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Two West Capital Advisors

Latest statistics and disclosures from Two West Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, BNDW, DFAC, DFAI, SCHP, and represent 47.24% of Two West Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV, IUSB, IALT, CORO, BNDW, SCHP, GGOV, DYNF, IVW, GOVT.
Started 14 new stock positions in GGOV, SPHQ, XLE, LCTU, IALT, EMLC, SECU, SUSC, EUHY, EAGG. Blackrock Etf Trust, BALI, SYSB, CORO.
Reduced shares in these 10 stocks: QUAL, IAGG, EFV, TFLO, DFAE, IGSB, SHY, , IEMG, HYDB.
Sold out of its positions in RSP, SHY, IGSB, FLOT, LQDH, HYDB, IAGG, USHY, XLY.
Two West Capital Advisors was a net buyer of stock by $8.0M.
Two West Capital Advisors has $201M in assets under management (AUM), dropping by 6.59%.
Central Index Key (CIK): 0002026617

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Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 101 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	20.2	$41M		790k	51.37	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	9.0	$18M	+4%	268k	67.76	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	7.4	$15M		339k	44.06	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.6	$11M		276k	41.04	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.0	$10M	+8%	383k	26.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.7	$9.6M	+65%	13k	745.35	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.9	$5.8M	+50%	128k	45.68	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.6	$5.2M	-8%	140k	37.36	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.8	$3.6M		98k	37.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	1.8	$3.6M		92k	39.16	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	1.8	$3.6M	-3%	87k	41.10	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$3.2M	+20%	47k	66.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$3.1M	+17%	23k	134.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$2.6M		12k	229.72	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.2	$2.4M	+5%	48k	49.70	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	1.2	$2.3M	+9%	43k	54.04	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	1.0	$1.9M	+17%	36k	54.11	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$1.9M	+21%	18k	106.40	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.9	$1.9M	+2%	68k	27.31	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.8M	-15%	24k	77.21	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$1.8M	+18%	15k	118.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.8M		3.6k	491.20	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$1.7M	+21%	18k	93.57	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$1.6M	+39%	73k	22.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$1.6M	+2%	47k	34.15	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.7	$1.5M	+2%	28k	52.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$1.3M	-2%	34k	37.73	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.6	$1.3M	-18%	28k	44.54	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.6	$1.2M	+7%	48k	25.82	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$1.2M	-14%	13k	98.13	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.6	$1.2M		30k	40.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$1.2M	+13%	4.0k	302.64	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$1.2M		36k	33.66	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.5	$1.1M	-5%	26k	42.70	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.5	$1.0M	-7%	22k	47.66	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.5	$1.0M	+40%	21k	48.46	View chart
Apple (AAPL)	0.5	$1.0M	+3%	3.1k	326.59	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$1.0M	-45%	13k	77.93	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.5	$928k	NEW	33k	28.46	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$907k	-12%	9.5k	95.57	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.5	$906k	NEW	26k	35.11	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$900k	+45%	29k	30.94	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$900k	+8%	5.5k	162.69	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.4	$865k	-20%	21k	42.22	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$862k	+6%	9.2k	93.53	View chart
NVIDIA Corporation (NVDA)	0.4	$832k	+3%	4.1k	203.26	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$811k		14k	57.06	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.4	$784k	-9%	19k	41.90	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$767k	+18%	8.8k	87.36	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.4	$719k	-5%	14k	51.87	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.4	$709k	NEW	14k	49.89	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$703k	-24%	4.0k	175.71	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.3	$697k	-7%	18k	38.91	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$651k	-6%	16k	39.75	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$601k	+23%	5.7k	106.18	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$593k		17k	35.93	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$560k	-3%	1.0k	558.83	View chart
Wal-Mart Stores (WMT)	0.3	$556k	+2%	5.0k	112.20	View chart
Amazon (AMZN)	0.3	$554k		2.2k	249.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$543k	+3%	7.0k	77.63	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$523k	-9%	9.3k	56.04	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.2	$462k	-17%	9.9k	46.83	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$437k	+41%	5.7k	76.69	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.2	$434k	NEW	13k	33.69	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$434k		4.0k	107.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$426k		624.00	682.50	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$422k	+5%	14k	29.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$415k		1.2k	351.95	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$413k	-60%	8.2k	50.60	View chart
Indivior Pharmaceuticals (INDV)	0.2	$411k		11k	39.12	View chart
Blackrock Etf Trust Isha Flex Eq Etf	0.2	$400k	NEW	16k	25.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$378k	+26%	4.7k	80.49	View chart
Microsoft Corporation (MSFT)	0.2	$373k	-13%	926.00	402.28	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$372k	NEW	4.4k	84.53	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$366k	NEW	7.8k	46.91	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$364k	-11%	8.8k	41.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$363k	+3%	5.2k	69.22	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$363k	-12%	1.9k	188.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$352k	+8%	4.7k	75.35	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.2	$315k	+55%	7.3k	43.05	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.2	$313k	NEW	12k	25.37	View chart
3M Company (MMM)	0.2	$308k		1.9k	159.07	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.1	$301k		2.9k	102.83	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$300k	-11%	1.7k	178.14	View chart
Corning Incorporated (GLW)	0.1	$288k	-3%	1.9k	153.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$288k	-78%	1.3k	217.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$283k	+2%	773.00	366.26	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.1	$280k	NEW	5.6k	49.73	View chart
Tesla Motors (TSLA)	0.1	$277k	-49%	750.00	369.57	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$274k	-38%	3.7k	74.31	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$257k	-33%	1.6k	159.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$253k	-22%	2.6k	97.96	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$253k	-19%	6.0k	42.23	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$248k		5.0k	49.95	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$243k	NEW	4.2k	57.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$243k	-7%	3.5k	69.95	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$242k	NEW	3.0k	79.87	View chart
Ishares Euro High Yield (EUHY)	0.1	$238k	NEW	4.5k	53.42	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$230k	NEW	10k	22.83	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$214k	NEW	2.4k	87.72	View chart
Microvast Holdings (MVST)	0.0	$33k		36k	0.90	View chart

Past Filings by Two West Capital Advisors

SEC 13F filings are viewable for Two West Capital Advisors going back to 2024

Two West Capital Advisors 2026 Q2 filed July 22, 2026
Two West Capital Advisors 2026 Q1 filed May 4, 2026
Two West Capital Advisors 2025 Q4 filed Jan. 13, 2026
Two West Capital Advisors 2025 Q3 filed Nov. 6, 2025
Two West Capital Advisors 2025 Q2 filed July 29, 2025
Two West Capital Advisors 2025 Q1 filed April 15, 2025
Two West Capital Advisors 2024 Q4 filed Jan. 22, 2025
Two West Capital Advisors 2024 Q3 filed Oct. 15, 2024
Two West Capital Advisors 2024 Q2 filed Aug. 7, 2024

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