Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WESCAP Management Group, Inc. (CIK 1667140) reported $507.6M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSP ($38.9M, 7.67%), IAU ($37.8M, 7.44%), FNDF ($32.0M, 6.30%), VCIT ($29.8M, 5.87%), DBEF ($27.5M, 5.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $38.9M | 7.67% | 202,942 | Added |
| 2 | IAU | ISHARES GOLD TR | $37.8M | 7.44% | 428,603 | Trimmed |
| 3 | FNDF | SCHWAB STRATEGIC TR | $32.0M | 6.30% | 653,504 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $29.8M | 5.87% | 359,763 | Trimmed |
| 5 | DBEF | DBX ETF TR | $27.5M | 5.41% | 556,186 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $22.7M | 4.48% | 286,951 | Added |
| 7 | FLRN | SPDR SERIES TRUST | $21.7M | 4.28% | 706,147 | Trimmed |
| 8 | IHDG | WISDOMTREE TR | $18.4M | 3.62% | 382,037 | Trimmed |
| 9 | HEFA | ISHARES TR | $14.9M | 2.93% | 350,321 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $13.6M | 2.67% | 211,649 | Added |
| 11 | SPGP | INVESCO EXCHANGE TRADED FD T | $12.9M | 2.55% | 120,202 | Trimmed |
| 12 | TFLO | ISHARES TR | $12.4M | 2.44% | 244,181 | Added |
| 13 | XMHQ | INVESCO EXCHANGE TRADED FD T | $11.3M | 2.22% | 108,879 | Added |
| 14 | VDE | VANGUARD WORLD FD | $10.1M | 1.99% | 58,329 | Added |
| 15 | SCZ | ISHARES TR | $10.1M | 1.99% | 129,007 | Added |
| 16 | AAPL | APPLE INC | $9.5M | 1.88% | 37,575 | Trimmed |
| 17 | DUHP | DIMENSIONAL ETF TRUST | $9.1M | 1.78% | 246,399 | Added |
| 18 | VB | VANGUARD INDEX FDS | $8.5M | 1.68% | 32,494 | Added |
| 19 | FLOT | ISHARES TR | $7.9M | 1.57% | 155,960 | Added |
| 20 | VNQ | VANGUARD INDEX FDS | $7.6M | 1.49% | 85,428 | Added |
| 21 | XSOE | WISDOMTREE TR | $7.5M | 1.47% | 186,500 | Added |
| 22 | GSY | INVESCO ACTIVELY MANAGED EXC | $6.2M | 1.21% | 122,860 | Trimmed |
| 23 | GSEW | GOLDMAN SACHS ETF TR | $6.0M | 1.17% | 70,329 | Added |
| 24 | VHT | VANGUARD WORLD FD | $5.5M | 1.09% | 20,259 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $5.2M | 1.03% | 26,619 | Added |
Source: SEC Form 13F filings · as of 2026-03-31