Institutional Fund
Two West Capital Advisors LLC
Overland Park, KSCIK 20266175 filings on record
Portfolio Value
$188.71M
Q1 2026
Holdings
96
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+9.7%
from $172.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust20.6%
- Vanguard Scottsdale Fds9.2%
- Dimensional ETF Trust7.6%
- Dimensional ETF Trust5.9%
- Schwab Strategic Tr5.0%
- Dimensional ETF Trust3.0%
- Other48.7%
Portfolio Holdings
96 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 791.9K | $38.87M | 20.6% | +4.4K | Added |
| 2 | Vanguard Scottsdale Fds | 254.9K | $17.36M | 9.2% | +4.7K | Added |
| 3 | Dimensional ETF Trust | 342.2K | $14.36M | 7.6% | +10.1K | Added |
| 4 | Dimensional ETF Trust | 275.6K | $11.05M | 5.9% | +394 | Added |
| 5 | Schwab Strategic Tr | 352.6K | $9.46M | 5.0% | +13.1K | Added |
| 6 | Dimensional ETF Trust | 152.6K | $5.70M | 3.0% | −3.3K | Reduced |
| 7 | Ishares Tr | 7.7K | $5.53M | 2.9% | +1.7K | Added |
| 8 | Ishares Tr | 84.9K | $3.92M | 2.1% | +17.6K | Added |
| 9 | Dimensional ETF Trust | 99.5K | $3.64M | 1.9% | +45 | Added |
| 10 | Dimensional ETF Trust | 89.8K | $3.50M | 1.9% | −386 | Reduced |
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