Tiff Advisory Services, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Tiff Advisory Services, LLC reported 18 stock positions worth $306.8 million. Its top holding was Nvidia (NVDA) at 17.8% of the portfolio, followed by SS Financial Select Sector (XLF, 15.4%) and Vanguard Tot World STK ETF (VT, 14.2%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 5 and reduced 6. The biggest buy was Nvidia (NVDA, shares +34%) and the biggest sale an exit from SS Energy Select Sector (XLE).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001271347
- Portfolio Value
- $306.8M (Q4 2024)
- SEC Filing
- 0001104659-25-009939 ↗ filed Feb 6, 2025
Holdings Value
Holdings 18 stocks · $306.8M
| NVDA Nvidia Corp. | 17.81% | 406,899 | $54.6M | Add +34.4% |
| XLF SS Financial Select Sector | 15.40% | 977,514 | $47.2M | Add +42.5% |
| VT Vanguard Tot World STK ETF | 14.19% | 370,516 | $43.5M | Reduce -16.1% |
| AAPL Apple Inc. | 9.60% | 155,729 | $29.5M | Add +118.9% |
| VFH Vanguard Financials ETF | 8.21% | 213,451 | $25.2M | No change |
| XLK SS Technology Select Sector | 7.27% | 96,003 | $22.3M | No change |
| XLV SS Health Care Select Sector | 6.71% | 149,621 | $20.6M | No change |
| PR Permian Resources Corp. Class A | 5.47% | 1,187,328 | $16.8M | No change |
| VGLT Vanguard Long-Term Treasury | 5.23% | 289,956 | $16.0M | Add +12.6% |
| GE General Electric filed as GE AEROSPACE | 3.93% | 15,065 | $12.1M | New |
| VGIT Vanguard Intermediate-Term T | 1.05% | 55,717 | $3.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.95% | 15,410 | $2.9M | Reduce -63.4% |
| AMZN Amazon.com Inc. | 0.94% | 13,104 | $2.9M | Reduce -67.9% |
| MSFT Microsoft Corp. | 0.89% | 6,444 | $2.7M | Reduce -61.1% |
| ICE Intercontinental Exchange Inc. | 0.83% | 17,123 | $2.6M | Reduce -61.0% |
| FNF Fidelity National Financial | 0.80% | 43,993 | $2.5M | Reduce -65.0% |
| BARK Bark Inc. | 0.42% | 704,570 | $1.3M | No change |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.30% | 2,979,141 | $921K | Add +13.2% |
Portfolio Sells Q3 2024 → Q4 2024
| XLE SS Energy Select Sector | Sold out | 0.00% | −4.57 |
| VT Vanguard Tot World STK ETF | Reduce -16.1% | 14.19% | −3.38 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −2.55 |
| FNF Fidelity National Financial | Reduce -65.0% | 0.80% | −1.78 |
| AMZN Amazon.com Inc. | Reduce -67.9% | 0.94% | −1.59 |
| ICE Intercontinental Exchange Inc. | Reduce -61.0% | 0.83% | −1.51 |
| MSFT Microsoft Corp. | Reduce -61.1% | 0.89% | −1.49 |
| GOOGL Alphabet Inc. Class A | Reduce -63.4% | 0.95% | −1.37 |
Portfolio Buys Q3 2024 → Q4 2024
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 |