You're signed outSign in or to get full access.
Adventist Health System Sunbelt Healthcare Corp.
Adventist Health System Sunbelt Healthcare Corporation, now known collectively as AdventHealth, is a nonprofit, faith-based healthcare system headquartered in Altamonte Springs, Florida. Founded in 1973, AdventHealth operates 56 hospitals across ten states, making it one of the largest not-for-profit Protestant healthcare companies in the US. The system employs tens of thousands of people and focuses on delivering whole-person care based on Seventh-day Adventist principles, serving individuals and communities through a wide spectrum of inpatient, outpatient, and community services.
Investment Strategy
As a nonprofit health system, AdventHealth does not engage in traditional investment fund strategies. Its financial and operational strategy centers on providing whole-person, faith-based healthcare services, reinvesting surplus funds to expand facilities, improve patient outcomes, and support community health initiatives. The organization strives to remain consumer-focused, investing in technology, staff education, and holistic care delivery to address evolving patient and community needs.
Latest 13F Filing Activity
Adventist Health System Sunbelt Healthcare Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares TR, Bondbloxx Etf Trust, Ishares Gold TR among other positions. Adventist Health System Sunbelt Healthcare Corp. reduced exposure to Ishares TR, Ishares TR, Microsoft Corp. among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 21.27% | $276.5M | 445,254 | $575.95 | $620.90 | -$441.2M |
E EMB | ISHARES TR | 13.89% | $180.6M | 1,949,500 | $90.66 | $92.62 | -$444.3M |
I IXUS | ISHARES TR | 13.03% | $169.3M | 2,190,087 | $77.04 | $77.31 | +$164.3M |
X XEMD | BONDBLOXX ETF TRUST | 11.80% | $153.3M | 3,547,400 | $42.37 | $43.22 | +$46.3M |
I IAUM | ISHARES GOLD TR | 8.79% | $114.3M | 3,463,784 | $31.65 | $32.99 | +$42.3M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more