DOSSIER · 13F-HR · Q2 2026
Adventist Health System/ West
$638M in tracked AUM across 12 positions as of Q2 2026.
AH
CIK 0001802516 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
The SEC 13F filing for Adventist Health System/West reveals a dramatic restructuring of the organization’s investment portfolio during the quarter ending September 30, 2025. The total portfolio value plummeted by 85.1%, decreasing from $673.29 million in the previous quarter to $100.10 million. This reduction is not solely attributable to market performance but is primarily the result of significant capital deployment, likely driven by operational requirements such as fun...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 31