Tiff Advisory Services, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Tiff Advisory Services, LLC reported 22 stock positions worth $480.3 million. Its top holding was SS Financial Select Sector (XLF) at 24.4% of the portfolio, followed by Nvidia (NVDA, 15.8%) and Vanguard Tot World STK ETF (VT, 14.3%). Compared with Q2 2025, it opened 7 new positions, sold out of 3, added to 5 and reduced 4. The biggest buy was a new position in SS SPDR S&P 500 Foss FL ETF (SPYX) and the biggest sale Vanguard Tot World STK ETF (VT, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001271347
- Portfolio Value
- $480.3M (Q3 2025)
- SEC Filing
- 0001104659-25-107799 ↗ filed Nov 6, 2025
Holdings Value
Holdings 22 stocks · $480.3M
| XLF SS Financial Select Sector | 24.43% | 2,178,114 | $117.3M | No change |
| NVDA Nvidia Corp. | 15.81% | 406,899 | $75.9M | No change |
| VT Vanguard Tot World STK ETF | 14.27% | 497,447 | $68.5M | Reduce -32.8% |
| AAPL Apple Inc. | 8.26% | 155,729 | $39.7M | Add +29.6% |
| VGLT Vanguard Long-Term Treasury | 6.66% | 562,361 | $32.0M | Add +138.1% |
| VFH Vanguard Financials ETF | 5.83% | 213,451 | $28.0M | No change |
| XLK SS Technology Select Sector | 5.63% | 96,003 | $27.1M | No change |
| PR Permian Resources Corp. Class A | 3.88% | 1,455,567 | $18.6M | Add +22.6% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 3.88% | 339,368 | $18.6M | New |
| XBI SS SPDR S&P Biotech ETF | 1.79% | 86,000 | $8.6M | New |
| IBB iShares Biotechnology ETF | 1.65% | 55,000 | $7.9M | New |
| EFAX State Street SPDR MSCI Eafe | 1.48% | 144,484 | $7.1M | New |
| MSFT Microsoft Corp. | 1.05% | 9,732 | $5.0M | Add +42.8% |
| GE General Electric filed as GE AEROSPACE | 0.81% | 12,940 | $3.9M | Reduce -7.2% |
| V Visa Inc. Class A | 0.71% | 10,022 | $3.4M | New |
| VGIT Vanguard Intermediate-Term T | 0.70% | 55,717 | $3.3M | No change |
| EEMX State Street SPDR MSCI Emerg | 0.64% | 73,391 | $3.1M | New |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.62% | 856,628 | $3.0M | Reduce -76.4% |
| FNF Fidelity National Financial | 0.62% | 49,126 | $3.0M | Add +10.2% |
| AMZN Amazon.com Inc. | 0.58% | 12,737 | $2.8M | Reduce -73.4% |
| TDG Transdigm Group Inc. | 0.57% | 2,078 | $2.7M | New |
| BARK Bark Inc. | 0.12% | 704,570 | $585K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| VT Vanguard Tot World STK ETF | Reduce -32.8% | 14.27% | −8.24 |
| AMZN Amazon.com Inc. | Reduce -73.4% | 0.58% | −1.79 |
| ROIV Roivant Sciences Ltd. | Sold out | 0.00% | −1.49 |
| STLN Starling Oncology Inc. | Reduce -76.4% | 0.62% | −1.14 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.77 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.68 |
| GE General Electric | Reduce -7.2% | 0.81% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| SPYX SS SPDR S&P 500 Foss FL ETF | New | 3.88% | +3.88 |
| VGLT Vanguard Long-Term Treasury | Add +138.1% | 6.66% | +3.52 |
| AAPL Apple Inc. | Add +29.6% | 8.26% | +2.42 |
| XBI SS SPDR S&P Biotech ETF | New | 1.79% | +1.79 |
| IBB iShares Biotechnology ETF | New | 1.65% | +1.65 |
| EFAX State Street SPDR MSCI Eafe | New | 1.48% | +1.48 |
| V Visa Inc. Class A | New | 0.71% | +0.71 |
| EEMX State Street SPDR MSCI Emerg | New | 0.64% | +0.64 |
| TDG Transdigm Group Inc. | New | 0.57% | +0.57 |
| MSFT Microsoft Corp. | Add +42.8% | 1.05% | +0.25 |
| PR Permian Resources Corp. Class A | Add +22.6% | 3.88% | +0.05 |
| FNF Fidelity National Financial | Add +10.2% | 0.62% | +0.03 |
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 |