Two West Capital Advisors LLC

CIK 0002026617 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Two West Capital Advisors LLC reported 101 positions worth $201.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: DFAU (20.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$201.2M
2026 Q2
Positions
101
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.1%
Est. Net Flow (Q)
2026 Q2
10 / 101 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFAUDIMENSIONAL ETF TRUSTSH$40.6M20.18%790,439
2BNDWVANGUARD SCOTTSDALE FDSSH$18.1M9.01%267,551
3DFACDIMENSIONAL ETF TRUSTSH$14.9M7.42%338,967
4DFAIDIMENSIONAL ETF TRUSTSH$11.3M5.62%275,631
5SCHPSCHWAB STRATEGIC TRSH$10.0M4.99%383,217
6IVVISHARES TRSH$9.6M4.75%12,819
7IUSBISHARES TRSH$5.8M2.90%127,755
8DFAEDIMENSIONAL ETF TRUSTSH$5.2M2.60%139,990
9DFICDIMENSIONAL ETF TRUSTSH$3.6M1.80%97,696
10DFSVDIMENSIONAL ETF TRUSTSH$3.6M1.79%92,154

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Two West Capital Advisors LLC hold as of Q2 2026?

Two West Capital Advisors LLC reported 101 positions worth $201.2M in its Q2 2026 13F filing. Largest positions: DFAU (20.2%), BNDW (9.0%), DFAC (7.4%), DFAI (5.6%) and SCHP (5.0%).

What did Two West Capital Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Two West Capital Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.