WESCAP Management Group, Inc.
Top Portfolio Positions
40 positions ·
$77,605,097 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
428,603 | $37,785,640 | 48.69% | |
| AAPL |
Apple Inc.
Technology
|
37,575 | $9,536,159 | 12.29% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
43,321 | $2,285,615 | 2.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,913 | $1,894,440 | 2.44% | |
| SLV |
iShares Silver Trust
|
26,983 | $1,838,621 | 2.37% | |
| MUC |
Blackrock Muniholdings California Quality Fund, Inc.
Financial Services
|
149,557 | $1,555,392 | 2.00% | |
| TKR |
Timken Co
Industrials
|
14,358 | $1,443,984 | 1.86% | |
| GLD |
Spdr Gold Trust
|
3,112 | $1,339,062 | 1.73% | |
| FETH |
Fidelity Ethereum Fund
|
60,166 | $1,256,266 | 1.62% | |
| CAT |
Caterpillar Inc
Industrials
|
1,600 | $1,133,536 | 1.46% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EFT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,628 | 10,217 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $115,349 | 10,217 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $120,254 | 10,217 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $127,508 | 10,217 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $128,223 | 10,217 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $131,084 | 10,217 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $131,594 | 10,217 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $137,112 | 10,217 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $135,988 | 10,217 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $128,223 | 10,217 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $125,771 | 10,217 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $119,334 | 10,217 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $117,597 | 10,217 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $125,450 | 11,312 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $128,504 | 11,312 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $233,880 | 19,854 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $283,357 | 21,434 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $323,224 | 21,434 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $312,293 | 21,434 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $308,435 | 21,434 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $302,219 | 21,434 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $304,759 | 23,158 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $332,438 | 27,983 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $738,241 | 64,758 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $655,784 | 63,979 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||