Two West Capital Advisors LLC Reduced Holdings in Q4 2025

Two West Capital Advisors LLC

  • $172 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5K
- 45.38%
$191.01 - $199.18 $955K - $996K
6.02K $1.2B
DGRO
Ishares Core Dividend Growth E

ETFs
-3.6K
- 48.55%
$66.93 - $69.17 $241K - $249K
3.82K $265M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.44K
- 34.95%
$50.83 - $51.07 $226K - $227K
8.26K $420M
EFG
Msci Eafe Growth ETF

ETFs
-1.8K
- 28.24%
$112.91 - $117.61 $203K - $212K
4.57K $521M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.86K
- 36.78%
$110.25 - $112.92 $205K - $210K
3.2K $353M
MBB
Ishares Tr

ETFs
-1.93K
- 13.81%
$94.9 - $96.23 $183K - $186K
12.1K $1.15B
IEFA
Ishares Tr

ETFs
-1.83K
- 16.55%
$86.09 - $89.88 $158K - $165K
9.25K $827M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-383
- 8.7%
$475.68 - $513.11 $182K - $197K
4.02K $2.02B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.82K
- 27.52%
$42.66 - $43.29 $120K - $122K
7.43K $319M
EFV
Msci Eafe Value ETF

ETFs
-2.54K
- 11.08%
$66.73 - $70.99 $169K - $180K
20.4K $1.45B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-310
- 4.1%
$142.82 - $150.36 $44.3K - $46.6K
7.26K $1.08B
VTI
Vanguard Total Stock Market Et

ETFs
-115
- 13.47%
$321.8 - $337.95 $37K - $38.9K
739 $248M
DFAE
Dimensional ETF Tr

ETFs
-1.07K
- 0.68%
$30.74 - $33.05 $32.9K - $35.3K
156K $5.08B
EMB
Ishares Tr

ETFs
-303
- 9.29%
$94.63 - $97.03 $28.7K - $29.4K
2.96K $285M
IXN
Ishares Global Information Tec

ETFs
-212
- 8.23%
$102.05 - $112.09 $21.6K - $23.8K
2.36K $248M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-97
- 5.47%
$142.79 - $150.05 $13.9K - $14.6K
1.68K $249M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-139
- 2.95%
$66.04 - $69.67 $9.18K - $9.68K
4.57K $318M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-110
- 2.12%
$71.13 - $74.96 $7.82K - $8.25K
5.08K $376M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-44
- 2.19%
$123.63 - $130.75 $5.44K - $5.75K
1.96K $253M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1
- 0.17%
$600.51 - $631.95 $601 - $632
593 $372M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-303
- 0.86%
$30.11 - $31.43 $9.12K - $9.52K
35.1K $1.11B
DFAU
Dimensional ETF Tr

ETFs
-5.65K
- 0.71%
$44.77 - $47.01 $253K - $266K
787K $36.9B
DISV
Dimensional ETF Tr Dimensional

ETFs
-527
- 1.72%
$35.06 - $36.3 $18.5K - $19.1K
30.2K $1.15B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-994
- 0.99%
$32.24 - $33.72 $32K - $33.5K
99.5K $3.43B
DFAI
Dimensional ETF Tr

ETFs
-341
- 0.12%
$35.82 - $37.52 $12.2K - $12.8K
275K $10.5B
Activity Summary
Buys All Purchases 65 New Holdings 4 Increased Positions 61 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Two West Capital Advisors LLC Portfolio

Follow Two West Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Two West Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Two West Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email