Two West Capital Advisors

Two West Capital Advisors as of June 30, 2026

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