account_balance
Investment manager · 13F filer · SEC CIK 1667140
Wescap Management Group, Inc.
Reported value$531Mas of Sep 30, 2026
Positions106 2 new, 3 sold out
Top 10 weight50.6%RSP alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
RSPInvesco Exchange Traded Fd T
7.9%
FNDFSchwab Strategic Tr
6.7%Added +3%
IAUiShares Gold Trust
6.4%Added +4%
DBEFDBX ETF Tr
6.0%Added +5%
FLRNSPDR Series Trust
4.9%Added +7%
VCITVanguard Scottsdale FDS
4.9%Trimmed −11%
VCSHVanguard Scottsdale FDS
4.1%Trimmed −5%
IHDGWisdomtree Tr
3.7%
HEFAiShares Tr
3.2%Added +6%
VEAVanguard Tax-Managed FDS
2.8%
TFLOiShares Tr
2.5%Added +10%
XMHQInvesco Exchange Traded Fd T
2.5%Added +6%
RSPInvesco Exchange Traded Fd T
7.9%
FNDFSchwab Strategic Tr
6.7%Added +3%
IAUiShares Gold Trust
6.4%Added +4%
DBEFDBX ETF Tr
6.0%Added +5%
FLRNSPDR Series Trust
4.9%+7%
VCITVanguard Scottsdale FDS
4.9%
VCSHVanguard Scottsdale FDS
4.1%
IHDGWisdomtree Tr
3.7%
HEFAiShares Tr
3.2%
VEA2.8%
TFLO
XMHQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RSP Invesco Exchange Traded Fd T 7.9% Held
FNDF Schwab Strategic Tr 6.7% Added +3%
IAU iShares Gold Trust 6.4% Added +4%DBEF DBX ETF Tr 6.0% Added +5%
FLRN SPDR Series Trust 4.9% Added +7%
VCIT Vanguard Scottsdale FDS 4.9% Trimmed −11%
VCSH Vanguard Scottsdale FDS 4.1% Trimmed −5%
IHDG Wisdomtree Tr 3.7% Held
HEFA iShares Tr 3.2% Added +6%
VEA Vanguard Tax-Managed FDS 2.8% Held
TFLO iShares Tr 2.5% Added +10%
XMHQ Invesco Exchange Traded Fd T 2.5% Added +6%
What changed
Biggest moves since Jun 30, 2026
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