Two West Capital Advisors LLC 13F Holdings · Q2 2026
Two West Capital Advisors LLC reported 101 securities worth $201.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAU (20.18%), BNDW (9.01%), DFAC (7.42%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $40.6M | 20.18% | 790,439 | Trimmed |
| 2 | BNDW | VANGUARD SCOTTSDALE FDS | $18.1M | 9.01% | 267,551 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $14.9M | 7.42% | 338,967 | Trimmed |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $11.3M | 5.62% | 275,631 | Added |
| 5 | SCHP | SCHWAB STRATEGIC TR | $10.0M | 4.99% | 383,217 | Added |
| 6 | IVV | ISHARES TR | $9.6M | 4.75% | 12,819 | Added |
| 7 | IUSB | ISHARES TR | $5.8M | 2.90% | 127,755 | Added |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $5.2M | 2.60% | 139,990 | Trimmed |
| 9 | DFIC | DIMENSIONAL ETF TRUST | $3.6M | 1.80% | 97,696 | Trimmed |
| 10 | DFSV | DIMENSIONAL ETF TRUST | $3.6M | 1.79% | 92,154 | Trimmed |
| 11 | DUHP | DIMENSIONAL ETF TRUST | $3.6M | 1.77% | 86,766 | Trimmed |
| 12 | DYNF | BLACKROCK ETF TRUST | $3.2M | 1.57% | 47,252 | Added |
| 13 | IVW | ISHARES TR | $3.1M | 1.55% | 23,119 | Added |
| 14 | IVE | ISHARES TR | $2.6M | 1.31% | 11,481 | Trimmed |
| 15 | VUSB | VANGUARD BD INDEX FDS | $2.4M | 1.18% | 47,913 | Added |
| 16 | DFGP | DIMENSIONAL ETF TRUST | $2.3M | 1.15% | 42,916 | Added |
| 17 | DGCB | DIMENSIONAL ETF TRUST | $1.9M | 0.97% | 36,030 | Added |
| 18 | BDYN | BLACKROCK ETF TRUST | $1.9M | 0.92% | 67,781 | Added |
| 19 | IEMG | ISHARES INC | $1.8M | 0.92% | 23,959 | Trimmed |
| 20 | MUB | ISHARES TR | $1.9M | 0.92% | 17,477 | Added |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.89% | 3,628 | Trimmed |
| 22 | EFG | ISHARES TR | $1.8M | 0.89% | 15,087 | Added |
| 23 | MBB | ISHARES TR | $1.7M | 0.84% | 17,989 | Added |
| 24 | GOVT | ISHARES TR | $1.6M | 0.81% | 72,530 | Added |
| 25 | SCHG | SCHWAB STRATEGIC TR | $1.6M | 0.80% | 47,372 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR