StockDrifts LogoStockDrifts

WESCAP Management Group, Inc.

Portfolio Manager
WESCAP Management Group, Inc.
Performance
+4.22% (2025 Q4)
AUM (13F)
$507.57M
# of Holdings
107
Performance Rank
Allocation (Top 20)
70.26%

WESCAP Management Group, Inc. Holdings Map

Top 50 WESCAP Management Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RSP
INVESCO EXCHANGE TRADED FD T
7.67%202.9K$38.9M
+2.63%(+5.20K)
2025-Q1: 200.2K shares2025-Q2: 199.3K shares2025-Q3: 198.4K shares2025-Q4: 197.7K shares2026-Q1: 202.9K shares
$91.41(+122.81%)
2026-03-31
IAU
ISHARES GOLD TR
7.44%428.6K$37.8M
-3.73%(-16.62K)
2025-Q1: 374.9K shares2025-Q2: 420.3K shares2025-Q3: 449.9K shares2025-Q4: 445.2K shares2026-Q1: 428.6K shares
$38.07(+129.93%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
6.3%653.5K$32.0M
+2.53%(+16.11K)
2025-Q1: 630.8K shares2025-Q2: 664.1K shares2025-Q3: 666.3K shares2025-Q4: 637.4K shares2026-Q1: 653.5K shares
$32.39(+65.59%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
5.87%359.8K$29.8M
-0.91%(-3.30K)
2025-Q1: 344.0K shares2025-Q2: 354.1K shares2025-Q3: 356.5K shares2025-Q4: 363.1K shares2026-Q1: 359.8K shares
$81.24(+1.51%)
2026-03-31
DBEF
DBX ETF TR
5.41%556.2K$27.5M
+3.85%(+20.60K)
2025-Q1: 591.4K shares2025-Q2: 551.4K shares2025-Q3: 541.9K shares2025-Q4: 535.6K shares2026-Q1: 556.2K shares
$31.65(+65.26%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
4.48%287.0K$22.7M
+7.25%(+19.39K)
2025-Q1: 193.4K shares2025-Q2: 211.2K shares2025-Q3: 221.6K shares2025-Q4: 267.6K shares2026-Q1: 287.0K shares
$78.97(+0.00%)
2026-03-31
FLRN
SPDR SERIES TRUST
4.28%706.1K$21.7M
-2.54%(-18.40K)
2025-Q1: 585.9K shares2025-Q2: 613.2K shares2025-Q3: 617.7K shares2025-Q4: 724.6K shares2026-Q1: 706.1K shares
$30.63(+0.50%)
2026-03-31
IHDG
WISDOMTREE TR
3.62%382.0K$18.4M
-0.02%(-63)
2025-Q1: 416.4K shares2025-Q2: 396.6K shares2025-Q3: 389.9K shares2025-Q4: 382.1K shares2026-Q1: 382.0K shares
$32.88(+52.73%)
2026-03-31
HEFA
ISHARES TR
2.93%350.3K$14.9M
+2.02%(+6.93K)
2025-Q1: 324.3K shares2025-Q2: 335.5K shares2025-Q3: 334.4K shares2025-Q4: 343.4K shares2026-Q1: 350.3K shares
$28.93(+55.30%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.67%211.6K$13.6M
+1.42%(+2.96K)
2025-Q1: 181.1K shares2025-Q2: 218.8K shares2025-Q3: 218.5K shares2025-Q4: 208.7K shares2026-Q1: 211.6K shares
$46.74(+50.95%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track WESCAP Management Group, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all