Two West Capital Advisors
Overland Park, KSfiles as Two West Capital Advisors LLC
$201m in 101 US stocks at the end of 30 June 2026. The top 10 are 61.1% of the money. It changed about 7.4% of the portfolio this quarter.
What changed this quarter
New
Bought for the first time this quarter.
- Blackrock ETF TrustIALT0.5% of the fund
- Blackrock ETF TrustCORO0.5% of the fund
- Blackrock ETF Trust IIGGOV0.4% of the fund
- Blackrock ETF TrustBALI0.2% of the fund
- Blackrock ETF TrustBFLX0.2% of the fund
- Invesco Exchange Traded FD TSPHQ0.2% of the fund
- Ishares TREAGG0.2% of the fund
- Vaneck ETF TrustEMLC0.2% of the fund
- Blackrock ETF Trust IISECU0.1% of the fund
- Select Sector Spdr TRXLE0.1% of the fund
- Blackrock ETF TrustLCTU0.1% of the fund
- IsharesEUHY0.1% of the fund
- Ishares TRSUSC0.1% of the fund
- Ishares TRSYSB0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Scottsdale FDSBNDW9.0% of the fund+5%
- Schwab Strategic TRSCHP5.0% of the fund+9%
- Ishares TRIVV4.7% of the fund+66%
- Ishares TRIUSB2.9% of the fund+50%
- Blackrock ETF TrustDYNF1.6% of the fund+21%
- Ishares TRIVW1.5% of the fund+18%
- Vanguard BD Index FDSVUSB1.2% of the fund+5%
- Dimensional ETF TrustDFGP1.2% of the fund+9%
- Dimensional ETF TrustDGCB1.0% of the fund+17%
- Ishares TRMUB0.9% of the fund+21%
- Blackrock ETF TrustBDYN0.9% of the fund+3%
- Ishares TREFG0.9% of the fund+19%
- Ishares TRMBB0.8% of the fund+22%
- Ishares TRGOVT0.8% of the fund+39%
- Schwab Strategic TRSCHG0.8% of the fund+2%
- Blackrock ETF Trust IIBINC0.7% of the fund+3%
- Blackrock ETF TrustBDVL0.6% of the fund+8%
- Ishares TRMTUM0.6% of the fund+14%
- Blackrock ETF TrustBLCR0.5% of the fund+40%
- AppleAAPL0.5% of the fund+4%
- Blackrock ETF TrustIDEF0.4% of the fund+46%
- Ishares TRESGU0.4% of the fund+9%
- Ishares TRIEF0.4% of the fund+6%
- NvidiaNVDA0.4% of the fund+3%
- Spdr Series TrustSPYM0.4% of the fund+19%
Cut
Sold some of their stake.
- Dimensional ETF TrustDFAE2.6% of the fund-8%
- Dimensional ETF TrustDUHP1.8% of the fund-3%
- IsharesIEMG0.9% of the fund-16%
- Dimensional ETF TrustDFEM0.6% of the fund-3%
- Ishares TRIGEB0.6% of the fund-18%
- Ishares TRTLH0.6% of the fund-14%
- Blackrock ETF TrustBAI0.5% of the fund-6%
- Dimensional ETF TrustDFSD0.5% of the fund-8%
- Ishares TREFV0.5% of the fund-46%
- Ishares TRIEFA0.5% of the fund-13%
- Blackrock ETF TrustTHRO0.4% of the fund-20%
- Dimensional ETF TrustDFCF0.4% of the fund-9%
- Blackrock ETF Trust IICLOA0.4% of the fund-5%
- Select Sector Spdr TRXLK0.3% of the fund-24%
- Dimensional ETF TrustDEHP0.3% of the fund-8%
- Dimensional ETF TrustDFEV0.3% of the fund-6%
- Vaneck ETF TrustSMH0.3% of the fund-4%
- Select Sector Spdr TRXLF0.3% of the fund-9%
- Ishares TRQLTA0.2% of the fund-18%
- Ishares TRTFLO0.2% of the fund-61%
- MicrosoftMSFT0.2% of the fund-13%
- Dimensional ETF TrustDFIP0.2% of the fund-11%
- Ishares TRVLUE0.2% of the fund-12%
- Select Sector Spdr TRXLI0.1% of the fund-12%
- CorningGLW0.1% of the fund-4%
Sold out
Sold their entire stake.
- Ishares TRIAGG-100%
- Ishares TRIGSB-100%
- Ishares TRSHY-100%
- Ishares TRFLOT-100%
- Ishares TRHYDB-100%
- Ishares TRUSHY-100%
- Invesco Exchange Traded FD TRSP-100%
- Select Sector Spdr TRXLY-100%
- Ishares U S ETF TRLQDH-100%
Holdings
- Dimensional ETF TrustDFAU
- Share
- 20.2%
- Value
- $41m
- Shares
- 790,439
Held
- Vanguard Scottsdale FDSBNDW
- Share
- 9.0%
- Value
- $18m
- Shares
- 267,551
+5%
- Dimensional ETF TrustDFAC
- Share
- 7.4%
- Value
- $15m
- Shares
- 338,967
Held
- Dimensional ETF TrustDFAI
- Share
- 5.6%
- Value
- $11m
- Shares
- 275,631
Held
- Schwab Strategic TRSCHP
- Share
- 5.0%
- Value
- $10m
- Shares
- 383,217
+9%
- Ishares TRIVV
- Share
- 4.7%
- Value
- $10m
- Shares
- 12,819
+66%
- Ishares TRIUSB
- Share
- 2.9%
- Value
- $6m
- Shares
- 127,755
+50%
- Dimensional ETF TrustDFAE
- Share
- 2.6%
- Value
- $5m
- Shares
- 139,990
-8%
- Dimensional ETF TrustDFIC
- Share
- 1.8%
- Value
- $4m
- Shares
- 97,696
Held
- Dimensional ETF TrustDFSV
- Share
- 1.8%
- Value
- $4m
- Shares
- 92,154
Held
- Dimensional ETF TrustDUHP
- Share
- 1.8%
- Value
- $4m
- Shares
- 86,766
-3%
- Blackrock ETF TrustDYNF
- Share
- 1.6%
- Value
- $3m
- Shares
- 47,252
+21%
- Ishares TRIVW
- Share
- 1.5%
- Value
- $3m
- Shares
- 23,119
+18%
- Ishares TRIVE
- Share
- 1.3%
- Value
- $3m
- Shares
- 11,481
Held
- Vanguard BD Index FDSVUSB
- Share
- 1.2%
- Value
- $2m
- Shares
- 47,913
+5%
- Dimensional ETF TrustDFGP
- Share
- 1.2%
- Value
- $2m
- Shares
- 42,916
+9%
- Dimensional ETF TrustDGCB
- Share
- 1.0%
- Value
- $2m
- Shares
- 36,030
+17%
- Ishares TRMUB
- Share
- 0.9%
- Value
- $2m
- Shares
- 17,477
+21%
- Blackrock ETF TrustBDYN
- Share
- 0.9%
- Value
- $2m
- Shares
- 67,781
+3%
- IsharesIEMG
- Share
- 0.9%
- Value
- $2m
- Shares
- 23,959
-16%
- Ishares TREFG
- Share
- 0.9%
- Value
- $2m
- Shares
- 15,087
+19%
- Ishares TRMBB
- Share
- 0.8%
- Value
- $2m
- Shares
- 17,989
+22%
- Ishares TRGOVT
- Share
- 0.8%
- Value
- $2m
- Shares
- 72,530
+39%
- Schwab Strategic TRSCHG
- Share
- 0.8%
- Value
- $2m
- Shares
- 47,372
+2%
- Blackrock ETF Trust IIBINC
- Share
- 0.7%
- Value
- $1m
- Shares
- 28,008
+3%
- Dimensional ETF TrustDFEM
- Share
- 0.6%
- Value
- $1m
- Shares
- 34,164
-3%
- Ishares TRIGEB
- Share
- 0.6%
- Value
- $1m
- Shares
- 28,237
-18%
- Blackrock ETF TrustBDVL
- Share
- 0.6%
- Value
- $1m
- Shares
- 47,957
+8%
- Ishares TRTLH
- Share
- 0.6%
- Value
- $1m
- Shares
- 12,582
-14%
- Dimensional ETF TrustDISV
- Share
- 0.6%
- Value
- $1m
- Shares
- 29,925
Held
- Ishares TRMTUM
- Share
- 0.6%
- Value
- $1m
- Shares
- 4,013
+14%
- Dimensional ETF TrustDIHP
- Share
- 0.6%
- Value
- $1m
- Shares
- 36,007
Held
- Blackrock ETF TrustBAI
- Share
- 0.5%
- Value
- $1m
- Shares
- 25,825
-6%
- Dimensional ETF TrustDFSD
- Share
- 0.5%
- Value
- $1m
- Shares
- 22,012
-8%
- Blackrock ETF TrustBLCR
- Share
- 0.5%
- Value
- $1m
- Shares
- 21,379
+40%
- Ishares TREFV
- Share
- 0.5%
- Value
- $1m
- Shares
- 12,893
-46%
- Blackrock ETF TrustIALT
- Share
- 0.5%
- Value
- $928,301
- Shares
- 32,615
New
- Ishares TRIEFA
- Share
- 0.5%
- Value
- $907,236
- Shares
- 9,493
-13%
- Blackrock ETF TrustCORO
- Share
- 0.5%
- Value
- $905,772
- Shares
- 25,798
New
- Blackrock ETF TrustIDEF
- Share
- 0.4%
- Value
- $900,314
- Shares
- 29,099
+46%
- Ishares TRESGU
- Share
- 0.4%
- Value
- $899,993
- Shares
- 5,532
+9%
- Blackrock ETF TrustTHRO
- Share
- 0.4%
- Value
- $865,091
- Shares
- 20,490
-20%
- Ishares TRIEF
- Share
- 0.4%
- Value
- $861,644
- Shares
- 9,212
+6%
- Ishares TRCMF
- Share
- 0.4%
- Value
- $810,957
- Shares
- 14,212
Held
- Dimensional ETF TrustDFCF
- Share
- 0.4%
- Value
- $783,766
- Shares
- 18,706
-9%
- Spdr Series TrustSPYM
- Share
- 0.4%
- Value
- $767,089
- Shares
- 8,781
+19%
- Blackrock ETF Trust IICLOA
- Share
- 0.4%
- Value
- $718,769
- Shares
- 13,857
-5%
- Blackrock ETF Trust IIGGOV
- Share
- 0.4%
- Value
- $709,136
- Shares
- 14,214
New
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $703,206
- Shares
- 4,002
-24%
- Dimensional ETF TrustDEHP
- Share
- 0.3%
- Value
- $697,033
- Shares
- 17,915
-8%
- Dimensional ETF TrustDFEV
- Share
- 0.3%
- Value
- $651,366
- Shares
- 16,387
-6%
- Ishares TRSUB
- Share
- 0.3%
- Value
- $601,404
- Shares
- 5,664
+23%
- Dimensional ETF TrustDFAX
- Share
- 0.3%
- Value
- $592,749
- Shares
- 16,497
Held
- Vaneck ETF TrustSMH
- Share
- 0.3%
- Value
- $559,948
- Shares
- 1,002
-4%
- Vanguard BD Index FDSBSV
- Share
- 0.3%
- Value
- $542,777
- Shares
- 6,992
+3%
- Select Sector Spdr TRXLF
- Share
- 0.3%
- Value
- $523,087
- Shares
- 9,334
-9%
- Ishares TRQLTA
- Share
- 0.2%
- Value
- $461,765
- Shares
- 9,860
-18%
- Ishares TRDGRO
- Share
- 0.2%
- Value
- $436,667
- Shares
- 5,694
+41%
- Blackrock ETF TrustBALI
- Share
- 0.2%
- Value
- $434,448
- Shares
- 12,895
New
- Ishares TRLQD
- Share
- 0.2%
- Value
- $433,763
- Shares
- 4,048
Held
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $425,879
- Shares
- 624
Held
- Dimensional ETF TrustDFGR
- Share
- 0.2%
- Value
- $421,546
- Shares
- 14,160
+6%
- Ishares TRTFLO
- Share
- 0.2%
- Value
- $412,468
- Shares
- 8,152
-61%
- Blackrock ETF TrustBFLX
- Share
- 0.2%
- Value
- $399,825
- Shares
- 15,885
New
- Dimensional ETF TrustDFAS
- Share
- 0.2%
- Value
- $378,072
- Shares
- 4,697
+27%
- Invesco Exchange Traded FD TSPHQ
- Share
- 0.2%
- Value
- $371,847
- Shares
- 4,399
New
- Ishares TREAGG
- Share
- 0.2%
- Value
- $365,809
- Shares
- 7,798
New
- Dimensional ETF TrustDFIP
- Share
- 0.2%
- Value
- $363,836
- Shares
- 8,846
-11%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $363,357
- Shares
- 5,249
+4%
- Ishares TRVLUE
- Share
- 0.2%
- Value
- $363,151
- Shares
- 1,922
-12%
- Ishares Gold TRIAU
- Share
- 0.2%
- Value
- $351,885
- Shares
- 4,670
+8%
- Ishares TREUSB
- Share
- 0.2%
- Value
- $315,255
- Shares
- 7,323
+56%
- Vaneck ETF TrustEMLC
- Share
- 0.2%
- Value
- $313,193
- Shares
- 12,345
New
- Vanguard NY TAX Free FDSMUNY
- Share
- 0.1%
- Value
- $301,304
- Shares
- 2,930
Held
- Select Sector Spdr TRXLI
- Share
- 0.1%
- Value
- $300,172
- Shares
- 1,685
-12%
- Ishares TRQUAL
- Share
- 0.1%
- Value
- $288,173
- Shares
- 1,328
-79%
- Vanguard Index FDSVTI
- Share
- 0.1%
- Value
- $283,121
- Shares
- 773
+2%
- Blackrock ETF Trust IISECU
- Share
- 0.1%
- Value
- $279,532
- Shares
- 5,621
New
- Ishares TRIEUR
- Share
- 0.1%
- Value
- $273,552
- Shares
- 3,681
-38%
- Select Sector Spdr TRXLV
- Share
- 0.1%
- Value
- $257,052
- Shares
- 1,614
-34%
- Ishares TRAGG
- Share
- 0.1%
- Value
- $253,024
- Shares
- 2,583
-23%
- Ishares TRSHYG
- Share
- 0.1%
- Value
- $252,853
- Shares
- 5,988
-20%
- Dimensional ETF TrustDFCA
- Share
- 0.1%
- Value
- $248,002
- Shares
- 4,965
Held
- Select Sector Spdr TRXLE
- Share
- 0.1%
- Value
- $243,123
- Shares
- 4,196
New
- Dimensional ETF TrustDFAT
- Share
- 0.1%
- Value
- $243,069
- Shares
- 3,475
-7%
- Blackrock ETF TrustLCTU
- Share
- 0.1%
- Value
- $242,092
- Shares
- 3,031
New
- IsharesEUHY
- Share
- 0.1%
- Value
- $237,772
- Shares
- 4,451
New
- Ishares TRSUSC
- Share
- 0.1%
- Value
- $230,304
- Shares
- 10,086
New
- Ishares TRSYSB
- Share
- 0.1%
- Value
- $214,029
- Shares
- 2,440
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFAU | 20.2% | $41m | 790,439 | Held |
| Vanguard Scottsdale FDSBNDW | 9.0% | $18m | 267,551 | +5% |
| Dimensional ETF TrustDFAC | 7.4% | $15m | 338,967 | Held |
| Dimensional ETF TrustDFAI | 5.6% | $11m | 275,631 | Held |
| Schwab Strategic TRSCHP | 5.0% | $10m | 383,217 | +9% |
| Ishares TRIVV | 4.7% | $10m | 12,819 | +66% |
| Ishares TRIUSB | 2.9% | $6m | 127,755 | +50% |
| Dimensional ETF TrustDFAE | 2.6% | $5m | 139,990 | -8% |
| Dimensional ETF TrustDFIC | 1.8% | $4m | 97,696 | Held |
| Dimensional ETF TrustDFSV | 1.8% | $4m | 92,154 | Held |
| Dimensional ETF TrustDUHP | 1.8% | $4m | 86,766 | -3% |
| Blackrock ETF TrustDYNF | 1.6% | $3m | 47,252 | +21% |
| Ishares TRIVW | 1.5% | $3m | 23,119 | +18% |
| Ishares TRIVE | 1.3% | $3m | 11,481 | Held |
| Vanguard BD Index FDSVUSB | 1.2% | $2m | 47,913 | +5% |
| Dimensional ETF TrustDFGP | 1.2% | $2m | 42,916 | +9% |
| Dimensional ETF TrustDGCB | 1.0% | $2m | 36,030 | +17% |
| Ishares TRMUB | 0.9% | $2m | 17,477 | +21% |
| Blackrock ETF TrustBDYN | 0.9% | $2m | 67,781 | +3% |
| IsharesIEMG | 0.9% | $2m | 23,959 | -16% |
| Ishares TREFG | 0.9% | $2m | 15,087 | +19% |
| Berkshire HathawayBRK-B | 0.9% | $2m | 3,628 | Held |
| Ishares TRMBB | 0.8% | $2m | 17,989 | +22% |
| Ishares TRGOVT | 0.8% | $2m | 72,530 | +39% |
| Schwab Strategic TRSCHG | 0.8% | $2m | 47,372 | +2% |
| Blackrock ETF Trust IIBINC | 0.7% | $1m | 28,008 | +3% |
| Dimensional ETF TrustDFEM | 0.6% | $1m | 34,164 | -3% |
| Ishares TRIGEB | 0.6% | $1m | 28,237 | -18% |
| Blackrock ETF TrustBDVL | 0.6% | $1m | 47,957 | +8% |
| Ishares TRTLH | 0.6% | $1m | 12,582 | -14% |
| Dimensional ETF TrustDISV | 0.6% | $1m | 29,925 | Held |
| Ishares TRMTUM | 0.6% | $1m | 4,013 | +14% |
| Dimensional ETF TrustDIHP | 0.6% | $1m | 36,007 | Held |
| Blackrock ETF TrustBAI | 0.5% | $1m | 25,825 | -6% |
| Dimensional ETF TrustDFSD | 0.5% | $1m | 22,012 | -8% |
| Blackrock ETF TrustBLCR | 0.5% | $1m | 21,379 | +40% |
| AppleAAPL | 0.5% | $1m | 3,113 | +4% |
| Ishares TREFV | 0.5% | $1m | 12,893 | -46% |
| Blackrock ETF TrustIALT | 0.5% | $928,301 | 32,615 | New |
| Ishares TRIEFA | 0.5% | $907,236 | 9,493 | -13% |
| Blackrock ETF TrustCORO | 0.5% | $905,772 | 25,798 | New |
| Blackrock ETF TrustIDEF | 0.4% | $900,314 | 29,099 | +46% |
| Ishares TRESGU | 0.4% | $899,993 | 5,532 | +9% |
| Blackrock ETF TrustTHRO | 0.4% | $865,091 | 20,490 | -20% |
| Ishares TRIEF | 0.4% | $861,644 | 9,212 | +6% |
| NvidiaNVDA | 0.4% | $831,744 | 4,092 | +3% |
| Ishares TRCMF | 0.4% | $810,957 | 14,212 | Held |
| Dimensional ETF TrustDFCF | 0.4% | $783,766 | 18,706 | -9% |
| Spdr Series TrustSPYM | 0.4% | $767,089 | 8,781 | +19% |
| Blackrock ETF Trust IICLOA | 0.4% | $718,769 | 13,857 | -5% |
| Blackrock ETF Trust IIGGOV | 0.4% | $709,136 | 14,214 | New |
| Select Sector Spdr TRXLK | 0.3% | $703,206 | 4,002 | -24% |
| Dimensional ETF TrustDEHP | 0.3% | $697,033 | 17,915 | -8% |
| Dimensional ETF TrustDFEV | 0.3% | $651,366 | 16,387 | -6% |
| Ishares TRSUB | 0.3% | $601,404 | 5,664 | +23% |
| Dimensional ETF TrustDFAX | 0.3% | $592,749 | 16,497 | Held |
| Vaneck ETF TrustSMH | 0.3% | $559,948 | 1,002 | -4% |
| WalmartWMT | 0.3% | $555,597 | 4,952 | +3% |
| Amazon.comAMZN | 0.3% | $553,728 | 2,215 | Held |
| Vanguard BD Index FDSBSV | 0.3% | $542,777 | 6,992 | +3% |
| Select Sector Spdr TRXLF | 0.3% | $523,087 | 9,334 | -9% |
| Ishares TRQLTA | 0.2% | $461,765 | 9,860 | -18% |
| Ishares TRDGRO | 0.2% | $436,667 | 5,694 | +41% |
| Blackrock ETF TrustBALI | 0.2% | $434,448 | 12,895 | New |
| Ishares TRLQD | 0.2% | $433,763 | 4,048 | Held |
| Vanguard Index FDSVOO | 0.2% | $425,879 | 624 | Held |
| Dimensional ETF TrustDFGR | 0.2% | $421,546 | 14,160 | +6% |
| AlphabetGOOGL | 0.2% | $414,953 | 1,179 | Held |
| Ishares TRTFLO | 0.2% | $412,468 | 8,152 | -61% |
| Indivior PharmaceuticalsINDV | 0.2% | $410,760 | 10,500 | Held |
| Blackrock ETF TrustBFLX | 0.2% | $399,825 | 15,885 | New |
| Dimensional ETF TrustDFAS | 0.2% | $378,072 | 4,697 | +27% |
| MicrosoftMSFT | 0.2% | $372,508 | 926 | -13% |
| Invesco Exchange Traded FD TSPHQ | 0.2% | $371,847 | 4,399 | New |
| Ishares TREAGG | 0.2% | $365,809 | 7,798 | New |
| Dimensional ETF TrustDFIP | 0.2% | $363,836 | 8,846 | -11% |
| Vanguard Tax-Managed FDSVEA | 0.2% | $363,357 | 5,249 | +4% |
| Ishares TRVLUE | 0.2% | $363,151 | 1,922 | -12% |
| Ishares Gold TRIAU | 0.2% | $351,885 | 4,670 | +8% |
| Ishares TREUSB | 0.2% | $315,255 | 7,323 | +56% |
| Vaneck ETF TrustEMLC | 0.2% | $313,193 | 12,345 | New |
| 3MMMM | 0.2% | $307,482 | 1,933 | Held |
| Vanguard NY TAX Free FDSMUNY | 0.1% | $301,304 | 2,930 | Held |
| Select Sector Spdr TRXLI | 0.1% | $300,172 | 1,685 | -12% |
| CorningGLW | 0.1% | $288,359 | 1,883 | -4% |
| Ishares TRQUAL | 0.1% | $288,173 | 1,328 | -79% |
| Vanguard Index FDSVTI | 0.1% | $283,121 | 773 | +2% |
| Blackrock ETF Trust IISECU | 0.1% | $279,532 | 5,621 | New |
| TeslaTSLA | 0.1% | $277,178 | 750 | -50% |
| Ishares TRIEUR | 0.1% | $273,552 | 3,681 | -38% |
| Select Sector Spdr TRXLV | 0.1% | $257,052 | 1,614 | -34% |
| Ishares TRAGG | 0.1% | $253,024 | 2,583 | -23% |
| Ishares TRSHYG | 0.1% | $252,853 | 5,988 | -20% |
| Dimensional ETF TrustDFCA | 0.1% | $248,002 | 4,965 | Held |
| Select Sector Spdr TRXLE | 0.1% | $243,123 | 4,196 | New |
| Dimensional ETF TrustDFAT | 0.1% | $243,069 | 3,475 | -7% |
| Blackrock ETF TrustLCTU | 0.1% | $242,092 | 3,031 | New |
| IsharesEUHY | 0.1% | $237,772 | 4,451 | New |
| Ishares TRSUSC | 0.1% | $230,304 | 10,086 | New |
| Ishares TRSYSB | 0.1% | $214,029 | 2,440 | New |
Showing the largest 100 of 101.
Over time and by industry
Value over time
Value is up 31.8% since 30 June 2025.
Where the money is
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.