WESCAP Management Group, Inc.

CIK 0001667140 · GLENDALE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

WESCAP Management Group, Inc. reported 107 positions worth $535.8M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: RSP (8.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$535.8M
2026 Q2
Positions
107
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.1%
Est. Net Flow (Q)
2026 Q2
10 / 107 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RSPINVESCO EXCHANGE TRADED FD TSH$42.7M7.98%200,920
2FNDFSCHWAB STRATEGIC TRSH$33.9M6.32%641,812
3IAUISHARES GOLD TRSH$31.8M5.94%421,606
4VCITVANGUARD SCOTTSDALE FDSSH$30.7M5.72%370,956
5DBEFDBX ETF TRSH$30.4M5.67%555,769
6FLRNSPDR SERIES TRUSTSH$24.4M4.55%790,575
7VCSHVANGUARD SCOTTSDALE FDSSH$23.4M4.37%296,265
8IHDGWISDOMTREE TRSH$19.8M3.70%378,708
9HEFAISHARES TRSH$16.2M3.02%344,434
10VEAVANGUARD TAX-MANAGED FDSSH$14.9M2.78%209,256

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WESCAP Management Group, Inc. hold as of Q2 2026?

WESCAP Management Group, Inc. reported 107 positions worth $535.8M in its Q2 2026 13F filing. Largest positions: RSP (8.0%), FNDF (6.3%), IAU (5.9%), VCIT (5.7%) and DBEF (5.7%).

What did WESCAP Management Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WESCAP Management Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.