WESCAP Management Group, Inc. - Portfolio overview

WESCAP Management Group, Inc. has 111 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. RSP - INVESCO EXCHANGE TRADED FD T, 7.63%
  2. IAU - ISHARES GOLD TR, 7.40%
  3. FNDF - SCHWAB STRATEGIC TR, 6.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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