Two West Capital Advisors LLC

Est. AUM

$188.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$38.9M	791906	20.60%	SOLE
2	VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$17.4M	254869	9.20%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$14.4M	342233	7.61%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$11.1M	275554	5.86%	SOLE
5	SCHWAB STRATEGIC TR	US TIPS ETF	$9.5M	352559	5.01%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$5.7M	152642	3.02%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$5.5M	7741	2.93%	SOLE
8	ISHARES TR	CORE UNIVRSL USD	$3.9M	84921	2.08%	SOLE
9	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.6M	99534	1.93%	SOLE
10	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$3.5M	89797	1.85%	SOLE
11	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.4M	92610	1.82%	SOLE
12	ISHARES TR	S&P 500 VAL ETF	$2.6M	11553	1.35%	SOLE
13	ISHARES TR	S&P 500 GRWT ETF	$2.5M	19671	1.34%	SOLE
14	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.5M	39078	1.31%	SOLE
15	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.3M	45483	1.20%	SOLE
16	ISHARES INC	CORE MSCI EMKT	$2.2M	28469	1.16%	SOLE
17	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$2.1M	39326	1.13%	SOLE
18	ISHARES TR	EAFE VALUE ETF	$1.8M	23696	0.95%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	3654	0.92%	SOLE
20	BLACKROCK ETF TRUST	DYNAMIC EQTY ACT	$1.7M	66039	0.91%	SOLE
21	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$1.7M	30696	0.88%	SOLE
22	ISHARES TR	INVESTMENT GRADE	$1.6M	34553	0.82%	SOLE
23	ISHARES TR	NATIONAL MUN ETF	$1.5M	14435	0.82%	SOLE
24	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.5M	46309	0.80%	SOLE
25	ISHARES TR	EAFE GRWTH ETF	$1.5M	12722	0.78%	SOLE
26	ISHARES TR	10-20 YR TRS ETF	$1.5M	14689	0.78%	SOLE
27	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.4M	27238	0.75%	SOLE
28	ISHARES TR	MBS ETF	$1.4M	14791	0.74%	SOLE
29	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.3M	35172	0.71%	SOLE
30	ISHARES TR	MSCI USA QLT FCT	$1.3M	6241	0.68%	SOLE
31	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.2M	30303	0.65%	SOLE
32	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.2M	36061	0.63%	SOLE
33	ISHARES TR	US TREAS BD ETF	$1.2M	52111	0.63%	SOLE
34	BLACKROCK ETF TRUST	DISCIPLINED VOLA	$1.1M	44583	0.61%	SOLE
35	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.1M	23821	0.60%	SOLE
36	BLACKROCK ETF TRUST	ISHARES A I INNO	$1.1M	27331	0.60%	SOLE
37	ISHARES TR	CORE INTL AGGR	$1.1M	21162	0.56%	SOLE
38	ISHARES TR	TRS FLT RT BD	$1.1M	20783	0.56%	SOLE
39	BLACKROCK ETF TRUST	ISHARES US THEMA	$1.0M	25615	0.55%	SOLE
40	ISHARES TR	CORE MSCI EAFE	$1.0M	10856	0.54%	SOLE
41	ISHARES TR	MSCI USA MMENTM	$979K	3526	0.52%	SOLE
42	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$868K	20567	0.46%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET TEC	$843K	5300	0.45%	SOLE
44	NVIDIA CORPORATION	COM	$831K	3970	0.44%	SOLE
45	ISHARES TR	7-10 YR TRSY BD	$822K	8675	0.44%	SOLE
46	ISHARES TR	CALIF MUN BD ETF	$814K	14212	0.43%	SOLE
47	APPLE INC	COM	$809K	2994	0.43%	SOLE
48	ISHARES TR	ESG AWR MSCI USA	$789K	5092	0.42%	SOLE
49	BLACKROCK ETF TRUST II	ISHARES AAA CLO	$759K	14619	0.40%	SOLE
50	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$742K	19397	0.39%	SOLE

1–50 of 96

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.