Two West Capital Advisors

Two West Capital Advisors as of March 31, 2026

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