Two West Capital Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, Two West Capital Advisors LLC held in its portfolio 96 assets valued at $172,047,827 (i.e. $172.05M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($36.85M), VANGUARD SCOTTSDALE FDS ($17.20M), and DIMENSIONAL ETF TRUST ($13.15M).
The chart below shows the top 10 valuable assets, and the table below shows the top 96 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Two West Capital Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 787466 | 36853413 | US CORE EQT MKT |
| VANGUARD SCOTTSDALE FDS | 250215 | 17199837 | TOTAL WLD BD ETF |
| DIMENSIONAL ETF TRUST | 332128 | 13148965 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 275160 | 10486348 | INTL CORE EQT MK |
| SCHWAB STRATEGIC TR | 339428 | 8991440 | US TIPS ETF |
| DIMENSIONAL ETF TRUST | 155967 | 5079850 | EMGR CRE EQT MNG |
| ISHARES TR | 6053 | 4146230 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 90183 | 3429649 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 99489 | 3428396 | INTL CORE EQUITY |
| ISHARES TR | 67273 | 3130877 | CORE UNIVRSL USD |
| DIMENSIONAL ETF TRUST | 91885 | 3022091 | US SMALL CAP VAL |
| ISHARES TR | 10810 | 2292547 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST | 37631 | 2288352 | ISHARES US EQUIT |
| VANGUARD BD INDEX FDS | 44164 | 2201153 | VANGUARD ULTRA |
| BERKSHIRE HATHAWAY INC DEL | 4019 | 2019966 | CL B NEW |
| ISHARES TR | 15981 | 1969788 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 35915 | 1941922 | GLOBAL CORE PLUS |
| ISHARES INC | 24972 | 1678628 | CORE MSCI EMKT |
| SCHWAB STRATEGIC TR | 50989 | 1663270 | US LCAP GR ETF |
| BLACKROCK ETF TRUST | 64811 | 1659807 | DYNAMIC EQTY ACT |
| DIMENSIONAL ETF TRUST | 28341 | 1537125 | GLOBAL CR ETF |
| ISHARES TR | 33139 | 1513105 | INVESTMENT GRADE |
| ISHARES TR | 20375 | 1454957 | EAFE VALUE ETF |
| ISHARES TR | 4216 | 1445987 | S&P 100 ETF |
| ISHARES TR | 11876 | 1207424 | 10-20 YR TRS ETF |
| ISHARES TR | 6019 | 1195578 | MSCI USA QLT FCT |
| ISHARES TR | 12062 | 1148522 | MBS ETF |
| DIMENSIONAL ETF TRUST | 30199 | 1147565 | INTL SMALL CAP V |
| BLACKROCK ETF TRUST | 45769 | 1135314 | DISCIPLINED VOLA |
| DIMENSIONAL ETF TRUST | 35090 | 1111137 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 33529 | 1109141 | EMERGING MKTS CO |
| ISHARES TR | 10266 | 1099614 | NATIONAL MUN ETF |
| ISHARES TR | 7259 | 1081414 | ESG AWR MSCI USA |
| BLACKROCK ETF TRUST II | 20315 | 1072039 | ISHARES FLEXIBLE |
| ISHARES TR | 20623 | 1040624 | TRS FLT RT BD |
| ISHARES TR | 9249 | 827380 | CORE MSCI EAFE |
| SELECT SECTOR SPDR TR | 5684 | 818390 | STATE STREET TEC |
| APPLE INC | 2953 | 802685 | COM |
| ISHARES TR | 15892 | 794741 | CORE INTL AGGR |
| ISHARES TR | 3082 | 771383 | MSCI USA MMENTM |
| ISHARES TR | 13137 | 754872 | CALIF MUN BD ETF |
| BLACKROCK ETF TRUST | 19242 | 741955 | ISHARES US THEMA |
| DIMENSIONAL ETF TRUST | 17147 | 729761 | CORE FIXED INCOM |
| BLACKROCK ETF TRUST | 21002 | 699354 | ISHARES A I INNO |
| DIMENSIONAL ETF TRUST | 14308 | 686065 | SHORT DURATION F |
| NVIDIA CORPORATION | 3559 | 663763 | COM |
| TESLA INC | 1456 | 654792 | COM |
| SELECT SECTOR SPDR TR | 11754 | 643756 | STATE STREET FIN |
| ISHARES TR | 6623 | 636886 | 7-10 YR TRSY BD |
| DIMENSIONAL ETF TRUST | 19493 | 628647 | EMERGING MKTS HI |
| ISHARES GOLD TR | 7035 | 571031 | ISHARES NEW |
| DIMENSIONAL ETF TRUST | 16823 | 567610 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 16909 | 553440 | WORLD EX US CORE |
| MICROSOFT CORP | 1113 | 538113 | COM |
| WALMART INC | 4791 | 533713 | COM |
| ISHARES TR | 4571 | 520677 | EAFE GRWTH ETF |
| VANGUARD BD INDEX FDS | 6607 | 520663 | SHORT TRM BOND |
| ISHARES TR | 7016 | 498005 | CORE MSCI EURO |
| AMAZON COM INC | 2141 | 494186 | COM |
| ISHARES U S ETF TR | 5074 | 473679 | INT RT HDG C B |
| ISHARES TR | 8021 | 424153 | ISHS 1-5YR INVS |
| ISHARES TR | 8261 | 420166 | FLTG RATE NT ETF |
| SELECT SECTOR SPDR TR | 2618 | 405268 | STATE STREET HEA |
| ISHARES TR | 4802 | 397690 | 1 3 YR TREAS BD |
| INDIVIOR PLC | 10500 | 376740 | ORD |
| BLACKROCK ETF TRUST | 5081 | 376441 | ISHARES US CARBO |
| VANGUARD INDEX FDS | 593 | 372041 | S&P 500 ETF SHS |
| SPDR SERIES TRUST | 4474 | 358904 | STATE STREET SPD |
| ISHARES TR | 3201 | 352667 | IBOXX INV CP ETF |
| DIMENSIONAL ETF TRUST | 13196 | 348632 | GLOBAL REAL EST |
| ISHARES TR | 6980 | 335665 | A RATE CP BD ETF |
| ALPHABET INC | 1057 | 330767 | CAP STK CL A |
| ISHARES TR | 3081 | 328743 | SHRT NAT MUN ETF |
| SELECT SECTOR SPDR TR | 2104 | 326297 | STATE STREET IND |
| ISHARES TR | 7432 | 318614 | 0-5YR HI YL CP |
| DIMENSIONAL ETF TRUST | 4567 | 318156 | US SMALL CAP ETF |
| 3M CO | 1936 | 309989 | COM |
| ISHARES TR | 1413 | 303357 | US AER DEF ETF |
| VANGUARD NY TAX FREE FDS | 2884 | 297747 | TAX EXEMPT BD |
| ISHARES TR | 7864 | 294076 | BROAD USD HIGH |
| ISHARES TR | 12569 | 293912 | ESG AWRE USD ETF |
| VANECK ETF TRUST | 798 | 287384 | SEMICONDUCTR ETF |
| ISHARES TR | 2957 | 284694 | JPMORGAN USD EMG |
| BLACKROCK ETF TRUST II | 5229 | 270571 | ISHARES AAA CLO |
| VANGUARD TAX-MANAGED FDS | 4325 | 270156 | VAN FTSE DEV MKT |
| ISHARES TR | 3817 | 264998 | CORE DIV GRWTH |
| ISHARES TR | 1964 | 252985 | ESG MSCI KLD 400 |
| ISHARES TR | 5325 | 252149 | HIGH YLD SYSTM B |
| ISHARES TR | 2505 | 250195 | CORE US AGGBD ET |
| ISHARES TR | 1676 | 249236 | CORE S&P TTL STK |
| ISHARES TR | 2364 | 248181 | GLOBAL TECH ETF |
| SELECT SECTOR SPDR TR | 2075 | 247828 | STATE STREET CON |
| VANGUARD INDEX FDS | 739 | 247747 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 5850 | 243097 | INFLATION PROTE |
| SCHWAB STRATEGIC TR | 7231 | 229210 | LONG TERM US |
| MICROVAST HOLDINGS INC | 36339 | 101749 | COM |
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