Tiff Advisory Services, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Tiff Advisory Services, LLC reported 19 stock positions worth $300.8 million. Its top holding was Vanguard Tot World STK ETF (VT) at 17.6% of the portfolio, followed by Nvidia (NVDA, 12.2%) and SS Financial Select Sector (XLF, 10.3%). Compared with Q2 2024, it opened 1 new position, sold out of 7, added to 7 and reduced 2. The biggest buy was a new position in Fair Isaac (FICO) and the biggest sale an exit from Roivant Sciences (ROIV).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001271347
- Portfolio Value
- $300.8M (Q3 2024)
- SEC Filing
- 0001104659-24-114155 ↗ filed Nov 5, 2024
Holdings Value
Holdings 19 stocks · $300.8M
| VT Vanguard Tot World STK ETF | 17.56% | 441,412 | $52.8M | Add +13.7% |
| NVDA Nvidia Corp. | 12.22% | 302,740 | $36.8M | No change |
| XLF SS Financial Select Sector | 10.33% | 685,770 | $31.1M | No change |
| VFH Vanguard Financials ETF | 7.80% | 213,451 | $23.5M | No change |
| XLV SS Health Care Select Sector | 7.66% | 149,621 | $23.0M | No change |
| XLK SS Technology Select Sector | 7.21% | 96,003 | $21.7M | No change |
| AAPL Apple Inc. | 5.51% | 71,155 | $16.6M | Add +6.6% |
| PR Permian Resources Corp. Class A | 5.37% | 1,187,328 | $16.2M | No change |
| VGLT Vanguard Long-Term Treasury | 5.27% | 257,534 | $15.8M | Add +36.2% |
| XLE SS Energy Select Sector | 4.57% | 156,691 | $13.8M | No change |
| FNF Fidelity National Financial | 2.59% | 125,514 | $7.8M | Reduce -8.3% |
| FICO Fair Isaac Corp. | 2.55% | 3,943 | $7.7M | New |
| AMZN Amazon.com Inc. | 2.53% | 40,849 | $7.6M | Add +5.7% |
| MSFT Microsoft Corp. | 2.37% | 16,570 | $7.1M | Add +3.7% |
| ICE Intercontinental Exchange Inc. | 2.34% | 43,911 | $7.1M | Reduce -10.1% |
| GOOGL Alphabet Inc. Class A | 2.32% | 42,106 | $7.0M | Add +3.8% |
| VGIT Vanguard Intermediate-Term T | 1.12% | 55,717 | $3.4M | No change |
| BARK Bark Inc. | 0.38% | 704,570 | $1.1M | No change |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.29% | 2,632,885 | $861K | Add +85.6% |
Portfolio Sells Q2 2024 → Q3 2024
| ROIV Roivant Sciences Ltd. | Sold out | 0.00% | −3.76 |
| V Visa Inc. Class A | Sold out | 0.00% | −2.17 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.14 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.14 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.13 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.13 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.13 |
| ICE Intercontinental Exchange Inc. | Reduce -10.1% | 2.34% | +0.04 |
| FNF Fidelity National Financial | Reduce -8.3% | 2.59% | +0.26 |
Portfolio Buys Q2 2024 → Q3 2024
| FICO Fair Isaac Corp. | New | 2.55% | +2.55 |
| VT Vanguard Tot World STK ETF | Add +13.7% | 17.56% | +2.48 |
| VGLT Vanguard Long-Term Treasury | Add +36.2% | 5.27% | +1.51 |
| AAPL Apple Inc. | Add +6.6% | 5.51% | +1.49 |
| STLN Starling Oncology Inc. | Add +85.6% | 0.29% | +0.06 |
| AMZN Amazon.com Inc. | Add +5.7% | 2.53% | −0.05 |
| MSFT Microsoft Corp. | Add +3.7% | 2.37% | −0.09 |
| GOOGL Alphabet Inc. Class A | Add +3.8% | 2.32% | −0.23 |
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 |