Wilshire Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 27, 2026), Wilshire Advisors LLC reported 6 stock positions worth $10.0 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 38.0% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 22.3%) and iShares Core S&P Small-Cap E (IJR, 17.2%). Compared with Q4 2025, it sold out of 1 and reduced 5. The biggest sale was an exit from Omada Health (OMDA).
- Most Recent 13F
- Q2 2026
- Location
- Santa Monica, CA
- CIK
- 0001616628
- Portfolio Value
- $10.0M (Q1 2026)
- SEC Filing
- 0001172661-26-002437 ↗ filed May 27, 2026
Holdings Value
Holdings 6 stocks · $10.0M
| IEFA iShares Core MSCI Eafe ETF | 38.03% | 41,854 | $3.8M | Reduce -10.7% |
| AGG iShares Core U.S. Aggregate | 22.31% | 22,396 | $2.2M | Reduce -6.1% |
| IJR iShares Core S&P Small-Cap E | 17.17% | 13,765 | $1.7M | Reduce -5.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 16.78% | 31,804 | $1.7M | Reduce -6.7% |
| IEMG iShares Core MSCI Emerging | 5.32% | 7,599 | $530K | Reduce -13.2% |
| LDI Loandepot Inc. Class A | 0.40% | 27,727 | $39K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| OMDA Omada Health Inc. | Sold out | 0.00% | −7.26 |
| IEMG iShares Core MSCI Emerging | Reduce -13.2% | 5.32% | +0.25 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -6.7% | 16.78% | +1.26 |
| AGG iShares Core U.S. Aggregate | Reduce -6.1% | 22.31% | +1.80 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.7% | 38.03% | +1.92 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.3% | 17.17% | +2.13 |
Portfolio Buys Q4 2025 → Q1 2026
| None this quarter. | |||
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 |