Wilshire Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Wilshire Advisors LLC reported 6 stock positions worth $11.1 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 39.1% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 27.8%) and iShares 1-5Y Inv Grade (IGSB, 16.2%). Compared with Q1 2025, it sold out of 7, added to 1 and reduced 4. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +1%) and the biggest sale an exit from iShares Core S&P 500 ETF (IVV).
- Most Recent 13F
- Q2 2026
- Location
- Santa Monica, CA
- CIK
- 0001616628
- Portfolio Value
- $11.1M (Q2 2025)
- SEC Filing
- 0001172661-25-003393 ↗ filed Aug 14, 2025
Holdings Value
Holdings 6 stocks · $11.1M
| IEFA iShares Core MSCI Eafe ETF | 39.06% | 51,731 | $4.3M | Reduce -88.3% |
| IJR iShares Core S&P Small-Cap E | 27.80% | 28,120 | $3.1M | Add +0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 16.22% | 33,981 | $1.8M | Reduce -8.9% |
| AGG iShares Core U.S. Aggregate | 10.84% | 12,080 | $1.2M | Reduce -95.6% |
| IEMG iShares Core MSCI Emerging | 5.77% | 10,633 | $638K | Reduce -91.8% |
| LDI Loandepot Inc. Class A | 0.32% | 27,727 | $35K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −29.50 |
| REET iShares Global REIT ETF | Sold out | 0.00% | −15.14 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −12.07 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −11.35 |
| ALLK Allakos LLC | Sold out | 0.00% | −4.05 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −3.86 |
| FATE Fate Therapeutics Inc. | Sold out | 0.00% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -95.6% | 10.84% | +2.93 |
| IEMG iShares Core MSCI Emerging | Reduce -91.8% | 5.77% | +3.55 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -8.9% | 16.22% | +15.60 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -88.3% | 39.06% | +28.45 |
Portfolio Buys Q1 2025 → Q2 2025
| IJR iShares Core S&P Small-Cap E | Add +0.7% | 27.80% | +26.87 |
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 |