Wilshire Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Wilshire Advisors LLC reported 11 stock positions worth $273.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 37.1% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 21.2%) and iShares Core U.S. Aggregate (AGG, 17.8%). Compared with Q3 2024, it added to 7 and reduced 2. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +45%) and the biggest sale iShares 1-5Y Inv Grade (IGSB, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Santa Monica, CA
- CIK
- 0001616628
- Portfolio Value
- $273.8M (Q4 2024)
- SEC Filing
- 0001616628-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 11 stocks · $273.8M
| IVV iShares Core S&P 500 ETF | 37.09% | 172,483 | $101.5M | Add +29.0% |
| IEFA iShares Core MSCI Eafe ETF | 21.24% | 827,606 | $58.2M | Add +39.8% |
| AGG iShares Core U.S. Aggregate | 17.81% | 503,085 | $48.8M | Add +44.9% |
| STIP iShares 0-5 Year Tips Bond E | 11.17% | 304,072 | $30.6M | Add +42.4% |
| REET iShares Global REIT ETF | 5.89% | 672,735 | $16.1M | Add +46.3% |
| IEMG iShares Core MSCI Emerging | 4.87% | 255,207 | $13.3M | Add +36.6% |
| IJR iShares Core S&P Small-Cap E | 1.15% | 27,318 | $3.1M | Add +11.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.73% | 38,838 | $2.0M | Reduce -1.9% |
| ALLK Allakos LLC | 0.03% | 75,055 | $91K | No change |
| LDI Loandepot Inc. Class A | 0.01% | 19,828 | $40K | Reduce -28.5% |
| FATE Fate Therapeutics Inc. | 0.00% | 4,083 | $7K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| AGG iShares Core U.S. Aggregate | Add +44.9% | 17.81% | +0.91 |
| STIP iShares 0-5 Year Tips Bond E | Add +42.4% | 11.17% | +0.78 |
| IVV iShares Core S&P 500 ETF | Add +29.0% | 37.09% | +0.05 |
| REET iShares Global REIT ETF | Add +46.3% | 5.89% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +11.8% | 1.15% | −0.22 |
| IEMG iShares Core MSCI Emerging | Add +36.6% | 4.87% | −0.28 |
| IEFA iShares Core MSCI Eafe ETF | Add +39.8% | 21.24% | −0.95 |
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 |