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CIK: 0001103139
Total reported value
$3.1B
$3.1B
24 檔
74.8%
During the Q4 2025 filing period, Adventist Health System Sunbelt Healthcare CORP (CIK: 0001103139) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.1B across 24 reported positions.
Adventist Health System Sunbelt Healthcare CORP executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 27.25% | +17.27% | +69.72% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 18.06% | -1.24% | +95.98% | |
| 3 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | ETF-Other | 10.50% | -1.10% | +101.87% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 8.62% | +0.09% | +12.62% | |
| 5 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 5.07% | +0.11% | +11.05% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.02% | — | +61.73% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.56% | -2.85% | +24.84% | |
| 8 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 4.26% | -2.04% | -50.01% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.14% | — | — | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.08% | — | — | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.23% | -0.70% | — | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.67% | +0.25% | +81.15% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.34% | -1.00% | -52.96% | |
| 14 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 1.04% | -0.08% | -3.44% | |
| 15 | ✓ | Bondbloxx ETF Trust | ETF-Other | 1.02% | -0.53% | EXIT | |
| 16 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.65% | -0.34% | EXIT | |
| 17 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.55% | -0.28% | EXIT | |
| 18 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.51% | -0.26% | EXIT | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.45% | — | -42.28% | |
| 20 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.38% | -0.20% | EXIT | |
| 21 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.31% | +0.01% | -0.00% | |
| 22 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.22% | -0.05% | EXIT | |
| 23 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.07% | — | -25.19% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMB | Ishares Jp Morgan Usd Emergi | +4.8% | +95.98% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +4.3% | +69.72% | Add |
| 3 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | +3.1% | +101.87% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +61.73% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.4% | +81.15% | Add |
| 6 | GOVT | Ishares US Treasury Bond ETF | — | — | Unchanged |
| 7 | ✓ | Bondbloxx ETF Trust | -0.1% | -25.19% | Trim |
| 8 | EUSA | Ishares Msci USA Equal Weigh | -0.1% | -0.00% | Trim |
| 9 | ✓ | Bondbloxx ETF Trust | -0.2% | -25.33% | Trim |
| 10 | ✓ | Bondbloxx ETF Trust | -0.4% | -25.85% | Trim |
| 11 | ✓ | Bondbloxx ETF Trust | -0.5% | -25.15% | Trim |
| 12 | ✓ | Bondbloxx ETF Trust | -0.5% | -25.18% | Trim |
| 13 | ALLW | State Street Brgwtr All Wthr | -0.6% | -3.44% | Trim |
| 14 | ✓ | Bondbloxx ETF Trust | -0.6% | -25.11% | Trim |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.7% | -42.28% | Trim |
| 16 | SCHP | Schwab U.s. Tips ETF | -0.9% | +24.84% | Add |
| 17 | ✓ | Bondbloxx ETF Trust | -1% | -25.12% | Trim |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | -1.5% | +11.05% | Add |
| 19 | IXUS | Ishares Core Intl Stock ETF | -2.3% | +12.62% | Add |
| 20 | JPST | Jpmorgan Ultra-short Income | -2.8% | -52.96% | Trim |
| 21 | IAUM | Ishares Gold Trust Micro | -6.9% | -50.01% | Trim |
| 22 | AAPL | Apple Inc | — | NEW | New buy |
| 23 | TSLA | Tesla Inc | — | NEW | New buy |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | — | EXIT | Sold out |
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 24 disclosed positions in Q4 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, XEMD) accounted for 74.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAPL
市值: $105.5M
Top Position Liquidated / Trimmed
JAAA
前期市值: $55.5M
During Q4 2025, Adventist Health System Sunbelt Healthcare CORP's top holdings by market value included IVV (27.3%)、EMB (18.1%)、XEMD (10.5%). The largest single position, IVV, represented 27.3% of total portfolio value.
In Q4 2025, Adventist Health System Sunbelt Healthcare CORP made 24 total portfolio adjustments, initiating 3 new buys, adding to 8 positions, trimming 12 holdings, and fully liquidating 1 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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