Filed: 5/27/2026ACC: 0001172661-26-002437
📋 What this filing means
WILSHIRE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $9.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$9.96M
Total AUM (reported)
145.15K
Total Shares
Allocation by class
CORE MSCI EAFE$3.79M38.0%
CORE US AGGBD ET$2.22M22.3%
CORE S&P SCP ETF$1.71M17.2%
ISHS 1-5YR INVS$1.67M16.8%
CORE MSCI EMKT$530.0K5.3%
COM CL A$39.4K0.4%
Portfolio Concentration
Top 3$7.72M77.5%
4–10$2.24M22.5%
Top 3 weight
77.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 145.15K
Sole
Full voting authority
145.15K
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)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
ISHARES TR
SOLEShares41.85K
TypeSH
Market value$3.79M
38.03%
Sole
41.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.40K
TypeSH
Market value$2.22M
22.31%
Sole
22.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.77K
TypeSH
Market value$1.71M
17.17%
Sole
13.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31.80K
TypeSH
Market value$1.67M
16.78%
Sole
31.80K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares7.60K
TypeSH
Market value$530.0K
5.32%
Sole
7.60K
Shared
0.00
None
0.00
LOANDEPOT INC
SOLEShares27.73K
TypeSH
Market value$39.4K
0.40%
Sole
27.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 41.85K | SH | $3.79M 38.03% | 41.85K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 22.40K | SH | $2.22M 22.31% | 22.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 13.77K | SH | $1.71M 17.17% | 13.77K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 31.80K | SH | $1.67M 16.78% | 31.80K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 7.60K | SH | $530.0K 5.32% | 7.60K | 0.00 | 0.00 |
LOANDEPOT INCSOLE | COM CL A | 27.73K | SH | $39.4K 0.40% | 27.73K | 0.00 | 0.00 |