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, IXUS, ITOT, and represent 88.25% of Adventist Health System/ West's stock portfolio.
- Reduced shares in these 1 stock: .
- Sold out of its position in VCIT.
- Adventist Health System/ West was a net seller of stock by $-853k.
- Adventist Health System/ West has $638M in assets under management (AUM), dropping by 13.16%.
- Central Index Key (CIK): 0001802516
Tip: Access up to 7 years of quarterly data
Positions held by Adventist Health System/ West consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Adventist Health System/ West
Adventist Health System/ West holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 47.5 | $303M | 405k | 748.89 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 12.6 | $81M | 1.1M | 71.25 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 11.5 | $74M | 693k | 106.31 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 8.3 | $53M | 553k | 95.44 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 8.3 | $53M | 321k | 164.27 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 4.6 | $30M | 97k | 306.30 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.5 | $29M | 573k | 50.23 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.2 | $14M | 38k | 365.70 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.5M | 4.0k | 370.04 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $464k | 5.6k | 82.84 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $409k | 4.2k | 96.58 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $255k | 3.2k | 79.03 |
|
Past Filings by Adventist Health System/ West
SEC 13F filings are viewable for Adventist Health System/ West going back to 2019
- Adventist Health System/ West 2026 Q2 filed Aug. 14, 2026
- Adventist Health System/ West 2026 Q1 filed May 12, 2026
- Adventist Health System/ West 2025 Q4 filed Feb. 18, 2026
- Adventist Health System/ West 2025 Q3 filed Oct. 21, 2025
- Adventist Health System/ West 2025 Q2 filed Aug. 14, 2025
- Adventist Health System/ West 2025 Q1 filed May 9, 2025
- Adventist Health System/ West 2024 Q4 filed Feb. 12, 2025
- Adventist Health System/ West 2024 Q3 filed Nov. 13, 2024
- Adventist Health System/ West 2024 Q2 filed Aug. 13, 2024
- Adventist Health System/ West 2024 Q1 filed May 10, 2024
- Adventist Health System/ West 2023 Q4 filed Feb. 12, 2024
- Adventist Health System/ West 2023 Q3 filed Nov. 14, 2023
- Adventist Health System/ West 2023 Q2 filed Aug. 14, 2023
- Adventist Health System/ West 2023 Q1 filed May 15, 2023
- Adventist Health System/ West 2022 Q4 filed Feb. 14, 2023
- Adventist Health System/ West 2022 Q3 filed Nov. 14, 2022