Adventist Health System/ West

Latest statistics and disclosures from Adventist Health System/ West's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, VEA, VONV, ITOT, VTIP, and represent 88.68% of Adventist Health System/ West's stock portfolio.
  • Added to shares of these 1 stock: IVV (+$307M).
  • Started 1 new stock position in IVV.
  • Reduced shares in these 3 stocks: VOO (-$300M), ITOT (-$21M), IXUS (-$10M).
  • Sold out of its position in VOO.
  • Adventist Health System/ West was a net seller of stock by $-24M.
  • Adventist Health System/ West has $595M in assets under management (AUM), dropping by -3.08%.
  • Central Index Key (CIK): 0001802516

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Portfolio Holdings for Adventist Health System/ West

Adventist Health System/ West holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 51.7 $307M NEW 449k 684.94
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.9 $71M 1.1M 62.47
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 10.7 $64M 693k 92.30
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Ishares Tr Core S&p Ttl Stk (ITOT) 8.0 $48M -30% 321k 148.69
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Vanguard Malvern Fds Strm Infproidx (VTIP) 6.4 $38M 766k 49.46
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Ishares Tr Core Msci Total (IXUS) 4.8 $29M -26% 341k 84.64
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.5 $27M 97k 279.14
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.9 $12M 38k 302.11
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Past Filings by Adventist Health System/ West

SEC 13F filings are viewable for Adventist Health System/ West going back to 2019

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