Two West Capital Advisors LLC Portfolio Holdings

Two West Capital Advisors LLC

  • $172 Billion
  • Q4 2025

Two West Capital Advisors LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $36.9B, Vanguard Scottsdale Fds Vangua with a value of $17.2B, Dimensional ETF Tr U S Core Eq with a value of $13.1B, Dimensional ETF Tr with a value of $10.5B, and Schwab Strategic Us Tips ETF with a value of $8.99B.

Examining the 13F form we can see an increase of $6.45B in the current position value, from $166B to 172B.

Two West Capital Advisors LLC is based out at Overland Park, KS

Below you can find more details about Two West Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $153 Billion
Financial Services: $2.02 Billion
Technology: $2 Billion
Consumer Cyclical: $1.15 Billion
Consumer Defensive: $534 Million
Industrials: $412 Million
Communication Services: $331 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $172 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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