Tiff Advisory Services, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Tiff Advisory Services, LLC reported 25 stock positions worth $290.0 million. Its top holding was Vanguard Tot World STK ETF (VT) at 15.1% of the portfolio, followed by Nvidia (NVDA, 12.9%) and SS Financial Select Sector (XLF, 9.7%). Compared with Q1 2024, it opened 6 new positions, sold out of 2, added to 11 and reduced 5. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale SS Health Care Select Sector (XLV, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001271347
- Portfolio Value
- $290.0M (Q2 2024)
- SEC Filing
- 0001104659-24-086620 ↗ filed Aug 7, 2024
Holdings Value
Holdings 25 stocks · $290.0M
| VT Vanguard Tot World STK ETF | 15.08% | 388,291 | $43.7M | Add +21.2% |
| NVDA Nvidia Corp. | 12.90% | 302,740 | $37.4M | New |
| XLF SS Financial Select Sector | 9.72% | 685,770 | $28.2M | Add +88.9% |
| XLV SS Health Care Select Sector | 7.52% | 149,621 | $21.8M | Reduce -47.8% |
| XLK SS Technology Select Sector | 7.49% | 96,003 | $21.7M | Reduce -40.9% |
| VFH Vanguard Financials ETF | 7.35% | 213,451 | $21.3M | No change |
| PR Permian Resources Corp. Class A | 6.61% | 1,187,328 | $19.2M | New |
| XLE SS Energy Select Sector | 4.92% | 156,691 | $14.3M | No change |
| AAPL Apple Inc. | 4.02% | 66,757 | $11.7M | New |
| ROIV Roivant Sciences Ltd. | 3.76% | 1,032,752 | $10.9M | Reduce -10.0% |
| VGLT Vanguard Long-Term Treasury | 3.76% | 189,132 | $10.9M | Add +34.9% |
| AMZN Amazon.com Inc. | 2.58% | 38,659 | $7.5M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 2.55% | 40,586 | $7.4M | Reduce -10.4% |
| MSFT Microsoft Corp. | 2.46% | 15,972 | $7.1M | New |
| FNF Fidelity National Financial | 2.33% | 136,829 | $6.8M | Add +12.1% |
| ICE Intercontinental Exchange Inc. | 2.31% | 48,852 | $6.7M | Add +0.5% |
| V Visa Inc. Class A | 2.17% | 23,935 | $6.3M | Reduce -0.7% |
| VGIT Vanguard Intermediate-Term T | 1.12% | 55,717 | $3.2M | New |
| BARK Bark Inc. | 0.44% | 704,570 | $1.3M | No change |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.23% | 1,418,685 | $653K | Add +235.1% |
| XOM Exxon Mobil Corp. | 0.14% | 3,622 | $417K | New |
| CVX Chevron Corp. | 0.14% | 2,570 | $402K | Add +90.1% |
| VLO Valero Energy Corp. | 0.13% | 2,467 | $387K | Add +99.9% |
| BP BP PLC-Spons ADR | 0.13% | 10,677 | $385K | Add +92.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.13% | 8,021 | $378K | Add +106.0% |
Portfolio Sells Q1 2024 → Q2 2024
| XLV SS Health Care Select Sector | Reduce -47.8% | 7.52% | −10.95 |
| XLK SS Technology Select Sector | Reduce -40.9% | 7.49% | −7.27 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −2.84 |
| ROIV Roivant Sciences Ltd. | Reduce -10.0% | 3.76% | −1.51 |
| V Visa Inc. Class A | Reduce -0.7% | 2.17% | −0.77 |
| GOOGL Alphabet Inc. Class A | Reduce -10.4% | 2.55% | −0.43 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.09 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | New | 12.90% | +12.90 |
| PR Permian Resources Corp. Class A | New | 6.61% | +6.61 |
| AAPL Apple Inc. | New | 4.02% | +4.02 |
| XLF SS Financial Select Sector | Add +88.9% | 9.72% | +3.05 |
| MSFT Microsoft Corp. | New | 2.46% | +2.46 |
| VGIT Vanguard Intermediate-Term T | New | 1.12% | +1.12 |
| XOM Exxon Mobil Corp. | New | 0.14% | +0.14 |
| VGLT Vanguard Long-Term Treasury | Add +34.9% | 3.76% | +0.14 |
| CVX Chevron Corp. | Add +90.1% | 0.14% | +0.05 |
| BP BP PLC-Spons ADR | Add +92.4% | 0.13% | +0.04 |
| VLO Valero Energy Corp. | Add +99.9% | 0.13% | +0.04 |
| SLB SLB Ltd. | Add +106.0% | 0.13% | +0.04 |
| STLN Starling Oncology Inc. | Add +235.1% | 0.23% | −0.07 |
| VT Vanguard Tot World STK ETF | Add +21.2% | 15.08% | −0.36 |
| AMZN Amazon.com Inc. | Add +0.8% | 2.58% | −0.44 |
| FNF Fidelity National Financial | Add +12.1% | 2.33% | −0.50 |
| ICE Intercontinental Exchange Inc. | Add +0.5% | 2.31% | −0.61 |
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 |