Adventist Health System/ West
CIK 1802516
13F filing for Q2 2026・No. 3,373
- Holdings
- US$638.13M
- Quarter change
- +US$74.22M
- Entries
- 12
- Net bought (estimate)
- −US$852.99K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 1
- Cut 0
- Added 0
- Corporate actions 0
- Unchanged 12
Largest holdings
12 stocks worth US$638.13M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Unchanged | 405,108 | US$303.38M | 47.54% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Unchanged | 1,131,440 | US$80.62M | 12.63% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000VAL | Unchanged | 692,800 | US$73.65M | 11.54% |
| ISHARES TRCORE MSCI TOTAL | Unchanged | 552,898 | US$52.77M | 8.27% |
| ISHARES TRCORE S&P TTL STK | Unchanged | 321,151 | US$52.76M | 8.27% |
| VANGUARD INDEX FDSMCAP GR IDXVIP | Unchanged | 96,768 | US$29.64M | 4.64% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Unchanged | 572,974 | US$28.78M | 4.51% |
| VANGUARD INDEX FDSSML CP GRW ETF | Unchanged | 38,149 | US$13.95M | 2.19% |
| VANGUARD INDEX FDSTOTAL STK MKT | Unchanged | 3,950 | US$1.46M | 0.23% |
| IEMGISHARES INCCORE MSCI EMKT | Unchanged | 5,601 | US$463.99K | 0.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.