Two West Capital Advisors LLC: 13F holdings
CIK 20266172026Q2
| Positions | 101 |
|---|
| Reported value | $201.2m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 101 (+5 vs prior quarter) |
|---|
| Reported value | $201.2m (+6.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 790,439 | $40.6m | 20.2% |
| BNDW VANGUARD SCOTTSDALE FDS | 267,551 | $18.1m | 9.0% |
| DIMENSIONAL ETF TRUST | 338,967 | $14.9m | 7.4% |
| DFAI DIMENSIONAL ETF TRUST | 275,631 | $11.3m | 5.6% |
| SCHP SCHWAB STRATEGIC TR | 383,217 | $10.0m | 5.0% |
| IVV ISHARES TR | 12,819 | $9.6m | 4.7% |
| IUSB ISHARES TR | 127,755 | $5.8m | 2.9% |
| DFAE DIMENSIONAL ETF TRUST | 139,990 | $5.2m | 2.6% |
| DFIC DIMENSIONAL ETF TRUST | 97,696 | $3.6m | 1.8% |
| DIMENSIONAL ETF TRUST | 92,154 | $3.6m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2026617")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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