Two West Capital Advisors LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$188,714
Net value change ($000)
+16,666 (9.7%)
New positions
10
Sold out positions
10
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAU 2,014 5.5%
IVV 1,388 33.5%
DFAC 1,215 9.2%
GOVT 1,188 NEW
EFG 958 183.9%
IUSB 787 25.1%
BLCR 714 NEW
IDEF 649 NEW
DFAE 623 12.3%
DFAI 566 5.4%
Top Reduces (Value $000, Stocks/ETFs)
OEF -1,446 -100.0%
INDV -377 -100.0%
LCTU -376 -100.0%
ITA -303 -100.0%
SUSC -294 -100.0%
ESGU -292 -27.0%
EMB -285 -100.0%
BRK-B -283 -14.0%
DSI -253 -100.0%
ITOT -249 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type