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CIK: 0002026617
Total reported value
$201.3M
$201.3M
101 檔
47.2%
During the Q2 2026 filing period, Two West Capital Advisors LLC (CIK: 0002026617) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $201.3M across 101 reported positions.
Two West Capital Advisors LLC executed strategic sector rebalancing during Q2 2026, establishing 14 new positions while fully exiting 9 holdings and trimming 43 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, BNDW, DFAC) accounted for 47.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $928.3K
Top Position Liquidated / Trimmed
IAGG
前期市值: $1.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 20.18% | +0.33% | -0.19% | |
| 2 | BNDW | Vanguard Total World Bond Et | ETF-Other | 9.01% | -0.14% | +4.98% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.42% | +0.23% | -0.95% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.62% | +0.06% | +0.03% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.99% | +0.09% | +8.70% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | +0.49% | +65.60% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.90% | +0.73% | +50.44% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.60% | +0.12% | -8.29% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 1.80% | +0.07% | -1.85% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.79% | -1.79% | EXIT | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.77% | -1.77% | EXIT | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.57% | +0.18% | +20.92% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.55% | +0.20% | +17.53% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.31% | +0.12% | -0.62% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.18% | +0.07% | +5.34% | |
| 16 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.15% | +0.03% | +9.13% | |
| 17 | DGCB | Dimensional Global Credit | ETF-Other | 0.97% | +0.04% | +17.38% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.92% | -0.01% | +21.07% | |
| 19 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.92% | +0.03% | +2.64% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | -0.22% | -15.84% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.89% | -0.07% | +18.59% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.02% | -0.71% | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 0.84% | -0.68% | +21.62% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.81% | +0.06% | +39.18% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.80% | +0.09% | +2.30% | |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.72% | -0.06% | +2.83% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.64% | +0.05% | -2.87% | |
| 28 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.63% | +0.11% | -18.28% | |
| 29 | BDVL | Ishares Dv Equity Active ETF | ETF-Other | 0.62% | +0.01% | +7.57% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.61% | +0.03% | -14.34% | |
| 31 | DISV | Dimensional International Sm | ETF-Other | 0.61% | +0.05% | -1.25% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.60% | -0.60% | EXIT | |
| 33 | DIHP | Dimensional International Hi | ETF-Other | 0.60% | +0.01% | -0.15% | |
| 34 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.55% | +0.10% | -5.51% | |
| 35 | DFSD | Dimensional Short Duration | ETF-Other | 0.52% | -0.06% | -7.59% | |
| 36 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.52% | +0.24% | +40.33% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.51% | — | +3.97% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | +0.04% | -45.59% | |
| 39 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.46% | +0.09% | — | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.45% | +0.17% | -12.56% | |
| 41 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.45% | +0.51% | — | |
| 42 | IDEF | Ishares Def Industrials Act | ETF-Other | 0.45% | -0.06% | +45.49% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.45% | -0.01% | +8.64% | |
| 44 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.43% | +0.05% | -20.01% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.43% | +0.16% | +6.19% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.07% | +3.07% | |
| 47 | CMF | Ishares California Muni Bond | ETF-Other | 0.40% | -0.02% | — | |
| 48 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.39% | -0.02% | -9.05% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | — | +18.76% | |
| 50 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.36% | -0.07% | -5.21% |
According to official SEC Form 13F filings, Two West Capital Advisors LLC reported a total U.S. public equity portfolio value of $201.3M across 101 disclosed positions in Q2 2026.
During Q2 2026, Two West Capital Advisors LLC's top holdings by market value included DFAU (20.2%)、BNDW (9.0%)、DFAC (7.4%). The largest single position, DFAU, represented 20.2% of total portfolio value.
In Q2 2026, Two West Capital Advisors LLC made 105 total portfolio adjustments, initiating 14 new buys, adding to 39 positions, trimming 43 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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