Two West Capital Advisors LLC Incresed Positions in Q2 2025

Two West Capital Advisors LLC

  • $153 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
41K
+ 5.47%
$34.04 - $42.36 $1.4M - $1.74M
792K $34.6B
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
34.6K
+ 18.48%
$68.11 - $69.33 $2.36M - $2.4M
222K $15.3B
SCHP
Schwab Strategic Us Tips ETF

ETFs
62.4K
+ 23.38%
$26.18 - $26.93 $1.63M - $1.68M
329K $8.77B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
34.7K
+ 94.95%
$45.12 - $46.23 $1.56M - $1.6M
71.2K $3.27B
EFV
Msci Eafe Value ETF

ETFs
15.1K
+ 149.58%
$52.4 - $64.65 $790K - $975K
25.2K $1.64B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.5K
+ 63.26%
$43.53 - $54.46 $502K - $628K
29.8K $1.67B
IVE
Ishares S&P 500 Value ETF

ETFs
3.36K
+ 99.53%
$168.34 - $195.42 $565K - $656K
6.73K $1.35B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.4K
+ 42.48%
$82.96 - $110.1 $365K - $485K
14.8K $1.68B
IEMG
Ishares Inc

ETFs
11.3K
+ 224.42%
N/A
16.3K $1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.13K
+ 18.6%
$152.42 - $182.82 $324K - $389K
13.6K $2.54B
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.52K
+ 1.83%
$24.21 - $29.47 $36.8K - $44.8K
84.4K $2.6B
DFIC
Dimensional ETF Tr Dimensional

ETFs
659
+ 0.69%
$24.94 - $31.15 $16.4K - $20.5K
96.8K $3.07B
DUHP
Dimensional ETF Tr Dimensional

ETFs
492
+ 0.58%
$29.36 - $35.56 $14.4K - $17.5K
85.4K $3.12B
MBB
Ishares Tr

ETFs
4.81K
+ 54.15%
$91.41 - $94.22 $439K - $453K
13.7K $1.27B
OEF
Ishares S&P 100 ETF

ETFs
1.12K
+ 111.55%
N/A
2.12K $667M
DGRO
Ishares Core Dividend Growth E

ETFs
5.7K
+ 146.97%
$55.22 - $63.94 $314K - $364K
9.57K $630M
CMF
Ishares California Muni Bond E

ETFs
6.15K
+ 87.94%
$54.52 - $56.7 $335K - $349K
13.1K $726M
MUB
Ishares National Muni Bond ETF

ETFs
3.22K
+ 79.33%
$102.31 - $105.8 $330K - $341K
7.29K $755M
EFG
Msci Eafe Growth ETF

ETFs
1.88K
+ 23.74%
$89.8 - $112.0 $168K - $210K
9.77K $1.1B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.03K
+ 7.71%
$22.27 - $29.21 $67.4K - $88.4K
42.3K $1.28B
Blackrock ETF Trust Ii
5.67K
+ 85.49%
N/A
12.3K $649M
IYW
Ishares Dj Us Tech ETF

ETFs
873
+ 38.63%
$122.57 - $173.27 $107K - $151K
3.13K $564M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
756
+ 11.74%
$108.06 - $135.3 $81.7K - $102K
7.2K $1B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
809
+ 67.3%
$180.84 - $240.32 $146K - $194K
2.01K $485M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.24K
+ 96.26%
$88.49 - $92.4 $198K - $207K
4.56K $425M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
359
+ 1.12%
$23.4 - $29.68 $8.4K - $10.7K
32.5K $991M
IEFA
Ishares Tr

ETFs
564
+ 5.01%
$67.83 - $84.09 $38.3K - $47.4K
11.8K $1B
MSFT
Microsoft Corp

Technology
135
+ 16.15%
$354.56 - $497.45 $47.9K - $67.2K
971 $499M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.8K
+ 13.92%
$43.65 - $45.44 $122K - $127K
22.9K $1.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
670
+ 16.16%
$483.48 - $539.8 $324K - $362K
4.82K $2.33B
TSLA
Tesla, Inc.

Consumer Cyclical
128
+ 8.44%
$221.86 - $362.89 $28.4K - $46.4K
1.65K $520M
DIHP
Dimensional ETF Tr Dimensional

ETFs
216
+ 0.62%
$24.32 - $29.74 $5.25K - $6.42K
35K $1.04B
XLK
Technology Sector Spdr

ETFs
88
+ 5.53%
$179.73 - $253.23 $15.8K - $22.3K
1.68K $440M
IAU
Ishares Gold Trust

ETFs
1.37K
+ 39.61%
$56.1 - $64.74 $76.7K - $88.6K
4.82K $303M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
196
+ 1.02%
$22.25 - $28.0 $4.36K - $5.49K
19.4K $556M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
121
+ 0.74%
$23.66 - $29.99 $2.86K - $3.63K
16.5K $509M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 11.03%
$456.74 - $568.03 $26.9K - $33.5K
594 $348M
LQD
Ishares Iboxx $ Investment Gra

ETFs
482
+ 10.07%
$105.23 - $109.61 $50.7K - $52.8K
5.27K $574M
AAPL
Apple Inc.

Technology
133
+ 5.66%
$172.42 - $223.89 $22.9K - $29.8K
2.48K $531M
TFLO
Ishares Treasury Floating Rate

ETFs
1.11K
+ 6.32%
$50.47 - $50.66 $55.8K - $56K
18.6K $942M
XLI
Industrial Sector Spdr

ETFs
41
+ 2.57%
$116.42 - $147.52 $4.77K - $6.05K
1.64K $253M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4
+ 0.09%
$52.31 - $63.72 $209 - $255
4.43K $292M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13
+ 0.69%
$108.12 - $135.04 $1.41K - $1.76K
1.89K $263M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.23%
$243.75 - $303.93 $488 - $608
854 $268M
MMM
3 M CO

Industrials
103
+ 5.95%
$126.09 - $154.15 $13K - $15.9K
1.84K $278M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.72K
+ 17.36%
$22.54 - $23.17 $38.8K - $39.9K
11.6K $265M
WMT
Walmart Inc.

Consumer Defensive
31
+ 0.66%
$81.79 - $99.98 $2.54K - $3.1K
4.71K $459M
HYDB
Ishares Tr Edge High Yield Def

ETFs
256
+ 5.54%
$44.64 - $47.48 $11.4K - $12.2K
4.88K $231M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19
+ 0.27%
$51.68 - $52.76 $982 - $1K
7.13K $375M
Activity Summary
Buys All Purchases 66 New Holdings 16 Increased Positions 50 Sells All Sells 22 Reductions 22 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