Adventist Health System/ West holds a concentrated book of 12 reported positions worth $638.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). Their largest long position is Ishares Core S&P 500 ETF at 48% of the reported non-option book. Cloning the disclosed picks since 2025 would be +15% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Adventist Health System/ West files Form 13F as an operating company: this book is its strategic and venture equity stakes, not a managed fund.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Adventist Health System/ West's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Adventist Health System/ West
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Order of Foresters | 2 / 12 | $102.7M |
| Conrad N. Hilton Foundation | 2 / 12 | $575.6M |
| Shelter Ins Retirement Plan | 3 / 12 | $94.0M |
| Swiss Re Ltd | 2 / 12 | $985.6M |
| Potomac Fund Management Inc | 3 / 12 | $2.7B |
| Ashford Advisors, LLC | 3 / 12 | $312.8M |
| GP Brinson Investments LLC | 2 / 12 | $157.5M |
| Michael & Susan Dell Foundation | 2 / 12 | $2.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Adventist Health System/ West: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $303.4M | 405.1K | 47.5% | —Held | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $80.6M | 1.13M | 12.6% | —Held | |
| 3 | Vanguard Scottsdale FDS VNG RUS1000VAL | $73.7M | 692.8K | 11.5% | —Held | |
| 4 | Ishares TR CORE MSCI TOTAL | $52.8M | 552.9K | 8.3% | —Held | |
| 5 | Ishares TR CORE S&P TTL STK | $52.8M | 321.2K | 8.3% | —Held | |
| 6 | Vanguard Index FDS MCAP GR IDXVIP | $29.6M | 96.8K | 4.6% | —Held | |
| 7 | Vanguard Malvern FDS STRM INFPROIDX | $28.8M | 573.0K | 4.5% | —Held | |
| 8 | Vanguard Index FDS SML CP GRW ETF | $14.0M | 38.1K | 2.2% | —Held | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $1.5M | 4.0K | 0.2% | —Held | |
| 10 | Ishares Inc CORE MSCI EMKT | $464K | 5.6K | 0.1% | —Held | |
| 11 | Ishares TR CORE MSCI EAFE | $409K | 4.2K | 0.1% | —Held | |
| 12 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $255K | 3.2K | <0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.