Two West Capital Advisors LLC reported 15 positions worth $7.76M for the quarter ended Sep 30, 2026, up 7.8% on the prior quarter. It opened 2 new positions, added to 8, trimmed 3 and exited 0. Its largest holding is Berkshire Hathaway Inc at 22.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | +303 | – | $223.93K | 2.89% |
| MSFT Microsoft Corp | +184 | +19.9% | $93.66K | 7.28% |
| GOOGL Alphabet Inc. | +102 | +8.7% | $34.79K | 5.63% |
| NVDA Nvidia Corp | +132 | +3.2% | $29.99K | 12.37% |
| IAU Ishares Gold Trust | +336 | +7.2% | $26.38K | 5.07% |
| GLW Corning Inc | +76 | +4.0% | $12.06K | 4.01% |
| DVLT Datavault AI Inc. | +75.0K | – | $11.50K | 0.148% |
| WMT Walmart Inc. | +103 | +2.1% | $11.00K | 6.96% |
| MMM 3M Co | +63 | +3.3% | $10.62K | 4.34% |
| TSLA Tesla, Inc. | +2 | +0.3% | $705.68 | 3.42% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,477 | $1.75M | 22.52% | -151 | -4.2% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 3,095 | $1.02M | 13.14% | -18 | -0.6% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 4,224 | $959.65K | 12.37% | +132 | +3.2% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 1,110 | $565.00K | 7.28% | +184 | +19.9% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 2,196 | $541.69K | 6.98% | -19 | -0.9% | Reduced | 0% |
| 6 | WMT Walmart Inc. | Consumer Staples | 5,055 | $539.88K | 6.96% | +103 | +2.1% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 1,281 | $436.88K | 5.63% | +102 | +8.7% | Added | 0% |
| 8 | IAU Ishares Gold Trust | Others | 5,006 | $393.07K | 5.07% | +336 | +7.2% | Added | 0% |
| 9 | INDV Supernus, Inc. | Healthcare | 10.5K | $384.20K | 4.95% | 0 | 0.0% | Unchanged | 0.01% |
| 10 | MMM 3M Co | Industrials | 1,996 | $336.37K | 4.34% | +63 | +3.3% | Added | 0% |
| 11 | GLW Corning Inc | Basic Materials | 1,959 | $310.87K | 4.01% | +76 | +4.0% | Added | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 752 | $265.34K | 3.42% | +2 | +0.3% | Added | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 303 | $223.93K | 2.89% | +303 | – | New | 0% |
| 14 | MVST Microvast Holdings, Inc. | Industrials | 36.3K | $23.54K | 0.303% | 0 | 0.0% | Unchanged | 0.01% |
| 15 | DVLT Datavault AI Inc. | Technology | 75.0K | $11.50K | 0.148% | +75.0K | – | New | 0.01% |
Tip. Select a row to see that position’s full history at Two West Capital Advisors.
As of its Q3 2026 13F filing, Two West Capital Advisors LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 22.5%, Apple Inc. (AAPL) at 13.1%, Nvidia Corp (NVDA) at 12.4%, Microsoft Corp (MSFT) at 7.3%, Amazon Com Inc (AMZN) at 7.0% of the reported portfolio.
Two West Capital Advisors LLC reported a 13F portfolio worth $7.76M across 15 positions for Q3 2026. That is up 7.8% from the previous quarter.
Its largest purchases by value were Meta Platforms, Inc. ($223.93K), Microsoft Corp ($93.66K), Alphabet Inc. ($34.79K). It opened 2 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($75.86K), Apple Inc. ($5.93K), Amazon Com Inc ($4.69K). It exited 0 positions entirely.
From the Form 13F-HR reports Two West Capital Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.