Tiff Advisory Services, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Tiff Advisory Services, LLC disclosed 18 US equity positions worth $422.2m in its Q2 2025 13F filing. The largest position was XLF at 27.0% of the reported book, followed by VT and NVDA. Against the Q1 2025 filing, it opened 1 new position, added to 7 and reduced 4 among the top 18 holdings.
What did Tiff Advisory Services, LLC own in Q2 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | XLF FINANCIAL SELECT SECTOR SPDR F | 27.0% | $114.1m | 2,178,114 | 35% | added | |
| 2 | VT VANGUARD INTL EQUITY INDEX F | 22.5% | $95.1m | 739,672 | -40% | reduced | |
| 3 | NVDA NVIDIA CORP | Technology | 15.2% | $64.3m | 406,899 | 0% | held |
| 4 | VFH VANGUARD FINANCIALS ETF | 6.4% | $27.2m | 213,451 | 0% | held | |
| 5 | AAPL APPLE INC | Technology | 5.8% | $24.6m | 120,140 | -23% | reduced |
| 6 | XLK TECHNOLOGY SELECT SECTOR SPDR | 5.8% | $24.3m | 96,003 | 0% | held | |
| 7 | PR PERMIAN RESOURCES CORP | Energy | 3.8% | $16.2m | 1,187,328 | 0% | held |
| 8 | VGLT VANGUARD SCOTTSDALE FDS | 3.1% | $13.3m | 236,171 | 18% | added | |
| 9 | AMZN AMAZON.COM INC | Consumer Cyclical | 2.4% | $10.0m | 47,932 | 287% | added |
| 10 | STLN THE ONCOLOGY INSTITUTE INC | 1.8% | $7.5m | 3,634,465 | 22% | added | |
| 11 | ROIV ROIVANT SCIENCES LTD | Healthcare | 1.5% | $6.3m | 556,521 | – | new |
| 12 | GE GENERAL ELECTRIC | Industrials | 0.9% | $3.6m | 13,947 | 2% | added |
| 13 | MSFT MICROSOFT CORP | Technology | 0.8% | $3.4m | 6,813 | -3% | reduced |
| 14 | VGIT VANGUARD SCOTTSDALE FDS | 0.8% | $3.3m | 55,717 | 0% | held | |
| 15 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 0.8% | $3.2m | 17,643 | 2% | added |
| 16 | GOOGL ALPHABET INC CL A | Communication Services | 0.7% | $2.9m | 16,236 | 8% | added |
| 17 | FNF FIDELITY NATIONAL FINANCIAL | Financial Services | 0.6% | $2.5m | 44,594 | -6% | reduced |
| 18 | BARK BARK INC | 0.1% | $620.0k | 704,570 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.