Two West Capital Advisors LLC

Overland Park, KS · CIK 2026617 · 13F filing filed 2026-07-22

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$3.9bn
Staff15 · 15 in investment roles
Main clients (by assets)Pension plans 93%, High net worth individuals 5%, Individuals 2%
Websitetwowestcompanies.com
Form ADV · 2026-08-29SEC adviser record

Kindinstitutions
Others nearbyOverland Park, KS, Elmira, NY

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Overland Park, KS (main office)United States	United States	about 14
Elmira, NYUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$201.2m reported value +6.6% vs Q1 2026

101positions

61.1%in top 10

14 new 39 added 43 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	790,439	$40.6m20.18%	20.18%	Reduced -1.5k	-1,467 -0.2%
2	VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF BNDW	BNDW	267,551	$18.1m9.01%	9.01%	Added +12.7k	+12,682 5.0%
3	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	338,967	$14.9m7.42%	7.42%	Reduced -3.3k	-3,266 -0.9%
4	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	275,631	$11.3m5.62%	5.62%	Added +77	+77 0.0%
5	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	383,217	$10.0m4.99%	4.99%	Added +30.7k	+30,658 8.7%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	12,819	$9.6m4.75%	4.75%	Added +5.1k	+5,078 65.6%
7	ISHARES TR CORE TOTAL USD IUSB	IUSB	127,755	$5.8m2.90%	2.90%	Added +42.8k	+42,834 50.4%
8	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	139,990	$5.2m2.60%	2.60%	Reduced -12.7k	-12,652 -8.3%
9	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	97,696	$3.6m1.80%	1.80%	Reduced -1.8k	-1,838 -1.9%
10	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		92,154	$3.6m1.79%	1.79%	Reduced -456	-456 -0.5%
11	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		86,766	$3.6m1.77%	1.77%	Reduced -3.0k	-3,031 -3.4%
12	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	47,252	$3.2m1.57%	1.57%	Added +8.2k	+8,174 20.9%
13	ISHARES TR S&P 500 GRWT ETF IVW	IVW	23,119	$3.1m1.55%	1.55%	Added +3.4k	+3,448 17.5%
14	ISHARES TR S&P 500 VAL ETF IVE	IVE	11,481	$2.6m1.31%	1.31%	Reduced -72	-72 -0.6%
15	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	47,913	$2.4m1.18%	1.18%	Added +2.4k	+2,430 5.3%
16	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	42,916	$2.3m1.15%	1.15%	Added +3.6k	+3,590 9.1%
17	DIMENSIONAL ETF TRUST GLOBAL CR ETF DGCB	DGCB	36,030	$1.9m0.97%	0.97%	Added +5.3k	+5,334 17.4%
18	ISHARES TR NATIONAL MUN ETF MUB	MUB	17,477	$1.9m0.92%	0.92%	Added +3.0k	+3,042 21.1%
19	BLACKROCK ETF TRUST DYNAMIC EQTY ACT BDYN	BDYN	67,781	$1.9m0.92%	0.92%	Added +1.7k	+1,742 2.6%
20	ISHARES INC CORE MSCI EMKT IEMG	IEMG	23,959	$1.8m0.92%	0.92%	Reduced -4.5k	-4,510 -15.8%
21	ISHARES TR EAFE GRWTH ETF EFG	EFG	15,087	$1.8m0.89%	0.89%	Added +2.4k	+2,365 18.6%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,628	$1.8m0.89%	0.89%	Reduced -26	-26 -0.7%
23	ISHARES TR MBS ETF MBB	MBB	17,989	$1.7m0.84%	0.84%	Added +3.2k	+3,198 21.6%
24	ISHARES TR US TREAS BD ETF GOVT	GOVT	72,530	$1.6m0.81%	0.81%	Added +20.4k	+20,419 39.2%
25	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	47,372	$1.6m0.80%	0.80%	Added +1.1k	+1,063 2.3%
26	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	28,008	$1.5m0.72%	0.72%	Added +770	+770 2.8%
27	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	34,164	$1.3m0.64%	0.64%	Reduced -1.0k	-1,008 -2.9%
28	ISHARES TR INVESTMENT GRADE IGEB	IGEB	28,237	$1.3m0.63%	0.63%	Reduced -6.3k	-6,316 -18.3%
29	BLACKROCK ETF TRUST DISCIPLINED VOLA BDVL	BDVL	47,957	$1.2m0.62%	0.62%	Added +3.4k	+3,374 7.6%
30	ISHARES TR 10-20 YR TRS ETF TLH	TLH	12,582	$1.2m0.61%	0.61%	Reduced -2.1k	-2,107 -14.3%
31	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	29,925	$1.2m0.61%	0.61%	Reduced -378	-378 -1.2%
32	ISHARES TR MSCI USA MMENTM MTUM	MTUM	4,013	$1.2m0.60%	0.60%	Added +487	+487 13.8%
33	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	36,007	$1.2m0.60%	0.60%	Reduced -54	-54 -0.1%
34	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	25,825	$1.1m0.55%	0.55%	Reduced -1.5k	-1,506 -5.5%
35	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	22,012	$1.0m0.52%	0.52%	Reduced -1.8k	-1,809 -7.6%
36	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	21,379	$1.0m0.52%	0.52%	Added +6.1k	+6,144 40.3%
37	APPLE INC COM AAPL	AAPL	3,113	$1.0m0.51%	0.51%	Added +119	+119 4.0%
38	ISHARES TR EAFE VALUE ETF EFV	EFV	12,893	$1.0m0.50%	0.50%	Reduced -10.8k	-10,803 -45.6%
39	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	32,615	$928.3k0.46%	0.46%	New
40	ISHARES TR CORE MSCI EAFE IEFA	IEFA	9,493	$907.2k0.45%	0.45%	Reduced -1.4k	-1,363 -12.6%
41	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	25,798	$905.8k0.45%	0.45%	New
42	BLACKROCK ETF TRUST ISHARES DEFENSE IDEF	IDEF	29,099	$900.3k0.45%	0.45%	Added +9.1k	+9,099 45.5%
43	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	5,532	$900.0k0.45%	0.45%	Added +440	+440 8.6%
44	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	20,490	$865.1k0.43%	0.43%	Reduced -5.1k	-5,125 -20.0%
45	ISHARES TR 7-10 YR TRSY BD IEF	IEF	9,212	$861.6k0.43%	0.43%	Added +537	+537 6.2%
46	NVIDIA CORPORATION COM NVDA	NVDA	4,092	$831.7k0.41%	0.41%	Added +122	+122 3.1%
47	ISHARES TR CALIF MUN BD ETF CMF	CMF	14,212	$811.0k0.40%	0.40%	Unchanged
48	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	18,706	$783.8k0.39%	0.39%	Reduced -1.9k	-1,861 -9.1%
49	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	8,781	$767.1k0.38%	0.38%	Added +1.4k	+1,387 18.8%
50	BLACKROCK ETF TRUST II ISHARES AAA CLO CLOA	CLOA	13,857	$718.8k0.36%	0.36%	Reduced -762	-762 -5.2%
51	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	14,214	$709.1k0.35%	0.35%	New
52	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	4,002	$703.2k0.35%	0.35%	Reduced -1.3k	-1,298 -24.5%
53	DIMENSIONAL ETF TRUST EMERGING MKTS HI DEHP	DEHP	17,915	$697.0k0.35%	0.35%	Reduced -1.5k	-1,482 -7.6%
54	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	16,387	$651.4k0.32%	0.32%	Reduced -1.1k	-1,066 -6.1%
55	ISHARES TR SHRT NAT MUN ETF SUB	SUB	5,664	$601.4k0.30%	0.30%	Added +1.1k	+1,061 23.1%
56	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	16,497	$592.7k0.29%	0.29%	Reduced -24	-24 -0.1%
57	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,002	$559.9k0.28%	0.28%	Reduced -39	-39 -3.8%
58	WALMART INC COM WMT	WMT	4,952	$555.6k0.28%	0.28%	Added +127	+127 2.6%
59	AMAZON COM INC COM AMZN	AMZN	2,215	$553.7k0.28%	0.28%	Added +20	+20 0.9%
60	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	6,992	$542.8k0.27%	0.27%	Added +232	+232 3.4%
61	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	9,334	$523.1k0.26%	0.26%	Reduced -949	-949 -9.2%
62	ISHARES TR A RATE CP BD ETF QLTA	QLTA	9,860	$461.8k0.23%	0.23%	Reduced -2.1k	-2,113 -17.6%
63	ISHARES TR CORE DIV GRWTH DGRO	DGRO	5,694	$436.7k0.22%	0.22%	Added +1.7k	+1,661 41.2%
64	BLACKROCK ETF TRUST ISHARES US LARG BALI	BALI	12,895	$434.4k0.22%	0.22%	New
65	ISHARES TR IBOXX INV CP ETF LQD	LQD	4,048	$433.8k0.22%	0.22%	Added +45	+45 1.1%
66	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	624	$425.9k0.21%	0.21%	Unchanged
67	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	14,160	$421.5k0.21%	0.21%	Added +773	+773 5.8%
68	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,179	$415.0k0.21%	0.21%	Reduced -13	-13 -1.1%
69	ISHARES TR TRS FLT RT BD TFLO	TFLO	8,152	$412.5k0.21%	0.21%	Reduced -12.6k	-12,631 -60.8%
70	INDIVIOR PHARMACEUTICALS INC COM INDV	INDV	10,500	$410.8k0.20%	0.20%	Unchanged
71	BLACKROCK ETF TRUST ISHA FLEX EQ ETF BFLX	BFLX	15,885	$399.8k0.20%	0.20%	New
72	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	4,697	$378.1k0.19%	0.19%	Added +995	+995 26.9%
73	MICROSOFT CORP COM MSFT	MSFT	926	$372.5k0.19%	0.19%	Reduced -143	-143 -13.4%
74	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	4,399	$371.8k0.18%	0.18%	New
75	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	7,798	$365.8k0.18%	0.18%	New
76	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	8,846	$363.8k0.18%	0.18%	Reduced -1.1k	-1,102 -11.1%
77	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	5,249	$363.4k0.18%	0.18%	Added +183	+183 3.6%
78	ISHARES TR MSCI USA VALUE VLUE	VLUE	1,922	$363.2k0.18%	0.18%	Reduced -266	-266 -12.2%
79	ISHARES GOLD TR ISHARES NEW IAU	IAU	4,670	$351.9k0.17%	0.17%	Added +356	+356 8.2%
80	ISHARES TR ESG ADV TTL USD EUSB	EUSB	7,323	$315.3k0.16%	0.16%	Added +2.6k	+2,624 55.8%
81	VANECK ETF TRUST JP MRGAN EM LOC EMLC	EMLC	12,345	$313.2k0.16%	0.16%	New
82	3M CO COM MMM	MMM	1,933	$307.5k0.15%	0.15%	Reduced -4	-4 -0.2%
83	VANGUARD NY TAX FREE FDS TAX EXEMPT BD MUNY	MUNY	2,930	$301.3k0.15%	0.15%	Added +23	+23 0.8%
84	SELECT SECTOR SPDR TR INDL XLI	XLI	1,685	$300.2k0.15%	0.15%	Reduced -220	-220 -11.6%
85	CORNING INC COM GLW	GLW	1,883	$288.4k0.14%	0.14%	Reduced -78	-78 -4.0%
86	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	1,328	$288.2k0.14%	0.14%	Reduced -4.9k	-4,913 -78.7%
87	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	773	$283.1k0.14%	0.14%	Added +18	+18 2.4%
88	BLACKROCK ETF TRUST II ISHA SECU IN ETF SECU	SECU	5,621	$279.5k0.14%	0.14%	New
89	TESLA INC COM TSLA	TSLA	750	$277.2k0.14%	0.14%	Reduced -738	-738 -49.6%
90	ISHARES TR CORE MSCI EURO IEUR	IEUR	3,681	$273.6k0.14%	0.14%	Reduced -2.3k	-2,285 -38.3%
91	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,614	$257.1k0.13%	0.13%	Reduced -813	-813 -33.5%
92	ISHARES TR CORE US AGGBD ET AGG	AGG	2,583	$253.0k0.13%	0.13%	Reduced -768	-768 -22.9%
93	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	5,988	$252.9k0.13%	0.13%	Reduced -1.5k	-1,475 -19.8%
94	DIMENSIONAL ETF TRUST CALIF MUN BD ETF DFCA	DFCA	4,965	$248.0k0.12%	0.12%	Unchanged
95	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,196	$243.1k0.12%	0.12%	New
96	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	3,475	$243.1k0.12%	0.12%	Reduced -267	-267 -7.1%
97	BLACKROCK ETF TRUST US CARBON TRANS LCTU	LCTU	3,031	$242.1k0.12%	0.12%	New
98	ISHARES INC EURO HIGH YIELD EUHY	EUHY	4,451	$237.8k0.12%	0.12%	New
99	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	10,086	$230.3k0.11%	0.11%	New
100	ISHARES TR SYSTEMATIC BD ET SYSB	SYSB	2,440	$214.0k0.11%	0.11%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IAGG	IAGG	21,162	$1.1m21.2k shares
ISHARES TR IGSB	IGSB	8,874	$465.8k8.9k shares
ISHARES TR SHY	SHY	5,303	$436.9k5.3k shares
ISHARES TR FLOT	FLOT	6,902	$351.9k6.9k shares
ISHARES TR HYDB	HYDB	6,293	$295.4k6.3k shares
ISHARES TR USHY	USHY	6,950	$257.9k7.0k shares
INVESCO EXCHANGE TRADED FD T RSP	RSP	1,271	$254.7k1.3k shares
SELECT SECTOR SPDR TR XLY	XLY	2,163	$252.8k2.2k shares
ISHARES U S ETF TR LQDH	LQDH	2,588	$239.9k2.6k shares