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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, Dimensional Etf Trust, DFAI, IVV, and represent 47.95% of Two West Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: IUSB, ACWX, CORO, BFLX, IVV, SCHP, BLCR, IEF, IEFA, GGOV.
Started 6 new stock positions in VTEB, EMXC, FNDF, META, ACWX, DVLT.
Reduced shares in these 10 stocks: Dimensional Etf Trust, Dimensional Etf Trust, MBB, MTUM, IEMG, , TFLO, SPHQ, , IEUR.
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust, SPHQ, AGG, QLTA, MTUM, IEUR, TFLO, XLI.
Two West Capital Advisors was a net seller of stock by $-1.3M.
Two West Capital Advisors has $201M in assets under management (AUM), dropping by 0.07%.
Central Index Key (CIK): 0002026617

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Portfolio Holdings for Two West Capital Advisors

Two West Capital Advisors holds 98 positions in its portfolio as reported in the September 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)	20.5	$41M		787k	52.47	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	8.9	$18M		271k	65.88	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	7.7	$15M		345k	44.64	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.7	$11M		275k	41.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.2	$11M	+7%	14k	767.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.1	$10M	+6%	406k	25.15	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.6	$7.3M	+29%	165k	44.14	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.7	$5.5M		138k	39.66	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.9	$3.8M		99k	37.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$3.5M	+7%	25k	142.34	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$3.5M	+7%	51k	69.36	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$2.9M	+9%	13k	229.34	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.2	$2.5M	+5%	51k	49.55	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	1.2	$2.4M	+6%	46k	51.98	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	1.0	$2.0M	+9%	39k	51.97	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	1.0	$1.9M	+104%	53k	36.55	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.9	$1.9M		68k	27.89	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$1.8M	+4%	18k	100.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$1.8M	+4%	50k	35.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$1.8M	+10%	80k	21.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.7M	-4%	3.5k	502.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$1.7M	-9%	14k	120.47	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.8	$1.5M	+46%	31k	49.07	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.7	$1.5M	+23%	35k	42.83	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.7	$1.4M	NEW	19k	76.18	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.4M	-28%	17k	81.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.7	$1.4M		35k	40.04	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.7	$1.3M	-6%	26k	50.83	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$1.3M		30k	43.37	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.7	$1.3M	+7%	28k	47.11	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$1.3M	+10%	14k	92.49	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.6	$1.3M		49k	26.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$1.2M	+34%	13k	97.46	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$1.2M		37k	33.82	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$1.2M	+44%	13k	89.45	View chart
Blackrock Etf Trust Isha Flex Eq Etf (BFLX)	0.6	$1.2M	+185%	45k	25.78	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.6	$1.1M	+14%	37k	29.80	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$1.1M	+5%	14k	79.63	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.5	$1.0M	+44%	21k	50.08	View chart
Apple (AAPL)	0.5	$1.0M		3.1k	329.42	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.5	$974k	+7%	22k	44.05	View chart
NVIDIA Corporation (NVDA)	0.5	$960k	+3%	4.2k	227.19	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.5	$932k	-8%	20k	46.45	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$895k	-3%	5.4k	167.08	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$793k	-13%	25k	31.34	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$774k	-2%	8.6k	89.94	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$763k		14k	53.68	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.4	$754k		19k	40.15	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$754k		18k	41.50	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$709k		17k	42.65	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$698k	-10%	3.6k	194.48	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$639k	+5%	1.1k	606.90	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$618k		17k	37.27	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$615k	+4%	5.9k	104.15	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.3	$590k	-18%	11k	51.94	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.3	$575k	+110%	12k	48.61	View chart
Microsoft Corporation (MSFT)	0.3	$565k	+19%	1.1k	509.01	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$553k	+3%	7.2k	76.37	View chart
Amazon (AMZN)	0.3	$542k		2.2k	246.67	View chart
Wal-Mart Stores (WMT)	0.3	$540k	+2%	5.1k	106.80	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$512k		9.5k	54.01	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$462k	+6%	6.1k	76.02	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.2	$455k	+2%	13k	34.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$439k		624.00	702.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$437k	+8%	1.3k	341.05	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$419k	+52%	2.5k	170.75	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$398k	+3%	15k	27.28	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$395k	-4%	3.9k	102.40	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$393k	+7%	5.0k	78.52	View chart
Indivior Pharmaceuticals (INDV)	0.2	$384k		11k	36.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$371k		5.2k	71.19	View chart
Dimensional Etf Trust Us Small Cap Etf	0.2	$366k		4.7k	77.81	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$346k	-2%	7.6k	45.29	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$346k		8.8k	39.06	View chart
3M Company (MMM)	0.2	$336k	+3%	2.0k	168.52	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$320k	-80%	3.6k	89.53	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.2	$315k	+2%	13k	24.76	View chart
Corning Incorporated (GLW)	0.2	$311k	+4%	2.0k	158.69	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.2	$306k		7.4k	41.59	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$299k	-21%	1.5k	198.59	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.1	$284k		2.9k	96.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$282k	-4%	1.3k	223.20	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$281k	-3%	749.00	375.22	View chart
Tesla Motors (TSLA)	0.1	$265k		752.00	352.84	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$249k		6.0k	41.31	View chart
Ishares Euro High Yield (EUHY)	0.1	$242k	+4%	4.6k	52.26	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$240k	-6%	3.9k	61.55	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$235k		5.0k	47.41	View chart
Dimensional Etf Trust Us Targeted Vlu	0.1	$228k	-2%	3.4k	67.04	View chart
Meta Platforms Cl A (META)	0.1	$224k	NEW	303.00	739.05	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$222k	NEW	2.2k	100.36	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$215k	+4%	2.6k	84.32	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$213k	-14%	2.6k	81.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$209k	NEW	4.5k	46.94	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$209k	NEW	3.9k	54.14	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$207k	-6%	9.4k	21.98	View chart
Microvast Holdings (MVST)	0.0	$24k		36k	0.65	View chart
Datavault Ai Com Shs (DVLT)	0.0	$12k	NEW	75k	0.15	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 Q3 filed Oct. 15, 2026
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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