Q3 2026 13F · SEC CIK 2026617

Two West Capital Advisors LLC

Institutional asset managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $201.3M
Reported positions: 98
Holdings vs S&P 500, 3 yrs: —
Assets under management: $3.9B

Two West Capital Advisors LLC is an institutional asset manager that reported 98 positions worth $201.3M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Dimensional ETF Trust (DFAU, 20.5%), Vanguard Scottsdale Fds (BNDW, 8.9%), Dimensional ETF Trust (DFAC, 7.7%).

Two West Capital Advisors LLC holdings largest 50 of 98 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Two West Capital Advisors LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFAUDimensional ETF Trust	20.5%	20.2%	786,944	-0.4%	$41.3M
BNDWVanguard Scottsdale Fds	8.9%	9.0%	270,984	+1.3%	$17.9M
DFACDimensional ETF Trust	7.7%	7.4%	345,100	+1.8%	$15.4M
DFAIDimensional ETF Trust	5.7%	5.6%	274,535	-0.4%	$11.4M
IVVIshares Tr	5.2%	4.8%	13,741	+7.2%	$10.5M
SCHPSchwab Strategic Tr	5.1%	5.0%	406,375	+6.0%	$10.2M
IUSBIshares Tr	3.6%	2.9%	165,324	+29.4%	$7.3M
DFAEDimensional ETF Trust	2.7%	2.6%	137,999	-1.4%	$5.5M
DFICDimensional ETF Trust	1.9%	1.8%	99,341	+1.7%	$3.8M
IVWIshares Tr	1.8%	1.5%	24,809	+7.3%	$3.5M
DYNFBlackrock ETF Trust	1.8%	1.6%	50,840	+7.6%	$3.5M
IVEIshares Tr	1.4%	1.3%	12,536	+9.2%	$2.9M
VUSBVanguard Bd Index Fds	1.2%	1.2%	50,581	+5.6%	$2.5M
DFGPDimensional ETF Trust	1.2%	1.2%	45,595	+6.2%	$2.4M
DGCBDimensional ETF Trust	1.0%	1.0%	39,304	+9.1%	$2.0M
COROBlackrock ETF Trust	1.0%	0.5%	52,862	+104.9%	$1.9M
BDYNBlackrock ETF Trust	0.9%	0.9%	68,350	+0.8%	$1.9M
MUBIshares Tr	0.9%	0.9%	18,289	+4.6%	$1.8M
SCHGSchwab Strategic Tr	0.9%	0.8%	49,654	+4.8%	$1.8M
GOVTIshares Tr	0.9%	0.8%	80,033	+10.3%	$1.8M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	3,477	-4.2%	$1.7M
EFGIshares Tr	0.8%	0.9%	13,711	-9.1%	$1.7M
BLCRBlackrock ETF Trust	0.8%	0.5%	31,306	+46.4%	$1.5M
IGEBIshares Tr	0.7%	0.6%	34,901	+23.6%	$1.5M
ACWXIshares Tr	0.7%	—	18,938	—	$1.4M
IEMGIshares Inc	0.7%	0.9%	17,214	-28.2%	$1.4M
DFEMDimensional ETF Trust	0.7%	0.6%	34,722	+1.6%	$1.4M
BINCBlackrock ETF Trust II	0.7%	0.7%	26,069	-6.9%	$1.3M
DISVDimensional ETF Trust	0.7%	0.6%	30,448	+1.7%	$1.3M
BAIBlackrock ETF Trust	0.7%	0.5%	27,869	+7.9%	$1.3M
TLHIshares Tr	0.6%	0.6%	13,920	+10.6%	$1.3M
BDVLBlackrock ETF Trust	0.6%	0.6%	48,782	+1.7%	$1.3M
IEFAIshares Tr	0.6%	0.5%	12,761	+34.4%	$1.2M
DIHPDimensional International High Profitabi	0.6%	0.6%	36,520	+1.4%	$1.2M
IEFIshares Tr	0.6%	0.4%	13,281	+44.2%	$1.2M
BFLXBlackrock ETF Trust	0.6%	—	45,282	—	$1.2M
IALTBlackrock ETF Trust	0.6%	0.5%	37,330	+14.5%	$1.1M
EFVIshares Tr	0.5%	0.5%	13,546	+5.1%	$1.1M
GGOVBlackrock ETF Trust II	0.5%	—	20,470	—	$1.0M
AAPLApple Inc	0.5%	0.5%	3,095	-0.6%	$1.0M
BTHMBlackrock ETF Trust	0.5%	0.4%	22,113	+7.9%	$974K
NVDANvidia Corporation	0.5%	0.4%	4,224	+3.2%	$960K
DFSDDimensional Short-Duration Fixed Income	0.5%	0.5%	20,062	-8.9%	$932K
ESGUIshares Tr	0.4%	0.4%	5,355	-3.2%	$895K
IDEFBlackrock ETF Trust	0.4%	0.4%	25,310	-13.0%	$793K
SPLGSpdr Series Trust	0.4%	0.4%	8,605	-2.0%	$774K
CMFIshares Tr	0.4%	0.4%	14,212	+0.0%	$763K
DFCFDimensional ETF Trust	0.4%	0.4%	18,784	+0.4%	$754K
DEHPDimensional ETF Trust	0.4%	—	18,173	—	$754K
DFEVDimensional ETF Trust	0.4%	—	16,629	—	$709K

What Two West Capital Advisors LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CORO Blackrock ETF Trust+104.9% shares
BLCR Blackrock ETF Trust+46.4% shares
IEF Ishares Tr+44.2% shares
IEFA Ishares Tr+34.4% shares
IUSB Ishares Tr+29.4% shares
IGEB Ishares Tr+23.6% shares
IALT Blackrock ETF Trust+14.5% shares
TLH Ishares Tr+10.6% shares

Reduced

IEMG Ishares Inc-28.2% shares
IDEF Blackrock ETF Trust-13.0% shares
EFG Ishares Tr-9.1% shares
DFSD Dimensional Short-Duration Fixed Income -8.9% shares
BINC Blackrock ETF Trust II-6.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$201.3M	98
Q2 2026	$201.2M	101
Q1 2026	$188.7M	96
Q4 2025	$172.0M	96
Q3 2025	$165.6M	97
Q2 2025	$152.6M	91
Q1 2025	$119.7M	79
Q4 2024	$116.7M	72
Q3 2024	$123.4M	69
Q2 2024	$104.8M	66

Questions about Two West Capital Advisors LLC's portfolio

What stocks does Two West Capital Advisors LLC own?

Two West Capital Advisors LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 98 positions worth $201.3M. The largest are Dimensional ETF Trust (DFAU) at 20.5%, Vanguard Scottsdale Fds (BNDW) at 8.9%, Dimensional ETF Trust (DFAC) at 7.7%, Dimensional ETF Trust (DFAI) at 5.7% and Ishares Tr (IVV) at 5.2%.

What did Two West Capital Advisors LLC buy last quarter?

In Q3 2026, Two West Capital Advisors LLC added Blackrock ETF Trust (CORO) (+104.9% shares), Blackrock ETF Trust (BLCR) (+46.4% shares) and Ishares Tr (IEF) (+44.2% shares), compared with its Q2 2026 filing.

What did Two West Capital Advisors LLC sell last quarter?

In Q3 2026, Two West Capital Advisors LLC cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Ishares Tr (MBB), cut from its top 50 Ishares Tr (MTUM), cut from its top 50 Blackrock ETF Trust II (CLOA), Ishares Inc (IEMG) (-28.2% shares), Blackrock ETF Trust (IDEF) (-13.0% shares) and Ishares Tr (EFG) (-9.1% shares), compared with its Q2 2026 filing.

When is Two West Capital Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Two West Capital Advisors LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Two West Capital Advisors LLC manage?

Two West Capital Advisors LLC reported $3.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $201.3M.