Adventist Health System West 13F annual report
Adventist Health System West is an investment fund managing more than $616 billion ran by Brandon Seibold. There are currently 6 companies in Mr. Seibold’s portfolio. The largest investments include Ishares Tr and Ishares Inc, together worth $416 billion.
$616 billion Assets Under Management (AUM)
As of 6th August 2024, Adventist Health System West’s top holding is 653,500 shares of Ishares Tr currently worth over $359 billion and making up 58.3% of the portfolio value.
In addition, the fund holds 1,067,519 shares of Ishares Inc worth $57.1 billion.
The third-largest holding is Vanguard Tax-managed Fds worth $55.9 billion and the next is Vanguard Scottsdale Fds worth $53 billion, with 692,800 shares owned.
Currently, Adventist Health System West's portfolio is worth at least $616 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Adventist Health System West
The Adventist Health System West office and employees reside in Roseville, California. According to the last 13-F report filed with the SEC, Brandon Seibold serves as the Vice President at Adventist Health System West.
Recent trades
In the most recent 13F filing, Adventist Health System West revealed that it had opened a new position in
Vanguard Tax-managed Fds and bought 1,131,440 shares worth $55.9 billion.
On the other hand, there are companies that Adventist Health System West is getting rid of from its portfolio.
Adventist Health System West closed its position in Ishares Tr on 13th August 2024.
It sold the previously owned 760,220 shares for $56.4 billion.
Brandon Seibold also disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $359 billion and 653,500 shares.
One of the average hedge funds
The two most similar investment funds to Adventist Health System West are Formidable Asset Management and Archford Capital Strategies. They manage $616 billion and $616 billion respectively.
The complete list of Adventist Health System West trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
0.09%
653,500
|
$358,784,439,000 | 58.26% |
| Ishares Inc |
No change
1,067,519
|
$57,144,292,000 | 9.28% |
| Ishares Tr |
Closed
760,220
|
$56,423,528,000 | |
| Vanguard Tax-managed Fds |
Opened
1,131,440
|
$55,915,765,000 | 9.08% |
| Vanguard Scottsdale Fds |
No change
692,800
|
$53,047,696,000 | 8.61% |
| Vanguard Malvern Fds |
No change
966,530
|
$46,915,366,000 | 7.62% |
| Vanguard Index Fds |
Opened
186,870
|
$44,044,038,000 | 7.15% |
| No transactions found | |||
| Showing first 500 out of 7 holdings | |||
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