Institutional Manager · CIK 0002026617
Two West Capital Advisors LLC
Overland Park, KS · File #028-24271
Latest AUM
$172.0M
Positions
96
Top-10 Concentration
68.0%
Filings
7
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202596 pos · $172.0M
- 13F HOLDINGS REPORTQ/E Sep 202597 pos · $165.6M
- 13F HOLDINGS REPORTQ/E Jun 202591 pos · $152.6M
- 13F HOLDINGS REPORTQ/E Mar 202579 pos · $119.7M
- 13F HOLDINGS REPORTQ/E Dec 202472 pos · $116.7M
- 13F HOLDINGS REPORTQ/E Sep 202469 pos · $123.4M
- 13F HOLDINGS REPORTQ/E Jun 202466 pos · $104.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 787,466 | $36.9M | 23.66% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C565 | 250,215 | $17.2M | 11.04% |
| 3 | DIMENSIONAL ETF TRUST | 25434V708 | 332,128 | $13.1M | 8.44% |
| 4 | DIMENSIONAL ETF TRUST | 25434V203 | 275,160 | $10.5M | 6.73% |
| 5 | SCHWAB STRATEGIC TR | 808524870 | 339,428 | $9.0M | 5.77% |
| 6 | DIMENSIONAL ETF TRUST | 25434V302 | 155,967 | $5.1M | 3.26% |
| 7 | ISHARES TR | 464287200 | 6,053 | $4.1M | 2.66% |
| 8 | DIMENSIONAL ETF TRUST | 25434V831 | 90,183 | $3.4M | 2.20% |
| 9 | DIMENSIONAL ETF TRUST | 25434V799 | 99,489 | $3.4M | 2.20% |
| 10 | ISHARES TR | 46434V613 | 67,273 | $3.1M | 2.01% |
| 11 | DIMENSIONAL ETF TRUST | 25434V815 | 91,885 | $3.0M | 1.94% |
| 12 | ISHARES TR | 464287408 | 10,810 | $2.3M | 1.47% |
| 13 | BLACKROCK ETF TRUST | BLK | 37,631 | $2.3M | 1.47% |
| 14 | VANGUARD BD INDEX FDS | 92203C303 | 44,164 | $2.2M | 1.41% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,019 | $2.0M | 1.30% |
| 16 | ISHARES TR | 464287309 | 15,981 | $2.0M | 1.26% |
| 17 | DIMENSIONAL ETF TRUST | 25434V583 | 35,915 | $1.9M | 1.25% |
| 18 | ISHARES INC | 46434G103 | 24,972 | $1.7M | 1.08% |
| 19 | SCHWAB STRATEGIC TR | 808524300 | 50,989 | $1.7M | 1.07% |
| 20 | BLACKROCK ETF TRUST | BLK | 64,811 | $1.7M | 1.07% |