Adventist Health System/ West is an institution, managing $613.9M across 8 long positions as of Q3 2025 with 95% ETF concentration, with only 8 positions, and 49% allocation to VOO.
Largest long holdings in Adventist Health System/ West's portfolio (100% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $300.4M | 48.93% | — | — 490.5K shares | |
ETF ETF | $67.8M | 11.04% | — | — 1.1M shares | |
ETF ETF | $67.1M | 10.92% | +$67.1M New | — 460.4K shares | |
ETF ETF | $61.9M | 10.09% | — | — 692.8K shares | |
ETF ETF | $38.8M | 6.32% | — | — 766.0K shares | |
ETF ETF | $38.2M | 6.22% | +$38.2M New | — 462.4K shares | |
Unknown Unknown | $28.4M | 4.63% | -$10.1M Sold | — 96.8K shares | |
ETF ETF | $11.4M | 1.85% | -$5.2M Sold | — 38.1K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Adventist Health System/ West's latest filing
| Position | Shares Δ |
|---|---|
New | |
New |
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-31.53% | |
-26.22% |
Portfolio insights and performance metrics for Adventist Health System/ West
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