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Two West Capital Advisors LLC

CIK 2026617 · latest 13F filed 15 October 2026 · Read the filing on EDGAR

Two West Capital Advisors LLC reported 98 US-listed holdings worth $201.3 million in its 13F for the quarter ended 30 September 2026, filed 15 October 2026. Its largest: Dimensional ETF Trust (20.5%), Vanguard Total World Bond ETF (8.9%) and Dimensional ETF Trust (7.7%). Against the quarter before, it opened 6 positions, added to 59, trimmed 26 and sold out of 9.

Reported holdings$201.3M+0.1% on Q2 2026
Positions98-3 on Q2 2026
The largest ten63.0%of its reported holdings
Latest 13FQ3 2026filed 15 October 2026
Where the money is
Added toTrimmed
DFAU20.5%BNDW8.9%DFAC7.7%DFAI5.7%IVV5.2%SCHP5.1%IUSB3.6%DFAE2.7%DFIC1.9%IVW1.8%DYNF1.8%IVE1.4%VUSB1.2%84 more31.4%

The 14 largest of its 98 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $123.4 million in 69 positions$123MQ3 24Q4 2024: $116.7 million in 72 positions$117MQ4 24Q1 2025: $119.7 million in 79 positions$120MQ1 25Q2 2025: $152.6 million in 91 positions$153MQ2 25Q3 2025: $165.6 million in 97 positions$166MQ3 25Q4 2025: $172.0 million in 96 positions$172MQ4 25Q1 2026: $188.7 million in 96 positions$189MQ1 26Q2 2026: $201.2 million in 101 positions$201MQ2 26Q3 2026: $201.3 million in 98 positions$201MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +19.3% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +19.3%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 6Added 59Held 7Trimmed 26Sold out 9
Opened: 6Added: 59Held: 7Trimmed: 26Sold out: 9

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 6

  1. iShares Trust ACWX$1.4 million
  2. Meta Platforms, Inc. META$223,932
  3. iShares Inc. EMXC$221,886
  4. Vanguard Mun BD FDS VTEB$209,220
  5. Schwab Fundamental Internationa FNDF$208,547
  6. WiSA Technologies Inc DVLT$11,498

Added to 59

  1. iShares Core Total USD Bond Market ETF IUSB+37,569 shares · +29%
  2. BlackRock ETF Trust CORO+27,064 shares · +105%
  3. BlackRock ETF Trust BFLX+29,397 shares · +185%
  4. iShares Core S&P 500 ETF IVV+922 shares · +7%
  5. Schwab Strategic Trust SCHP+23,158 shares · +6%
  6. BlackRock ETF Trust BLCR+9,927 shares · +46%
  7. iShares Trust IEF+4,069 shares · +44%
  8. iShares Core MSCI Eafe ETF IEFA+3,268 shares · +34%

and 51 more in the table below

Trimmed 26

  1. iShares Trust MBB-14,411 shares · -80%
  2. iShares Core MSCI Emerging Mark IEMG-6,745 shares · -28%
  3. Dimensional ETF Trust DFAU-3,495 shares · -0%
  4. iShares Trust EFG-1,376 shares · -9%
  5. BlackRock ETF Trust II CLOA-2,495 shares · -18%
  6. BlackRock ETF Trust IDEF-3,789 shares · -13%
  7. BlackRock ETF Trust II BINC-1,939 shares · -7%
  8. Dimensional ETF Trust DFSD-1,950 shares · -9%

and 18 more in the table below

Sold out of 9

  1. Dimensional ETF Trust DFSV$3.6 million last quarter
  2. Dimensional ETF Trust DUHP$3.6 million last quarter
  3. iShares Trust MTUM$1.2 million last quarter
  4. iShares Trust QLTA$461,765 last quarter
  5. iShares Trust TFLO$412,468 last quarter
  6. Invesco Exchange Traded FD T SPHQ$371,847 last quarter
  7. Select Sector SPDR Trust XLI$300,172 last quarter
  8. iShares Trust IEUR$273,552 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Dimensional ETF Trust DFAU786.9K$41.3 million20.51%-3.5K
Vanguard Total World Bond ETF BNDW271.0K$17.9 million8.87%+3.4K
Dimensional ETF Trust DFAC345.1K$15.4 million7.65%+6.1K
Dimensional ETF Trust DFAI274.5K$11.4 million5.68%-1.1K
iShares Core S&P 500 ETF IVV13.7K$10.5 million5.24%+922
Schwab Strategic Trust SCHP406.4K$10.2 million5.08%+23.2K
iShares Core Total USD Bond Market ETF IUSB165.3K$7.3 million3.63%+37.6K
Dimensional ETF Trust DFAE138.0K$5.5 million2.72%-2.0K
Dimensional ETF Trust DFIC99.3K$3.8 million1.87%+1.6K
iShares S&P Growth Index FD IVW24.8K$3.5 million1.75%+1.7K
BlackRock ETF Trust DYNF50.8K$3.5 million1.75%+3.6K
iShares S&P 500 Value ETF IVE12.5K$2.9 million1.43%+1.1K
Vanguard BD Index FDS VUSB50.6K$2.5 million1.25%+2.7K
Dimensional ETF Trust DFGP45.6K$2.4 million1.18%+2.7K
Dimensional ETF Trust DGCB39.3K$2.0 million1.01%+3.3K
BlackRock ETF Trust CORO52.9K$1.9 million0.96%+27.1K
iShares Dyn Act ETF BDYN68.3K$1.9 million0.95%+569
iShares Trust MUB18.3K$1.8 million0.91%+812
Schwab Strategic Trust SCHG49.7K$1.8 million0.89%+2.3K
iShares Trust GOVT80.0K$1.8 million0.87%+7.5K
Berkshire Hathaway Inc. Class B BRKB3.5K$1.7 million0.87%-151
iShares Trust EFG13.7K$1.7 million0.82%-1.4K
BlackRock ETF Trust BLCR31.3K$1.5 million0.76%+9.9K
iShares Trust IGEB34.9K$1.5 million0.74%+6.7K
iShares Trust ACWX18.9K$1.4 million0.72%new
iShares Core MSCI Emerging Mark IEMG17.2K$1.4 million0.70%-6.7K
Dimensional ETF Trust DFEM34.7K$1.4 million0.69%+558
BlackRock ETF Trust II BINC26.1K$1.3 million0.66%-1.9K
Dimensional ETF Trust DISV30.4K$1.3 million0.66%+523
iShares A.i. Innovation and Tech Active ETF BAI27.9K$1.3 million0.65%+2.0K
iShares Trust TLH13.9K$1.3 million0.64%+1.3K
iShares DV Equity Active ETF BDVL48.8K$1.3 million0.63%+825
iShares Core MSCI Eafe ETF IEFA12.8K$1.2 million0.62%+3.3K
Dimensional ETF Trust DIHP36.5K$1.2 million0.61%+513
iShares Trust IEF13.3K$1.2 million0.59%+4.1K
BlackRock ETF Trust BFLX45.3K$1.2 million0.58%+29.4K
BlackRock ETF Trust IALT37.3K$1.1 million0.55%+4.7K
iShares Trust EFV13.5K$1.1 million0.54%+653
BlackRock ETF Trust II GGOV20.5K$1.0 million0.51%+6.3K
Apple Inc. AAPL3.1K$1.0 million0.51%-18
BlackRock ETF Trust THRO22.1K$974,0690.48%+1.6K
NVIDIA Corp. NVDA4.2K$959,6480.48%+132
Dimensional ETF Trust DFSD20.1K$931,8900.46%-1.9K
iShares Trust ESGU5.4K$894,6970.44%-177
BlackRock ETF Trust IDEF25.3K$793,2220.39%-3.8K
SPDR Ser Trust SPYM8.6K$773,9470.38%-176
iShares Trust CMF14.2K$762,9190.38%no change
Dimensional ETF Trust DFCF18.8K$754,1880.37%+78
Dimensional ETF Trust DEHP18.2K$754,1640.37%+258
Dimensional ETF Trust DFEV16.6K$709,2390.35%+242
Technology Select Sector SPDR ETF XLK3.6K$698,3710.35%-411
Vaneck ETF Trust SMH1.1K$639,0660.32%+51
Dimensional ETF Trust DFAX16.6K$618,3780.31%+95
iShares Trust SUB5.9K$614,4860.31%+236
BlackRock ETF Trust II CLOA11.4K$590,1830.29%-2.5K
BlackRock ETF Trust II SECU11.8K$574,4840.29%+6.2K
Microsoft Corp. MSFT1.1K$564,9980.28%+184
Vanguard BD Index FDS BSV7.2K$552,7200.27%+245
Amazon.com Inc. AMZN2.2K$541,6870.27%-19
Walmart Inc. WMT5.1K$539,8810.27%+103
Financial Select Sector SPDR ETF XLF9.5K$512,2610.25%+151
iShares Core Dividend Growth DGRO6.1K$461,7200.23%+380
BlackRock ETF Trust BALI13.2K$455,3970.23%+328
Vanguard S&P 500 VOO624$438,5200.22%no change
Alphabet Inc. GOOGL1.3K$436,8840.22%+102
Select Sector SPDR Trust XLV2.5K$419,3560.21%+842
Dimensional ETF Trust DFGR14.6K$398,1080.20%+433
iShares Trust LQD3.9K$394,9510.20%-191
iShares Gold Trust IAU5.0K$393,0710.20%+336
Indivior Pharmaceuticals, Inc. INDV10.5K$384,1950.19%no change
Vanguard Ftse Developed Markets VEA5.2K$370,8830.18%-39
Dimensional ETF Trust DFAS4.7K$365,4850.18%no change
iShares Trust EAGG7.6K$345,6770.17%-165
Dimensional ETF Trust DFIP8.8K$345,5690.17%no change
3M Co. MMM2.0K$336,3740.17%+63
iShares Trust MBB3.6K$320,3340.16%-14.4K
Vaneck ETF Trust EMLC12.7K$314,7630.16%+368
Corning Inc. GLW2.0K$310,8680.15%+76
iShares Trust EUSB7.4K$306,2790.15%+41
iShares Trust VLUE1.5K$298,8840.15%-417
Vanguard Ny Tax Free FDS MUNY2.9K$284,4240.14%+17
iShares Edge MSCI USA Quality F QUAL1.3K$282,1260.14%-64
VG Totl STK Vprs VTI749$281,0370.14%-24
Tesla, Inc. TSLA752$265,3360.13%+2
iShares Trust SHYG6.0K$248,7700.12%+34
iShares Inc. EUHY4.6K$242,2190.12%+184
Select Sector SPDR Trust XLE3.9K$240,2180.12%-293
Dimensional ETF Trust DFCA5.0K$235,3910.12%no change
Dimensional ETF Trust DFAT3.4K$228,2810.11%-70
Meta Platforms, Inc. META303$223,9320.11%new
iShares Inc. EMXC2.2K$221,8860.11%new
iShares U.s. Fixed Income Balanced Risk Systematic ETF SYSB2.6K$215,2740.11%+113
BlackRock ETF Trust LCTU2.6K$212,7750.11%-430
Vanguard Mun BD FDS VTEB4.5K$209,2200.10%new
Schwab Fundamental Internationa FNDF3.9K$208,5470.10%new
iShares Trust SUSC9.4K$206,8930.10%-672
Microvast Holdings Inc. MVST36.3K$23,5370.01%no change
WiSA Technologies Inc DVLT75.0K$11,4980.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.