WESCAP Management Group, Inc.
CIK 1667140
13F filing for Q2 2026・No. 3,732
- Holdings
- US$535.81M
- Quarter change
- +US$28.23M
- Entries
- 107
- Net bought (estimate)
- +US$2.02M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 2
- Cut 46
- Added 28
- Corporate actions 0
- Unchanged 31
Largest holdings
107 stocks worth US$535.81M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Cut | 200,920 | US$42.75M | 7.98% |
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Cut | 641,812 | US$33.86M | 6.32% |
| ISHARES GOLD TRISHARES NEW | Cut | 421,606 | US$31.84M | 5.94% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 370,956 | US$30.66M | 5.72% |
| DBX ETF TRXTRACK MSCI EAFE | Cut | 555,769 | US$30.36M | 5.67% |
| SPDR SERIES TRUSTST STR RATE ETF | Added | 790,575 | US$24.39M | 4.55% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 296,265 | US$23.41M | 4.37% |
| WISDOMTREE TRITL HDG QTLY DIV | Cut | 378,708 | US$19.84M | 3.70% |
| ISHARES TRHDG MSCI EAFE | Cut | 344,434 | US$16.16M | 3.02% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 209,256 | US$14.91M | 2.78% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.