0001085146-25-004230.txt : 20250729 0001085146-25-004230.hdr.sgml : 20250729 20250729094113 ACCESSION NUMBER: 0001085146-25-004230 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250729 DATE AS OF CHANGE: 20250729 EFFECTIVENESS DATE: 20250729 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Two West Capital Advisors LLC CENTRAL INDEX KEY: 0002026617 ORGANIZATION NAME: EIN: 273055170 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24271 FILM NUMBER: 251158062 BUSINESS ADDRESS: STREET 1: 10975 BENSON DRIVE STREET 2: CORPORATE WOODS, BLDG. 12, SUITE 560 CITY: OVERLAND PARK STATE: KS ZIP: 66210 BUSINESS PHONE: 913-825-1722 MAIL ADDRESS: STREET 1: 10975 BENSON DRIVE STREET 2: CORPORATE WOODS, BLDG. 12, SUITE 560 CITY: OVERLAND PARK STATE: KS ZIP: 66210 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002026617 XXXXXXXX 06-30-2025 06-30-2025 false Two West Capital Advisors LLC

10975 Benson Drive Corporate Woods, Bldg. 12, Suite 560 Overland Park KS 66210

13F HOLDINGS REPORT 028-24271 000154543 801-76551 N Vernon Cushenbery 913-825-1722 /s/Vernon Cushenbery Overland Park KS 07-29-2025 0 91 152648523 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 277582 1835 SH SOLE 0 0 1835 AMAZON COM INC COM 023135106 330033 1426 SH SOLE 0 0 1426 APPLE INC COM 037833100 531317 2484 SH SOLE 0 0 2484 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2330762 4815 SH SOLE 0 0 4815 BLACKROCK ETF TRUST ISHARES A I INNO 09290C780 213021 6982 SH SOLE 0 0 6982 BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 1669783 29754 SH SOLE 0 0 29754 BLACKROCK ETF TRUST ISHARES US THEMA 09290C806 617673 16997 SH SOLE 0 0 16997 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 367136 5288 SH SOLE 0 0 5288 BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 649151 12309 SH SOLE 0 0 12309 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 609339 14512 SH SOLE 0 0 14512 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 990848 32497 SH SOLE 0 0 32497 DIMENSIONAL ETF TRUST EMERGING MKTS HI 25434V757 555588 19399 SH SOLE 0 0 19399 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 508921 16507 SH SOLE 0 0 16507 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 4840756 162605 SH SOLE 1605 0 161000 DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 25434V583 1426666 26225 SH SOLE 0 0 26225 DIMENSIONAL ETF TRUST GLOBAL CR ETF 25434V567 1143118 21054 SH SOLE 0 0 21054 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 331422 12149 SH SOLE 0 0 12149 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 271099 6491 SH SOLE 0 0 6491 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 9657258 274510 SH SOLE 2228 0 272282 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 3067999 96767 SH SOLE 0 0 96767 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 1041360 34992 SH SOLE 0 0 34992 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1046523 30834 SH SOLE 0 0 30834 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 646777 13500 SH SOLE 0 0 13500 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 34639606 791943 SH SOLE 6973 0 784970 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 11846827 319580 SH SOLE 0 0 319580 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 3122560 85433 SH SOLE 0 0 85433 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 292156 4427 SH SOLE 0 0 4427 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 2600260 84424 SH SOLE 0 0 84424 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 515568 17134 SH SOLE 0 0 17134 DNP SELECT INCOME FD INC COM 23325P104 121274 12337 SH SOLE 1283 0 11054 INDIVIOR PLC ORD G4766E116 179970 10500 SH SOLE 0 0 10500 ISHARES GOLD TR ISHARES NEW 464285204 303352 4822 SH SOLE 0 0 4822 ISHARES INC CORE MSCI EMKT 46434G103 1000773 16273 SH SOLE 0 0 16273 ISHARES TR 0-5YR HI YL CP 46434V407 445465 10343 SH SOLE 1232 0 9111 ISHARES TR 1 3 YR TREAS BD 464287457 344647 4175 SH SOLE 0 0 4175 ISHARES TR 10-20 YR TRS ETF 464288653 848565 8486 SH SOLE 0 0 8486 ISHARES TR 7-10 YR TRSY BD 464287440 554585 5854 SH SOLE 0 0 5854 ISHARES TR BROAD USD HIGH 46435U853 220883 5901 SH SOLE 0 0 5901 ISHARES TR CALIF MUN BD ETF 464288356 726496 13137 SH SOLE 0 0 13137 ISHARES TR CORE DIV GRWTH 46434V621 629514 9570 SH SOLE 0 0 9570 ISHARES TR CORE INTL AGGR 46435G672 714178 14014 SH SOLE 0 0 14014 ISHARES TR CORE MSCI EAFE 46432F842 1002913 11832 SH SOLE 359 0 11473 ISHARES TR CORE MSCI EURO 46434V738 325702 4851 SH SOLE 0 0 4851 ISHARES TR CORE S&P TTL STK 464287150 263425 1891 SH SOLE 0 0 1891 ISHARES TR CORE S&P500 ETF 464287200 3419623 5343 SH SOLE 0 0 5343 ISHARES TR CORE TOTAL USD 46434V613 3269803 71160 SH SOLE 0 0 71160 ISHARES TR EAFE GRWTH ETF 464288885 1095623 9774 SH SOLE 0 0 9774 ISHARES TR EAFE VALUE ETF 464288877 1642611 25155 SH SOLE 0 0 25155 ISHARES TR ESG AWR MSCI USA 46435G425 1001573 7198 SH SOLE 0 0 7198 ISHARES TR ESG AWR US AGRGT 46435U549 211242 4476 SH SOLE 0 0 4476 ISHARES TR ESG AWRE USD ETF 46435G193 244856 10588 SH SOLE 0 0 10588 ISHARES TR ESG MSCI KLD 400 464288570 247112 2049 SH SOLE 0 0 2049 ISHARES TR ESG MSCI USA ETF 46436E767 216350 3870 SH SOLE 0 0 3870 ISHARES TR FALN ANGLS USD 46435G474 360106 13283 SH SOLE 0 0 13283 ISHARES TR FLTG RATE NT ETF 46429B655 643134 12594 SH SOLE 0 0 12594 ISHARES TR GLOBAL TECH ETF 464287291 245990 2576 SH SOLE 0 0 2576 ISHARES TR HIGH YLD SYSTM B 46435G250 231385 4879 SH SOLE 0 0 4879 ISHARES TR IBOXX INV CP ETF 464287242 574247 5269 SH SOLE 0 0 5269 ISHARES TR INVESTMENT GRADE 46435G219 1036201 22899 SH SOLE 0 0 22899 ISHARES TR ISHS 1-5YR INVS 464288646 375174 7129 SH SOLE 0 0 7129 ISHARES TR JPMORGAN USD EMG 464288281 297789 3212 SH SOLE 0 0 3212 ISHARES TR MBS ETF 464288588 1274124 13681 SH SOLE 0 0 13681 ISHARES TR MSCI USA MMENTM 46432F396 485321 2011 SH SOLE 0 0 2011 ISHARES TR MSCI USA QLT FCT 46432F339 2535370 13566 SH SOLE 0 0 13566 ISHARES TR NATIONAL MUN ETF 464288414 755215 7288 SH SOLE 0 0 7288 ISHARES TR S&P 100 ETF 464287101 667107 2124 SH SOLE 23 0 2101 ISHARES TR S&P 500 GRWT ETF 464287309 1681449 14768 SH SOLE 0 0 14768 ISHARES TR S&P 500 VAL ETF 464287408 1350307 6732 SH SOLE 0 0 6732 ISHARES TR TRS FLT RT BD 46434V860 942033 18606 SH SOLE 0 0 18606 ISHARES TR U.S. TECH ETF 464287721 563890 3133 SH SOLE 0 0 3133 ISHARES TR US TREAS BD ETF 46429B267 265309 11644 SH SOLE 0 0 11644 ISHARES U S ETF TR INT RT HDG C B 46431W705 424605 4563 SH SOLE 0 0 4563 MICROSOFT CORP COM 594918104 498687 971 SH SOLE 0 0 971 MICROVAST HOLDINGS INC COM 59516C106 120282 36339 SH SOLE 0 0 36339 NVIDIA CORPORATION COM 67066G104 486793 2806 SH SOLE 0 0 2806 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1278033 42305 SH SOLE 0 0 42305 SCHWAB STRATEGIC TR US TIPS ETF 808524870 8771512 329385 SH SOLE 0 0 329385 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 256781 2386 SH SOLE 0 0 2386 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 512333 9587 SH SOLE 0 0 9587 SELECT SECTOR SPDR TR INDL 81369Y704 253498 1636 SH SOLE 0 0 1636 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 274213 2009 SH SOLE 0 0 2009 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 439522 1678 SH SOLE 0 0 1678 SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 224227 2992 SH SOLE 0 0 2992 TESLA INC COM 88160R101 519874 1645 SH SOLE 39 0 1606 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 442808 5648 SH SOLE 0 0 5648 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 2077399 41698 SH SOLE 0 0 41698 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 347883 594 SH SOLE 0 0 594 VANGUARD INDEX FDS TOTAL STK MKT 922908769 267980 854 SH SOLE 0 0 854 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 15311380 222097 SH SOLE 2829 0 219268 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 225852 3893 SH SOLE 0 0 3893 WALMART INC COM 931142103 459066 4710 SH SOLE 0 0 4710