Filed: 7/27/2026ACC: 0001172661-26-002805
📋 What this filing means
WILSHIRE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $10.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$10.34M
Total AUM (reported)
201K
Total Shares
Allocation by class
CORE MSCI EAFE$3.97M38.4%
CORE S&P MCP ETF$1.76M17.1%
US TREAS BD ETF$1.66M16.1%
CORE S&P SCP ETF$1.22M11.9%
ISHS 1-5YR INVS$1.12M10.9%
CORE MSCI EMKT$558.3K5.4%
COM CL A$34.7K0.3%
Portfolio Concentration
Top 3$7.39M71.5%
4–10$2.94M28.5%
Top 3 weight
71.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 201K
Sole
Full voting authority
201K
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 · 100.0% of voting shares
Institutional Holdings7
Rows:
ISHARES TR
SOLEShares41.13K
TypeSH
Market value$3.97M
38.43%
Sole
41.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.86K
TypeSH
Market value$1.76M
17.06%
Sole
22.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.84K
TypeSH
Market value$1.66M
16.05%
Sole
72.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.26K
TypeSH
Market value$1.22M
11.85%
Sole
8.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.44K
TypeSH
Market value$1.12M
10.87%
Sole
21.44K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares6.74K
TypeSH
Market value$558.3K
5.40%
Sole
6.74K
Shared
0.00
None
0.00
LOANDEPOT INC
SOLEShares27.73K
TypeSH
Market value$34.7K
0.34%
Sole
27.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 41.13K | SH | $3.97M 38.43% | 41.13K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 22.86K | SH | $1.76M 17.06% | 22.86K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 72.84K | SH | $1.66M 16.05% | 72.84K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 8.26K | SH | $1.22M 11.85% | 8.26K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 21.44K | SH | $1.12M 10.87% | 21.44K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 6.74K | SH | $558.3K 5.40% | 6.74K | 0.00 | 0.00 |
LOANDEPOT INCSOLE | COM CL A | 27.73K | SH | $34.7K 0.34% | 27.73K | 0.00 | 0.00 |