Tiff Advisory Services, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Tiff Advisory Services, LLC reported 25 stock positions worth $443.8 million. Its top holding was Vanguard Tot World STK ETF (VT) at 19.1% of the portfolio, followed by SS Financial Select Sector (XLF, 17.3%) and Vanguard Long-Term Treasury (VGLT, 9.3%). Compared with Q4 2025, it opened 6 new positions, sold out of 5, added to 5 and reduced 12. The biggest buy was a new position in Invesco KBW Bank ETF (KBWB) and the biggest sale an exit from SS Technology Select Sector (XLK).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001271347
- Portfolio Value
- $443.8M (Q1 2026)
- SEC Filing
- 0001271347-26-000003 ↗ filed May 12, 2026
Holdings Value
Holdings 25 stocks · $443.8M
| VT Vanguard Tot World STK ETF | 19.15% | 614,236 | $85.0M | Add +1.6% |
| XLF SS Financial Select Sector | 17.35% | 1,559,062 | $77.0M | Reduce -45.3% |
| VGLT Vanguard Long-Term Treasury | 9.35% | 749,145 | $41.5M | Add +39.8% |
| KBWB Invesco KBW Bank ETF | 9.32% | 522,543 | $41.3M | New |
| AAPL Apple Inc. | 7.99% | 139,696 | $35.5M | Reduce -19.7% |
| VOO Vanguard S&P 500 ETF | 5.98% | 44,435 | $26.6M | New |
| NVDA Nvidia Corp. | 5.82% | 147,977 | $25.8M | Reduce -44.2% |
| BND Vanguard Total Bond Market | 3.70% | 223,152 | $16.4M | Add +0.6% |
| PR Permian Resources Corp. Class A | 3.58% | 727,783 | $15.9M | Reduce -50.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.22% | 131,139 | $14.3M | New |
| VEU Vanguard Ftse All-World Ex-U | 2.57% | 152,013 | $11.4M | New |
| XLE SS Energy Select Sector | 2.43% | 175,733 | $10.8M | New |
| GOOG Alphabet Inc. Class C | 1.87% | 29,000 | $8.3M | Reduce -21.1% |
| BARK Bark Inc. | 1.61% | 704,570 | $7.1M | No change |
| SPYX SS SPDR S&P 500 Foss FL ETF | 1.01% | 84,413 | $4.5M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.70% | 14,904 | $3.1M | Add +5.9% |
| VGIT Vanguard Intermediate-Term T | 0.68% | 50,755 | $3.0M | No change |
| V Visa Inc. Class A | 0.66% | 9,647 | $2.9M | Reduce -1.9% |
| MSFT Microsoft Corp. | 0.64% | 7,686 | $2.8M | Reduce -81.8% |
| GE General Electric filed as GE AEROSPACE | 0.59% | 9,188 | $2.6M | Reduce -12.8% |
| FNF Fidelity National Financial | 0.58% | 55,936 | $2.6M | Add +2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.58% | 47,378 | $2.6M | New |
| EFAX State Street SPDR MSCI Eafe | 0.36% | 31,728 | $1.6M | Reduce -2.4% |
| EEMX State Street SPDR MSCI Emerg | 0.16% | 15,572 | $688K | Reduce -2.2% |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.13% | 195,469 | $565K | Reduce -0.1% |
Portfolio Sells Q4 2025 → Q1 2026
| XLK SS Technology Select Sector | Sold out | 0.00% | −15.40 |
| XLF SS Financial Select Sector | Reduce -45.3% | 17.35% | −9.53 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −4.90 |
| MSFT Microsoft Corp. | Reduce -81.8% | 0.64% | −2.88 |
| NVDA Nvidia Corp. | Reduce -44.2% | 5.82% | −2.70 |
| PR Permian Resources Corp. Class A | Reduce -50.0% | 3.58% | −0.22 |
| AAPL Apple Inc. | Reduce -19.7% | 7.99% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -21.1% | 1.87% | −0.11 |
| FG F&G Annuities & Life Inc. | Sold out | 0.00% | −0.02 |
| URTH iShares MSCI World ETF | Sold out | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.00 |
| STLN Starling Oncology Inc. | Reduce -0.1% | 0.13% | +0.01 |
| GE General Electric | Reduce -12.8% | 0.59% | +0.03 |
| EEMX State Street SPDR MSCI Emerg | Reduce -2.2% | 0.16% | +0.04 |
| V Visa Inc. Class A | Reduce -1.9% | 0.66% | +0.06 |
| EFAX State Street SPDR MSCI Eafe | Reduce -2.4% | 0.36% | +0.07 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -2.4% | 1.01% | +0.17 |
Portfolio Buys Q4 2025 → Q1 2026
| KBWB Invesco KBW Bank ETF | New | 9.32% | +9.32 |
| VOO Vanguard S&P 500 ETF | New | 5.98% | +5.98 |
| VT Vanguard Tot World STK ETF | Add +1.6% | 19.15% | +4.46 |
| VGLT Vanguard Long-Term Treasury | Add +39.8% | 9.35% | +4.20 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 3.22% | +3.22 |
| VEU Vanguard Ftse All-World Ex-U | New | 2.57% | +2.57 |
| XLE SS Energy Select Sector | New | 2.43% | +2.43 |
| BND Vanguard Total Bond Market | Add +0.6% | 3.70% | +0.88 |
| VWO Vanguard Ftse Emerging Marke | New | 0.58% | +0.58 |
| AMZN Amazon.com Inc. | Add +5.9% | 0.70% | +0.14 |
| FNF Fidelity National Financial | Add +2.3% | 0.58% | +0.07 |
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 |