DOSSIER · 13F-HR · Q1 2026

Two West Capital Advisors LLC

Two West's asset manager based in Greenwich, CT — $189M in tracked AUM across 96 positions as of Q1 2026.

TW

Two West·Greenwich, CT·Asset Manager

CIK 0002026617 · last filed Mar 31, 2026

Total AUM

$189M

▲ 7.3%

vs prior

Holdings

96

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

14% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Two West Capital Advisors LLC

1. Portfolio Overview

Two West Capital Advisors LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 33.1%, rising from $129.25M to $172.05M. This growth is attributable to a combination of market appreciation and substantial capital inflows, evidenced by the high volume of trading activity during the quarter.

T...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

DIMENSIONAL ETF TRUST

$39M792K20.6%

02

VANGUARD SCOTTSDALE FDS

$17M255K9.2%

03

DIMENSIONAL ETF TRUST

$14M342K7.6%

04

DIMENSIONAL ETF TRUST

$11M276K5.9%

05

SCHWAB STRATEGIC TR

$9M353K5.0%

06

DIMENSIONAL ETF TRUST

$6M153K3.0%

07

ISHARES TR

$6M8K2.9%

08

ISHARES TR

$4M85K2.1%

09

DIMENSIONAL ETF TRUST

$4M100K1.9%

10

DIMENSIONAL ETF TRUST

$3M90K1.9%

Filing history

Filing history loading…