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CIK: 0001667140
Total reported value
$535.8M
$535.8M
103 檔
28.8%
At the close of Q3 2025, WESCAP Management Group, Inc. disclosed equity holdings valued at approximately $535.8M, spread across 103 reported holdings.
In Q3 2025, WESCAP Management Group, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.91% | +0.31% | -0.46% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 6.88% | -1.50% | +7.03% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.30% | -0.15% | +0.65% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 6.01% | +0.02% | +0.33% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 5.28% | +0.26% | -1.73% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 4.00% | +0.27% | +0.73% | |
| 7 | IHDG | Wisdomtree International Hed | ETF-Other | 3.78% | +0.08% | -1.70% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.72% | -0.11% | +4.91% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.78% | +0.09% | -0.33% | |
| 10 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.78% | +0.05% | -0.08% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.75% | +0.11% | -0.13% | |
| 12 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.20% | -0.18% | +2.85% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.10% | -0.03% | -0.62% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.15% | +71.81% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.99% | +0.12% | +3.81% | |
| 16 | SLV | Ishares Silver Trust | ETF-Commodities | 1.83% | -0.13% | +6.15% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.74% | +0.12% | -0.79% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.72% | +0.20% | +1.88% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.67% | -0.08% | -0.04% | |
| 20 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.44% | +0.21% | -3.13% | |
| 21 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.37% | -0.08% | -0.61% | |
| 22 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.28% | -0.07% | +2.15% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.28% | +0.30% | +18.67% | |
| 24 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.20% | +0.06% | -0.37% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.08% | -0.03% | +0.02% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-Other | 1.05% | +0.08% | -1.29% | |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.00% | -0.01% | -2.52% | |
| 28 | EWX | State Street Spdr S&p Emergi | ETF-Other | 1.00% | +0.06% | -0.93% | |
| 29 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.90% | +0.01% | -0.53% | |
| 30 | OPPE | Wisdomtree European Opport | ETF-Other | 0.82% | -0.01% | -0.83% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.81% | -0.14% | +11.96% | |
| 32 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.79% | -0.02% | -1.90% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.79% | +0.09% | -2.33% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | +0.05% | -2.38% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.77% | +0.05% | -0.58% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.04% | +0.05% | |
| 37 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.59% | +0.02% | -5.18% | |
| 38 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.57% | — | +0.06% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | +0.06% | -0.32% | |
| 40 | FETH | Fidelity Ethereum Fund | ETF-Other | 0.56% | -0.07% | -2.02% | |
| 41 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.54% | +0.01% | -4.01% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | +0.02% | +0.24% | |
| 43 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.46% | +0.03% | -2.04% | |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.46% | -0.03% | +0.10% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.45% | -0.05% | -0.35% | |
| 46 | FISV | Fiserv Inc | Stock-Other | 0.43% | -0.02% | -1.31% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | — | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.42% | -0.04% | -1.72% | |
| 49 | GEW | Cambria Global Ew ETF | ETF-Other | 0.41% | +0.01% | — | |
| 50 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.40% | +0.05% | -0.34% |
According to official SEC Form 13F filings, WESCAP Management Group, Inc. reported a total U.S. public equity portfolio value of $535.8M across 103 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, IAU, VCIT) accounted for 28.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
GBTC
市值: $6.5M
Top Position Liquidated / Trimmed
RSP
前期市值: $34.7M
During Q3 2025, WESCAP Management Group, Inc.'s top holdings by market value included RSP (7.9%)、IAU (6.9%)、VCIT (6.3%). The largest single position, RSP, represented 7.9% of total portfolio value.
In Q3 2025, WESCAP Management Group, Inc. made 49 total portfolio adjustments, initiating 7 new buys, adding to 21 positions, trimming 21 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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