Two West Capital Advisors LLC
CIK
2026617
Location
Overland Park, KS
Portfolio Value
Small
$204,056,640
Diversification
Highly concentrated
Filing Date
Global Rank
#6,445
/ 8,793
▲ 304
· as of Jun 2026
Top Industry
Insurance - Diversified
24.3%
3Y Alpha vs SPY
-5.5%
Period ended 3 months ago
Filed Jul 22, 2026 · 2mo
9 quarters · since Jun 2024
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
47.7%
−14.7 pts
Top 5
90.4%
+0.2 pts
Top 10
95.5%
+0.4 pts
HHI
2,902
Highly concentrated−1,249
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 96.3% | $196,583,018 |
| Technology | 1.2% | $2,545,935 |
| Financial Services | 1.1% | $2,315,809 |
| Consumer Cyclical | 0.4% | $885,889 |
| Consumer Defensive | 0.3% | $560,863 |
| Healthcare | 0.2% | $430,815 |
| Communication Services | 0.2% | $421,339 |
| Industrials | 0.2% | $312,972 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | +96,241 | 334,122 | $13,124,474 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +31,721 | 430,589 | $11,758,318 | |
| BCLO | iShares BBB-B CLO Active ETF | +19,843 | 61,700 | $3,180,339 | |
| BNDW | Vanguard Total World Bond ETF | +12,682 | 267,551 | $18,335,270 | |
| AFK | VanEck Africa Index ETF | +12,306 | 13,347 | $972,739 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +2,662 | 54,905 | $2,929,855 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +2,457 | 494,957 | $43,746,377 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +1,387 | 8,781 | $771,674 | |
| IAU | Ishares Gold Trust | +356 | 4,670 | $352,631 | |
| VEA | Vanguard FTSE Developed Markets ETF | +183 | 5,249 | $373,991 | |
| WMT | Walmart Inc. | +127 | 4,952 | $560,863 | |
| NVDA | Nvidia Corp | +122 | 4,092 | $818,768 | |
| AAPL | Apple Inc. | +119 | 3,113 | $900,777 | |
| MUNY | Vanguard New York Tax-Exempt Bond ETF | +23 | 2,930 | $304,720 | |
| AMZN | Amazon Com Inc | +20 | 2,215 | $527,923 | |
| VB | Vanguard Morningstar Small-Cap ETF | +18 | 1,397 | $714,609 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DCOR | Dimensional US Core Equity 1 ETF | −20,992 | 2,128,345 | $97,421,470 | |
| STT | State Street Corp | −949 | 9,334 | $500,395 | |
| TSLA | Tesla, Inc. | −738 | 750 | $315,450 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | −298 | 11,497 | $1,553,499 | |
| MSFT | Microsoft Corp | −143 | 926 | $345,416 | |
| GLW | Corning Inc /Ny | −78 | 1,883 | $480,974 | |
| BRK-B | Berkshire Hathaway Inc | −26 | 3,628 | $1,815,414 | |
| GOOGL | Alphabet Inc. | −13 | 1,179 | $421,339 | |
| MMM | 3M Co | −4 | 1,933 | $312,972 | |
| No positions match the current search. | |||||
30 tracked positions ·
$204,056,640 total
· filing declares
101 positions · $201,156,030
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DCOR |
Dimensional US Core Equity 1 ETF
|
Reduced | 2,128,345 | $97,421,470 | 47.74% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 494,957 | $43,746,377 | 21.44% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 267,551 | $18,335,270 | 8.99% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Added | 334,122 | $13,124,474 | 6.43% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 430,589 | $11,758,318 | 5.76% | |
| BCLO |
iShares BBB-B CLO Active ETF
|
Added | 61,700 | $3,180,339 | 1.56% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 54,905 | $2,929,855 | 1.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,628 | $1,815,414 | 0.89% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 11,497 | $1,553,499 | 0.76% | |
| AFK |
VanEck Africa Index ETF
|
Added | 13,347 | $972,739 | 0.48% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,113 | $900,777 | 0.44% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,092 | $818,768 | 0.40% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 8,781 | $771,674 | 0.38% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 1,397 | $714,609 | 0.35% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,952 | $560,863 | 0.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,215 | $527,923 | 0.26% | |
| STT |
State Street Corp
Financial Services
|
Reduced | 9,334 | $500,395 | 0.25% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 1,883 | $480,974 | 0.24% | |
| INDV |
Indivior Pharmaceuticals, Inc.
Healthcare
|
Held | 10,500 | $430,815 | 0.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,179 | $421,339 | 0.21% | |
| BFLX |
Cann American Corp.
|
NEW | 15,885 | $406,973 | 0.20% | |
| CVY |
Invesco Zacks Multi-Asset Income ETF
|
NEW | 4,399 | $396,349 | 0.19% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 5,249 | $373,991 | 0.18% | |
| IAU |
Ishares Gold Trust
|
Added | 4,670 | $352,631 | 0.17% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 926 | $345,416 | 0.17% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 750 | $315,450 | 0.15% | |
| MMM |
3M Co
Industrials
|
Reduced | 1,933 | $312,972 | 0.15% | |
| MUNY |
Vanguard New York Tax-Exempt Bond ETF
|
Added | 2,930 | $304,720 | 0.15% | |
| BKF |
iShares MSCI BIC ETF
|
NEW | 4,451 | $239,730 | 0.12% | |
| MVST |
Microvast Holdings, Inc.
Consumer Cyclical
|
Held | 36,339 | $42,516 | 0.02% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.