Two-West-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "MUB",
  null,
  null,
  "MVST",
  "IVW",
  null,
  null,
  null,
  null,
  "MSFT",
  "EFG",
  null,
  null,
  "DNP",
  "IEMG",
  "IVV",
  "AAPL",
  null,
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  null,
  "INDV.L",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "BSV",
  "VOO",
  "VUSB",
  "WMT",
  null,
  "SCHG",
  null,
  null,
  null,
  "MTUM",
  null,
  "DGRO",
  "ESGU",
  "BRK-B",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "TSLA",
  null,
  null,
  null,
  "XLK",
  "ITOT",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 79
Total Value: 119708601
Accession Number: 0001085146-25-002118
Form Type: 13F-HR
CIK: two-west-capital-advisors
Manager Name: Two-West-Capital-Advisors

Data Enrichment

38% identified

30 identified49 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

79 positions • $119.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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25434V104

Shares:750.9K

Value:$27.4M

% of Portfolio:22.9% ($27.4M/$119.7M)

92206C565

Shares:187.5K

Value:$12.8M

% of Portfolio:10.7% ($12.8M/$119.7M)

25434V708

DFAC|25434V708

Shares:320.1K

Value:$10.0M

% of Portfolio:8.3% ($10.0M/$119.7M)

25434V203

Shares:316.7K

Value:$9.6M

% of Portfolio:8.0% ($9.6M/$119.7M)

808524870

Shares:267.0K

Value:$7.0M

% of Portfolio:5.8% ($7.0M/$119.7M)

25434V302

Shares:162.7K

Value:$4.0M

% of Portfolio:3.4% ($4.0M/$119.7M)

464287200

IVV|464287200

Shares:6.2K

Value:$3.3M

% of Portfolio:2.8% ($3.3M/$119.7M)

25434V831

Shares:84.9K

Value:$2.7M

% of Portfolio:2.2% ($2.7M/$119.7M)

25434V799

Shares:96.1K

Value:$2.6M

% of Portfolio:2.2% ($2.6M/$119.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.1K

Value:$2.2M

% of Portfolio:1.8% ($2.2M/$119.7M)

92203C303

VUSB|92203C303

Shares:43.0K

Value:$2.1M

% of Portfolio:1.8% ($2.1M/$119.7M)

25434V815

Shares:82.9K

Value:$2.1M

% of Portfolio:1.8% ($2.1M/$119.7M)

46432F339

QUAL|46432F339

Shares:11.4K

Value:$1.9M

% of Portfolio:1.6% ($1.9M/$119.7M)

46434V613

Shares:36.5K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$119.7M)

25434V583

Shares:26.4K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$119.7M)

25434V567

Shares:22.8K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$119.7M)

808524300

SCHG|808524300

Shares:39.3K

Value:$956.8K

% of Portfolio:0.8% ($956.8K/$119.7M)

464287309

IVW|464287309

Shares:10.4K

Value:$936.9K

% of Portfolio:0.8% ($936.9K/$119.7M)

25434V765

Shares:34.8K

Value:$913.6K

% of Portfolio:0.8% ($913.6K/$119.7M)

46434V860

Shares:17.5K

Value:$884.4K

% of Portfolio:0.7% ($884.4K/$119.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V104)✕	750.9K	QoQ +5.83% (-41.4K) YoY-	All Managers (Combined)	$27.4M	22.9% ($27.4M/$119.7M)	QoQ -4.51% (-$1.3M) YoY-
(cusip92206C565)✕	187.5K	QoQ +6.37% (+11.2K) YoY-	All Managers (Combined)	$12.8M	10.7% ($12.8M/$119.7M)	QoQ +6.32% (+$760.1K) YoY-
(DFACcusip25434V708)	320.1K	QoQ +8.21% (-24.3K) YoY-	All Managers (Combined)	$10.0M	8.3% ($10.0M/$119.7M)	QoQ -2.64% (-$270.1K) YoY-
(cusip25434V203)✕	316.7K	QoQ +7.00% (+20.7K) YoY-	All Managers (Combined)	$9.6M	8.0% ($9.6M/$119.7M)	QoQ +11.00% (+$950.9K) YoY-
(cusip808524870)✕	267.0K	QoQ +2.10% (+5.5K) YoY-	All Managers (Combined)	$7.0M	5.8% ($7.0M/$119.7M)	QoQ +3.49% (+$235.8K) YoY-
(cusip25434V302)✕	162.7K	QoQ +6.46% (+9.9K) YoY-	All Managers (Combined)	$4.0M	3.4% ($4.0M/$119.7M)	QoQ +4.03% (+$156.3K) YoY-
(IVVcusip464287200)	6.2K	QoQ +7.80% (-451) YoY-	All Managers (Combined)	$3.3M	2.8% ($3.3M/$119.7M)	QoQ -1.67% (-$56.9K) YoY-
(cusip25434V831)✕	84.9K	QoQ +5.07% (-4.1K) YoY-	All Managers (Combined)	$2.7M	2.2% ($2.7M/$119.7M)	QoQ -2.66% (-$72.8K) YoY-
(cusip25434V799)✕	96.1K	QoQ +12.67% (+10.8K) YoY-	All Managers (Combined)	$2.6M	2.2% ($2.6M/$119.7M)	QoQ +17.80% (+$392.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.1K	QoQ +2.37% (+96) YoY-	All Managers (Combined)	$2.2M	1.8% ($2.2M/$119.7M)	QoQ +18.35% (+$336.9K) YoY-
(VUSBcusip92203C303)	43.0K	QoQ +2.62% (+1.1K) YoY-	All Managers (Combined)	$2.1M	1.8% ($2.1M/$119.7M)	QoQ +2.35% (+$49.1K) YoY-
(cusip25434V815)✕	82.9K	QoQ +7.83% (-6.0K) YoY-	All Managers (Combined)	$2.1M	1.8% ($2.1M/$119.7M)	QoQ -11.46% (-$271.3K) YoY-
(QUALcusip46432F339)	11.4K	QoQ +36.99% (+3.1K) YoY-	All Managers (Combined)	$1.9M	1.6% ($1.9M/$119.7M)	QoQ +25.74% (+$382.8K) YoY-
(cusip46434V613)✕	36.5K	QoQ +10.90% (+3.6K) YoY-	All Managers (Combined)	$1.6M	1.4% ($1.6M/$119.7M)	QoQ +10.70% (+$159.3K) YoY-
(cusip25434V583)✕	26.4K	QoQ +18.72% (+4.2K) YoY-	All Managers (Combined)	$1.4M	1.2% ($1.4M/$119.7M)	QoQ +17.84% (+$209.5K) YoY-
(cusip25434V567)✕	22.8K	QoQ +90.49% (+10.8K) YoY-	All Managers (Combined)	$1.2M	1.0% ($1.2M/$119.7M)	QoQ +87.73% (+$551.6K) YoY-
(SCHGcusip808524300)	39.3K	QoQ +27.19% (+8.4K) YoY-	All Managers (Combined)	$956.8K	0.8% ($956.8K/$119.7M)	QoQ +11.17% (+$96.2K) YoY-
(IVWcusip464287309)	10.4K	QoQ +35.86% (+2.7K) YoY-	All Managers (Combined)	$936.9K	0.8% ($936.9K/$119.7M)	QoQ +20.95% (+$162.3K) YoY-
(cusip25434V765)✕	34.8K	QoQ +8.92% (+2.8K) YoY-	All Managers (Combined)	$913.6K	0.8% ($913.6K/$119.7M)	QoQ +13.41% (+$108.0K) YoY-
(cusip46434V860)✕	17.5K	QoQ -7.55% (-1.4K) YoY-	All Managers (Combined)	$884.4K	0.7% ($884.4K/$119.7M)	QoQ -7.42% (-$71.0K) YoY-