Two West Capital Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$188.7M
Q ending 2026-03-31
Prior quarter
$172.0M
Q ending 2025-12-31
Change
+9.7% QoQ · +57.6% YoY
Positions
96
reported holdings

Largest positions

All 96 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dimensional Etf TrustDFAUShares$38.9M792K
Vanguard Scottsdale FdsBNDWShares$17.4M255K
Dimensional Etf TrustDFACShares$14.4M342K
Dimensional Etf TrustDFAIShares$11.1M276K
Schwab Strategic TrSCHPShares$9.5M353K
Dimensional Etf TrustDFAEShares$5.7M153K
Ishares TrIVVShares$5.5M8K
Ishares TrIUSBShares$3.9M85K
Dimensional Etf TrustDFICShares$3.6M100K
Dimensional Etf TrustDUHPShares$3.5M90K
Dimensional Etf TrustDFSVShares$3.4M93K
Ishares TrIVEShares$2.6M12K
Ishares TrIVWShares$2.5M20K
Blackrock Etf TrustDYNFShares$2.5M39K
Vanguard Bd Index FdsVUSBShares$2.3M45K
Ishares IncIEMGShares$2.2M28K
Dimensional Etf TrustDFGPShares$2.1M39K
Ishares TrEFVShares$1.8M24K
Berkshire Hathaway Inc DelBRK/BShares$1.7M4K
Blackrock Etf TrustBDYNShares$1.7M66K
Dimensional Etf TrustDGCBShares$1.7M31K
Ishares TrIGEBShares$1.6M35K
Ishares TrMUBShares$1.5M14K
Schwab Strategic TrSCHGShares$1.5M46K
Ishares TrEFGShares$1.5M13K
Ishares TrTLHShares$1.5M15K
Blackrock Etf Trust IiBINCShares$1.4M27K
Ishares TrMBBShares$1.4M15K
Dimensional Etf TrustDFEMShares$1.3M35K
Ishares TrQUALShares$1.3M6K
Dimensional Etf TrustDISVShares$1.2M30K
Dimensional Etf TrustDIHPShares$1.2M36K
Ishares TrGOVTShares$1.2M52K
Blackrock Etf TrustBDVLShares$1.1M45K
Dimensional Etf TrustDFSDShares$1.1M24K
Blackrock Etf TrustBAIShares$1.1M27K
Ishares TrIAGGShares$1.1M21K
Ishares TrTFLOShares$1.1M21K
Blackrock Etf TrustTHROShares$1.0M26K
Ishares TrIEFAShares$1.0M11K
Ishares TrMTUMShares$979K4K
Dimensional Etf TrustDFCFShares$868K21K
Select Sector Spdr TrXLKShares$843K5K
Nvidia CorporationNVDAShares$831K4K
Ishares TrIEFShares$822K9K
Ishares TrCMFShares$814K14K
Apple IncAAPLShares$809K3K
Ishares TrESGUShares$789K5K
Blackrock Etf Trust IiCLOAShares$759K15K
Dimensional Etf TrustDEHPShares$742K19K
Blackrock Etf TrustBLCRShares$714K15K
Dimensional Etf TrustDFEVShares$687K17K
Blackrock Etf TrustIDEFShares$649K20K
Spdr Series TrustSPYMShares$619K7K
Walmart IncWMTShares$618K5K
Dimensional Etf TrustDFAXShares$592K17K
Amazon Com IncAMZNShares$577K2K
Ishares TrQLTAShares$569K12K
Tesla IncTSLAShares$555K1K
Select Sector Spdr TrXLFShares$534K10K
Vanguard Bd Index FdsBSVShares$529K7K
Vaneck Etf TrustSMHShares$520K1K
Ishares TrSUBShares$490K5K
Ishares TrIGSBShares$466K9K
Microsoft CorpMSFTShares$454K1K
Ishares TrSHYShares$437K5K
Ishares TrLQDShares$435K4K
Ishares TrIEURShares$433K6K
Dimensional Etf TrustDFIPShares$418K10K
Alphabet IncGOOGLShares$417K1K
Vanguard Index FdsVOOShares$408K624
Dimensional Etf TrustDFGRShares$380K13K
Ishares Gold TrIAUShares$369K4K
Ishares TrVLUEShares$361K2K
Indivior Pharmaceuticals IncINDVShares$359K11K
Ishares TrFLOTShares$352K7K
Select Sector Spdr TrXLVShares$347K2K
Vanguard Tax-Managed FdsVEAShares$340K5K
Ishares TrAGGShares$332K3K
Select Sector Spdr TrXLIShares$324K2K
Ishares TrSHYGShares$318K7K
Vanguard Ny Tax Free FdsMUNYShares$301K3K
Corning IncGLWShares$298K2K
Ishares TrHYDBShares$295K6K
Ishares TrDGROShares$293K4K
Dimensional Etf TrustDFASShares$281K4K
3M CoMMMShares$279K2K
Vanguard Index FdsVTIShares$264K755
Ishares TrUSHYShares$258K7K
Invesco Exchange Traded Fd TRSPShares$255K1K
Select Sector Spdr TrXLYShares$253K2K
Dimensional Etf TrustDFCAShares$248K5K
Dimensional Etf TrustDFATShares$247K4K
Ishares U S Etf TrLQDHShares$240K3K
Ishares TrEUSBShares$204K5K
Microvast Holdings IncMVSTShares$66K36K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.