Filed: 5/27/2026ACC: 0001172661-26-002436
π What this filing means
WILSHIRE ADVISORS LLC filed this quarterly 13FβHR report disclosing 7 equity positions with a total reported market value of $11.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$11.61M
Total AUM (reported)
209.18K
Total Shares
Allocation by class
CORE MSCI EAFE$4.19M36.1%
CORE US AGGBD ET$2.38M20.5%
ISHS 1-5YR INVS$1.80M15.5%
CORE S&P SCP ETF$1.75M15.0%
COM$842.4K7.3%
CORE MSCI EMKT$588.8K5.1%
COM CL A$57.4K0.5%
Portfolio Concentration
Top 3$8.38M72.1%
4β10$3.24M27.9%
Top 3 weight
72.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 209.18K
Sole
Full voting authority
209.18K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings7
Rows:
ISHARES TR
SOLEShares46.86K
TypeSH
Market value$4.19M
36.11%
Sole
46.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.84K
TypeSH
Market value$2.38M
20.51%
Sole
23.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.08K
TypeSH
Market value$1.80M
15.52%
Sole
34.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.53K
TypeSH
Market value$1.75M
15.04%
Sole
14.53K
Shared
0.00
None
0.00
OMADA HEALTH INC
SOLEShares53.38K
TypeSH
Market value$842.4K
7.26%
Sole
53.38K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares8.76K
TypeSH
Market value$588.8K
5.07%
Sole
8.76K
Shared
0.00
None
0.00
LOANDEPOT INC
SOLEShares27.73K
TypeSH
Market value$57.4K
0.49%
Sole
27.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 46.86K | SH | $4.19M 36.11% | 46.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 23.84K | SH | $2.38M 20.51% | 23.84K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 34.08K | SH | $1.80M 15.52% | 34.08K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 14.53K | SH | $1.75M 15.04% | 14.53K | 0.00 | 0.00 |
OMADA HEALTH INCSOLE | COM | 53.38K | SH | $842.4K 7.26% | 53.38K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 8.76K | SH | $588.8K 5.07% | 8.76K | 0.00 | 0.00 |
LOANDEPOT INCSOLE | COM CL A | 27.73K | SH | $57.4K 0.49% | 27.73K | 0.00 | 0.00 |