Tiff Advisory Services, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Tiff Advisory Services, LLC reported 18 stock positions worth $420.1 million. Its top holding was Vanguard Tot World STK ETF (VT) at 33.7% of the portfolio, followed by SS Financial Select Sector (XLF, 19.2%) and Nvidia (NVDA, 10.5%). Compared with Q4 2024, it added to 5 and reduced 4. The biggest buy was Vanguard Tot World STK ETF (VT, shares +230%) and the biggest sale General Electric (GE, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001271347
- Portfolio Value
- $420.1M (Q1 2025)
- SEC Filing
- 0001104659-25-047623 ↗ filed May 13, 2025
Holdings Value
Holdings 18 stocks · $420.1M
| VT Vanguard Tot World STK ETF | 33.75% | 1,222,690 | $141.8M | Add +230.0% |
| XLF SS Financial Select Sector | 19.20% | 1,619,374 | $80.7M | Add +65.7% |
| NVDA Nvidia Corp. | 10.50% | 406,899 | $44.1M | No change |
| AAPL Apple Inc. | 8.23% | 155,729 | $34.6M | No change |
| VFH Vanguard Financials ETF | 6.07% | 213,451 | $25.5M | No change |
| XLV SS Health Care Select Sector | 5.20% | 149,621 | $21.8M | No change |
| XLK SS Technology Select Sector | 4.72% | 96,003 | $19.8M | No change |
| PR Permian Resources Corp. Class A | 3.91% | 1,187,328 | $16.4M | No change |
| VGLT Vanguard Long-Term Treasury | 2.74% | 200,020 | $11.5M | Reduce -31.0% |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.81% | 2,979,141 | $3.4M | No change |
| VGIT Vanguard Intermediate-Term T | 0.79% | 55,717 | $3.3M | No change |
| FNF Fidelity National Financial | 0.74% | 47,694 | $3.1M | Add +8.4% |
| ICE Intercontinental Exchange Inc. | 0.71% | 17,303 | $3.0M | Add +1.1% |
| GE General Electric filed as GE AEROSPACE | 0.65% | 13,733 | $2.7M | Reduce -8.8% |
| MSFT Microsoft Corp. | 0.63% | 7,054 | $2.6M | Add +9.5% |
| AMZN Amazon.com Inc. | 0.56% | 12,392 | $2.4M | Reduce -5.4% |
| GOOGL Alphabet Inc. Class A | 0.56% | 15,085 | $2.3M | Reduce -2.1% |
| BARK Bark Inc. | 0.23% | 704,570 | $979K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |