Two West Capital Advisors LLC

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$201,292
Net value change ($000)
+136 (0.1%)
New positions
6
Sold out positions
9
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IUSB 1,461 25.0%
ACWX 1,443 NEW
CORO 1,026 113.2%
IVV 992 10.4%
BLACKROCK ETF TRUST 767 191.8%
DFAU 690 1.7%
BLCR 500 48.3%
DFAC 470 3.1%
IVW 417 13.4%
DYNF 364 11.5%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -3,609 -100.0%
DUHP -3,566 -100.0%
MBB -1,363 -81.0%
MTUM -1,214 -100.0%
QLTA -462 -100.0%
IEMG -440 -23.8%
TFLO -412 -100.0%
SPHQ -372 -100.0%
XLI -300 -100.0%
BNDW -278 -1.5%
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