Adventist Health System/ West

CIK 0001802516 · ROSEVILLE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Adventist Health System/ West reported 12 positions worth $638.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (47.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$638.1M
2026 Q2
Positions
12
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.9%
Est. Net Flow (Q)
2026 Q2
10 / 12 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$303.4M47.54%405,108
2VEAVANGUARD TAX-MANAGED FDSSH$80.6M12.63%1,131,440
3VONVVANGUARD SCOTTSDALE FDSSH$73.7M11.54%692,800
4IXUSISHARES TRSH$52.8M8.27%552,898
5ITOTISHARES TRSH$52.8M8.27%321,151
6VOTVANGUARD INDEX FDSSH$29.6M4.64%96,768
7VTIPVANGUARD MALVERN FDSSH$28.8M4.51%572,974
8VBKVANGUARD INDEX FDSSH$14.0M2.19%38,149
9VTIVANGUARD INDEX FDSSH$1.5M0.23%3,950
10IEMGISHARES INCSH$464.0K0.07%5,601

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Adventist Health System/ West hold as of Q2 2026?

Adventist Health System/ West reported 12 positions worth $638.1M in its Q2 2026 13F filing. Largest positions: IVV (47.5%), VEA (12.6%), VONV (11.5%), IXUS (8.3%) and ITOT (8.3%).

What did Adventist Health System/ West buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Adventist Health System/ West sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.