§ 13F · FUND PROFILE
WESCAP Management Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $476M (13F)Positions · 103Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | 203K | $39M | 7.7% | +3% |
| 2 | IAU | ISHARES GOLD TR | 429K | $38M | 7.4% | −4% |
| 3 | FNDF | SCHWAB STRATEGIC TR | 654K | $32M | 6.3% | +3% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 360K | $30M | 5.9% | −1% |
| 5 | DBEF | DBX ETF TR | 556K | $27M | 5.4% | +4% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 287K | $23M | 4.5% | +7% |
| 7 | FLRN | SPDR SERIES TRUST | 706K | $22M | 4.3% | −3% |
| 8 | IHDG | WISDOMTREE TR | 382K | $18M | 3.6% | ±0% |
| 9 | HEFA | ISHARES TR | 350K | $15M | 2.9% | +2% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 212K | $14M | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESCAP SIGNAL
AC read
WESCAP Management Group, Inc. is a Other fund managing $476 million in assets. The fund runs a portfolio of 103 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed