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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 48.28% of Two West Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV, GOVT, EFG, IUSB, BLCR, IDEF, CLOA, IVW, DFSD, MUB.
Started 10 new stock positions in GLW, INDV, RSP, DFAT, EUSB, GOVT, BLCR, IDEF, VLUE, DFCA.
Reduced shares in these 10 stocks: OEF, Indivior, LCTU, ESGU, ITA, SUSC, EMB, DSI, ITOT, IXN.
Sold out of its positions in LCTU, OEF, ITOT, IXN, EMB, DSI, ITA, SUSC, SCHQ, Indivior.
Two West Capital Advisors was a net buyer of stock by $10M.
Two West Capital Advisors has $189M in assets under management (AUM), dropping by 9.69%.
Central Index Key (CIK): 0002026617

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Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 96 positions in its portfolio as reported in the March 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)	20.6	$39M		792k	49.08	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	9.2	$17M		255k	68.12	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.6	$14M	+3%	342k	41.97	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.9	$11M		276k	40.11	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.0	$9.5M	+3%	353k	26.83	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.0	$5.7M	-2%	153k	37.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$5.5M	+27%	7.7k	714.92	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.1	$3.9M	+26%	85k	46.14	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.9	$3.6M		100k	36.56	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.9	$3.5M		90k	38.96	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.8	$3.4M		93k	37.08	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$2.6M	+6%	12k	220.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$2.5M	+23%	20k	128.85	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$2.5M	+3%	39k	63.45	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.2	$2.3M	+2%	46k	49.79	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$2.2M	+14%	29k	76.97	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.1	$2.1M	+9%	39k	54.14	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$1.8M	+16%	24k	75.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.7M	-9%	3.7k	475.33	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.9	$1.7M		66k	26.01	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.9	$1.7M	+8%	31k	54.29	View chart
Ishares Tr Investment Grade (IGEB)	0.8	$1.6M	+4%	35k	45.01	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$1.5M	+40%	14k	107.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$1.5M	-9%	46k	32.70	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$1.5M	+178%	13k	116.25	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$1.5M	+23%	15k	99.78	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.8	$1.4M	+34%	27k	52.24	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$1.4M	+22%	15k	94.61	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.7	$1.3M	+4%	35k	38.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.3M	+3%	6.2k	205.77	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.6	$1.2M		30k	40.41	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$1.2M	+2%	36k	32.96	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$1.2M	NEW	52k	22.80	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.6	$1.1M	-2%	45k	25.61	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.6	$1.1M	+66%	24k	47.81	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$1.1M	+30%	27k	41.51	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$1.1M	+33%	21k	49.79	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.6	$1.1M		21k	50.63	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$1.0M	+33%	26k	40.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.0M	+17%	11k	93.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$979k	+14%	3.5k	277.75	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$868k	+19%	21k	42.18	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$843k	-6%	5.3k	159.12	View chart
NVIDIA Corporation (NVDA)	0.4	$831k	+11%	4.0k	209.25	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$822k	+30%	8.7k	94.80	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$814k	+8%	14k	57.28	View chart
Apple (AAPL)	0.4	$809k		3.0k	270.15	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$789k	-29%	5.1k	154.99	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.4	$759k	+179%	15k	51.94	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$742k		19k	38.26	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$714k	NEW	15k	46.88	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$687k	+3%	18k	39.36	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.3	$649k	NEW	20k	32.44	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$619k	+65%	7.4k	83.76	View chart
Wal-Mart Stores (WMT)	0.3	$618k		4.8k	128.02	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$592k	-2%	17k	35.84	View chart
Amazon (AMZN)	0.3	$577k	+2%	2.2k	263.04	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.3	$569k	+71%	12k	47.49	View chart
Tesla Motors (TSLA)	0.3	$555k	+2%	1.5k	372.80	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$534k	-12%	10k	51.92	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$529k	+2%	6.8k	78.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$520k	+30%	1.0k	499.58	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$490k	+49%	4.6k	106.52	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$466k	+10%	8.9k	52.49	View chart
Microsoft Corporation (MSFT)	0.2	$454k	-3%	1.1k	424.57	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$437k	+10%	5.3k	82.38	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$435k	+25%	4.0k	108.73	View chart
Ishares Tr Core Msci Euro (IEUR)	0.2	$433k	-14%	6.0k	72.60	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$418k	+70%	9.9k	42.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$417k	+12%	1.2k	349.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$408k	+5%	624.00	654.50	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$380k		13k	28.36	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$369k	-38%	4.3k	85.55	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$361k	NEW	2.2k	164.94	View chart
Indivior Pharmaceuticals (INDV)	0.2	$359k	NEW	11k	34.15	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$352k	-16%	6.9k	50.98	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$347k	-7%	2.4k	142.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$340k	+17%	5.1k	67.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$332k	+33%	3.4k	98.95	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$324k	-9%	1.9k	169.97	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$318k		7.5k	42.55	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.2	$301k		2.9k	103.39	View chart
Corning Incorporated (GLW)	0.2	$298k	NEW	2.0k	151.86	View chart
Ishares Tr High Yld Systm B (HYDB)	0.2	$295k	+18%	6.3k	46.94	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$293k	+5%	4.0k	72.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$281k	-18%	3.7k	75.98	View chart
3M Company (MMM)	0.1	$279k		1.9k	143.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$264k	+2%	755.00	350.26	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$258k	-11%	7.0k	37.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$255k	NEW	1.3k	200.41	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$253k	+4%	2.2k	116.85	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$248k	NEW	5.0k	50.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$247k	NEW	3.7k	66.10	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$240k	-48%	2.6k	92.71	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.1	$204k	NEW	4.7k	43.45	View chart
Microvast Holdings (MVST)	0.0	$66k		36k	1.81	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 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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