Two West Capital Advisors LLC

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$201,156
Net value change ($000)
+12,442 (6.6%)
New positions
14
Sold out positions
9
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 4,021 72.7%
IUSB 1,918 49.0%
DFAU 1,734 4.5%
IALT 928 NEW
CORO 906 NEW
BNDW 766 4.4%
GGOV 709 NEW
DYNF 683 27.6%
SCHP 585 6.2%
IVW 579 22.8%
Top Reduces (Value $000, Stocks/ETFs)
IAGG -1,054 -100.0%
QUAL -996 -77.6%
EFV -790 -44.0%
TFLO -640 -60.8%
DFAE -473 -8.3%
IGSB -466 -100.0%
SHY -437 -100.0%
FLOT -352 -100.0%
IEMG -341 -15.6%
IGEB -297 -19.1%
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