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.

Value
$201m
Stocks
101
Top 10 share
61.1%
Turnover
7.4%

What changed this quarter

New

Bought for the first time this quarter.

  • Blackrock ETF TrustIALT
    0.5% of the fund
  • Blackrock ETF TrustCORO
    0.5% of the fund
  • Blackrock ETF Trust IIGGOV
    0.4% of the fund
  • Blackrock ETF TrustBALI
    0.2% of the fund
  • Blackrock ETF TrustBFLX
    0.2% of the fund
  • Invesco Exchange Traded FD TSPHQ
    0.2% of the fund
  • Ishares TREAGG
    0.2% of the fund
  • Vaneck ETF TrustEMLC
    0.2% of the fund
  • Blackrock ETF Trust IISECU
    0.1% of the fund
  • Select Sector Spdr TRXLE
    0.1% of the fund
  • Blackrock ETF TrustLCTU
    0.1% of the fund
  • IsharesEUHY
    0.1% of the fund
  • Ishares TRSUSC
    0.1% of the fund
  • Ishares TRSYSB
    0.1% of the fund

Added

Bought more of a stock they already held.

  • Vanguard Scottsdale FDSBNDW
    9.0% of the fund
    +5%
  • Schwab Strategic TRSCHP
    5.0% of the fund
    +9%
  • Ishares TRIVV
    4.7% of the fund
    +66%
  • Ishares TRIUSB
    2.9% of the fund
    +50%
  • Blackrock ETF TrustDYNF
    1.6% of the fund
    +21%
  • Ishares TRIVW
    1.5% of the fund
    +18%
  • Vanguard BD Index FDSVUSB
    1.2% of the fund
    +5%
  • Dimensional ETF TrustDFGP
    1.2% of the fund
    +9%
  • Dimensional ETF TrustDGCB
    1.0% of the fund
    +17%
  • Ishares TRMUB
    0.9% of the fund
    +21%
  • Blackrock ETF TrustBDYN
    0.9% of the fund
    +3%
  • Ishares TREFG
    0.9% of the fund
    +19%
  • Ishares TRMBB
    0.8% of the fund
    +22%
  • Ishares TRGOVT
    0.8% of the fund
    +39%
  • Schwab Strategic TRSCHG
    0.8% of the fund
    +2%
  • Blackrock ETF Trust IIBINC
    0.7% of the fund
    +3%
  • Blackrock ETF TrustBDVL
    0.6% of the fund
    +8%
  • Ishares TRMTUM
    0.6% of the fund
    +14%
  • Blackrock ETF TrustBLCR
    0.5% of the fund
    +40%
  • AppleAAPL
    0.5% of the fund
    +4%
  • Blackrock ETF TrustIDEF
    0.4% of the fund
    +46%
  • Ishares TRESGU
    0.4% of the fund
    +9%
  • Ishares TRIEF
    0.4% of the fund
    +6%
  • NvidiaNVDA
    0.4% of the fund
    +3%
  • Spdr Series TrustSPYM
    0.4% of the fund
    +19%

Cut

Sold some of their stake.

  • Dimensional ETF TrustDFAE
    2.6% of the fund
    -8%
  • Dimensional ETF TrustDUHP
    1.8% of the fund
    -3%
  • IsharesIEMG
    0.9% of the fund
    -16%
  • Dimensional ETF TrustDFEM
    0.6% of the fund
    -3%
  • Ishares TRIGEB
    0.6% of the fund
    -18%
  • Ishares TRTLH
    0.6% of the fund
    -14%
  • Blackrock ETF TrustBAI
    0.5% of the fund
    -6%
  • Dimensional ETF TrustDFSD
    0.5% of the fund
    -8%
  • Ishares TREFV
    0.5% of the fund
    -46%
  • Ishares TRIEFA
    0.5% of the fund
    -13%
  • Blackrock ETF TrustTHRO
    0.4% of the fund
    -20%
  • Dimensional ETF TrustDFCF
    0.4% of the fund
    -9%
  • Blackrock ETF Trust IICLOA
    0.4% of the fund
    -5%
  • Select Sector Spdr TRXLK
    0.3% of the fund
    -24%
  • Dimensional ETF TrustDEHP
    0.3% of the fund
    -8%
  • Dimensional ETF TrustDFEV
    0.3% of the fund
    -6%
  • Vaneck ETF TrustSMH
    0.3% of the fund
    -4%
  • Select Sector Spdr TRXLF
    0.3% of the fund
    -9%
  • Ishares TRQLTA
    0.2% of the fund
    -18%
  • Ishares TRTFLO
    0.2% of the fund
    -61%
  • MicrosoftMSFT
    0.2% of the fund
    -13%
  • Dimensional ETF TrustDFIP
    0.2% of the fund
    -11%
  • Ishares TRVLUE
    0.2% of the fund
    -12%
  • Select Sector Spdr TRXLI
    0.1% of the fund
    -12%
  • CorningGLW
    0.1% 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%

  • Berkshire HathawayBRK-B
    Share
    0.9%
    Value
    $2m
    Shares
    3,628

    Held

  • 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%

  • AppleAAPL
    Share
    0.5%
    Value
    $1m
    Shares
    3,113

    +4%

  • 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%

  • NvidiaNVDA
    Share
    0.4%
    Value
    $831,744
    Shares
    4,092

    +3%

  • 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%

  • WalmartWMT
    Share
    0.3%
    Value
    $555,597
    Shares
    4,952

    +3%

  • Amazon.comAMZN
    Share
    0.3%
    Value
    $553,728
    Shares
    2,215

    Held

  • 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%

  • AlphabetGOOGL
    Share
    0.2%
    Value
    $414,953
    Shares
    1,179

    Held

  • Ishares TRTFLO
    Share
    0.2%
    Value
    $412,468
    Shares
    8,152

    -61%

  • Indivior PharmaceuticalsINDV
    Share
    0.2%
    Value
    $410,760
    Shares
    10,500

    Held

  • 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%

  • MicrosoftMSFT
    Share
    0.2%
    Value
    $372,508
    Shares
    926

    -13%

  • 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

  • 3MMMM
    Share
    0.2%
    Value
    $307,482
    Shares
    1,933

    Held

  • 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%

  • CorningGLW
    Share
    0.1%
    Value
    $288,359
    Shares
    1,883

    -4%

  • 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

  • TeslaTSLA
    Share
    0.1%
    Value
    $277,178
    Shares
    750

    -50%

  • 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

Showing the largest 100 of 101.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 31.8% since 30 June 2025.

Where the money is

Technology1.3%
Financial services0.9%
Retail & consumer0.4%
Everyday goods0.3%
Media & telecom0.2%
Health care0.2%
Industrials0.2%
Other96.6%

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.