Adventist Health System/ West
13F Reported Value
ⓘ$563.9M
Holdings
13
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Adventist Health System/ West disclosed 13 positions worth $563.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 0. The portfolio is most concentrated in Other (100.0% of disclosed assets). All figures are sourced directly from Adventist Health System/ West’s Form 13F-HR filing with the SEC under CIK 1802516.
AI Fund Analysis
StableSector Allocation
AUM History
Quarterly Activity — Q1 2026
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ISHARES TR
—Quality
$264.6M405,108 shVANGUARD TAX-MANAGED FDS
—Quality
$72.5M1,131,440 shVANGUARD SCOTTSDALE FDS
—Quality
$64.9M692,800 shISHARES TR
—Quality
$47.9M552,898 shISHARES TR
—Quality
$45.7M321,151 shVANGUARD MALVERN FDS
—Quality
$28.6M572,974 shVANGUARD INDEX FDS
—Quality
$24.9M96,768 shVANGUARD INDEX FDS
—Quality
$11.5M38,149 shVANGUARD INDEX FDS
—Quality
$1.3M3,950 shVANGUARD SCOTTSDALE FDS
—Quality
$853.0K10,308 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $264.6M | 405,108 |
| VANGUARD TAX-MANAGED FDS | — | $72.5M | 1,131,440 |
| VANGUARD SCOTTSDALE FDS | — | $64.9M | 692,800 |
| ISHARES TR | — | $47.9M | 552,898 |
| ISHARES TR | — | $45.7M | 321,151 |
| VANGUARD MALVERN FDS | — | $28.6M | 572,974 |
| VANGUARD INDEX FDS | — | $24.9M | 96,768 |
| VANGUARD INDEX FDS | — | $11.5M | 38,149 |
| VANGUARD INDEX FDS | — | $1.3M | 3,950 |
| VANGUARD SCOTTSDALE FDS | — | $853.0K | 10,308 |
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32-signal composite ranking on each of Adventist Health System/ West's 13 positions.
Showing top 10 of 13 holdings.
Sector Allocation
Other
$563.9M
Full Holdings — Adventist Health System/ West (Q1 2026)
All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $264.6M | 46.9% | -10% | — |
| 2 | — | VANGUARD TAX-MANAGED FDS | $72.5M | 12.9% | +0% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS | $64.9M | 11.5% | +0% | — |
| 4 | — | ISHARES TR | $47.9M | 8.5% | +62% | — |
| 5 | — | ISHARES TR | $45.7M | 8.1% | +0% | — |
| 6 | — | VANGUARD MALVERN FDS | $28.6M | 5.1% | -25% | — |
| 7 | — | VANGUARD INDEX FDS | $24.9M | 4.4% | +0% | — |
| 8 | — | VANGUARD INDEX FDS | $11.5M | 2.0% | +0% | — |
| 9 | — | VANGUARD INDEX FDS | $1.3M | 0.2% | -90% | — |
| 10 | — | VANGUARD SCOTTSDALE FDS | $852,987 | 0.1% | -99% | — |
| 11 | — | ISHARES INC | $390,670 | 0.1% | NEW | — |
| 12 | — | ISHARES TR | $383,576 | 0.1% | -99% | — |
| 13 | — | VANGUARD SCOTTSDALE FDS | $256,201 | 0.1% | -100% | — |
New Positions (1)
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AI-Powered Hedge Fund Analysis: Adventist Health System/ West
13F Pro is an AI hedge fund tracker and stock research platform. For Adventist Health System/ West (SEC CIK: 1802516), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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