13F Insight
DOSSIER · 13F-HR · Q2 2026

WESCAP Management Group, Inc.

$536M in tracked AUM across 107 positions as of Q2 2026.

WM
CIK 0001667140 · last filed Jun 30, 2026
Total AUM
$536M
as of Q2 2026
Holdings
107
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WESCAP Management Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RSP
INVESCO EXCHANGE TRADED FD T
$43M201K8.0%02
FNDF
SCHWAB STRATEGIC TR
$34M642K6.3%03
IAU
ISHARES GOLD TR
$32M422K5.9%04
VCIT
VANGUARD SCOTTSDALE FDS
$31M371K5.7%05
DBEF
DBX ETF TR
$30M556K5.7%06
FLRN
SPDR SERIES TRUST
$24M791K4.6%07
VCSH
VANGUARD SCOTTSDALE FDS
$23M296K4.4%08
IHDG
WISDOMTREE TR
$20M379K3.7%09
HEFA
ISHARES TR
$16M344K3.0%10
VEA
VANGUARD TAX-MANAGED FDS
$15M209K2.8%

Filing history

2026Q2Jun 30
$536M▲ 5.6%
107 positionsView →2026Q1Mar 31
$508M▲ 2.9%
107 positionsView →2025Q4Dec 31
$493M▲ 3.7%
105 positionsView →2025Q3Sep 30
$476M▲ 8.3%
103 positionsView →2025Q2Jun 30
$439M▲ 7.2%
100 positionsLocked2025Q1Mar 31
$410M▼ 0.5%
97 positionsLocked2024Q4Dec 31
$412M▲ 3.2%
95 positionsLocked2024Q3Sep 30
$399M▲ 13.0%
93 positionsLocked2024Q2Jun 30
$353M▲ 2.4%
95 positionsLocked2024Q1Mar 31
$345M▲ 11.2%
93 positionsLocked2023Q4Dec 31
$310M▲ 10.5%
90 positionsLocked2023Q3Sep 30
$281M▼ 2.0%
89 positionsLocked
Showing 12 of 39