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WESCAP Management Group, Inc.

WESCAP Management Group, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1667140, reporting 107 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-11

Top 10 portfolio positions

The largest reported holdings in WESCAP Management Group, Inc.'s most recent 13F filing, ranked by reported market value.

  1. INVESCO EXCHANGE TRADED FD T (RSP)
  2. SCHWAB STRATEGIC TR (FNDF)
  3. ISHARES GOLD TR (IAU)
  4. VANGUARD SCOTTSDALE FDS (VCIT)
  5. DBX ETF TR (DBEF)
  6. SPDR SERIES TRUST (FLRN)
  7. VANGUARD SCOTTSDALE FDS (VCSH)
  8. WISDOMTREE TR (IHDG)
  9. ISHARES TR (HEFA)
  10. VANGUARD TAX-MANAGED FDS (VEA)
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