Two West Capital Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Two West Capital Advisors Llc disclosed 101 stock positions valued at approximately $201.16M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD SCOTTSDALE FDS, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 101
- Portfolio Value
- $201.16M
Holdings by Sector
Two West Capital Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 20.18% | 790,439 | -1,467 | -0.19% | $40,600,909 |
| VANGUARD SCOTTSDALE FDS | BNDW | Other | 9.01% | 267,551 | +12,682 | +4.98% | $18,129,284 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 7.42% | 338,967 | -3,266 | -0.95% | $14,934,903 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 5.62% | 275,631 | +77 | +0.03% | $11,311,903 |
| SCHWAB STRATEGIC TR | SCHP | Other | 4.99% | 383,217 | +30,658 | +8.70% | $10,044,108 |
| ISHARES TR | IVV | Other | 4.75% | 12,819 | +5,078 | +65.60% | $9,554,667 |
| ISHARES TR | IUSB | Other | 2.90% | 127,755 | +42,834 | +50.44% | $5,835,848 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.60% | 139,990 | -12,652 | -8.29% | $5,230,037 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 1.80% | 97,696 | -1,838 | -1.85% | $3,627,466 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 1.79% | 92,154 | -456 | -0.49% | $3,608,765 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.77% | 86,766 | -3,031 | -3.38% | $3,566,067 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.57% | 47,252 | +8,174 | +20.92% | $3,161,644 |
| ISHARES TR | IVW | Other | 1.55% | 23,119 | +3,448 | +17.53% | $3,113,887 |
| ISHARES TR | IVE | Other | 1.31% | 11,481 | -72 | -0.62% | $2,637,425 |
| VANGUARD BD INDEX FDS | VUSB | Other | 1.18% | 47,913 | +2,430 | +5.34% | $2,381,286 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 1.15% | 42,916 | +3,590 | +9.13% | $2,319,016 |
| DIMENSIONAL ETF TRUST | DGCB | Other | 0.97% | 36,030 | +5,334 | +17.38% | $1,949,639 |
| ISHARES TR | MUB | Other | 0.92% | 17,477 | +3,042 | +21.07% | $1,859,561 |
| BLACKROCK ETF TRUST | BDYN | Other | 0.92% | 67,781 | +1,742 | +2.64% | $1,851,401 |
| ISHARES INC | IEMG | Other | 0.92% | 23,959 | -4,510 | -15.84% | $1,849,888 |
| ISHARES TR | EFG | Other | 0.89% | 15,087 | +2,365 | +18.59% | $1,794,587 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.89% | 3,628 | -26 | -0.71% | $1,782,075 |
| ISHARES TR | MBB | Other | 0.84% | 17,989 | +3,198 | +21.62% | $1,683,196 |
| ISHARES TR | GOVT | Other | 0.81% | 72,530 | +20,419 | +39.18% | $1,637,005 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.80% | 47,372 | +1,063 | +2.30% | $1,617,769 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.72% | 28,008 | +770 | +2.83% | $1,458,084 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.64% | 34,164 | -1,008 | -2.87% | $1,289,025 |
| ISHARES TR | IGEB | Other | 0.63% | 28,237 | -6,316 | -18.28% | $1,257,805 |
| BLACKROCK ETF TRUST | BDVL | Other | 0.62% | 47,957 | +3,374 | +7.57% | $1,238,242 |
| ISHARES TR | TLH | Other | 0.61% | 12,582 | -2,107 | -14.34% | $1,234,690 |
Showing 30 of 101 holdings in the latest reporting period.