Terminal · Institutions

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. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

WESCAP Management Group, Inc. (CIK 1667140) reported $535.8M across 107 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RSP ($42.7M, 7.98%), FNDF ($33.9M, 6.32%), IAU ($31.8M, 5.94%), VCIT ($30.7M, 5.72%), DBEF ($30.4M, 5.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RSPINVESCO EXCHANGE TRADED FD T$42.7M7.98%200,920Trimmed
2FNDFSCHWAB STRATEGIC TR$33.9M6.32%641,812Trimmed
3IAUISHARES GOLD TR$31.8M5.94%421,606Trimmed
4VCITVANGUARD SCOTTSDALE FDS$30.7M5.72%370,956Added
5DBEFDBX ETF TR$30.4M5.67%555,769Trimmed
6FLRNSPDR SERIES TRUST$24.4M4.55%790,575Added
7VCSHVANGUARD SCOTTSDALE FDS$23.4M4.37%296,265Added
8IHDGWISDOMTREE TR$19.8M3.70%378,708Trimmed
9HEFAISHARES TR$16.2M3.02%344,434Trimmed
10VEAVANGUARD TAX-MANAGED FDS$14.9M2.78%209,256Trimmed
11SPGPINVESCO EXCHANGE TRADED FD T$13.9M2.60%113,777Trimmed
12XMHQINVESCO EXCHANGE TRADED FD T$12.5M2.34%110,864Added
13TFLOISHARES TR$12.1M2.26%238,994Trimmed
14AAPLAPPLE INC$10.9M2.03%37,575Hold
15DUHPDIMENSIONAL ETF TRUST$10.6M1.98%253,909Added
16SCZISHARES TR$10.5M1.96%127,477Trimmed
17VBVANGUARD INDEX FDS$9.6M1.80%31,749Trimmed
18VNQVANGUARD INDEX FDS$9.6M1.79%99,373Added
19XSOEWISDOMTREE TR$9.0M1.68%183,570Trimmed
20FLOTISHARES TR$8.0M1.49%156,071Added
21VDEVANGUARD WORLD FD$7.9M1.48%52,935Trimmed
22GSEWGOLDMAN SACHS ETF TR$6.6M1.23%69,669Trimmed
23VHTVANGUARD WORLD FD$6.3M1.17%21,047Added
24GSYINVESCO ACTIVELY MANAGED EXC$6.1M1.14%122,196Trimmed
25VTVVANGUARD INDEX FDS$5.8M1.08%26,553Trimmed

Source: SEC Form 13F filings · as of 2026-06-30