Two West Capital Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Two West Capital Advisors LLC reported 101 stock positions worth $201.2 million. Its top holding was Dimensional US Core Equity M (DFAU) at 20.2% of the portfolio, followed by Vanguard Total World Bond Et (BNDW, 9.0%) and Dimensional US Core Equity 2 (DFAC, 7.4%). Compared with Q1 2026, it opened 14 new positions, sold out of 9, added to 39 and reduced 43. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +66%) and the biggest sale an exit from iShares Intl Aggregate Bond (IAGG).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0002026617
- Portfolio Value
- $201.2M (Q2 2026)
- SEC Filing
- 0002026617-26-000009 ↗ filed Jul 22, 2026
Holdings Value
Holdings 101 stocks · $201.2M
| DFAU Dimensional US Core Equity M | 20.18% | 790,439 | $40.6M | Reduce -0.2% |
| BNDW Vanguard Total World Bond Et | 9.01% | 267,551 | $18.1M | Add +5.0% |
| DFAC Dimensional US Core Equity 2 | 7.42% | 338,967 | $14.9M | Reduce -0.9% |
| DFAI Dimensional International Co. | 5.62% | 275,631 | $11.3M | Add +0.0% |
| SCHP Schwab U.S. Tips ETF | 4.99% | 383,217 | $10.0M | Add +8.7% |
| IVV iShares Core S&P 500 ETF | 4.75% | 12,819 | $9.6M | Add +65.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.90% | 127,755 | $5.8M | Add +50.4% |
| DFAE Dimensional Emerging Core Eq | 2.60% | 139,990 | $5.2M | Reduce -8.3% |
| DFIC Dimensional International Co. | 1.80% | 97,696 | $3.6M | Reduce -1.9% |
| DFSV Dimensional US Small Cap Val | 1.79% | 92,154 | $3.6M | Reduce -0.5% |
| DUHP Dimensional US High Profi Et | 1.77% | 86,766 | $3.6M | Reduce -3.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.57% | 47,252 | $3.2M | Add +20.9% |
| IVW iShares S&P 500 Growth ETF | 1.55% | 23,119 | $3.1M | Add +17.5% |
| IVE iShares S&P 500 Value ETF | 1.31% | 11,481 | $2.6M | Reduce -0.6% |
| VUSB Vanguard Ultra Short Bond Et | 1.18% | 47,913 | $2.4M | Add +5.3% |
| DFGP Dimensional GLBL Core PL Fix | 1.15% | 42,916 | $2.3M | Add +9.1% |
| DGCB Dimensional Global Credit | 0.97% | 36,030 | $1.9M | Add +17.4% |
| MUB iShares National Muni Bond E | 0.92% | 17,477 | $1.9M | Add +21.1% |
| BDYN iShares DYN Act ETF | 0.92% | 67,781 | $1.9M | Add +2.6% |
| IEMG iShares Core MSCI Emerging | 0.92% | 23,959 | $1.8M | Reduce -15.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.89% | 15,087 | $1.8M | Add +18.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.89% | 3,628 | $1.8M | Reduce -0.7% |
| MBB iShares MBS ETF | 0.84% | 17,989 | $1.7M | Add +21.6% |
| GOVT iShares US Treasury Bond ETF | 0.81% | 72,530 | $1.6M | Add +39.2% |
| SCHG Schwab US Large-Cap Growth | 0.80% | 47,372 | $1.6M | Add +2.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.72% | 28,008 | $1.5M | Add +2.8% |
| DFEM Dimensional Emrg MRKT Core | 0.64% | 34,164 | $1.3M | Reduce -2.9% |
| IGEB iShares Investment Grade SYS | 0.63% | 28,237 | $1.3M | Reduce -18.3% |
| BDVL iShares DV Equity Active ETF | 0.62% | 47,957 | $1.2M | Add +7.6% |
| TLH iShares 10-20 Year Treasury | 0.61% | 12,582 | $1.2M | Reduce -14.3% |
| DISV Dimensional International SM | 0.61% | 29,925 | $1.2M | Reduce -1.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.60% | 4,013 | $1.2M | Add +13.8% |
| DIHP Dimensional International Hi | 0.60% | 36,007 | $1.2M | Reduce -0.1% |
| BAI Ishrs AI in and Tech Act ETF | 0.55% | 25,825 | $1.1M | Reduce -5.5% |
| DFSD Dimensional Short Duration | 0.52% | 22,012 | $1.0M | Reduce -7.6% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.52% | 21,379 | $1.0M | Add +40.3% |
| AAPL Apple Inc. | 0.51% | 3,113 | $1.0M | Add +4.0% |
| EFV iShares MSCI Eafe Value ETF | 0.50% | 12,893 | $1.0M | Reduce -45.6% |
| IALT Ishrs SYS Alt Act ETF | 0.46% | 32,615 | $928K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.45% | 9,493 | $907K | Reduce -12.6% |
| CORO Ish Intl CTRY Rot Act ETF | 0.45% | 25,798 | $906K | New |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.45% | 29,099 | $900K | Add +45.5% |
| ESGU iShares ESG Aware MSCI USA | 0.45% | 5,532 | $900K | Add +8.6% |
| THRO iShares U.S. Thematic Rotati | 0.43% | 20,490 | $865K | Reduce -20.0% |
| IEF iShares 7-10 Year Treasury B | 0.43% | 9,212 | $862K | Add +6.2% |
| NVDA Nvidia Corp. | 0.41% | 4,092 | $832K | Add +3.1% |
| CMF iShares California Muni Bond | 0.40% | 14,212 | $811K | No change |
| DFCF Dimensional Core Fixed Inc. | 0.39% | 18,706 | $784K | Reduce -9.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 8,781 | $767K | Add +18.8% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.36% | 13,857 | $719K | Reduce -5.2% |
| GGOV iShares Global GB Usd Ha ETF | 0.35% | 14,214 | $709K | New |
| XLK SS Technology Select Sector | 0.35% | 4,002 | $703K | Reduce -24.5% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.35% | 17,915 | $697K | Reduce -7.6% |
| DFEV Dimensional Emrg MRKT Val | 0.32% | 16,387 | $651K | Reduce -6.1% |
| SUB iShares Short-Term National | 0.30% | 5,664 | $601K | Add +23.1% |
| DFAX Dimensional World Ex US Core | 0.29% | 16,497 | $593K | Reduce -0.1% |
| SMH Vaneck Semiconductor ETF | 0.28% | 1,002 | $560K | Reduce -3.8% |
| WMT Walmart Inc. | 0.28% | 4,952 | $556K | Add +2.6% |
| AMZN Amazon.com Inc. | 0.28% | 2,215 | $554K | Add +0.9% |
| BSV Vanguard Short-Term Bond ETF | 0.27% | 6,992 | $543K | Add +3.4% |
| XLF SS Financial Select Sector | 0.26% | 9,334 | $523K | Reduce -9.2% |
| QLTA iShares Aaa - A Rated Corpor | 0.23% | 9,860 | $462K | Reduce -17.6% |
| DGRO iShares Core Dividend Growth | 0.22% | 5,694 | $437K | Add +41.2% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.22% | 12,895 | $434K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 4,048 | $434K | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.21% | 624 | $426K | No change |
| DFGR Dim Global Real Estate ETF | 0.21% | 14,160 | $422K | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,179 | $415K | Reduce -1.1% |
| TFLO iShares Treasury Floating Ra | 0.20% | 8,152 | $412K | Reduce -60.8% |
| INDV Indivior Pharmaceuticals Inc. | 0.20% | 10,500 | $411K | No change |
| BFLX Ishrs FLX Eq Act ETF | 0.20% | 15,885 | $400K | New |
| DFAS Dimensional US Small Cap ETF | 0.19% | 4,697 | $378K | Add +26.9% |
| MSFT Microsoft Corp. | 0.19% | 926 | $373K | Reduce -13.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.18% | 4,399 | $372K | New |
| EAGG iShares ESG Aware US Aggrega | 0.18% | 7,798 | $366K | New |
| DFIP Dimensional Inflation-Protec | 0.18% | 8,846 | $364K | Reduce -11.1% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 5,249 | $363K | Add +3.6% |
| VLUE iShares MSCI USA Value Facto | 0.18% | 1,922 | $363K | Reduce -12.2% |
| IAU iShares Gold Trust | 0.17% | 4,670 | $352K | Add +8.3% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.16% | 7,323 | $315K | Add +55.8% |
| EMLC Vaneck JPM Em Local Curr BND | 0.16% | 12,345 | $313K | New |
| MMM 3M Co. | 0.15% | 1,933 | $307K | Reduce -0.2% |
| MUNY Vanguard NY Tax-Ex Bond | 0.15% | 2,930 | $301K | Add +0.8% |
| XLI SS Industrial Select Sector | 0.15% | 1,685 | $300K | Reduce -11.6% |
| GLW Corning Inc. | 0.14% | 1,883 | $288K | Reduce -4.0% |
| QUAL iShares MSCI USA Quality Fac | 0.14% | 1,328 | $288K | Reduce -78.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 773 | $283K | Add +2.4% |
| SECU Ishrs Secur Incom Act ETF | 0.14% | 5,621 | $280K | New |
| TSLA Tesla Inc. | 0.14% | 750 | $277K | Reduce -49.6% |
| IEUR iShares Core MSCI Europe ETF | 0.14% | 3,681 | $274K | Reduce -38.3% |
| XLV SS Health Care Select Sector | 0.13% | 1,614 | $257K | Reduce -33.5% |
| AGG iShares Core U.S. Aggregate | 0.13% | 2,583 | $253K | Reduce -22.9% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.13% | 5,988 | $253K | Reduce -19.8% |
| DFCA Dimensional Calfornia MB ETF | 0.12% | 4,965 | $248K | No change |
| XLE SS Energy Select Sector | 0.12% | 4,196 | $243K | New |
| DFAT Dimensional US Target Value | 0.12% | 3,475 | $243K | Reduce -7.1% |
| LCTU iShares U.S. Carbon Transiti | 0.12% | 3,031 | $242K | New |
| EUHY iShares Euro High Yield Corp. | 0.12% | 4,451 | $238K | New |
| SUSC iShares ESG Aware Usd Corpor | 0.11% | 10,086 | $230K | New |
| SYSB iShares Systematic Bond ETF | 0.11% | 2,440 | $214K | New |
| MVST Microvast Holdings Inc. | 0.02% | 36,339 | $33K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.56 |
| QUAL iShares MSCI USA Quality Fac | Reduce -78.7% | 0.14% | −0.54 |
| EFV iShares MSCI Eafe Value ETF | Reduce -45.6% | 0.50% | −0.45 |
| DFAE Dimensional Emerging Core Eq | Reduce -8.3% | 2.60% | −0.42 |
| DFAU Dimensional US Core Equity M | Reduce -0.2% | 20.18% | −0.41 |
| TFLO iShares Treasury Floating Ra | Reduce -60.8% | 0.20% | −0.35 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.25 |
| IEMG iShares Core MSCI Emerging | Reduce -15.8% | 0.92% | −0.24 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.23 |
| IGEB iShares Investment Grade SYS | Reduce -18.3% | 0.63% | −0.20 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.9% | 7.42% | −0.19 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.19 |
| TLH iShares 10-20 Year Treasury | Reduce -14.3% | 0.61% | −0.16 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.16 |
| TSLA Tesla Inc. | Reduce -49.6% | 0.14% | −0.16 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.14 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.14 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.13 |
| LQDH iShares Int Hedg Corp. BD ETF | Sold out | 0.00% | −0.13 |
| DFIC Dimensional International Co. | Reduce -1.9% | 1.80% | −0.13 |
| THRO iShares U.S. Thematic Rotati | Reduce -20.0% | 0.43% | −0.12 |
| XLK SS Technology Select Sector | Reduce -24.5% | 0.35% | −0.10 |
| IEUR iShares Core MSCI Europe ETF | Reduce -38.3% | 0.14% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -12.6% | 0.45% | −0.09 |
| DFSD Dimensional Short Duration | Reduce -7.6% | 0.52% | −0.08 |
| DUHP Dimensional US High Profi Et | Reduce -3.4% | 1.77% | −0.08 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -17.6% | 0.23% | −0.07 |
| DFCF Dimensional Core Fixed Inc. | Reduce -9.1% | 0.39% | −0.07 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.9% | 0.64% | −0.07 |
| XLV SS Health Care Select Sector | Reduce -33.5% | 0.13% | −0.06 |
| MSFT Microsoft Corp. | Reduce -13.4% | 0.19% | −0.06 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -5.5% | 0.55% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -22.9% | 0.13% | −0.05 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -7.6% | 0.35% | −0.05 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Reduce -5.2% | 0.36% | −0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -19.8% | 0.13% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -0.6% | 1.31% | −0.04 |
| DFIP Dimensional Inflation-Protec | Reduce -11.1% | 0.18% | −0.04 |
| DFEV Dimensional Emrg MRKT Val | Reduce -6.1% | 0.32% | −0.04 |
| DISV Dimensional International SM | Reduce -1.3% | 0.61% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 0.89% | −0.03 |
| DIHP Dimensional International Hi | Reduce -0.1% | 0.60% | −0.03 |
| DFSV Dimensional US Small Cap Val | Reduce -0.5% | 1.79% | −0.03 |
| XLF SS Financial Select Sector | Reduce -9.2% | 0.26% | −0.02 |
| XLI SS Industrial Select Sector | Reduce -11.6% | 0.15% | −0.02 |
| DFAX Dimensional World Ex US Core | Reduce -0.1% | 0.29% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 0.21% | −0.01 |
| GLW Corning Inc. | Reduce -4.0% | 0.14% | −0.01 |
| VLUE iShares MSCI USA Value Facto | Reduce -12.2% | 0.18% | −0.01 |
| DFAT Dimensional US Target Value | Reduce -7.1% | 0.12% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +65.6% | 4.75% | +1.82 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +50.4% | 2.90% | +0.82 |
| IALT Ishrs SYS Alt Act ETF | New | 0.46% | +0.46 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.45% | +0.45 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.35% | +0.35 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +20.9% | 1.57% | +0.26 |
| BALI Is US LRG CP Pre Inc. Act-Usd | New | 0.22% | +0.22 |
| IVW iShares S&P 500 Growth ETF | Add +17.5% | 1.55% | +0.20 |
| BFLX Ishrs FLX Eq Act ETF | New | 0.20% | +0.20 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.18% | +0.18 |
| GOVT iShares US Treasury Bond ETF | Add +39.2% | 0.81% | +0.18 |
| EAGG iShares ESG Aware US Aggrega | New | 0.18% | +0.18 |
| EMLC Vaneck JPM Em Local Curr BND | New | 0.16% | +0.16 |
| SECU Ishrs Secur Incom Act ETF | New | 0.14% | +0.14 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +40.3% | 0.52% | +0.14 |
| XLE SS Energy Select Sector | New | 0.12% | +0.12 |
| LCTU iShares U.S. Carbon Transiti | New | 0.12% | +0.12 |
| EUHY iShares Euro High Yield Corp. | New | 0.12% | +0.12 |
| SUSC iShares ESG Aware Usd Corpor | New | 0.11% | +0.11 |
| EFG iShares MSCI Eafe Growth ETF | Add +18.6% | 0.89% | +0.11 |
| SYSB iShares Systematic Bond ETF | New | 0.11% | +0.11 |
| MUB iShares National Muni Bond E | Add +21.1% | 0.92% | +0.11 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | Add +45.5% | 0.45% | +0.10 |
| MBB iShares MBS ETF | Add +21.6% | 0.84% | +0.10 |
| DGCB Dimensional Global Credit | Add +17.4% | 0.97% | +0.09 |
| MTUM iShares MSCI USA Momentum Fa | Add +13.8% | 0.60% | +0.08 |
| AAPL Apple Inc. | Add +4.0% | 0.51% | +0.08 |
| DGRO iShares Core Dividend Growth | Add +41.2% | 0.22% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +18.8% | 0.38% | +0.05 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +55.8% | 0.16% | +0.05 |
| SUB iShares Short-Term National | Add +23.1% | 0.30% | +0.04 |
| DFAS Dimensional US Small Cap ETF | Add +26.9% | 0.19% | +0.04 |
| ESGU iShares ESG Aware MSCI USA | Add +8.6% | 0.45% | +0.03 |
| DFGP Dimensional GLBL Core PL Fix | Add +9.1% | 1.15% | +0.02 |
| BDVL iShares DV Equity Active ETF | Add +7.6% | 0.62% | +0.01 |
| BDYN iShares DYN Act ETF | Add +2.6% | 0.92% | +0.01 |
| DFGR Dim Global Real Estate ETF | Add +5.8% | 0.21% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +2.3% | 0.80% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.4% | 0.14% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +3.6% | 0.18% | +0.00 |
| IEF iShares 7-10 Year Treasury B | Add +6.2% | 0.43% | −0.01 |
| MUNY Vanguard NY Tax-Ex Bond | Add +0.8% | 0.15% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +3.4% | 0.27% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +1.1% | 0.22% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Add +5.3% | 1.18% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Add +8.7% | 4.99% | −0.02 |
| IAU iShares Gold Trust | Add +8.3% | 0.17% | −0.02 |
| NVDA Nvidia Corp. | Add +3.1% | 0.41% | −0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +2.8% | 0.72% | −0.03 |
| AMZN Amazon.com Inc. | Add +0.9% | 0.28% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 101 | $201.2M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q1 2026 | 96 | $188.7M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q4 2025 | 96 | $172.0M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q3 2025 | 97 | $165.6M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q2 2025 | 91 | $152.6M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q1 2025 | 79 | $119.7M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q4 2024 | 72 | $116.7M | DFAU, BNDW, DFAC, DFAI, SCHP |
| Q3 2024 | 69 | $123.4M | DFAU, BNDW, DFAI, DFAC, SCHP |
| Q2 2024 | 66 | $104.8M | DFAU, BNDW, DFAC, DFAI, SCHP |