§ 13F · FUND PROFILE
Adventist Health System/ West.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $614M (13F)Positions · 8Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 405K | $265M | 46.9% | −10% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.13M | $73M | 12.9% | ±0% |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 693K | $65M | 11.5% | ±0% |
| 4 | IXUS | ISHARES TR | 553K | $48M | 8.5% | +62% |
| 5 | ITOT | ISHARES TR | 321K | $46M | 8.1% | ±0% |
| 6 | VTIP | VANGUARD MALVERN FDS | 573K | $29M | 5.1% | −25% |
| 7 | VOT | VANGUARD INDEX FDS | 97K | $25M | 4.4% | ±0% |
| 8 | VBK | VANGUARD INDEX FDS | 38K | $12M | 2.0% | ±0% |
| 9 | VTI | VANGUARD INDEX FDS | 4K | $1M | 0.2% | NEW |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 10K | $853K | 0.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVENTIST SIGNAL
AC read
Adventist Health System/ West is a Other fund managing $614 million in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed