Two West Capital Advisors LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Two West Capital Advisors LLC reported 96 stock positions worth $188.7 million. Its top holding was Dimensional US Core Equity M (DFAU) at 20.6% of the portfolio, followed by Vanguard Total World Bond Et (BNDW, 9.2%) and Dimensional US Core Equity 2 (DFAC, 7.6%). Compared with Q4 2025, it opened 9 new positions, sold out of 9, added to 66 and reduced 19. The biggest buy was a new position in iShares US Treasury Bond ETF (GOVT) and the biggest sale an exit from iShares S&P 100 ETF (OEF).

Most Recent 13F
Q2 2026
Location
Overland Park, KS
CIK
0002026617
Portfolio Value
$188.7M (Q1 2026)
SEC Filing
0002026617-26-000005 ↗ filed May 4, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q2 2024: $104.8M Q2 2024 Q3 2024: $123.4M Q3 2024 Q4 2024: $116.7M Q4 2024 Q1 2025: $119.7M Q1 2025 Q2 2025: $152.6M Q2 2025 Q3 2025: $165.6M Q3 2025 Q4 2025: $172.0M Q4 2025 Q1 2026: $188.7M $188.7M Q1 2026 Q2 2026: $201.2M Q2 2026

Holdings 96 stocks · $188.7M
DFAU Dimensional US Core Equity M 20.60% 791,906 $38.9M Add +0.6%
BNDW Vanguard Total World Bond Et 9.20% 254,869 $17.4M Add +1.9%
DFAC Dimensional US Core Equity 2 7.61% 342,233 $14.4M Add +3.0%
DFAI Dimensional International Co. 5.86% 275,554 $11.1M Add +0.1%
SCHP Schwab U.S. Tips ETF 5.01% 352,559 $9.5M Add +3.9%
DFAE Dimensional Emerging Core Eq 3.02% 152,642 $5.7M Reduce -2.1%
IVV iShares Core S&P 500 ETF 2.93% 7,741 $5.5M Add +27.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 2.08% 84,921 $3.9M Add +26.2%
DFIC Dimensional International Co. 1.93% 99,534 $3.6M Add +0.1%
DUHP Dimensional US High Profi Et 1.85% 89,797 $3.5M Reduce -0.4%
DFSV Dimensional US Small Cap Val 1.82% 92,610 $3.4M Add +0.8%
IVE iShares S&P 500 Value ETF 1.35% 11,553 $2.6M Add +6.9%
IVW iShares S&P 500 Growth ETF 1.34% 19,671 $2.5M Add +23.1%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.31% 39,078 $2.5M Add +3.9%
VUSB Vanguard Ultra Short Bond Et 1.20% 45,483 $2.3M Add +3.0%
IEMG iShares Core MSCI Emerging 1.16% 28,469 $2.2M Add +14.0%
DFGP Dimensional GLBL Core PL Fix 1.13% 39,326 $2.1M Add +9.5%
EFV iShares MSCI Eafe Value ETF 0.95% 23,696 $1.8M Add +16.3%
BRK.B Berkshire Hathaway Inc. Class B 0.92% 3,654 $1.7M Reduce -9.1%
BDYN iShares DYN Act ETF 0.91% 66,039 $1.7M Add +1.9%
DGCB Dimensional Global Credit 0.88% 30,696 $1.7M Add +8.3%
IGEB iShares Investment Grade SYS 0.82% 34,553 $1.6M Add +4.3%
MUB iShares National Muni Bond E 0.82% 14,435 $1.5M Add +40.6%
SCHG Schwab US Large-Cap Growth 0.80% 46,309 $1.5M Reduce -9.2%
EFG iShares MSCI Eafe Growth ETF 0.78% 12,722 $1.5M Add +178.3%
TLH iShares 10-20 Year Treasury 0.78% 14,689 $1.5M Add +23.7%
BINC iShares Flex I A ETF-Usd Inc. 0.75% 27,238 $1.4M Add +34.1%
MBB iShares MBS ETF 0.74% 14,791 $1.4M Add +22.6%
DFEM Dimensional Emrg MRKT Core 0.71% 35,172 $1.3M Add +4.9%
QUAL iShares MSCI USA Quality Fac 0.68% 6,241 $1.3M Add +3.7%
DISV Dimensional International SM 0.65% 30,303 $1.2M Add +0.3%
DIHP Dimensional International Hi 0.63% 36,061 $1.2M Add +2.8%
GOVT iShares US Treasury Bond ETF 0.63% 52,111 $1.2M New
BDVL iShares DV Equity Active ETF 0.60% 44,583 $1.1M Reduce -2.6%
DFSD Dimensional Short Duration 0.60% 23,821 $1.1M Add +66.5%
BAI Ishrs AI in and Tech Act ETF 0.60% 27,331 $1.1M Add +30.1%
IAGG iShares Intl Aggregate Bond 0.56% 21,162 $1.1M Add +33.2%
TFLO iShares Treasury Floating Ra 0.56% 20,783 $1.1M Add +0.8%
THRO iShares U.S. Thematic Rotati 0.55% 25,615 $1.0M Add +33.1%
IEFA iShares Core MSCI Eafe ETF 0.54% 10,856 $1.0M Add +17.4%
MTUM iShares MSCI USA Momentum Fa 0.52% 3,526 $979K Add +14.4%
DFCF Dimensional Core Fixed Inc. 0.46% 20,567 $868K Add +19.9%
XLK SS Technology Select Sector 0.45% 5,300 $843K Reduce -6.8%
NVDA Nvidia Corp. 0.44% 3,970 $831K Add +11.6%
IEF iShares 7-10 Year Treasury B 0.44% 8,675 $822K Add +31.0%
CMF iShares California Muni Bond 0.43% 14,212 $814K Add +8.2%
AAPL Apple Inc. 0.43% 2,994 $809K Add +1.4%
ESGU iShares ESG Aware MSCI USA 0.42% 5,092 $789K Reduce -29.9%
CLOA iShares Aaa Clo Act ETF-Usdi 0.40% 14,619 $759K Add +179.6%
DEHP Dimensional Emrg MRK Hi Prof 0.39% 19,397 $742K Reduce -0.5%
BLCR iShares LRG CP CR Act ETF-Ui 0.38% 15,235 $714K New
DFEV Dimensional Emrg MRKT Val 0.36% 17,453 $687K Add +3.7%
IDEF Ishars Def Ind TC Ac ETF-Ui 0.34% 20,000 $649K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.33% 7,394 $619K Add +65.3%
WMT Walmart Inc. 0.33% 4,825 $618K Add +0.7%
DFAX Dimensional World Ex US Core 0.31% 16,521 $592K Reduce -2.3%
AMZN Amazon.com Inc. 0.31% 2,195 $577K Add +2.5%
QLTA iShares Aaa - A Rated Corpor 0.30% 11,973 $569K Add +71.5%
TSLA Tesla Inc. 0.29% 1,488 $555K Add +2.2%
XLF SS Financial Select Sector 0.28% 10,283 $534K Reduce -12.5%
BSV Vanguard Short-Term Bond ETF 0.28% 6,760 $529K Add +2.3%
SMH Vaneck Semiconductor ETF 0.28% 1,041 $520K Add +30.4%
SUB iShares Short-Term National 0.26% 4,603 $490K Add +49.4%
IGSB iShares 1-5Y Inv Grade Corp. 0.25% 8,874 $466K Add +10.6%
MSFT Microsoft Corp. 0.24% 1,069 $454K Reduce -4.0%
SHY iShares 1-3 Year Treasury Bo 0.23% 5,303 $437K Add +10.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.23% 4,003 $435K Add +25.1%
IEUR iShares Core MSCI Europe ETF 0.23% 5,966 $433K Reduce -15.0%
DFIP Dimensional Inflation-Protec 0.22% 9,948 $418K Add +70.0%
GOOGL Alphabet Inc. Class A 0.22% 1,192 $417K Add +12.8%
VOO Vanguard S&P 500 ETF 0.22% 624 $408K Add +5.2%
DFGR Dim Global Real Estate ETF 0.20% 13,387 $380K Add +1.4%
IAU iShares Gold Trust 0.20% 4,314 $369K Reduce -38.7%
VLUE iShares MSCI USA Value Facto 0.19% 2,188 $361K New
INDV Indivior Pharmaceuticals Inc. 0.19% 10,500 $359K No change
FLOT iShares Floating Rate Bond E 0.19% 6,902 $352K Reduce -16.4%
XLV SS Health Care Select Sector 0.18% 2,427 $347K Reduce -7.3%
VEA Vanguard Ftse Developed ETF 0.18% 5,066 $340K Add +17.1%
AGG iShares Core U.S. Aggregate 0.18% 3,351 $332K Add +33.8%
XLI SS Industrial Select Sector 0.17% 1,905 $324K Reduce -9.5%
SHYG iShares 0-5 YR HY Corp. Bond 0.17% 7,463 $318K Add +0.4%
MUNY Vanguard NY Tax-Ex Bond 0.16% 2,907 $301K Add +0.8%
GLW Corning Inc. 0.16% 1,961 $298K New
HYDB iShares High Yield Systemati 0.16% 6,293 $295K Add +18.2%
DGRO iShares Core Dividend Growth 0.16% 4,033 $293K Add +5.7%
DFAS Dimensional US Small Cap ETF 0.15% 3,702 $281K Reduce -18.9%
MMM 3M Co. 0.15% 1,937 $279K Add +0.1%
VTI VG Morningstar TS MKT ETF-US 0.14% 755 $264K Add +2.2%
USHY iShares Broad Usd High Yield 0.14% 6,950 $258K Reduce -11.6%
RSP Invesco S&P 500 Equal Weight 0.14% 1,271 $255K New
XLY SS Consumer Disc Select Sect 0.13% 2,163 $253K Add +4.2%
DFCA Dimensional Calfornia MB ETF 0.13% 4,965 $248K New
DFAT Dimensional US Target Value 0.13% 3,742 $247K New
LQDH iShares Int Hedg Corp. BD ETF 0.13% 2,588 $240K Reduce -49.0%
EUSB Ishr ESG Advn Universal BD-$ 0.11% 4,699 $204K New
MVST Microvast Holdings Inc. 0.03% 36,339 $66K No change

Portfolio Sells Q4 2025 → Q1 2026
OEF iShares S&P 100 ETF Sold out 0.00% −0.84
BRK.B Berkshire Hathaway Inc. Class B Reduce -9.1% 0.92% −0.25
LCTU iShares U.S. Carbon Transiti Sold out 0.00% −0.22
ESGU iShares ESG Aware MSCI USA Reduce -29.9% 0.42% −0.21
ITA iShares U.S. Aerospace & Def Sold out 0.00% −0.18
SUSC iShares ESG Aware Usd Corpor Sold out 0.00% −0.17
EMB iShares JP Morgan Usd Emergi Sold out 0.00% −0.17
SCHG Schwab US Large-Cap Growth Reduce -9.2% 0.80% −0.16
LQDH iShares Int Hedg Corp. BD ETF Reduce -49.0% 0.13% −0.15
DSI iShares ESG MSCI KLD 400 ETF Sold out 0.00% −0.15
ITOT iShares Core S&P Total U.S. Sold out 0.00% −0.14
IXN iShares Global Tech ETF Sold out 0.00% −0.14
DUHP Dimensional US High Profi Et Reduce -0.4% 1.85% −0.14
IAU iShares Gold Trust Reduce -38.7% 0.20% −0.14
SCHQ Schwab Long-Term US Treasury Sold out 0.00% −0.13
XLF SS Financial Select Sector Reduce -12.5% 0.28% −0.09
MSFT Microsoft Corp. Reduce -4.0% 0.24% −0.07
IEUR iShares Core MSCI Europe ETF Reduce -15.0% 0.23% −0.06
FLOT iShares Floating Rate Bond E Reduce -16.4% 0.19% −0.06
BDVL iShares DV Equity Active ETF Reduce -2.6% 0.60% −0.05
XLV SS Health Care Select Sector Reduce -7.3% 0.18% −0.05
DFAS Dimensional US Small Cap ETF Reduce -18.9% 0.15% −0.04
USHY iShares Broad Usd High Yield Reduce -11.6% 0.14% −0.03
XLK SS Technology Select Sector Reduce -6.8% 0.45% −0.03
XLI SS Industrial Select Sector Reduce -9.5% 0.17% −0.02
DFAX Dimensional World Ex US Core Reduce -2.3% 0.31% −0.01
DEHP Dimensional Emrg MRK Hi Prof Reduce -0.5% 0.39% +0.03
DFAE Dimensional Emerging Core Eq Reduce -2.1% 3.02% +0.07

Portfolio Buys Q4 2025 → Q1 2026
GOVT iShares US Treasury Bond ETF New 0.63% +0.63
IVV iShares Core S&P 500 ETF Add +27.9% 2.93% +0.52
EFG iShares MSCI Eafe Growth ETF Add +178.3% 0.78% +0.48
BLCR iShares LRG CP CR Act ETF-Ui New 0.38% +0.38
IDEF Ishars Def Ind TC Ac ETF-Ui New 0.34% +0.34
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +26.2% 2.08% +0.26
CLOA iShares Aaa Clo Act ETF-Usdi Add +179.6% 0.40% +0.25
DFSD Dimensional Short Duration Add +66.5% 0.60% +0.20
IVW iShares S&P 500 Growth ETF Add +23.1% 1.34% +0.20
BAI Ishrs AI in and Tech Act ETF Add +30.1% 0.60% +0.19
VLUE iShares MSCI USA Value Facto New 0.19% +0.19
IEMG iShares Core MSCI Emerging Add +14.0% 1.16% +0.19
MUB iShares National Muni Bond E Add +40.6% 0.82% +0.18
GLW Corning Inc. New 0.16% +0.16
RSP Invesco S&P 500 Equal Weight New 0.14% +0.14
DFCA Dimensional Calfornia MB ETF New 0.13% +0.13
DFAT Dimensional US Target Value New 0.13% +0.13
BINC iShares Flex I A ETF-Usd Inc. Add +34.1% 0.75% +0.13
SPYM Ste STR SPDR PT S&P 500 ETF Add +65.3% 0.33% +0.12
THRO iShares U.S. Thematic Rotati Add +33.1% 0.55% +0.12
SMH Vaneck Semiconductor ETF Add +30.4% 0.28% +0.11
EUSB Ishr ESG Advn Universal BD-$ New 0.11% +0.11
QLTA iShares Aaa - A Rated Corpor Add +71.5% 0.30% +0.11
EFV iShares MSCI Eafe Value ETF Add +16.3% 0.95% +0.11
IAGG iShares Intl Aggregate Bond Add +33.2% 0.56% +0.10
DFIP Dimensional Inflation-Protec Add +70.0% 0.22% +0.08
TLH iShares 10-20 Year Treasury Add +23.7% 0.78% +0.07
MBB iShares MBS ETF Add +22.6% 0.74% +0.07
MTUM iShares MSCI USA Momentum Fa Add +14.4% 0.52% +0.07
SUB iShares Short-Term National Add +49.4% 0.26% +0.07
IEF iShares 7-10 Year Treasury B Add +31.0% 0.44% +0.07
DFEM Dimensional Emrg MRKT Core Add +4.9% 0.71% +0.07
DFSV Dimensional US Small Cap Val Add +0.8% 1.82% +0.06
IEFA iShares Core MSCI Eafe ETF Add +17.4% 0.54% +0.06
NVDA Nvidia Corp. Add +11.6% 0.44% +0.05
DFCF Dimensional Core Fixed Inc. Add +19.9% 0.46% +0.04
DFEV Dimensional Emrg MRKT Val Add +3.7% 0.36% +0.03
AGG iShares Core U.S. Aggregate Add +33.8% 0.18% +0.03
GOOGL Alphabet Inc. Class A Add +12.8% 0.22% +0.03
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +25.1% 0.23% +0.03
VEA Vanguard Ftse Developed ETF Add +17.1% 0.18% +0.02
IVE iShares S&P 500 Value ETF Add +6.9% 1.35% +0.02
AMZN Amazon.com Inc. Add +2.5% 0.31% +0.02
WMT Walmart Inc. Add +0.7% 0.33% +0.02
HYDB iShares High Yield Systemati Add +18.2% 0.16% +0.01
DGRO iShares Core Dividend Growth Add +5.7% 0.16% +0.00
SHY iShares 1-3 Year Treasury Bo Add +10.4% 0.23% +0.00
IGSB iShares 1-5Y Inv Grade Corp. Add +10.6% 0.25% +0.00
VOO Vanguard S&P 500 ETF Add +5.2% 0.22% +0.00
DFGP Dimensional GLBL Core PL Fix Add +9.5% 1.13% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 101$201.2MDFAU, BNDW, DFAC, DFAI, SCHP
Q1 2026 96$188.7MDFAU, BNDW, DFAC, DFAI, SCHP
Q4 2025 96$172.0MDFAU, BNDW, DFAC, DFAI, SCHP
Q3 2025 97$165.6MDFAU, BNDW, DFAC, DFAI, SCHP
Q2 2025 91$152.6MDFAU, BNDW, DFAC, DFAI, SCHP
Q1 2025 79$119.7MDFAU, BNDW, DFAC, DFAI, SCHP
Q4 2024 72$116.7MDFAU, BNDW, DFAC, DFAI, SCHP
Q3 2024 69$123.4MDFAU, BNDW, DFAI, DFAC, SCHP
Q2 2024 66$104.8MDFAU, BNDW, DFAC, DFAI, SCHP