Overland Park, Kansas-based Two West Capital Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal executive office at 10975 Benson Drive, Corporate Woods, Bldg. 12, Suite 560.
The report details a portfolio consisting of 98 individual securities. The filing indicates that the firm holds a significant number of exchange-traded funds (ETFs), with holdings including BlackRock ETF Trust and iShares ETFs across various sectors such as equity, fixed income, and defense. Dimensional ETF Trust is also a major holder in the portfolio, with positions in emerging markets, global core, and international core equity funds.
Among the individual common stocks listed in the filing are large-cap technology and industrial names. The portfolio includes shares of Apple Inc., Microsoft Corporation, NVIDIA Corporation, Meta Platforms Inc., and Amazon.com Inc. Additionally, the report lists positions in Berkshire Hathaway Inc., Corning Inc., and Walmart Inc.
The filing notes that Vernon Cushenbery serves as the Chief Compliance Officer for the firm and signed the document on October 15, 2026.
