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Two West Capital Advisors - Q4 2024 13F Filings

TW

Two West Capital Advisors LLC

CIK: 0002026617
Address: Kansas Overland Park 10975 Benson Drive Corporate Woods, Bldg. 12, Suite 560
$116.67 M
Portfolio Value
72
Assets Held
Reporting Period: Q4 2024
Filing Status:
Active
Last Updated: 01/13/2026

Portfolio Summary (Q4 2024)

View Full Portfolio Analysis

Top Buys

Q4 2024
1. SCHP Schwab US TIPS ETF
+$3.44 M
2. SCHG Schwab U.S. Large-Cap Growth ETF
+$634,967.57
3. XLF Financial Select Sector SPDR Fund
+$420,035
4. QUAL iShares MSCI USA Quality Factor ETF
+$355,965.42
5. DFAC Dimensional U.S. Core Equity 2 ETF
+$310,375.81

Top Sells

Q4 2024
1. BNDW Vanguard Total World Bond ETF
−$3.82 M
2. DFAU Dimensional US Core Equity Market ETF
−$3.35 M
3. SHV iShares Short Treasury Bond ETF
−$946,329
4. DFAI Dimensional International Core Equity Market ETF
−$720,072.85
5. VOO Vanguard S&P 500 ETF
−$446,135.39

Asset Allocation

Stocks/ETFs
-5.81%
$115.62 M 99.10%
Options
$0 0.00%
Debt
$0 0.00%
Other
+59.59%
$1.05 M 0.90%

Sector Allocation (Stocks)

Two West Capital Advisors Q4 2024 Filing Summary

Two West Capital Advisors LLC filed its 13F report for Q4 2024 on January 22, 2025. The portfolio totaled 116.67 M reflecting a -5.46% change from the prior quarter, spanning 72 assets. The top 10 holdings comprised 70.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Two West Capital Advisors’s Q4 2024 Filing

Two West Capital Advisors submitted their Form 13F-HR for the Q4 2024 period on 01/22/2025. This was the only submission for the quarter.

In the Q4 2024 filing, Two West Capital Advisors reported a managed portfolio value of 116.67 M, consisting of 72 individual positions.

This page displays the raw filing documents. To see which stocks Two West Capital Advisors bought or sold during Q4 2024, please visit Two West Capital Advisors's Portfolio Analysis page.