Two West Capital Advisors LLC Portfolio Holdings

Two West Capital Advisors LLC

  • $120 Billion
  • Q1 2025

Two West Capital Advisors LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $27.4B, Vanguard Scottsdale Fds Vangua with a value of $12.8B, Dimensional ETF Tr U S Core Eq with a value of $9.96B, Dimensional ETF Tr with a value of $9.59B, and Schwab Strategic Us Tips ETF with a value of $6.99B.

Examining the 13F form we can see an increase of $3.04B in the current position value, from $117B to 120B.

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 $120 Billion
ETFs: $109 Billion
Financial Services: $2.29 Billion
Technology: $791 Million
Consumer Defensive: $434 Million
Consumer Cyclical: $383 Million
Industrials: $298 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.89T
$325 Million 0.27% of portfolio
836
Q1 2025 Reduced 15.73%
$0
$315 Million 0.26% of portfolio
1,590
Q1 2025 Reduced 20.06%
Dimensional ETF Trust
-
$306 Million 0.26% of portfolio
-
Q1 2025 Added 21.46%
$0
$307 Million 0.26% of portfolio
2,260
Q1 2025 Added 35.49%
$0
$297 Million 0.25% of portfolio
5,511
Q1 2025 Added 9.52%
$0
$287 Million 0.24% of portfolio
6,983
Q1 2025 Reduced 29.5%
$0
$292 Million 0.24% of portfolio
2,936
Q1 2025 New
$0
$271 Million 0.23% of portfolio
1,428
Q1 2025 Added 4.16%
$0
$262 Million 0.22% of portfolio
535
Q1 2025 Added 0.19%
$0
$259 Million 0.22% of portfolio
5,016
Q1 2025 New
$0
$261 Million 0.22% of portfolio
1,004
Q1 2025 New
$0
$251 Million 0.21% of portfolio
5,226
Q1 2025 Added 4.17%
$75.2B
$235 Million 0.2% of portfolio
1,732
Q1 2025 Reduced 14.72%
$0
$236 Million 0.2% of portfolio
1,202
Q1 2025 Added 2.91%
$0
$244 Million 0.2% of portfolio
4,423
Q1 2025 Added 13.94%
$0
$225 Million 0.19% of portfolio
9,922
Q1 2025 Reduced 32.05%
$0
$226 Million 0.19% of portfolio
3,875
Q1 2025 Reduced 37.43%
Dimensional ETF Trust
-
$213 Million 0.18% of portfolio
-
Q1 2025 New
$0
$218 Million 0.18% of portfolio
1,878
Q1 2025 Reduced 0.32%
$51.4B
$211 Million 0.18% of portfolio
3,454
Q1 2025 New
$0
$215 Million 0.18% of portfolio
6,025
Q1 2025 New
$0
$200 Million 0.17% of portfolio
1,595
Q1 2025 New
$0
$209 Million 0.17% of portfolio
2,854
Q1 2025 Reduced 10.03%
$0
$209 Million 0.17% of portfolio
2,325
Q1 2025 New
$0
$208 Million 0.17% of portfolio
4,623
Q1 2025 New
$0
$115 Million 0.1% of portfolio
12,464
Q1 2025 New
Indivior PLC
-
$95.7 Million 0.08% of portfolio
-
Q2 2024 New
$514M
$62.9 Million 0.05% of portfolio
36,339
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $120 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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