StockDriftsStockDriftsTop 12 Adventist Health System West Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 47.54% | 405.1K | $303.4M | +0.00%(+0) | $580.57(+34.60%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.63% | 1.13M | $80.6M | +0.00%(+0) | $49.79(+47.69%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 11.54% | 692.8K | $73.7M | +0.00%(+0) | $73.27(+54.80%) | 2026-06-30 | |
| IXUS | ISHARES TR | 8.27% | 552.9K | $52.8M | +0.00%(+0) | $82.13(+19.35%) | 2026-06-30 | |
| ITOT | ISHARES TR | 8.27% | 321.2K | $52.8M | +0.00%(+0) | $140.34(+21.63%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 4.64% | 96.8K | $29.6M | +0.00%(+0) | $232.67(+34.48%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 4.51% | 573.0K | $28.8M | +0.00%(+0) | $50.44(-1.44%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 2.19% | 38.1K | $14.0M | +0.00%(+0) | $255.43(+43.04%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 0.23% | 4.0K | $1.5M | +0.00%(+0) | $328.04(+17.15%) | 2026-06-30 | |
| IEMG | ISHARES INC | 0.07% | 5.6K | $464K | +0.00%(+0) | $58.25(+39.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.53% | +58.25% | +8.62% | +51.22% |
| Top 20 Holdings Unweighted | +13.46% | +46.07% | +5.82% | +32.69% |
Adventist Health System West reports $638.13M in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are IVV (47.5%), VEA (12.6%) and VONV (11.5%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +58.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Adventist Health System West’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802516). View Adventist Health System West’s 13F filings on SEC