Two West Capital Advisors LLC Portfolio Holdings

Two West Capital Advisors LLC

  • $153 Billion
  • Q2 2025

Two West Capital Advisors LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $34.6B, Vanguard Scottsdale Fds Vangua with a value of $15.3B, Dimensional ETF Tr U S Core Eq with a value of $11.8B, Dimensional ETF Tr with a value of $9.66B, and Schwab Strategic Us Tips ETF with a value of $8.77B.

Examining the 13F form we can see an increase of $32.9B in the current position value, from $120B to 153B.

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 $153 Billion
ETFs: $140 Billion
Financial Services: $2.45 Billion
Technology: $1.52 Billion
Consumer Cyclical: $850 Million
Consumer Defensive: $459 Million
Industrials: $398 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $153 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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