Sponsored

The Analysis of Two West Capital Advisors LLC's Holdings & P&L

Currently, Two West Capital Advisors LLC holds 101 types of securities in its portfolio with a total value $201.2M. In the most recent quarter, they have increased their positions in N/A (+5.1K shares, valued at $3.8M), IUSB (+42.8K shares, valued at $2.0M), N/A (+32.6K shares, valued at $928.3K); decreased their positions in QUAL (-4.9K shares, valued at $1.1M), EFV (-10.8K shares, valued at $841.9K), TFLO (-12.6K shares, valued at $639.1K); initiated new positions in N/A (+32.6K shares, valued at $928.3K), CORO (+25.8K shares, valued at $905.8K), N/A (+14.2K shares, valued at $709.1K).

1M P&L

+643.8K+0.34%

3M P&L

+5.4M+2.90%

HY P&L

+13.4M+7.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A180.5M

96.5%

2Insurance - Diversified1.8M

1.0%

3Consumer Electronics1.0M

0.5%

Top Industries by Stock Count

1N/A81 stocks

88.0%

2Internet Content & Information1 stocks

1.1%

3Internet Retail1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST790.4K shares-0.19%2026-06-302026-07-22

BNDW VANGUARD SCOTTSDALE FDS267.6K shares4.98%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST339.0K shares-0.95%2026-06-302026-07-22

DFAI DIMENSIONAL ETF TRUST275.6K shares0.03%2026-06-302026-07-22

SCHP SCHWAB STRATEGIC TR383.2K shares8.70%2026-06-302026-07-22

ISHARES TR ISHARES TR12.8K shares65.60%2026-06-302026-07-22

IUSB ISHARES TR127.8K shares50.44%2026-06-302026-07-22

DFAE DIMENSIONAL ETF TRUST140.0K shares-8.29%2026-06-302026-07-22

Sponsored

DFIC DIMENSIONAL ETF TRUST97.7K shares-1.85%2026-06-302026-07-22

DFSV DIMENSIONAL ETF TRUST92.2K shares-0.49%2026-06-302026-07-22

DUHP DIMENSIONAL ETF TRUST86.8K shares-3.38%2026-06-302026-07-22

DYNF BLACKROCK ETF TRUST47.3K shares20.92%2026-06-302026-07-22

IVW ISHARES TR23.1K shares17.53%2026-06-302026-07-22

IVE ISHARES TR11.5K shares-0.62%2026-06-302026-07-22

VUSB VANGUARD BD INDEX FDS47.9K shares5.34%2026-06-302026-07-22

DFGP DIMENSIONAL ETF TRUST42.9K shares9.13%2026-06-302026-07-22

Sponsored

DGCB DIMENSIONAL ETF TRUST36.0K shares17.38%2026-06-302026-07-22

MUB ISHARES TR17.5K shares21.07%2026-06-302026-07-22

BDYN BLACKROCK ETF TRUST67.8K shares2.64%2026-06-302026-07-22

IEMG ISHARES INC24.0K shares-15.84%2026-06-302026-07-22

EFG ISHARES TR15.1K shares18.59%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL3.6K shares-0.71%2026-06-302026-07-22

MBB ISHARES TR18.0K shares21.62%2026-06-302026-07-22

GOVT ISHARES TR72.5K shares39.18%2026-06-302026-07-22

Sponsored

SCHG SCHWAB STRATEGIC TR47.4K shares2.30%2026-06-302026-07-22

BINC BLACKROCK ETF TRUST II28.0K shares2.83%2026-06-302026-07-22

DFEM DIMENSIONAL ETF TRUST34.2K shares-2.87%2026-06-302026-07-22

IGEB ISHARES TR28.2K shares-18.28%2026-06-302026-07-22

BDVL BLACKROCK ETF TRUST48.0K shares7.57%2026-06-302026-07-22

TLH ISHARES TR12.6K shares-14.34%2026-06-302026-07-22

DISV DIMENSIONAL ETF TRUST29.9K shares-1.25%2026-06-302026-07-22

MTUM ISHARES TR4.0K shares13.81%2026-06-302026-07-22

Sponsored

DIHP DIMENSIONAL ETF TRUST36.0K shares-0.15%2026-06-302026-07-22

BAI BLACKROCK ETF TRUST25.8K shares-5.51%2026-06-302026-07-22

DFSD DIMENSIONAL ETF TRUST22.0K shares-7.59%2026-06-302026-07-22

BLCR BLACKROCK ETF TRUST21.4K shares40.33%2026-06-302026-07-22

AAPL APPLE INC3.1K shares3.97%2026-06-302026-07-22

EFV ISHARES TR12.9K shares-45.59%2026-06-302026-07-22

BLACKROCK ETF TRUST BLACKROCK ETF TRUST32.6K sharesnew addition2026-06-302026-07-22

ISHARES TR ISHARES TR9.5K shares-12.56%2026-06-302026-07-22

Sponsored

CORO BLACKROCK ETF TRUST25.8K sharesnew addition2026-06-302026-07-22

IDEF BLACKROCK ETF TRUST29.1K shares45.49%2026-06-302026-07-22

ESGU ISHARES TR5.5K shares8.64%2026-06-302026-07-22

THRO BLACKROCK ETF TRUST20.5K shares-20.01%2026-06-302026-07-22

IEF ISHARES TR9.2K shares6.19%2026-06-302026-07-22

NVDA NVIDIA CORPORATION4.1K shares3.07%2026-06-302026-07-22

CMF ISHARES TR14.2K shares0.00%2026-06-302026-07-22

DFCF DIMENSIONAL ETF TRUST18.7K shares-9.05%2026-06-302026-07-22

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST8.8K shares18.76%2026-06-302026-07-22

CLOA BLACKROCK ETF TRUST II13.9K shares-5.21%2026-06-302026-07-22

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II14.2K sharesnew addition2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR4.0K shares-24.49%2026-06-302026-07-22

DEHP DIMENSIONAL ETF TRUST17.9K shares-7.64%2026-06-302026-07-22

DFEV DIMENSIONAL ETF TRUST16.4K shares-6.11%2026-06-302026-07-22

SUB ISHARES TR5.7K shares23.05%2026-06-302026-07-22

DFAX DIMENSIONAL ETF TRUST16.5K shares-0.15%2026-06-302026-07-22

Sponsored

SMH VANECK ETF TRUST1.0K shares-3.75%2026-06-302026-07-22

WMT WALMART INC5.0K shares2.63%2026-06-302026-07-22

AMZN AMAZON COM INC2.2K shares0.91%2026-06-302026-07-22

BSV VANGUARD BD INDEX FDS7.0K shares3.43%2026-06-302026-07-22

XLF SELECT SECTOR SPDR TR9.3K shares-9.23%2026-06-302026-07-22

QLTA ISHARES TR9.9K shares-17.65%2026-06-302026-07-22

DGRO ISHARES TR5.7K shares41.19%2026-06-302026-07-22

BALI BLACKROCK ETF TRUST12.9K sharesnew addition2026-06-302026-07-22

Sponsored

LQD ISHARES TR4.0K shares1.12%2026-06-302026-07-22

VOO VANGUARD INDEX FDS624 shares0.00%2026-06-302026-07-22

DFGR DIMENSIONAL ETF TRUST14.2K shares5.77%2026-06-302026-07-22

GOOGL ALPHABET INC1.2K shares-1.09%2026-06-302026-07-22

TFLO ISHARES TR8.2K shares-60.78%2026-06-302026-07-22

INDV INDIVIOR PHARMACEUTICALS INC10.5K shares0.00%2026-06-302026-07-22

BLACKROCK ETF TRUST BLACKROCK ETF TRUST15.9K sharesnew addition2026-06-302026-07-22

DFAS DIMENSIONAL ETF TRUST4.7K shares26.88%2026-06-302026-07-22

Sponsored

MSFT MICROSOFT CORP926 shares-13.38%2026-06-302026-07-22

SPHQ INVESCO EXCHANGE TRADED FD T4.4K sharesnew addition2026-06-302026-07-22

EAGG ISHARES TR7.8K sharesnew addition2026-06-302026-07-22

DFIP DIMENSIONAL ETF TRUST8.8K shares-11.08%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS5.2K shares3.61%2026-06-302026-07-22

VLUE ISHARES TR1.9K shares-12.16%2026-06-302026-07-22

IAU ISHARES GOLD TR4.7K shares8.25%2026-06-302026-07-22

EUSB ISHARES TR7.3K shares55.84%2026-06-302026-07-22

Sponsored

EMLC VANECK ETF TRUST12.3K sharesnew addition2026-06-302026-07-22

3M CO 3M CO1.9K shares-0.21%2026-06-302026-07-22

MUNY VANGUARD NY TAX FREE FDS2.9K shares0.79%2026-06-302026-07-22

XLI SELECT SECTOR SPDR TR1.7K shares-11.55%2026-06-302026-07-22

GLW CORNING INC1.9K shares-3.98%2026-06-302026-07-22

QUAL ISHARES TR1.3K shares-78.72%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS773 shares2.38%2026-06-302026-07-22

SECU BLACKROCK ETF TRUST II5.6K sharesnew addition2026-06-302026-07-22

Sponsored

TSLA TESLA INC750 shares-49.60%2026-06-302026-07-22

IEUR ISHARES TR3.7K shares-38.30%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR1.6K shares-33.50%2026-06-302026-07-22

ISHARES TR ISHARES TR2.6K shares-22.92%2026-06-302026-07-22

SHYG ISHARES TR6.0K shares-19.76%2026-06-302026-07-22

DFCA DIMENSIONAL ETF TRUST5.0K shares0.00%2026-06-302026-07-22

XLE SELECT SECTOR SPDR TR4.2K sharesnew addition2026-06-302026-07-22

DFAT DIMENSIONAL ETF TRUST3.5K shares-7.14%2026-06-302026-07-22

Sponsored

LCTU BLACKROCK ETF TRUST3.0K sharesnew addition2026-06-302026-07-22

EUHY ISHARES INC4.5K sharesnew addition2026-06-302026-07-22

SUSC ISHARES TR10.1K sharesnew addition2026-06-302026-07-22

SYSB ISHARES TR2.4K sharesnew addition2026-06-302026-07-22

MVST MICROVAST HOLDINGS INC36.3K shares0.00%2026-06-302026-07-22

DFAU

DIMENSIONAL ETF TRUST

-0.19%

Shares790.4K

Event2026-06-30

Filed2026-07-22

BNDW

VANGUARD SCOTTSDALE FDS

4.98%

Shares267.6K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

-0.95%

Shares339.0K

Event2026-06-30

Filed2026-07-22

DFAI

DIMENSIONAL ETF TRUST

0.03%

Shares275.6K

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB STRATEGIC TR

8.70%

Shares383.2K

Event2026-06-30

Filed2026-07-22

ISHARES TR

65.60%

Shares12.8K

Event2026-06-30

Filed2026-07-22

IUSB

ISHARES TR

50.44%

Shares127.8K

Event2026-06-30

Filed2026-07-22

DFAE

DIMENSIONAL ETF TRUST

-8.29%

Shares140.0K

Event2026-06-30

Filed2026-07-22

DFIC

DIMENSIONAL ETF TRUST

-1.85%

Shares97.7K

Event2026-06-30

Filed2026-07-22

DFSV

DIMENSIONAL ETF TRUST

-0.49%

Shares92.2K

Event2026-06-30

Filed2026-07-22

DUHP

DIMENSIONAL ETF TRUST

-3.38%

Shares86.8K

Event2026-06-30

Filed2026-07-22

DYNF

BLACKROCK ETF TRUST

20.92%

Shares47.3K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

17.53%

Shares23.1K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

-0.62%

Shares11.5K

Event2026-06-30

Filed2026-07-22

VUSB

VANGUARD BD INDEX FDS

5.34%

Shares47.9K

Event2026-06-30

Filed2026-07-22

DFGP

DIMENSIONAL ETF TRUST

9.13%

Shares42.9K

Event2026-06-30

Filed2026-07-22

DGCB

DIMENSIONAL ETF TRUST

17.38%

Shares36.0K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

21.07%

Shares17.5K

Event2026-06-30

Filed2026-07-22

BDYN

BLACKROCK ETF TRUST

2.64%

Shares67.8K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-15.84%

Shares24.0K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

18.59%

Shares15.1K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.71%

Shares3.6K

Event2026-06-30

Filed2026-07-22

MBB

ISHARES TR

21.62%

Shares18.0K

Event2026-06-30

Filed2026-07-22

GOVT

ISHARES TR

39.18%

Shares72.5K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

2.30%

Shares47.4K

Event2026-06-30

Filed2026-07-22

BINC

BLACKROCK ETF TRUST II

2.83%

Shares28.0K

Event2026-06-30

Filed2026-07-22

DFEM

DIMENSIONAL ETF TRUST

-2.87%

Shares34.2K

Event2026-06-30

Filed2026-07-22

IGEB

ISHARES TR

-18.28%

Shares28.2K

Event2026-06-30

Filed2026-07-22

BDVL

BLACKROCK ETF TRUST

7.57%

Shares48.0K

Event2026-06-30

Filed2026-07-22

TLH

ISHARES TR

-14.34%

Shares12.6K

Event2026-06-30

Filed2026-07-22

DISV

DIMENSIONAL ETF TRUST

-1.25%

Shares29.9K

Event2026-06-30

Filed2026-07-22

MTUM

ISHARES TR

13.81%

Shares4.0K

Event2026-06-30

Filed2026-07-22

DIHP

DIMENSIONAL ETF TRUST

-0.15%

Shares36.0K

Event2026-06-30

Filed2026-07-22

BAI

BLACKROCK ETF TRUST

-5.51%

Shares25.8K

Event2026-06-30

Filed2026-07-22

DFSD

DIMENSIONAL ETF TRUST

-7.59%

Shares22.0K

Event2026-06-30

Filed2026-07-22

BLCR

BLACKROCK ETF TRUST

40.33%

Shares21.4K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

3.97%

Shares3.1K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

-45.59%

Shares12.9K

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST

New

Shares32.6K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-12.56%

Shares9.5K

Event2026-06-30

Filed2026-07-22

CORO

BLACKROCK ETF TRUST

New

Shares25.8K

Event2026-06-30

Filed2026-07-22

IDEF

BLACKROCK ETF TRUST

45.49%

Shares29.1K

Event2026-06-30

Filed2026-07-22

ESGU

ISHARES TR

8.64%

Shares5.5K

Event2026-06-30

Filed2026-07-22

THRO

BLACKROCK ETF TRUST

-20.01%

Shares20.5K

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

6.19%

Shares9.2K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

3.07%

Shares4.1K

Event2026-06-30

Filed2026-07-22

CMF

ISHARES TR

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-22

DFCF

DIMENSIONAL ETF TRUST

-9.05%

Shares18.7K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

18.76%

Shares8.8K

Event2026-06-30

Filed2026-07-22

CLOA

BLACKROCK ETF TRUST II

-5.21%

Shares13.9K

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST II

New

Shares14.2K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

-24.49%

Shares4.0K

Event2026-06-30

Filed2026-07-22

DEHP

DIMENSIONAL ETF TRUST

-7.64%

Shares17.9K

Event2026-06-30

Filed2026-07-22

DFEV

DIMENSIONAL ETF TRUST

-6.11%

Shares16.4K

Event2026-06-30

Filed2026-07-22

SUB

ISHARES TR

23.05%

Shares5.7K

Event2026-06-30

Filed2026-07-22

DFAX

DIMENSIONAL ETF TRUST

-0.15%

Shares16.5K

Event2026-06-30

Filed2026-07-22

SMH

VANECK ETF TRUST

-3.75%

Shares1.0K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

2.63%

Shares5.0K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

0.91%

Shares2.2K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

3.43%

Shares7.0K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

-9.23%

Shares9.3K

Event2026-06-30

Filed2026-07-22

QLTA

ISHARES TR

-17.65%

Shares9.9K

Event2026-06-30

Filed2026-07-22

DGRO

ISHARES TR

41.19%

Shares5.7K

Event2026-06-30

Filed2026-07-22

BALI

BLACKROCK ETF TRUST

New

Shares12.9K

Event2026-06-30

Filed2026-07-22

LQD

ISHARES TR

1.12%

Shares4.0K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

0.00%

Shares624

Event2026-06-30

Filed2026-07-22

DFGR

DIMENSIONAL ETF TRUST

5.77%

Shares14.2K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-1.09%

Shares1.2K

Event2026-06-30

Filed2026-07-22

TFLO

ISHARES TR

-60.78%

Shares8.2K

Event2026-06-30

Filed2026-07-22

INDV

INDIVIOR PHARMACEUTICALS INC

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST

New

Shares15.9K

Event2026-06-30

Filed2026-07-22

DFAS

DIMENSIONAL ETF TRUST

26.88%

Shares4.7K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-13.38%

Shares926

Event2026-06-30

Filed2026-07-22

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares4.4K

Event2026-06-30

Filed2026-07-22

EAGG

ISHARES TR

New

Shares7.8K

Event2026-06-30

Filed2026-07-22

DFIP

DIMENSIONAL ETF TRUST

-11.08%

Shares8.8K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

3.61%

Shares5.2K

Event2026-06-30

Filed2026-07-22

VLUE

ISHARES TR

-12.16%

Shares1.9K

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD TR

8.25%

Shares4.7K

Event2026-06-30

Filed2026-07-22

EUSB

ISHARES TR

55.84%

Shares7.3K

Event2026-06-30

Filed2026-07-22

EMLC

VANECK ETF TRUST

New

Shares12.3K

Event2026-06-30

Filed2026-07-22

3M CO

-0.21%

Shares1.9K

Event2026-06-30

Filed2026-07-22

MUNY

VANGUARD NY TAX FREE FDS

0.79%

Shares2.9K

Event2026-06-30

Filed2026-07-22

XLI

SELECT SECTOR SPDR TR

-11.55%

Shares1.7K

Event2026-06-30

Filed2026-07-22

GLW

CORNING INC

-3.98%

Shares1.9K

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES TR

-78.72%

Shares1.3K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

2.38%

Shares773

Event2026-06-30

Filed2026-07-22

SECU

BLACKROCK ETF TRUST II

New

Shares5.6K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-49.60%

Shares750

Event2026-06-30

Filed2026-07-22

IEUR

ISHARES TR

-38.30%

Shares3.7K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

-33.50%

Shares1.6K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-22.92%

Shares2.6K

Event2026-06-30

Filed2026-07-22

SHYG

ISHARES TR

-19.76%

Shares6.0K

Event2026-06-30

Filed2026-07-22

DFCA

DIMENSIONAL ETF TRUST

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-22

DFAT

DIMENSIONAL ETF TRUST

-7.14%

Shares3.5K

Event2026-06-30

Filed2026-07-22

LCTU

BLACKROCK ETF TRUST

New

Shares3.0K

Event2026-06-30

Filed2026-07-22

EUHY

ISHARES INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-22

SUSC

ISHARES TR

New

Shares10.1K

Event2026-06-30

Filed2026-07-22

SYSB

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

MVST

MICROVAST HOLDINGS INC

0.00%

Shares36.3K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available