account_balance

Investment manager · 13F filer · SEC CIK 2026617

Two West Capital Advisors LLC

Reported value$201Mas of Sep 30, 2026
Positions98 6 new, 9 sold out
Top 10 weight63.0%DFAU alone is 21%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAU Dimensional ETF Trust 20.5% Held
BNDW Vanguard Scottsdale FDS 8.9% Held
DFAC Dimensional ETF Trust 7.7% Held
DFAI Dimensional ETF Trust 5.7% Held
IVV iShares Tr 5.2% Added +7%
SCHP Schwab Strategic Tr 5.1% Added +6%
IUSB iShares Tr 3.6% Added +29%
DFAE Dimensional ETF Trust 2.7% Held
DFIC Dimensional ETF Trust 1.9% Held
IVW iShares Tr 1.8% Added +7%
DYNF BlackRock ETF Trust 1.8% Added +8%
IVE iShares Tr 1.4% Added +9%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • ACWX $1.44M
  • META $224K
  • EMXC $222K
  • VTEB $209K
arrow_upwardAdded
  • BFLX +185%
  • SECU +110%
  • CORO +105%
  • XLV +52%
arrow_downwardTrimmed
  • IEMG −28%
  • CLOA −18%
  • IDEF −13%
  • XLK −10%
remove_circleSold out
  • DFSV $3.61M
  • DUHP $3.57M
  • MTUM $1.21M
  • QLTA $462K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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