Two West Capital Advisors LLC

RIA/Wealth

Two West Capital Advisors LLC is a RIA/Wealth based in Overland Park, KS led by John Vernon Cushenbery, reporting $3.2B in AUM as of Q3 2025 with 95% ETF concentration, 64% concentrated in top 10 holdings, and 23% allocation to DFAU.

CIOJohn Vernon Cushenbery

Portfolio Value: $163.5M
Positions: 93
Top Holding: DFAU at 22.53%
Last Reported: Q3 2025

Address10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS, 66210, United States

Top Holdings

Largest long holdings in Two West Capital Advisors LLC's portfolio (63.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional US Core Equity Market DFAU	ETF ETF	$36.8M	22.53%	+$54.4K Bought	— 793.1K shares	Q2 2024 Held for 1y 5m
2 Vanguard Total World Bond BNDW	ETF ETF	$16.6M	10.12%	+$955.7K Bought	— 235.7K shares	Q2 2024 Held for 1y 5m
3 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$12.7M	7.80%	+$262.6K Bought	— 326.3K shares	Q2 2024 Held for 1y 5m
4 Dimensional International Core Equity Market DFAI	ETF ETF	$10.2M	6.21%	+$36.5K Bought	— 275.5K shares	Q2 2024 Held for 1y 5m
5 Schwab U.S. TIPS SCHP	ETF ETF	$8.8M	5.37%	-$141.9K Sold	— 324.1K shares	Q2 2024 Held for 1y 5m
6 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$5.1M	3.13%	-$181.2K Sold	— 157.0K shares	Q2 2024 Held for 1y 5m
7 iShares Core S&P 500 ETF IVV	ETF ETF	$4.0M	2.43%	+$341.6K Bought	— 5.8K shares	Q2 2024 Held for 1y 5m
8 Dimensional US High Profitability DUHP	ETF ETF	$3.4M	2.05%	+$90.0K Bought	— 87.8K shares	Q2 2024 Held for 1y 5m
9 Dimensional International Core Equity 2 DFIC	ETF ETF	$3.3M	2.04%	+$123.3K Bought	— 100.5K shares	Q2 2024 Held for 1y 5m
10 iShares Core Total USD Bond Market IUSB	ETF ETF	$3.1M	1.91%	-$228.1K Sold	— 66.3K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Two West Capital Advisors LLC's latest filing

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Market Value

$163.5M

Prior: $152.4M

Q/Q Change

+7.26%

+$11.1M

Net Flows % of MV

+2.0%

Turnover Ratio

2.99%

New Purchases

4 stocks

$996.4K

Added To

57 stocks

+$5.4M

Sold Out Of

2 stocks

$473.1K

Reduced Holdings

25 stocks

-$2.7M

Increased Positions

Position	Shares Δ	Change
1 iShares Short-Term National Muni Bond SUB	New	0 → 3.0K +$318.4K
2 Alphabet Inc. GOOGL	New	0 → 1.0K +$267.6K
3 iShares U.S. Aerospace & Defense ITA	New	0 → 951.0 +$206.2K
4 Schwab Long-Term U.S. Treasury SCHQ	New	0 → 6.2K +$204.2K
5 iShares S&P 100 OEF	+63.51%	2.1K → 3.5K +$457.9K

Decreased Positions

Position	Shares Δ	Change
1 Communication Services Select Sector SPDR Fund XLC	Sold	2.4K → 0 −$256.8K
2 iShares ESG Advanced MSCI USA USXF	Sold	3.9K → 0 −$216.4K
3 iShares U.S. Technology IYW	-54.74%	3.1K → 1.4K −$348.2K
4 iShares MSCI EAFE Growth EFG	-34.83%	9.8K → 6.4K −$397.7K
5 iShares Core Dividend Growth DGRO	-22.48%	9.6K → 7.4K −$147.8K