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 87.91% of Adventist Health System/ West's stock portfolio.
- Added to shares of these 6 stocks: IXUS (+$18M), VTI, VCIT, IEMG, IEFA, VCSH.
- Started 5 new stock positions in IEFA, VCSH, VTI, VCIT, IEMG.
- Reduced shares in these 2 stocks: IVV (-$29M), VTIP (-$9.6M).
- Adventist Health System/ West was a net seller of stock by $-17M.
- Adventist Health System/ West has $564M in assets under management (AUM), dropping by -5.22%.
- Central Index Key (CIK): 0001802516
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Portfolio Holdings for Adventist Health System/ West
Adventist Health System/ West holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 46.9 | $265M | -9% | 405k | 653.21 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 12.9 | $73M | 1.1M | 64.08 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 11.5 | $65M | 693k | 93.74 |
|
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| Ishares Tr Core Msci Total (IXUS) | 8.5 | $48M | +62% | 553k | 86.64 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 8.1 | $46M | 321k | 142.43 |
|
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 5.1 | $29M | -25% | 573k | 49.95 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 4.4 | $25M | 97k | 257.35 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.0 | $12M | 38k | 302.25 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.3M | NEW | 4.0k | 320.81 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $853k | NEW | 10k | 82.75 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $391k | NEW | 5.6k | 69.75 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $384k | NEW | 4.2k | 90.53 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $256k | NEW | 3.2k | 79.27 |
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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
- 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
- Adventist Health System/ West 2022 Q2 filed Aug. 15, 2022