Tiff Advisory Services, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Tiff Advisory Services, LLC reported 21 stock positions worth $229.2 million. Its top holding was SS Health Care Select Sector (XLV) at 18.5% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 15.4%) and SS Technology Select Sector (XLK, 14.8%). Compared with Q4 2023, it opened 1 new position, sold out of 5, added to 6 and reduced 7. The biggest buy was a new position in Roivant Sciences (ROIV) and the biggest sale an exit from iShares MSCI China ETF (MCHI).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001271347
- Portfolio Value
- $229.2M (Q1 2024)
- SEC Filing
- 0001104659-24-059524 ↗ filed May 10, 2024
Holdings Value
Holdings 21 stocks · $229.2M
| XLV SS Health Care Select Sector | 18.47% | 286,581 | $42.3M | No change |
| VT Vanguard Tot World STK ETF | 15.44% | 320,300 | $35.4M | Add +17.7% |
| XLK SS Technology Select Sector | 14.76% | 162,475 | $33.8M | No change |
| VFH Vanguard Financials ETF | 9.53% | 213,451 | $21.9M | No change |
| XLF SS Financial Select Sector | 6.67% | 362,949 | $15.3M | No change |
| XLE SS Energy Select Sector | 6.45% | 156,691 | $14.8M | No change |
| ROIV Roivant Sciences Ltd. | 5.28% | 1,147,752 | $12.1M | New |
| VGLT Vanguard Long-Term Treasury | 3.62% | 140,227 | $8.3M | Add +4.7% |
| AMZN Amazon.com Inc. | 3.02% | 38,335 | $6.9M | Reduce -3.6% |
| GOOGL Alphabet Inc. Class A | 2.98% | 45,313 | $6.8M | Add +9.0% |
| V Visa Inc. Class A | 2.94% | 24,113 | $6.7M | Add +5.4% |
| ICE Intercontinental Exchange Inc. | 2.92% | 48,633 | $6.7M | Reduce -4.0% |
| BKNG Booking Holdings Inc. | 2.84% | 1,793 | $6.5M | Reduce -0.9% |
| FNF Fidelity National Financial | 2.83% | 122,062 | $6.5M | Reduce -4.3% |
| BARK Bark Inc. | 1.51% | 704,570 | $3.5M | No change |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.29% | 423,405 | $669K | No change |
| PXD Pioneer Natural Resources Co. | 0.09% | 824 | $216K | Reduce -18.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.09% | 3,894 | $213K | Reduce -6.9% |
| CVX Chevron Corp. | 0.09% | 1,352 | $213K | Add +23.1% |
| VLO Valero Energy Corp. | 0.09% | 1,234 | $211K | Reduce -3.2% |
| BP BP PLC-Spons ADR | 0.09% | 5,550 | $209K | Add +19.4% |
Portfolio Sells Q4 2023 → Q1 2024
| MCHI iShares MSCI China ETF | Sold out | 0.00% | −5.34 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −1.37 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.60 |
| FNF Fidelity National Financial | Reduce -4.3% | 2.83% | −0.26 |
| BKNG Booking Holdings Inc. | Reduce -0.9% | 2.84% | −0.20 |
| ICE Intercontinental Exchange Inc. | Reduce -4.0% | 2.92% | −0.17 |
| PXD Pioneer Natural Resources Co. | Reduce -18.9% | 0.09% | −0.01 |
| SLB SLB Ltd. | Reduce -6.9% | 0.09% | −0.01 |
| PSX Phillips 66 | Sold out | 0.00% | −0.01 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.00 |
| VLO Valero Energy Corp. | Reduce -3.2% | 0.09% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -3.6% | 3.02% | +0.15 |
Portfolio Buys Q4 2023 → Q1 2024
| ROIV Roivant Sciences Ltd. | New | 5.28% | +5.28 |
| VT Vanguard Tot World STK ETF | Add +17.7% | 15.44% | +2.13 |
| GOOGL Alphabet Inc. Class A | Add +9.0% | 2.98% | +0.23 |
| V Visa Inc. Class A | Add +5.4% | 2.94% | +0.11 |
| CVX Chevron Corp. | Add +23.1% | 0.09% | +0.02 |
| BP BP PLC-Spons ADR | Add +19.4% | 0.09% | +0.01 |
| VGLT Vanguard Long-Term Treasury | Add +4.7% | 3.62% | −0.28 |
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 |