AI Portfolio Summary
In 2025 Q4, Two West Capital Advisors LLC maintained a portfolio of 101 distinct positions. They heavily accumulated shares in VANGUARD SCOTTSDALE , increasing their position by 6.2%. Conversely, Two West Capital Advisors LLC completely exited their position in ISHARES TR.
Total Positions
101
Quarter
2025 Q4
Top Holding
DFAU (21.4%)
Top 10 Concentration
61.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 101
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAU
DIMENSIONAL ETF...
|
ETF | 21.42% | 22.24% |
#1
Prev: #1
|
6.5 | -5,648 | -0.7% |
P
S
|
787,466 | $36,853,413 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDW
VANGUARD SCOTTS...
|
ETF | 10.00% | 9.99% |
#2
Prev: #2
|
7.5 | 14,507 | 6.2% |
P
S
|
250,215 | $17,199,837 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 7.64% | 7.70% |
#3
Prev: #3
|
4.6 | 5,828 | 1.8% |
P
S
|
332,128 | $13,148,965 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 6.10% | 6.13% |
#4
Prev: #4
|
3.4 | -341 | -0.1% |
P
S
|
275,160 | $10,486,348 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 5.23% | 5.30% |
#5
Prev: #5
|
3.1 | 15,284 | 4.7% |
P
S
|
339,428 | $8,991,440 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 2.95% | 3.09% |
#6
Prev: #6
|
1.7 | -1,069 | -0.7% |
P
S
|
155,967 | $5,079,850 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 2.41% | 2.40% |
#7
Prev: #7
|
1.5 | 208 | 3.6% |
P
S
|
6,053 | $4,146,230 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 1.99% | 2.02% |
#8
Prev: #8
|
1.3 | 2,391 | 2.7% |
P
S
|
90,183 | $3,429,649 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 1.99% | 2.01% |
#9
Prev: #9
|
1.3 | -994 | -1.0% |
P
S
|
99,489 | $3,428,396 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSB
ISHARES TR
|
ETF | 1.82% | 1.89% |
#10
Prev: #10
|
1.2 | 958 | 1.4% |
P
S
|
67,273 | $3,130,877 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 1.76% | 1.70% |
#11
Prev: #11
|
1.2 | 4,127 | 4.7% |
P
S
|
91,885 | $3,022,091 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVE
ISHARES TR
|
ETF | 1.33% | 0.89% |
#12
8
Prev: #20
|
3.5 | 3,764 | 53.4% |
P
S
|
10,810 | $2,292,547 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 1.33% | 1.24% |
#13
1
Prev: #14
|
2.5 | 3,473 | 10.2% |
P
S
|
37,631 | $2,288,352 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 1.28% | 1.22% |
#14
1
Prev: #15
|
2.5 | 3,690 | 9.1% |
P
S
|
44,164 | $2,201,153 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.17% | 1.31% |
#15
2
Prev: #13
|
1.0 | -383 | -8.7% |
P
S
|
4,019 | $2,019,966 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVW
ISHARES TR
|
Warrant | 1.14% | 1.12% |
#16
Prev: #16
|
2.5 | 881 | 5.8% |
P
S
|
15,981 | $1,969,788 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 1.13% | 1.04% |
#17
Prev: #17
|
2.5 | 4,962 | 16.0% |
P
S
|
35,915 | $1,941,922 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 0.98% | 0.74% |
#18
6
Prev: #24
|
2.9 | 6,902 | 38.2% |
P
S
|
24,972 | $1,678,628 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.97% | 0.93% |
#19
Prev: #19
|
2.4 | 3,987 | 8.5% |
P
S
|
50,989 | $1,663,270 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BDYN
BLACKROCK ETF T...
|
ETF | 0.96% | 0.45% |
#20
16
Prev: #36
|
3.4 | 35,834 | 123.7% |
P
S
|
64,811 | $1,659,807 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGCB
DIMENSIONAL ETF...
|
ETF | 0.89% | 0.81% |
#21
1
Prev: #22
|
2.4 | 4,075 | 16.8% |
P
S
|
28,341 | $1,537,125 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGEB
ISHARES TR
|
Bond/Debt | 0.88% | 0.83% |
#22
1
Prev: #21
|
2.4 | 3,659 | 12.4% |
P
S
|
33,139 | $1,513,105 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFV
ISHARES TR
|
ETF | 0.85% | 0.95% |
#23
5
Prev: #18
|
0.8 | -2,540 | -11.1% |
P
S
|
20,375 | $1,454,957 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OEF
ISHARES TR
|
ETF | 0.84% | 0.71% |
#24
1
Prev: #25
|
2.8 | 743 | 21.4% |
P
S
|
4,216 | $1,445,987 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TLH
ISHARES TR
|
ETF | 0.70% | 0.62% |
#25
6
Prev: #31
|
2.8 | 2,012 | 20.4% |
P
S
|
11,876 | $1,207,424 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FALN
ISHARES TR
|
ETF | 0.00% | 0.22% |
Sold All 😨
(Was: #66) |
0.0 | -13,356 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOVT
ISHARES TR
|
ETF | 0.00% | 0.18% |
Sold All 😨
(Was: #76) |
0.0 | -12,742 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IYW
ISHARES TR
|
ETF | 0.00% | 0.17% |
Sold All 😨
(Was: #78) |
0.0 | -1,418 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EAGG
ISHARES TR
|
ETF | 0.00% | 0.13% |
Sold All 😨
(Was: #93) |
0.0 | -4,370 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DNP
DNP SELECT INCO...
|
Financial Services | 0.00% | 0.06% |
Sold All 😨
(Was: #97) |
0.0 | -10,036 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 101 holdings