You're signed outSign in or to get full access.
Wescap Management Group, Inc.
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of high-net-worth individuals and families.
Investment Strategy
risk management, diversified portfolios, contrarian/value-oriented approach, low costs, tax efficiency, and risk-adjusted returns
Latest 13F Filing Activity
Wescap Management Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 99 equity positions with a total 13F market value of $439M. The fund increased holdings in Invesco Exchange Traded FD T, Grayscale Bitcoin Trust Etf, Ishares Gold TR among other positions. Wescap Management Group, Inc. reduced exposure to Apple Inc., DBX Etf TR, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 8.25% | $36.2M | 199,322 | $99.64 | $181.74 | +$1.5M |
V VCIT | VANGUARD SCOTTSDALE FDS | 6.68% | $29.4M | 354,141 | $82.38 | $82.92 | +$1.2M |
F FNDF | SCHWAB STRATEGIC TR | 6.05% | $26.6M | 664,051 | $32.19 | $40.02 | +$3.8M |
I IAU | ISHARES GOLD TR | 5.97% | $26.2M | 420,306 | $37.59 | $62.36 | +$4.1M |
D DBEF | DBX ETF TR | 5.49% | $24.1M | 551,433 | $31.23 | $43.75 | -$1.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more