StockDriftsStockDriftsTop 50 Two West Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 20.18% | 790.4K | $40.6M | -0.19%(-1.47K) | $37.53(+42.74%) | 2026-06-30 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 9.01% | 267.6K | $18.1M | +4.98%(+12.68K) | $68.73(-1.71%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.42% | 339.0K | $14.9M | -0.95%(-3.27K) | $32.77(+40.35%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.62% | 275.6K | $11.3M | +0.03%(+77) | $30.09(+44.00%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 4.99% | 383.2K | $10.0M | +8.70%(+30.66K) | $26.24(-1.27%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.75% | 12.8K | $9.6M | +65.60%(+5.08K) | $624.59(+24.46%) | 2026-06-30 | |
| IUSB | ISHARES TR | 2.9% | 127.8K | $5.8M | +50.44%(+42.83K) | $45.96(-1.11%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.6% | 140.0K | $5.2M | -8.29%(-12.65K) | $25.47(+52.89%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 1.8% | 97.7K | $3.6M | -1.85%(-1.84K) | $26.83(+46.16%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 1.79% | 92.2K | $3.6M | -0.49%(-456) | $29.79(+35.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.33% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.18% |
Two West Capital Advisors LLC reports $201.16M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (20.2%), BNDW (9.0%) and DFAC (7.4%). The top 20 holdings account for 73.32% of reported assets. Its disclosed equity book has returned +27.33% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Two West Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026617). View Two West Capital Advisors LLC’s 13F filings on SEC