WESCAP Management Group, Inc.
Annual return '25
+27.2%
SPY '25
+17.7%
Alpha
+9.4ptsvs SPY
Invested
$1B
Holdings
107
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 198.4k shares)
7.7%
02
$IAU
ISHARES GOLD TR
Q4 2025: Exited (was 449.9k shares)
7.4%
03
$FNDF
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 666.3k shares)
6.3%
04
$VCIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 356.5k shares)
5.9%
05
$DBEF
DBX ETF TR
Q4 2025: Exited (was 541.9k shares)
5.4%
06
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 221.6k shares)
4.5%
07
$FLRN
SPDR SERIES TRUST
Q4 2025: Exited (was 617.7k shares)
4.3%
08
$IHDG
WISDOMTREE TR
Q4 2025: Exited (was 389.9k shares)
3.6%
09
$HEFA
ISHARES TR
Q4 2025: Exited (was 334.4k shares)
2.9%
10
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 218.5k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:42 UTC.