13F Insight
DOSSIER · 13F-HR · Q1 2026

WESCAP Management Group, Inc.

$508M in tracked AUM across 107 positions as of Q1 2026.

WM
CIK 0001667140 · last filed Mar 31, 2026
Total AUM
$508M
as of Q1 2026
Holdings
107
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

WESCAP Management Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RSP
INVESCO EXCHANGE TRADED FD T
$39M203K7.7%02
IAU
ISHARES GOLD TR
$38M429K7.4%03
FNDF
SCHWAB STRATEGIC TR
$32M654K6.3%04
VCIT
VANGUARD SCOTTSDALE FDS
$30M360K5.9%05
DBEF
DBX ETF TR
$27M556K5.4%06
VCSH
VANGUARD SCOTTSDALE FDS
$23M287K4.5%07
FLRN
SPDR SERIES TRUST
$22M706K4.3%08
IHDG
WISDOMTREE TR
$18M382K3.6%09
HEFA
ISHARES TR
$15M350K2.9%10
VEA
VANGUARD TAX-MANAGED FDS
$14M212K2.7%

Filing history

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 positionsLocked2023Q2Jun 30
$286M▲ 0.9%
89 positionsLocked
Showing 12 of 38