Tiff Advisory Services, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Tiff Advisory Services, LLC reported 18 stock positions worth $422.2 million. Its top holding was SS Financial Select Sector (XLF) at 27.0% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 22.5%) and Nvidia (NVDA, 15.2%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 7 and reduced 4. The biggest buy was SS Financial Select Sector (XLF, shares +35%) and the biggest sale Vanguard Tot World STK ETF (VT, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001271347
- Portfolio Value
- $422.2M (Q2 2025)
- SEC Filing
- 0001104659-25-075599 ↗ filed Aug 8, 2025
Holdings Value
Holdings 18 stocks · $422.2M
| XLF SS Financial Select Sector | 27.02% | 2,178,114 | $114.1M | Add +34.5% |
| VT Vanguard Tot World STK ETF | 22.51% | 739,672 | $95.1M | Reduce -39.5% |
| NVDA Nvidia Corp. | 15.23% | 406,899 | $64.3M | No change |
| VFH Vanguard Financials ETF | 6.44% | 213,451 | $27.2M | No change |
| AAPL Apple Inc. | 5.84% | 120,140 | $24.6M | Reduce -22.9% |
| XLK SS Technology Select Sector | 5.76% | 96,003 | $24.3M | No change |
| PR Permian Resources Corp. Class A | 3.83% | 1,187,328 | $16.2M | No change |
| VGLT Vanguard Long-Term Treasury | 3.14% | 236,171 | $13.3M | Add +18.1% |
| AMZN Amazon.com Inc. | 2.37% | 47,932 | $10.0M | Add +286.8% |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 1.76% | 3,634,465 | $7.5M | Add +22.0% |
| ROIV Roivant Sciences Ltd. | 1.49% | 556,521 | $6.3M | New |
| GE General Electric filed as GE AEROSPACE | 0.85% | 13,947 | $3.6M | Add +1.6% |
| MSFT Microsoft Corp. | 0.80% | 6,813 | $3.4M | Reduce -3.4% |
| VGIT Vanguard Intermediate-Term T | 0.79% | 55,717 | $3.3M | No change |
| ICE Intercontinental Exchange Inc. | 0.77% | 17,643 | $3.2M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.68% | 16,236 | $2.9M | Add +7.6% |
| FNF Fidelity National Financial | 0.59% | 44,594 | $2.5M | Reduce -6.5% |
| BARK Bark Inc. | 0.15% | 704,570 | $620K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| XLF SS Financial Select Sector | Add +34.5% | 27.02% | +7.82 |
| AMZN Amazon.com Inc. | Add +286.8% | 2.37% | +1.81 |
| ROIV Roivant Sciences Ltd. | New | 1.49% | +1.49 |
| STLN Starling Oncology Inc. | Add +22.0% | 1.76% | +0.96 |
| VGLT Vanguard Long-Term Treasury | Add +18.1% | 3.14% | +0.40 |
| GE General Electric | Add +1.6% | 0.85% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +7.6% | 0.68% | +0.12 |
| ICE Intercontinental Exchange Inc. | Add +2.0% | 0.77% | +0.06 |
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 |