Two West Capital Advisors LLC
CIK: 0002026617SEC EDGAR →
Portfolio Value
$172.0M
Holdings
96
As of
Q4 2025
New Positions
96
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 787,466 | $36.9M | 21.42% |
| 2 | VANGUARD SCOTTSDALE FDS | 250,215 | $17.2M | 10.00% |
| 3 | DIMENSIONAL ETF TRUST | 332,128 | $13.1M | 7.64% |
| 4 | DIMENSIONAL ETF TRUST | 275,160 | $10.5M | 6.09% |
| 5 | SCHWAB STRATEGIC TR | 339,428 | $9.0M | 5.23% |
| 6 | DIMENSIONAL ETF TRUST | 155,967 | $5.1M | 2.95% |
| 7 | ISHARES TR | 6,053 | $4.1M | 2.41% |
| 8 | DIMENSIONAL ETF TRUST | 90,183 | $3.4M | 1.99% |
| 9 | DIMENSIONAL ETF TRUST | 99,489 | $3.4M | 1.99% |
| 10 | ISHARES TR | 67,273 | $3.1M | 1.82% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (96)
$36.9M · 787K shares
$17.2M · 250K shares
$13.1M · 332K shares
$10.5M · 275K shares
$9.0M · 339K shares
$5.1M · 156K shares
$4.1M · 6K shares
$3.4M · 90K shares
$3.4M · 99K shares
$3.1M · 67K shares
$3.0M · 92K shares
$2.3M · 11K shares
$2.3M · 38K shares
$2.2M · 44K shares
$2.0M · 4K shares
$2.0M · 16K shares
$1.9M · 36K shares
$1.7M · 25K shares
$1.7M · 51K shares
$1.7M · 65K shares
$1.5M · 28K shares
$1.5M · 33K shares
$1.5M · 20K shares
$1.4M · 4K shares
$1.2M · 12K shares
$1.2M · 6K shares
$1.1M · 12K shares
$1.1M · 30K shares
$1.1M · 46K shares
$1.1M · 35K shares
$1.1M · 34K shares
$1.1M · 10K shares
$1.1M · 7K shares
$1.1M · 20K shares
$1.0M · 21K shares
$827K · 9K shares
$818K · 6K shares
$802K · 3K shares
$794K · 16K shares
$771K · 3K shares
$754K · 13K shares
$741K · 19K shares
$729K · 17K shares
$699K · 21K shares
$686K · 14K shares
$663K · 4K shares
$654K · 1K shares
$643K · 12K shares
$636K · 7K shares
$628K · 19K shares
$571K · 7K shares
$567K · 17K shares
$553K · 17K shares
$538K · 1K shares
$533K · 5K shares
$520K · 5K shares
$520K · 7K shares
$498K · 7K shares
$494K · 2K shares
$473K · 5K shares
$424K · 8K shares
$420K · 8K shares
$405K · 3K shares
$397K · 5K shares
$376K · 5K shares
INDIVIOR PLC
$376K · 11K shares
$372K · 593 shares
$358K · 4K shares
$352K · 3K shares
$348K · 13K shares
$335K · 7K shares
$330K · 1K shares
$328K · 3K shares
$326K · 2K shares
$318K · 5K shares
$318K · 7K shares
$309K · 2K shares
$303K · 1K shares
$297K · 3K shares
$294K · 8K shares
$293K · 13K shares
$287K · 798 shares
$284K · 3K shares
$270K · 4K shares
$270K · 5K shares
$264K · 4K shares
$252K · 2K shares
$252K · 5K shares
$250K · 3K shares
$249K · 2K shares
$248K · 2K shares
$247K · 2K shares
$247K · 739 shares
$243K · 6K shares
$229K · 7K shares
$101K · 36K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 81 | $163.2M | 94.9% |
| Unknown | 6 | $4.4M | 2.6% |
| Technology | 3 | $2.0M | 1.2% |
| Consumer Cyclical | 2 | $1.1M | 0.7% |
| Consumer Defensive | 1 | $533K | 0.3% |
| Industrials | 2 | $410K | 0.2% |
| Communication Services | 1 | $330K | 0.2% |