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CIK: 0001103139
Total reported value
$3.1B
$3.1B
22 檔
48.5%
According to the latest 13F quarterly dataset, Adventist Health System Sunbelt Healthcare CORP managed an equity portfolio of $3.1B at the end of Q3 2025, spanning 22 distinct U.S. exchange-listed positions.
In Q3 2025, Adventist Health System Sunbelt Healthcare CORP adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.92% | +17.27% | +76.81% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 13.31% | -1.24% | +64.91% | |
| 3 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 11.15% | -2.04% | +92.30% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 10.91% | +0.09% | +38.70% | |
| 5 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | ETF-Other | 7.45% | -1.10% | +10.51% | |
| 6 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 6.59% | +0.11% | +334.50% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.43% | -2.85% | +29954.51% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.43% | — | — | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.17% | -1.00% | +89.17% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.41% | — | +1086.21% | |
| 11 | ✓ | Bondbloxx ETF Trust | ETF-Other | 2.03% | -0.53% | EXIT | |
| 12 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 1.59% | -0.08% | — | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.32% | +0.25% | — | |
| 14 | ✓ | Bondbloxx ETF Trust | ETF-Other | 1.28% | -0.34% | EXIT | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.13% | — | — | |
| 16 | ✓ | Bondbloxx ETF Trust | ETF-Other | 1.08% | -0.28% | EXIT | |
| 17 | ✓ | Bondbloxx ETF Trust | ETF-Other | 1.01% | -0.26% | EXIT | |
| 18 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.74% | -0.20% | EXIT | |
| 19 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.45% | +0.01% | -6.01% | |
| 20 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.44% | -0.05% | EXIT | |
| 21 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.14% | — | +0.36% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.01% | — | -0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | +10.7% | +38.70% | Add |
| 2 | IAUM | Ishares Gold Trust Micro | +8.3% | +92.30% | Add |
| 3 | SCHP | Schwab U.s. Tips ETF | +4.5% | +29954.51% | Add |
| 4 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | +3.2% | +10.51% | Add |
| 5 | JPST | Jpmorgan Ultra-short Income | +2.2% | +89.17% | Add |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | +1.2% | +1086.21% | Add |
| 7 | ALLW | State Street Brgwtr All Wthr | +0.3% | — | Add |
| 8 | EUSA | Ishares Msci USA Equal Weigh | +0.1% | -6.01% | Trim |
| 9 | GOVT | Ishares US Treasury Bond ETF | — | -0.11% | Unchanged |
| 10 | ✓ | Bondbloxx ETF Trust | -0.1% | +0.36% | Trim |
| 11 | ✓ | Bondbloxx ETF Trust | -0.5% | -18.08% | Trim |
| 12 | ✓ | Bondbloxx ETF Trust | -0.8% | -18.07% | Trim |
| 13 | ✓ | Bondbloxx ETF Trust | -1.1% | -18.03% | Trim |
| 14 | ✓ | Bondbloxx ETF Trust | -1.5% | -22.95% | Trim |
| 15 | ✓ | Bondbloxx ETF Trust | -1.5% | -18.11% | Trim |
| 16 | ✓ | Bondbloxx ETF Trust | -2.2% | -17.97% | Trim |
| 17 | IVV | Ishares Core S&p 500 ETF | -5.6% | +76.81% | Trim |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | -11.5% | +64.91% | Trim |
| 19 | EMLC | Vaneck JPM Em Local Curr Bnd | — | NEW | New buy |
| 20 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 21 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 23 | AAPL | Apple Inc | — | EXIT | Sold out |
| 24 | SPHY | Ss Spdr P High Yield ETF | — | EXIT | Sold out |
| 25 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 26 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 27 | VWOB | Vanguard Emerg Mkts Gov Bnd | — | NEW | New buy |
According to official SEC Form 13F filings, Adventist Health System Sunbelt Healthcare CORP reported a total U.S. public equity portfolio value of $3.1B across 22 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, EMB, IAUM) accounted for 48.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
EMLC
市值: $151.5M
Top Position Liquidated / Trimmed
MSFT
前期市值: $134.8M
During Q3 2025, Adventist Health System Sunbelt Healthcare CORP's top holdings by market value included IVV (22.9%)、EMB (13.3%)、IAUM (11.2%). The largest single position, IVV, represented 22.9% of total portfolio value.
In Q3 2025, Adventist Health System Sunbelt Healthcare CORP made 26 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 10 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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