Sponsored

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

Currently, Two West Capital Advisors LLC holds 96 types of securities in its portfolio with a total value $188.7M. In the most recent quarter, they have increased their positions in IVV (+1.7K shares, valued at $1.2M), GOVT (+52.1K shares, valued at $1.2M), EFG (+8.2K shares, valued at $947.5K); decreased their positions in ESGU (-2.2K shares, valued at $335.9K), N/A (-2.7K shares, valued at $232.8K), LQDH (-2.5K shares, valued at $230.5K); initiated new positions in GOVT (+52.1K shares, valued at $1.2M), BLCR (+15.2K shares, valued at $714.2K), IDEF (+20.0K shares, valued at $648.7K).

1M P&L

+5.2M+2.80%

3M P&L

+6.0M+3.27%

HY P&L

+15.1M+8.61%

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/A180.7M

97.6%

2Semiconductors830.7K

0.4%

3Consumer Electronics808.8K

0.4%

Top Industries by Stock Count

1N/A81 stocks

90.0%

2Conglomerates1 stocks

1.1%

3Internet Retail1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST791.9K shares0.56%2026-03-312026-05-04

BNDW VANGUARD SCOTTSDALE FDS254.9K shares1.86%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST342.2K shares3.04%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST275.6K shares0.14%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR352.6K shares3.87%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST152.6K shares-2.13%2026-03-312026-05-04

IVV ISHARES TR7.7K shares27.89%2026-03-312026-05-04

IUSB ISHARES TR84.9K shares26.23%2026-03-312026-05-04

Sponsored

DFIC DIMENSIONAL ETF TRUST99.5K shares0.05%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST89.8K shares-0.43%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST92.6K shares0.79%2026-03-312026-05-04

IVE ISHARES TR11.6K shares6.87%2026-03-312026-05-04

IVW ISHARES TR19.7K shares23.09%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST39.1K shares3.85%2026-03-312026-05-04

VUSB VANGUARD BD INDEX FDS45.5K shares2.99%2026-03-312026-05-04

IEMG ISHARES INC28.5K shares14.00%2026-03-312026-05-04

Sponsored

DFGP DIMENSIONAL ETF TRUST39.3K shares9.50%2026-03-312026-05-04

EFV ISHARES TR23.7K shares16.30%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.7K shares-9.08%2026-03-312026-05-04

BDYN BLACKROCK ETF TRUST66.0K shares1.89%2026-03-312026-05-04

DGCB DIMENSIONAL ETF TRUST30.7K shares8.31%2026-03-312026-05-04

IGEB ISHARES TR34.6K shares4.27%2026-03-312026-05-04

MUB ISHARES TR14.4K shares40.61%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR46.3K shares-9.18%2026-03-312026-05-04

Sponsored

EFG ISHARES TR12.7K shares178.32%2026-03-312026-05-04

TLH ISHARES TR14.7K shares23.69%2026-03-312026-05-04

BINC BLACKROCK ETF TRUST II27.2K shares34.08%2026-03-312026-05-04

MBB ISHARES TR14.8K shares22.62%2026-03-312026-05-04

DFEM DIMENSIONAL ETF TRUST35.2K shares4.90%2026-03-312026-05-04

QUAL ISHARES TR6.2K shares3.69%2026-03-312026-05-04

DISV DIMENSIONAL ETF TRUST30.3K shares0.34%2026-03-312026-05-04

DIHP DIMENSIONAL ETF TRUST36.1K shares2.77%2026-03-312026-05-04

Sponsored

GOVT ISHARES TR52.1K sharesnew addition2026-03-312026-05-04

BDVL BLACKROCK ETF TRUST44.6K shares-2.59%2026-03-312026-05-04

DFSD DIMENSIONAL ETF TRUST23.8K shares66.49%2026-03-312026-05-04

BAI BLACKROCK ETF TRUST27.3K shares30.14%2026-03-312026-05-04

IAGG ISHARES TR21.2K shares33.16%2026-03-312026-05-04

TFLO ISHARES TR20.8K shares0.78%2026-03-312026-05-04

THRO BLACKROCK ETF TRUST25.6K shares33.12%2026-03-312026-05-04

IEFA ISHARES TR10.9K shares17.37%2026-03-312026-05-04

Sponsored

MTUM ISHARES TR3.5K shares14.41%2026-03-312026-05-04

DFCF DIMENSIONAL ETF TRUST20.6K shares19.95%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR5.3K shares-6.76%2026-03-312026-05-04

NVDA NVIDIA CORPORATION4.0K shares11.55%2026-03-312026-05-04

IEF ISHARES TR8.7K shares30.98%2026-03-312026-05-04

CMF ISHARES TR14.2K shares8.18%2026-03-312026-05-04

AAPL APPLE INC3.0K shares1.39%2026-03-312026-05-04

ESGU ISHARES TR5.1K shares-29.85%2026-03-312026-05-04

Sponsored

CLOA BLACKROCK ETF TRUST II14.6K shares179.58%2026-03-312026-05-04

DEHP DIMENSIONAL ETF TRUST19.4K shares-0.49%2026-03-312026-05-04

BLCR BLACKROCK ETF TRUST15.2K sharesnew addition2026-03-312026-05-04

DFEV DIMENSIONAL ETF TRUST17.5K shares3.74%2026-03-312026-05-04

IDEF BLACKROCK ETF TRUST20.0K sharesnew addition2026-03-312026-05-04

SPYM SPDR SERIES TRUST7.4K shares65.27%2026-03-312026-05-04

WMT WALMART INC4.8K shares0.71%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST16.5K shares-2.29%2026-03-312026-05-04

Sponsored

AMZN AMAZON COM INC2.2K shares2.52%2026-03-312026-05-04

QLTA ISHARES TR12.0K shares71.53%2026-03-312026-05-04

TSLA TESLA INC1.5K shares2.20%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR10.3K shares-12.51%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS6.8K shares2.32%2026-03-312026-05-04

SMH VANECK ETF TRUST1.0K shares30.45%2026-03-312026-05-04

SUB ISHARES TR4.6K shares49.40%2026-03-312026-05-04

IGSB ISHARES TR8.9K shares10.63%2026-03-312026-05-04

Sponsored

MSFT MICROSOFT CORP1.1K shares-3.95%2026-03-312026-05-04

SHY ISHARES TR5.3K shares10.43%2026-03-312026-05-04

LQD ISHARES TR4.0K shares25.05%2026-03-312026-05-04

IEUR ISHARES TR6.0K shares-14.97%2026-03-312026-05-04

DFIP DIMENSIONAL ETF TRUST9.9K shares70.05%2026-03-312026-05-04

ALPHABET INC ALPHABET INC1.2K shares12.77%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS624 shares5.23%2026-03-312026-05-04

DFGR DIMENSIONAL ETF TRUST13.4K shares1.45%2026-03-312026-05-04

Sponsored

ISHARES GOLD TR ISHARES GOLD TR4.3K shares-38.68%2026-03-312026-05-04

VLUE ISHARES TR2.2K sharesnew addition2026-03-312026-05-04

INDIVIOR PHARMACEUTICALS INC INDIVIOR PHARMACEUTICALS INC10.5K sharesnew addition2026-03-312026-05-04

FLOT ISHARES TR6.9K shares-16.45%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR2.4K shares-7.30%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS5.1K shares17.13%2026-03-312026-05-04

AGG ISHARES TR3.4K shares33.77%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR1.9K shares-9.46%2026-03-312026-05-04

Sponsored

SHYG ISHARES TR7.5K shares0.42%2026-03-312026-05-04

MUNY VANGUARD NY TAX FREE FDS2.9K shares0.80%2026-03-312026-05-04

GLW CORNING INC2.0K sharesnew addition2026-03-312026-05-04

HYDB ISHARES TR6.3K shares18.18%2026-03-312026-05-04

DGRO ISHARES TR4.0K shares5.66%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST3.7K shares-18.94%2026-03-312026-05-04

MMM 3M CO1.9K shares0.05%2026-03-312026-05-04

VTI VANGUARD INDEX FDS755 shares2.17%2026-03-312026-05-04

Sponsored

USHY ISHARES TR7.0K shares-11.62%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR2.2K shares4.24%2026-03-312026-05-04

DFCA DIMENSIONAL ETF TRUST5.0K sharesnew addition2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST3.7K sharesnew addition2026-03-312026-05-04

LQDH ISHARES U S ETF TR2.6K shares-48.99%2026-03-312026-05-04

EUSB ISHARES TR4.7K sharesnew addition2026-03-312026-05-04

MVST MICROVAST HOLDINGS INC36.3K shares0.00%2026-03-312026-05-04

Sponsored

DFAU

DIMENSIONAL ETF TRUST

0.56%

Shares791.9K

Event2026-03-31

Filed2026-05-04

BNDW

VANGUARD SCOTTSDALE FDS

1.86%

Shares254.9K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

3.04%

Shares342.2K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

0.14%

Shares275.6K

Event2026-03-31

Filed2026-05-04

SCHP

SCHWAB STRATEGIC TR

3.87%

Shares352.6K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

-2.13%

Shares152.6K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

27.89%

Shares7.7K

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR

26.23%

Shares84.9K

Event2026-03-31

Filed2026-05-04

DFIC

DIMENSIONAL ETF TRUST

0.05%

Shares99.5K

Event2026-03-31

Filed2026-05-04

DUHP

DIMENSIONAL ETF TRUST

-0.43%

Shares89.8K

Event2026-03-31

Filed2026-05-04

DFSV

DIMENSIONAL ETF TRUST

0.79%

Shares92.6K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

6.87%

Shares11.6K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

23.09%

Shares19.7K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

3.85%

Shares39.1K

Event2026-03-31

Filed2026-05-04

VUSB

VANGUARD BD INDEX FDS

2.99%

Shares45.5K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

14.00%

Shares28.5K

Event2026-03-31

Filed2026-05-04

DFGP

DIMENSIONAL ETF TRUST

9.50%

Shares39.3K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

16.30%

Shares23.7K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-9.08%

Shares3.7K

Event2026-03-31

Filed2026-05-04

BDYN

BLACKROCK ETF TRUST

1.89%

Shares66.0K

Event2026-03-31

Filed2026-05-04

DGCB

DIMENSIONAL ETF TRUST

8.31%

Shares30.7K

Event2026-03-31

Filed2026-05-04

IGEB

ISHARES TR

4.27%

Shares34.6K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

40.61%

Shares14.4K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

-9.18%

Shares46.3K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

178.32%

Shares12.7K

Event2026-03-31

Filed2026-05-04

TLH

ISHARES TR

23.69%

Shares14.7K

Event2026-03-31

Filed2026-05-04

BINC

BLACKROCK ETF TRUST II

34.08%

Shares27.2K

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR

22.62%

Shares14.8K

Event2026-03-31

Filed2026-05-04

DFEM

DIMENSIONAL ETF TRUST

4.90%

Shares35.2K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

3.69%

Shares6.2K

Event2026-03-31

Filed2026-05-04

DISV

DIMENSIONAL ETF TRUST

0.34%

Shares30.3K

Event2026-03-31

Filed2026-05-04

DIHP

DIMENSIONAL ETF TRUST

2.77%

Shares36.1K

Event2026-03-31

Filed2026-05-04

GOVT

ISHARES TR

New

Shares52.1K

Event2026-03-31

Filed2026-05-04

BDVL

BLACKROCK ETF TRUST

-2.59%

Shares44.6K

Event2026-03-31

Filed2026-05-04

DFSD

DIMENSIONAL ETF TRUST

66.49%

Shares23.8K

Event2026-03-31

Filed2026-05-04

BAI

BLACKROCK ETF TRUST

30.14%

Shares27.3K

Event2026-03-31

Filed2026-05-04

IAGG

ISHARES TR

33.16%

Shares21.2K

Event2026-03-31

Filed2026-05-04

TFLO

ISHARES TR

0.78%

Shares20.8K

Event2026-03-31

Filed2026-05-04

THRO

BLACKROCK ETF TRUST

33.12%

Shares25.6K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

17.37%

Shares10.9K

Event2026-03-31

Filed2026-05-04

MTUM

ISHARES TR

14.41%

Shares3.5K

Event2026-03-31

Filed2026-05-04

DFCF

DIMENSIONAL ETF TRUST

19.95%

Shares20.6K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

-6.76%

Shares5.3K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

11.55%

Shares4.0K

Event2026-03-31

Filed2026-05-04

IEF

ISHARES TR

30.98%

Shares8.7K

Event2026-03-31

Filed2026-05-04

CMF

ISHARES TR

8.18%

Shares14.2K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

1.39%

Shares3.0K

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR

-29.85%

Shares5.1K

Event2026-03-31

Filed2026-05-04

CLOA

BLACKROCK ETF TRUST II

179.58%

Shares14.6K

Event2026-03-31

Filed2026-05-04

DEHP

DIMENSIONAL ETF TRUST

-0.49%

Shares19.4K

Event2026-03-31

Filed2026-05-04

BLCR

BLACKROCK ETF TRUST

New

Shares15.2K

Event2026-03-31

Filed2026-05-04

DFEV

DIMENSIONAL ETF TRUST

3.74%

Shares17.5K

Event2026-03-31

Filed2026-05-04

IDEF

BLACKROCK ETF TRUST

New

Shares20.0K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

65.27%

Shares7.4K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

0.71%

Shares4.8K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

-2.29%

Shares16.5K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

2.52%

Shares2.2K

Event2026-03-31

Filed2026-05-04

QLTA

ISHARES TR

71.53%

Shares12.0K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

2.20%

Shares1.5K

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR

-12.51%

Shares10.3K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

2.32%

Shares6.8K

Event2026-03-31

Filed2026-05-04

SMH

VANECK ETF TRUST

30.45%

Shares1.0K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

49.40%

Shares4.6K

Event2026-03-31

Filed2026-05-04

IGSB

ISHARES TR

10.63%

Shares8.9K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-3.95%

Shares1.1K

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

10.43%

Shares5.3K

Event2026-03-31

Filed2026-05-04

LQD

ISHARES TR

25.05%

Shares4.0K

Event2026-03-31

Filed2026-05-04

IEUR

ISHARES TR

-14.97%

Shares6.0K

Event2026-03-31

Filed2026-05-04

DFIP

DIMENSIONAL ETF TRUST

70.05%

Shares9.9K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

12.77%

Shares1.2K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

5.23%

Shares624

Event2026-03-31

Filed2026-05-04

DFGR

DIMENSIONAL ETF TRUST

1.45%

Shares13.4K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

-38.68%

Shares4.3K

Event2026-03-31

Filed2026-05-04

VLUE

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-05-04

INDIVIOR PHARMACEUTICALS INC

New

Shares10.5K

Event2026-03-31

Filed2026-05-04

FLOT

ISHARES TR

-16.45%

Shares6.9K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

-7.30%

Shares2.4K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

17.13%

Shares5.1K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

33.77%

Shares3.4K

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

-9.46%

Shares1.9K

Event2026-03-31

Filed2026-05-04

SHYG

ISHARES TR

0.42%

Shares7.5K

Event2026-03-31

Filed2026-05-04

MUNY

VANGUARD NY TAX FREE FDS

0.80%

Shares2.9K

Event2026-03-31

Filed2026-05-04

GLW

CORNING INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-04

HYDB

ISHARES TR

18.18%

Shares6.3K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

5.66%

Shares4.0K

Event2026-03-31

Filed2026-05-04

DFAS

DIMENSIONAL ETF TRUST

-18.94%

Shares3.7K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

2.17%

Shares755

Event2026-03-31

Filed2026-05-04

USHY

ISHARES TR

-11.62%

Shares7.0K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

New

Shares1.3K

Event2026-03-31

Filed2026-05-04

XLY

SELECT SECTOR SPDR TR

4.24%

Shares2.2K

Event2026-03-31

Filed2026-05-04

DFCA

DIMENSIONAL ETF TRUST

New

Shares5.0K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

LQDH

ISHARES U S ETF TR

-48.99%

Shares2.6K

Event2026-03-31

Filed2026-05-04

EUSB

ISHARES TR

New

Shares4.7K

Event2026-03-31

Filed2026-05-04

MVST

MICROVAST HOLDINGS INC

0.00%

Shares36.3K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available