Two West Capital Advisors LLC Q4 2024 13F Filing Summary

Based on my research of available sources, I have found detailed information about Two West Capital Advisors LLC’s Q4 2024 13F filing. Here is a comprehensive analysis of their new investment positions and portfolio changes:

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Two West Capital Advisors LLC (CIK: 0002026617) filed its Form 13F-HR report for Q4 2024 on

. The filing revealed a managed portfolio valued at , representing a from the prior quarter [1]. The portfolio comprised , with the top 10 holdings accounting for of total assets.

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Activity	Count
New Positions Added	7
Complete Exits	5

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The following investments represented the most significant purchases during Q4 2024:

Rank	Investment	Value Added
1	SCHP Schwab US TIPS ETF	+$3.44 million
2	SCHG Schwab U.S. Large-Cap Growth ETF	+$634,968
3	XLF Financial Select Sector SPDR Fund	+$420,035
4	QUAL iShares MSCI USA Quality Factor ETF	+$355,965
5	DFAC Dimensional U.S. Core Equity 2 ETF	+$310,376

These purchases indicate a strategic tilt toward inflation-protected securities (TIPS), large-cap growth exposure, and quality factor investing [1].

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The firm significantly reduced or eliminated the following positions:

Rank	Investment	Value Reduced
1	BNDW Vanguard Total World Bond ETF	-$3.82 million
2	DFAU Dimensional US Core Equity Market ETF	-$3.35 million
3	SHV iShares Short Treasury Bond ETF	-$946,329
4	DFAI Dimensional International Core Equity Market ETF	-$720,073
5	VOO Vanguard S&P 500 ETF	-$446,135

The reduction in bond ETFs (BNDW, SHV) and broad market index funds (DFAU, DFAI, VOO) suggests a repositioning away from traditional fixed income and passive equity exposures toward more targeted strategies [1].

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The portfolio’s sector weighting was concentrated in

at , followed by Technology at and Consumer Discretionary at . The financial sector concentration aligns with the notable purchase of XLF (Financial Select Sector SPDR Fund) during the quarter.

Sector	Allocation
Financials	38.17%
Technology	29.71%
Consumer Discretionary	14.70%
Consumer Staples	9.25%
Industrials	5.45%
Healthcare	2.71%
Other	0.01%

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The portfolio maintained a highly equity-focused structure:

Asset Class	Value	Percentage	QoQ Change
Stocks/ETFs	$115.62M	99.10%	-5.81%
Options	$0	0.00%	—
Debt	$0	0.00%	—
Other	$1.05M	0.90%	+59.59%

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Rank	Issuer	Class	Value	Shares
1	Dimensional ETF Trust	US Core Equity Market	$28.73M	709,516
2	Vanguard Scottsdale Fds	Total World Bond ETF	$12.02M	176,230
3	Dimensional ETF Trust	US Core Equity 2	$10.23M	295,789
4	Dimensional ETF Trust	Intl Core Equity Market	$8.64M	295,924
5	Schwab Strategic Tr	US TIPS ETF	$6.75M	261,460
6	Dimensional ETF Trust	Emerging Core Equity	$3.88M	152,777
7	iShares Tr	Core S&P 500 ETF	$3.40M	5,780
8	Dimensional ETF Trust	US High Profitability	$2.73M	80,837
9	Dimensional ETF Trust	US Small Cap Value	$2.37M	76,879
10	Dimensional ETF Trust	Intl Core Equity	$2.20M	85,293

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1. ETF-Focused Strategy
   : The portfolio is heavily concentrated in Dimensional Fund Advisors ETFs, suggesting a systematic, factor-based investment approach.

2. Financial Sector Focus
   : The 38.17% allocation to Financials represents the largest sector weighting, with significant purchases of XLF during the quarter.

3. Bond Position Reduction
   : The substantial reduction in BNDW (-$3.82M, -2.99% of portfolio) indicates a rotation away from global bond exposure.

4. Inflation Protection
   : The $3.44M addition to SCHP (TIPS ETF) suggests concerns about inflation or interest rate sensitivity.

5. Quality Tilt
   : Purchases of QUAL and SCHG indicate a quality/growth investment style preference.

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[1] 13Radar - Two West Capital Advisors Q4 2024 13F Filing (https://www.13radar.com/filer/two-west-capital-advisors/filings/q4-2024)