Wilshire Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 29, 2025), Wilshire Advisors LLC reported 13 stock positions worth $31.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.5% of the portfolio, followed by iShares Global REIT ETF (REET, 15.1%) and iShares 0-5 Year Tips Bond E (STIP, 12.1%). Compared with Q4 2024, it opened 2 new positions, added to 5 and reduced 4. The biggest buy was a new position in iShares MSCI Eafe ETF (EFA) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- Santa Monica, CA
- CIK
- 0001616628
- Portfolio Value
- $31.6M (Q1 2025)
- SEC Filing
- 0001616628-25-000004 ↗ filed May 29, 2025
Holdings Value
Holdings 13 stocks · $31.6M
| IVV iShares Core S&P 500 ETF | 29.50% | 237,694 | $9.3M | Add +37.8% |
| REET iShares Global REIT ETF | 15.14% | 782,038 | $4.8M | Add +16.3% |
| STIP iShares 0-5 Year Tips Bond E | 12.07% | 356,127 | $3.8M | Add +17.1% |
| EFA iShares MSCI Eafe ETF | 11.35% | 139,130 | $3.6M | New |
| IEFA iShares Core MSCI Eafe ETF | 10.61% | 443,551 | $3.4M | Reduce -46.4% |
| AGG iShares Core U.S. Aggregate | 7.90% | 272,362 | $2.5M | Reduce -45.9% |
| ALLK Allakos LLC | 4.05% | 75,055 | $1.3M | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 3.86% | 222,214 | $1.2M | New |
| IEMG iShares Core MSCI Emerging | 2.22% | 130,125 | $702K | Reduce -49.0% |
| LDI Loandepot Inc. Class A | 1.71% | 27,727 | $542K | Add +39.8% |
| IJR iShares Core S&P Small-Cap E | 0.92% | 27,920 | $292K | Add +2.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.62% | 37,299 | $195K | Reduce -4.0% |
| FATE Fate Therapeutics Inc. | 0.04% | 4,083 | $13K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| EFA iShares MSCI Eafe ETF | New | 11.35% | +11.35 |
| REET iShares Global REIT ETF | Add +16.3% | 15.14% | +9.25 |
| EEMV iShares MSCI Emg MKT Min Vol | New | 3.86% | +3.86 |
| LDI Loandepot Inc. Class A | Add +39.8% | 1.71% | +1.70 |
| STIP iShares 0-5 Year Tips Bond E | Add +17.1% | 12.07% | +0.90 |
| IJR iShares Core S&P Small-Cap E | Add +2.2% | 0.92% | −0.23 |
| IVV iShares Core S&P 500 ETF | Add +37.8% | 29.50% | −7.59 |
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 |