Tiff Advisory Services, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Tiff Advisory Services, LLC reported 19 stock positions worth $407.9 million. Its top holding was Vanguard Tot World STK ETF (VT) at 23.2% of the portfolio, followed by Invesco KBW Bank ETF (KBWB, 11.7%) and SS Financial Select Sector (XLF, 11.1%). Compared with Q1 2026, it sold out of 6, added to 5 and reduced 12. The biggest buy was Alphabet Class C (GOOG, shares +46%) and the biggest sale SS Financial Select Sector (XLF, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001271347
- Portfolio Value
- $407.9M (Q2 2026)
- SEC Filing
- 0001271347-26-000005 ↗ filed Jul 29, 2026
Holdings Value
Holdings 19 stocks · $407.9M
| VT Vanguard Tot World STK ETF | 23.16% | 601,770 | $94.4M | Reduce -2.0% |
| KBWB Invesco KBW Bank ETF | 11.67% | 511,729 | $47.6M | Reduce -2.1% |
| XLF SS Financial Select Sector | 11.14% | 847,790 | $45.5M | Reduce -45.6% |
| VGLT Vanguard Long-Term Treasury | 10.13% | 748,527 | $41.3M | Reduce -0.1% |
| AAPL Apple Inc. | 9.79% | 137,967 | $39.9M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 7.05% | 41,878 | $28.8M | Reduce -5.8% |
| NVDA Nvidia Corp. | 5.19% | 105,842 | $21.2M | Reduce -28.5% |
| BND Vanguard Total Bond Market | 3.92% | 217,686 | $16.0M | Reduce -2.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.85% | 143,968 | $15.7M | Add +9.8% |
| GOOG Alphabet Inc. Class C | 3.68% | 42,473 | $15.0M | Add +46.5% |
| PR Permian Resources Corp. Class A | 3.29% | 727,783 | $13.4M | No change |
| VEU Vanguard Ftse All-World Ex-U | 2.94% | 143,115 | $12.0M | Reduce -5.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 1.32% | 88,365 | $5.4M | Add +4.7% |
| VGIT Vanguard Intermediate-Term T | 0.73% | 50,755 | $3.0M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.65% | 44,398 | $2.7M | Reduce -6.3% |
| EFAX State Street SPDR MSCI Eafe | 0.44% | 33,093 | $1.8M | Add +4.3% |
| XLE SS Energy Select Sector | 0.43% | 32,671 | $1.7M | Reduce -81.4% |
| MSFT Microsoft Corp. | 0.42% | 4,540 | $1.7M | Reduce -40.9% |
| EEMX State Street SPDR MSCI Emerg | 0.22% | 16,442 | $890K | Add +5.6% |
Portfolio Sells Q1 2026 → Q2 2026
| XLF SS Financial Select Sector | Reduce -45.6% | 11.14% | −6.20 |
| XLE SS Energy Select Sector | Reduce -81.4% | 0.43% | −2.00 |
| BARK Bark Inc. | Sold out | 0.00% | −1.61 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.70 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.66 |
| NVDA Nvidia Corp. | Reduce -28.5% | 5.19% | −0.62 |
| GE General Electric | Sold out | 0.00% | −0.59 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.58 |
| MSFT Microsoft Corp. | Reduce -40.9% | 0.42% | −0.23 |
| STLN Starling Oncology Inc. | Sold out | 0.00% | −0.13 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.3% | 0.65% | +0.07 |
| BND Vanguard Total Bond Market | Reduce -2.5% | 3.92% | +0.21 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -5.8% | 2.94% | +0.37 |
| VGLT Vanguard Long-Term Treasury | Reduce -0.1% | 10.13% | +0.78 |
| VOO Vanguard S&P 500 ETF | Reduce -5.8% | 7.05% | +1.07 |
| AAPL Apple Inc. | Reduce -1.2% | 9.79% | +1.80 |
| KBWB Invesco KBW Bank ETF | Reduce -2.1% | 11.67% | +2.35 |
| VT Vanguard Tot World STK ETF | Reduce -2.0% | 23.16% | +4.01 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $407.9M | VT, KBWB, XLF, VGLT, AAPL |
| Q1 2026 | 25 | $443.8M | VT, XLF, VGLT, KBWB, AAPL |
| Q4 2025 | 24 | $581.0M | XLF, XLK, VT, NVDA, AAPL |
| Q3 2025 | 22 | $480.3M | XLF, NVDA, VT, AAPL, VGLT |
| Q2 2025 | 18 | $422.2M | XLF, VT, NVDA, VFH, AAPL |
| Q1 2025 | 18 | $420.1M | VT, XLF, NVDA, AAPL, VFH |
| Q4 2024 | 18 | $306.8M | NVDA, XLF, VT, AAPL, VFH |
| Q3 2024 | 19 | $300.8M | VT, NVDA, XLF, VFH, XLV |
| Q2 2024 | 25 | $290.0M | VT, NVDA, XLF, XLV, XLK |
| Q1 2024 | 21 | $229.2M | XLV, VT, XLK, VFH, XLF |