Two West Capital Advisors LLC Reduced Holdings in Q3 2025

Two West Capital Advisors LLC

  • $166 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.55K
- 18.77%
$182.33 - $194.5 $464K - $495K
11K $2.17B
EFG
Msci Eafe Growth ETF

ETFs
-3.4K
- 34.83%
$106.99 - $114.46 $364K - $390K
6.37K $744M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.72K
- 54.74%
$171.38 - $197.01 $294K - $338K
1.42K $288M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-413
- 8.58%
$459.11 - $506.91 $190K - $209K
4.4K $2.17B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.85K
- 6.81%
$45.6 - $46.92 $221K - $227K
66.3K $3.12B
DGRO
Ishares Core Dividend Growth E

ETFs
-2.15K
- 22.48%
$64.12 - $68.08 $138K - $146K
7.42K $510M
EFV
Msci Eafe Value ETF

ETFs
-2.24K
- 8.9%
$62.79 - $68.42 $141K - $153K
22.9K $1.57B
VUSB
Vanguard Bd Index Fds
-1.22K
- 2.94%
N/A
40.5K $2.02B
DFIP
Dimensional ETF Tr Inflation P

ETFs
-641
- 9.88%
$41.6 - $42.66 $26.7K - $27.3K
5.85K $248M
IEFA
Ishares Tr

ETFs
-749
- 6.33%
$81.7 - $87.53 $61.2K - $65.6K
11.1K $983M
VEA
Vanguard Ftse Developed Market

ETFs
-275
- 7.06%
$56.02 - $60.3 $15.4K - $16.6K
3.62K $222M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-203
- 1.5%
$47.86 - $48.43 $9.72K - $9.83K
13.3K $643M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-206
- 3.91%
$107.66 - $112.36 $22.2K - $23.1K
5.06K $571M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-89
- 0.86%
$42.75 - $43.37 $3.8K - $3.86K
10.3K $443M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-118
- 6.24%
$135.0 - $146.02 $15.9K - $17.2K
1.77K $263M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-106
- 2.37%
$46.86 - $48.27 $4.97K - $5.12K
4.37K $212M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-5.24K
- 1.59%
$26.44 - $27.1 $139K - $142K
324K $8.78B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-41
- 2.0%
$115.96 - $125.95 $4.75K - $5.16K
2.01K $257M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-97
- 1.83%
$67.21 - $72.65 $6.52K - $7.05K
5.19K $384M
DFAX
Dimensional ETF Tr
-225
- 1.31%
$29.25 - $31.56 $6.58K - $7.1K
16.9K $539M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-51
- 0.26%
$27.85 - $30.91 $1.42K - $1.58K
19.3K $614M
DISV
Dimensional ETF Tr Dimensional

ETFs
-108
- 0.35%
$32.78 - $35.79 $3.54K - $3.87K
30.7K $1.11B
TSLA
Tesla, Inc.

Consumer Cyclical
-211
- 12.83%
$293.94 - $444.72 $62K - $93.8K
1.43K $622M
DFAE
Dimensional ETF Tr

ETFs
-5.57K
- 3.42%
$28.84 - $31.84 $161K - $177K
157K $5.11B
Activity Summary
Buys All Purchases 66 New Holdings 8 Increased Positions 58 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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