Two West Capital Advisors LLC holds a focused book of 101 stocks worth $201.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Dimensional US Core Equity M. Their largest long position is Dimensional US Core Equity M at 20% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2026617/holdings"
Use Arkolith to show Two West Capital Advisors LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.1 points over this window.
Growth of $10,000 cloning Two West Capital Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Two West Capital Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 77 / 80 | $338.6B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $133.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $16.4B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $13.8B |
| LPL Financial LLC | 76 / 80 | $87.9B |
| AE Wealth Management LLC | 76 / 80 | $4.6B |
| ROYAL BANK OF CANADA | 75 / 80 | $101.8B |
| CWM, LLC | 75 / 80 | $10.4B |
Ranked by how many of Two West Capital Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQT MKT | $40.6M | 790.4K | 20.2% | ▼−0.2% Reduced · −1K sh | |
| 2 | Vanguard Scottsdale FDS TOTAL WLD BD ETF | $18.1M | 267.6K | 9.0% | ▲+5.0% Added · +13K sh | |
| 3 | Dimensional ETF Trust US COR EQU 2 ETF | $14.9M | 339.0K | 7.4% | ▼−0.9% Reduced · −3K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQT MK | $11.3M | 275.6K | 5.6% | ▲~0% Added · +77 sh | |
| 5 | Schwab Strategic TR US TIPS ETF | $10.0M | 383.2K | 5.0% | ▲+8.7% Added · +31K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $9.6M | 12.8K | 4.7% | ▲+66% Added · +5K sh | |
| 7 | Ishares TR CORE UNIVRSL USD | $5.8M | 127.8K | 2.9% | ▲+50% Added · +43K sh | |
| 8 | Dimensional ETF Trust EMGR CRE EQT MNG | $5.2M | 140.0K | 2.6% | ▼−8.3% Reduced · −13K sh | |
| 9 | Dimensional ETF Trust INTL CORE EQUITY | $3.6M | 97.7K | 1.8% | ▼−1.8% Reduced · −2K sh | |
| 10 | Dimensional ETF Trust US SMALL CAP ETF | $3.6M | 92.2K | 1.8% | ▼−0.5% Reduced · −456 sh | |
| 11 | Dimensional ETF Trust US HIGH PROF ETF | $3.6M | 86.8K | 1.8% | ▼−3.4% Reduced · −3K sh | |
| 12 | BlackRock ETF Trust ISHARES US EQUIT | $3.2M | 47.3K | 1.6% | ▲+21% Added · +8K sh | |
| 13 | Ishares TR S&P 500 GRWT ETF | $3.1M | 23.1K | 1.5% | ▲+18% Added · +3K sh | |
| 14 | Ishares TR S&P 500 VAL ETF | $2.6M | 11.5K | 1.3% | ▼−0.6% Reduced · −72 sh | |
| 15 | Vanguard BD Index FDS VANGUARD ULTRA | $2.4M | 47.9K | 1.2% | ▲+5.3% Added · +2K sh | |
| 16 | Dimensional ETF Trust GLOB CO PLUS ETF | $2.3M | 42.9K | 1.2% | ▲+9.1% Added · +4K sh | |
| 17 | Dimensional ETF Trust GLOBAL CR ETF | $1.9M | 36.0K | 1.0% | ▲+17% Added · +5K sh | |
| 18 | Ishares TR NATIONAL MUN ETF | $1.9M | 17.5K | 0.9% | ▲+21% Added · +3K sh | |
| 19 | BlackRock ETF Trust DYNAMIC EQTY ACT | $1.9M | 67.8K | 0.9% | ▲+2.6% Added · +2K sh | |
| 20 | Ishares Inc CORE MSCI EMKT | $1.8M | 24.0K | 0.9% | ▼−16% Reduced · −5K sh | |
| 21 | Ishares TR EAFE GRWTH ETF | $1.8M | 15.1K | 0.9% | ▲+19% Added · +2K sh | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.6K | 0.9% | ▼−0.7% Reduced · −26 sh | |
| 23 | Ishares TR MBS ETF | $1.7M | 18.0K | 0.8% | ▲+22% Added · +3K sh | |
| 24 | Ishares TR US TREAS BD ETF | $1.6M | 72.5K | 0.8% | ▲+39% Added · +20K sh | |
| 25 | Schwab Strategic TR US LCAP GR ETF | $1.6M | 47.4K | 0.8% | ▲+2.3% Added · +1K sh | |
| 26 | BlackRock ETF Trust II ISHA FLEX IN ETF | $1.5M | 28.0K | 0.7% | ▲+2.8% Added · +770 sh | |
| 27 | Dimensional ETF Trust EMERGING MKTS CO | $1.3M | 34.2K | 0.6% | ▼−2.9% Reduced · −1K sh | |
| 28 | Ishares TR INVT GRAD SY ETF | $1.3M | 28.2K | 0.6% | ▼−18% Reduced · −6K sh | |
| 29 | BlackRock ETF Trust DISC VOLA EQ ETF | $1.2M | 48.0K | 0.6% | ▲+7.6% Added · +3K sh | |
| 30 | Ishares TR 10-20 YR TRS ETF | $1.2M | 12.6K | 0.6% | ▼−14% Reduced · −2K sh | |
| 31 | Dimensional ETF Trust INTL SMALL CAP V | $1.2M | 29.9K | 0.6% | ▼−1.2% Reduced · −378 sh | |
| 32 | Ishares TR MSCI USA MMENTM | $1.2M | 4.0K | 0.6% | ▲+14% Added · +487 sh | |
| 33 | Dimensional ETF Trust INTL HIGH PROFIT | $1.2M | 36.0K | 0.6% | ▼−0.1% Reduced · −54 sh | |
| 34 | BlackRock ETF Trust ISHA I IN TE ETF | $1.1M | 25.8K | 0.5% | ▼−5.5% Reduced · −2K sh | |
| 35 | Dimensional ETF Trust SHOR DUR FIX ETF | $1.0M | 22.0K | 0.5% | ▼−7.6% Reduced · −2K sh | |
| 36 | BlackRock ETF Trust ISHA LA CORE ETF | $1.0M | 21.4K | 0.5% | ▲+40% Added · +6K sh | |
| 37 | Apple Inc COM | $1.0M | 3.1K | 0.5% | ▲+4.0% Added · +119 sh | |
| 38 | Ishares TR EAFE VALUE ETF | $1.0M | 12.9K | 0.5% | ▼−46% Reduced · −11K sh | |
| 39 | BlackRock ETF Trust ISHA SYST AL ETF | $928K | 32.6K | 0.5% | ▲New New position | |
| 40 | Ishares TR CORE MSCI EAFE | $907K | 9.5K | 0.5% | ▼−13% Reduced · −1K sh | |
| 41 | BlackRock ETF Trust ISHA IN CTRY ETF | $906K | 25.8K | 0.5% | ▲New New position | |
| 42 | BlackRock ETF Trust ISHARES DEFENSE | $900K | 29.1K | 0.4% | ▲+45% Added · +9K sh | |
| 43 | Ishares TR ESG AWR MSCI USA | $900K | 5.5K | 0.4% | ▲+8.6% Added · +440 sh | |
| 44 | BlackRock ETF Trust ISHA US THEM ETF | $865K | 20.5K | 0.4% | ▼−20% Reduced · −5K sh | |
| 45 | Ishares TR 7-10 YR TRSY BD | $862K | 9.2K | 0.4% | ▲+6.2% Added · +537 sh | |
| 46 | Nvidia Corporation COM | $832K | 4.1K | 0.4% | ▲+3.1% Added · +122 sh | |
| 47 | Ishares TR CALIF MUN BD ETF | $811K | 14.2K | 0.4% | —Held | |
| 48 | Dimensional ETF Trust CORE FIXE IN ETF | $784K | 18.7K | 0.4% | ▼−9.0% Reduced · −2K sh | |
| 49 | SPDR Series Trust ST STR P500ETF | $767K | 8.8K | 0.4% | ▲+19% Added · +1K sh | |
| 50 | BlackRock ETF Trust II ISHARES AAA CLO | $719K | 13.9K | 0.4% | ▼−5.2% Reduced · −762 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 101 | $201.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 96 | $188.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 96 | $172.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 97 | $165.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 91 | $152.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 79 | $119.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 72 | $116.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 69 | $123.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.