1.7M Add +8.5%
BDYN iShares DYN Act ETF 0.96% 64,811 $1.7M Add +123.7%
DGCB Dimensional Global Credit 0.89% 28,341 $1.5M Add +16.8%
IGEB iShares Investment Grade SYS 0.88% 33,139 $1.5M Add +12.4%
EFV iShares MSCI Eafe Value ETF 0.85% 20,375 $1.5M Reduce -11.1%
OEF iShares S&P 100 ETF 0.84% 4,216 $1.4M Add +21.4%
TLH iShares 10-20 Year Treasury 0.70% 11,876 $1.2M Add +20.4%
QUAL iShares MSCI USA Quality Fac 0.69% 6,019 $1.2M Reduce -45.4%
MBB iShares MBS ETF 0.67% 12,062 $1.1M Reduce -13.8%
DISV Dimensional International SM 0.67% 30,199 $1.1M Reduce -1.7%
BDVL iShares DV Equity Active ETF 0.66% 45,769 $1.1M Add +143.9%
DIHP Dimensional International Hi 0.65% 35,090 $1.1M Reduce -0.9%
DFEM Dimensional Emrg MRKT Core 0.64% 33,529 $1.1M Add +2.0%
MUB iShares National Muni Bond E 0.64% 10,266 $1.1M Add +3.2%
ESGU iShares ESG Aware MSCI USA 0.63% 7,259 $1.1M Reduce -4.1%
BINC iShares Flex I A ETF-Usd Inc. 0.62% 20,315 $1.1M Add +51.6%
TFLO iShares Treasury Floating Ra 0.60% 20,623 $1.0M Add +8.3%
IEFA iShares Core MSCI Eafe ETF 0.48% 9,249 $827K Reduce -16.6%
XLK SS Technology Select Sector 0.48% 5,684 $818K Add +40.5%
AAPL Apple Inc. 0.47% 2,953 $803K Add +0.2%
IAGG iShares Intl Aggregate Bond 0.46% 15,892 $795K Add +10.5%
MTUM iShares MSCI USA Momentum Fa 0.45% 3,082 $771K Add +49.6%
CMF iShares California Muni Bond 0.44% 13,137 $755K No change
THRO iShares U.S. Thematic Rotati 0.43% 19,242 $742K Add +8.1%
DFCF Dimensional Core Fixed Inc. 0.42% 17,147 $730K Add +0.2%
BAI Ishrs AI in and Tech Act ETF 0.41% 21,002 $699K Add +29.8%
DFSD Dimensional Short Duration 0.40% 14,308 $686K Add +7.6%
NVDA Nvidia Corp. 0.39% 3,559 $664K Add +24.4%
TSLA Tesla Inc. 0.38% 1,456 $655K Add +1.5%
XLF SS Financial Select Sector 0.37% 11,754 $644K Add +13.4%
IEF iShares 7-10 Year Treasury B 0.37% 6,623 $637K Add +11.9%
DEHP Dimensional Emrg MRK Hi Prof 0.37% 19,493 $629K Add +0.8%
IAU iShares Gold Trust 0.33% 7,035 $571K Add +1.9%
DFEV Dimensional Emrg MRKT Val 0.33% 16,823 $568K Add +1.2%
DFAX Dimensional World Ex US Core 0.32% 16,909 $553K No change
MSFT Microsoft Corp. 0.31% 1,113 $538K Reduce -1.7%
WMT Walmart Inc. 0.31% 4,791 $534K Add +0.5%
EFG iShares MSCI Eafe Growth ETF 0.30% 4,571 $521K Reduce -28.2%
BSV Vanguard Short-Term Bond ETF 0.30% 6,607 $521K Add +5.8%
IEUR iShares Core MSCI Europe ETF 0.29% 7,016 $498K Add +34.9%
AMZN Amazon.com Inc. 0.29% 2,141 $494K Add +36.5%
LQDH iShares Int Hedg Corp. BD ETF 0.28% 5,074 $474K Add +8.8%
IGSB iShares 1-5Y Inv Grade Corp. 0.25% 8,021 $424K Add +11.5%
FLOT iShares Floating Rate Bond E 0.24% 8,261 $420K Reduce -35.0%
XLV SS Health Care Select Sector 0.24% 2,618 $405K Add +29.9%
SHY iShares 1-3 Year Treasury Bo 0.23% 4,802 $398K Add +13.6%
INDV Indivior Ltd. 0.22% 10,500 $377K No change
LCTU iShares U.S. Carbon Transiti 0.22% 5,081 $376K Reduce -2.1%
VOO Vanguard S&P 500 ETF 0.22% 593 $372K Reduce -0.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.21% 4,474 $359K Add +43.6%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.20% 3,201 $353K Reduce -36.8%
DFGR Dim Global Real Estate ETF 0.20% 13,196 $349K Add +4.1%
QLTA iShares Aaa - A Rated Corpor 0.20% 6,980 $336K New
GOOGL Alphabet Inc. Class A 0.19% 1,057 $331K Add +2.6%
SUB iShares Short-Term National 0.19% 3,081 $329K Add +3.0%
XLI SS Industrial Select Sector 0.19% 2,104 $326K Add +26.3%
SHYG iShares 0-5 YR HY Corp. Bond 0.19% 7,432 $319K Reduce -27.5%
DFAS Dimensional US Small Cap ETF 0.18% 4,567 $318K Reduce -3.0%
MMM 3M Co. 0.18% 1,936 $310K Add +0.3%
ITA iShares U.S. Aerospace & Def 0.18% 1,413 $303K Add +48.6%
MUNY Vanguard NY Tax-Ex Bond 0.17% 2,884 $298K Add +0.8%
USHY iShares Broad Usd High Yield 0.17% 7,864 $294K Add +32.6%
SUSC iShares ESG Aware Usd Corpor 0.17% 12,569 $294K Add +4.3%
SMH Vaneck Semiconductor ETF 0.17% 798 $287K New
EMB iShares JP Morgan Usd Emergi 0.17% 2,957 $285K Reduce -9.3%
CLOA iShares Aaa Clo Act ETF-Usdi 0.16% 5,229 $271K New
VEA Vanguard Ftse Developed ETF 0.16% 4,325 $270K Add +19.5%
DGRO iShares Core Dividend Growth 0.15% 3,817 $265K Reduce -48.5%
DSI iShares ESG MSCI KLD 400 ETF 0.15% 1,964 $253K Reduce -2.2%
HYDB iShares High Yield Systemati 0.15% 5,325 $252K Add +8.2%
AGG iShares Core U.S. Aggregate 0.15% 2,505 $250K New
ITOT iShares Core S&P Total U.S. 0.14% 1,676 $249K Reduce -5.5%
IXN iShares Global Tech ETF 0.14% 2,364 $248K Reduce -8.2%
XLY SS Consumer Disc Select Sect 0.14% 2,075 $248K Add +5.8%
VTI VG Morningstar TS MKT ETF-US 0.14% 739 $248K Reduce -13.5%
DFIP Dimensional Inflation-Protec 0.14% 5,850 $243K No change
SCHQ Schwab Long-Term US Treasury 0.13% 7,231 $229K Add +16.7%
MVST Microvast Holdings Inc. 0.06% 36,339 $102K No change

Portfolio Sells Q3 2025 → Q4 2025
DFAU Dimensional US Core Equity M Reduce -0.7% 21.42% −0.82
QUAL iShares MSCI USA Quality Fac Reduce -45.4% 0.69% −0.62
FALN iShares Fallen Angels ETF Sold out 0.00% −0.22
GOVT iShares US Treasury Bond ETF Sold out 0.00% −0.18
IYW iShares Ustechnology ETF Sold out 0.00% −0.17
DGRO iShares Core Dividend Growth Reduce -48.5% 0.15% −0.15
FLOT iShares Floating Rate Bond E Reduce -35.0% 0.24% −0.15
EFG iShares MSCI Eafe Growth ETF Reduce -28.2% 0.30% −0.15
MBB iShares MBS ETF Reduce -13.8% 0.67% −0.14
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -36.8% 0.20% −0.14
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.7% 1.17% −0.13
DFAE Dimensional Emerging Core Eq Reduce -0.7% 2.95% −0.13
EAGG iShares ESG Aware US Aggrega Sold out 0.00% −0.13
IEFA iShares Core MSCI Eafe ETF Reduce -16.6% 0.48% −0.11
EFV iShares MSCI Eafe Value ETF Reduce -11.1% 0.85% −0.10
SHYG iShares 0-5 YR HY Corp. Bond Reduce -27.5% 0.19% −0.08
DNP DNP Select Income Fund Inc. Sold out 0.00% −0.06
ESGU iShares ESG Aware MSCI USA Reduce -4.1% 0.63% −0.05
MSFT Microsoft Corp. Reduce -1.7% 0.31% −0.05
DFAI Dimensional International Co. Reduce -0.1% 6.09% −0.04
VTI VG Morningstar TS MKT ETF-US Reduce -13.5% 0.14% −0.03
EMB iShares JP Morgan Usd Emergi Reduce -9.3% 0.17% −0.02
IXN iShares Global Tech ETF Reduce -8.2% 0.14% −0.02
DFIC Dimensional International Co. Reduce -1.0% 1.99% −0.02
DIHP Dimensional International Hi Reduce -0.9% 0.65% −0.02
ITOT iShares Core S&P Total U.S. Reduce -5.5% 0.14% −0.01
LCTU iShares U.S. Carbon Transiti Reduce -2.1% 0.22% −0.01
DFAS Dimensional US Small Cap ETF Reduce -3.0% 0.18% −0.01
DSI iShares ESG MSCI KLD 400 ETF Reduce -2.2% 0.15% −0.01
VOO Vanguard S&P 500 ETF Reduce -0.2% 0.22% −0.01
DISV Dimensional International SM Reduce -1.7% 0.67% −0.00

Portfolio Buys Q3 2025 → Q4 2025
BDYN iShares DYN Act ETF Add +123.7% 0.96% +0.51
IVE iShares S&P 500 Value ETF Add +53.4% 1.33% +0.44
BDVL iShares DV Equity Active ETF Add +143.9% 0.66% +0.38
IEMG iShares Core MSCI Emerging Add +38.2% 0.98% +0.23
QLTA iShares Aaa - A Rated Corpor New 0.20% +0.20
BINC iShares Flex I A ETF-Usd Inc. Add +51.6% 0.62% +0.19
SMH Vaneck Semiconductor ETF New 0.17% +0.17
CLOA iShares Aaa Clo Act ETF-Usdi New 0.16% +0.16
AGG iShares Core U.S. Aggregate New 0.15% +0.15
MTUM iShares MSCI USA Momentum Fa Add +49.6% 0.45% +0.13
OEF iShares S&P 100 ETF Add +21.4% 0.84% +0.13
XLK SS Technology Select Sector Add +40.5% 0.48% +0.12
DYNF Ishrs US E F R A ETF-Usd Inc. Add +10.2% 1.33% +0.09
DFGP Dimensional GLBL Core PL Fix Add +16.0% 1.13% +0.09
DGCB Dimensional Global Credit Add +16.8% 0.89% +0.08
TLH iShares 10-20 Year Treasury Add +20.4% 0.70% +0.08
AMZN Amazon.com Inc. Add +36.5% 0.29% +0.07
IEUR iShares Core MSCI Europe ETF Add +34.9% 0.29% +0.07
NVDA Nvidia Corp. Add +24.4% 0.39% +0.06
SPYM Ste STR SPDR PT S&P 500 ETF Add +43.6% 0.21% +0.06
XLV SS Health Care Select Sector Add +29.9% 0.24% +0.06
VUSB Vanguard Ultra Short Bond Et Add +9.1% 1.28% +0.06
BAI Ishrs AI in and Tech Act ETF Add +29.8% 0.41% +0.06
DFSV Dimensional US Small Cap Val Add +4.7% 1.76% +0.05
IGEB iShares Investment Grade SYS Add +12.4% 0.88% +0.05
ITA iShares U.S. Aerospace & Def Add +48.6% 0.18% +0.05
XLF SS Financial Select Sector Add +13.4% 0.37% +0.04
SCHG Schwab US Large-Cap Growth Add +8.5% 0.97% +0.04
USHY iShares Broad Usd High Yield Add +32.6% 0.17% +0.04
XLI SS Industrial Select Sector Add +26.3% 0.19% +0.03
GOOGL Alphabet Inc. Class A Add +2.6% 0.19% +0.03
IVW iShares S&P 500 Growth ETF Add +5.8% 1.14% +0.03
TFLO iShares Treasury Floating Ra Add +8.3% 0.60% +0.02
VEA Vanguard Ftse Developed ETF Add +19.5% 0.16% +0.02
IEF iShares 7-10 Year Treasury B Add +11.9% 0.37% +0.02
THRO iShares U.S. Thematic Rotati Add +8.1% 0.43% +0.02
SHY iShares 1-3 Year Treasury Bo Add +13.6% 0.23% +0.02
IGSB iShares 1-5Y Inv Grade Corp. Add +11.5% 0.25% +0.02
IAGG iShares Intl Aggregate Bond Add +10.5% 0.46% +0.01
LQDH iShares Int Hedg Corp. BD ETF Add +8.8% 0.28% +0.01
DFSD Dimensional Short Duration Add +7.6% 0.40% +0.01
SCHQ Schwab Long-Term US Treasury Add +16.7% 0.13% +0.01
IAU iShares Gold Trust Add +1.9% 0.33% +0.01
IVV iShares Core S&P 500 ETF Add +3.6% 2.41% +0.01
TSLA Tesla Inc. Add +1.5% 0.38% +0.01
HYDB iShares High Yield Systemati Add +8.2% 0.15% +0.00
WMT Walmart Inc. Add +0.5% 0.31% +0.00
BSV Vanguard Short-Term Bond ETF Add +5.8% 0.30% +0.00
XLY SS Consumer Disc Select Sect Add +5.8% 0.14% +0.00
BNDW Vanguard Total World Bond Et Add +6.2% 10.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 101$201.2MDFAU, BNDW, DFAC, DFAI, SCHP
Q1 2026 96$188.7MDFAU, BNDW, DFAC, DFAI, SCHP
Q4 2025 96$172.0MDFAU, BNDW, DFAC, DFAI, SCHP
Q3 2025 97$165.6MDFAU, BNDW, DFAC, DFAI, SCHP
Q2 2025 91$152.6MDFAU, BNDW, DFAC, DFAI, SCHP
Q1 2025 79$119.7MDFAU, BNDW, DFAC, DFAI, SCHP
Q4 2024 72$116.7MDFAU, BNDW, DFAC, DFAI, SCHP
Q3 2024 69$123.4MDFAU, BNDW, DFAI, DFAC, SCHP
Q2 2024 66$104.8MDFAU, BNDW, DFAC, DFAI, SCHP