Wilshire Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Wilshire Advisors LLC reported 7 stock positions worth $10.3 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 38.4% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 17.1%) and iShares US Treasury Bond ETF (GOVT, 16.1%). Compared with Q1 2026, it opened 2 new positions, sold out of 1 and reduced 4. The biggest buy was a new position in iShares Core S&P Midcap ETF (IJH) and the biggest sale an exit from iShares Core U.S. Aggregate (AGG).
- Most Recent 13F
- Q2 2026
- Location
- Santa Monica, CA
- CIK
- 0001616628
- Portfolio Value
- $10.3M (Q2 2026)
- SEC Filing
- 0001172661-26-002805 ↗ filed Jul 27, 2026
Holdings Value
Holdings 7 stocks · $10.3M
| IEFA iShares Core MSCI Eafe ETF | 38.43% | 41,128 | $4.0M | Reduce -1.7% |
| IJH iShares Core S&P Midcap ETF | 17.06% | 22,862 | $1.8M | New |
| GOVT iShares US Treasury Bond ETF | 16.05% | 72,841 | $1.7M | New |
| IJR iShares Core S&P Small-Cap E | 11.85% | 8,259 | $1.2M | Reduce -40.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 10.87% | 21,439 | $1.1M | Reduce -32.6% |
| IEMG iShares Core MSCI Emerging | 5.40% | 6,739 | $558K | Reduce -11.3% |
| LDI Loandepot Inc. Class A | 0.34% | 27,727 | $35K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $10.3M | IEFA, IJH, GOVT, IJR, IGSB |
| Q1 2026 | 6 | $10.0M | IEFA, AGG, IJR, IGSB, IEMG |
| Q4 2025 | 7 | $11.6M | IEFA, AGG, IGSB, IJR, OMDA |
| Q3 2025 | 7 | $38.6M | LDI, FATE, IEFA, AGG, IJR |
| Q2 2025 | 6 | $11.1M | IEFA, IJR, IGSB, AGG, IEMG |
| Q1 2025Amended | 13 | $31.6M | IVV, REET, STIP, EFA, IEFA |
| Q4 2024 | 11 | $273.8M | IVV, IEFA, AGG, STIP, REET |
| Q3 2024 | 11 | $208.2M | IVV, IEFA, AGG, STIP, REET |
| Q2 2024 | 11 | $199.5M | IVV, IEFA, AGG, STIP, REET |
| Q1 2024 | 11 | $201.0M | IVV, IEFA, AGG, STIP, REET |