Adventist Health System/ West
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Adventist Health System/ West reported 8 stock positions worth $633.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 39.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 18.1%) and iShares Core MSCI Emerging (IEMG, 9.1%). Its holdings were unchanged from Q4 2024.
- Most Recent 13F
- Q2 2026
- Location
- Roseville, CA
- CIK
- 0001802516
- Portfolio Value
- $633.7M (Q1 2025)
- SEC Filing
- 0001172661-25-001628 ↗ filed May 9, 2025
Holdings Value
Holdings 8 stocks · $633.7M
| VOO Vanguard S&P 500 ETF | 39.78% | 490,500 | $252.1M | No change |
| IVV iShares Core S&P 500 ETF | 18.14% | 204,550 | $114.9M | No change |
| IEMG iShares Core MSCI Emerging | 9.09% | 1,067,519 | $57.6M | No change |
| VEA Vanguard Ftse Developed ETF | 9.08% | 1,131,440 | $57.5M | No change |
| VONV Vanguard Russell 1000 Value | 9.02% | 692,800 | $57.2M | No change |
| VTIP Vanguard Short-Term Tips | 7.61% | 966,530 | $48.2M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 5.06% | 131,150 | $32.1M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.21% | 55,720 | $14.0M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $638.1M | IVV, VEA, VONV, IXUS, ITOT |
| Q1 2026 | 13 | $563.9M | IVV, VEA, VONV, IXUS, ITOT |
| Q4 2025 | 8 | $595.0M | IVV, VEA, VONV, ITOT, VTIP |
| Q3 2025 | 8 | $613.9M | VOO, VEA, ITOT, VONV, VTIP |
| Q2 2025 | 8 | $673.3M | VOO, IVV, VEA, VONV, EMXC |
| Q1 2025 | 8 | $633.7M | VOO, IVV, IEMG, VEA, VONV |
| Q4 2024 | 8 | $646.5M | VOO, IVV, VONV, IEMG, VEA |
| Q3 2024 | 7 | $650.2M | IVV, IEMG, VEA, VONV, VTIP |
| Q2 2024 | 7 | $615.9M | IVV, IEMG, VEA, VONV, VTIP |
| Q1 2024 | 5 | $556.2M | IVV, IEFA, IEMG, VONV, VTIP |