Adventist Health System/ West Portfolio Stock Holdings
Adventist Health System/ West disclosed 13 stock positions valued at approximately $563.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD TAX-MANAGED FDS, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 13
- Portfolio Value
- $563.9M
Holdings by Sector
Adventist Health System/ West Portfolio Holdings in Q1 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 46.93% | 405,108 | -43,560 | -9.71% | $264,620,597 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 12.86% | 1,131,440 | - | - | $72,502,675 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 11.52% | 692,800 | - | - | $64,943,072 |
| ISHARES TR | IXUS | Other | 8.49% | 552,898 | +212,157 | +62.26% | $47,903,083 |
| ISHARES TR | ITOT | Other | 8.11% | 321,151 | - | - | $45,741,537 |
| VANGUARD MALVERN FDS | VTIP | Other | 5.08% | 572,974 | -193,036 | -25.20% | $28,620,051 |
| VANGUARD INDEX FDS | VOT | Other | 4.42% | 96,768 | - | - | $24,903,245 |
| VANGUARD INDEX FDS | VBK | Other | 2.04% | 38,149 | - | - | $11,530,535 |
| VANGUARD INDEX FDS | VTI | Other | 0.22% | 3,950 | +3,950 | +100.00% | $1,267,200 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.15% | 10,308 | +10,308 | +100.00% | $852,987 |
| ISHARES INC | IEMG | Other | 0.07% | 5,601 | +5,601 | +100.00% | $390,670 |
| ISHARES TR | IEFA | Other | 0.07% | 4,237 | +4,237 | +100.00% | $383,576 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.05% | 3,232 | +3,232 | +100.00% | $256,201 |