Arkolith/Funds/Tiff Advisory Services, LLC

Tiff Advisory Services, LLC

CIK 1271347
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Tiff Advisory Services, LLC holds a concentrated book of 19 stocks worth $407.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Roivant Sciences Ltd and trimmed Vanguard Tot World STK ETF. Their largest long position is Vanguard Tot World STK ETF at 23% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show TIFF ADVISORY SERVICES, LLC's latest
holdings, largest changes, and filing provenance.
Opened
13
new positions
Added to
5
existing
Trimmed
12
reduced
Sold out
6
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+34.2%
+18.5%/yr · since Nov '24
Their reported book
+27.7%
held from quarter-end
S&P 500
+30.8%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Tiff Advisory Services, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.5 points over this window.

Growth of $10,000 cloning Tiff Advisory Services, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
66%
Top 10 holdings
90%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

22% mapped to company sectors

ETF / fund or unclassified
78%
Information Technology
19%
Energy
3%
Health Care
0%
Consumer Discretionary
0%
Communication Services
0%
Financials
0%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Tiff Advisory Services, LLC

Manager / fundShared namesTheir $ in those
FMR LLC38 / 19$532.3B
MORGAN STANLEY38 / 19$329.4B
BANK OF AMERICA CORP /DE/38 / 19$207.5B
ROYAL BANK OF CANADA38 / 19$88.5B
UBS Group AG38 / 19$78.3B
OSAIC HOLDINGS, INC.38 / 19$9.3B
WELLS FARGO & COMPANY/MN37 / 19$80.9B
Creative Planning37 / 19$22.0B

Ranked by how many of Tiff Advisory Services, LLC's top 19 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

19 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Intl Equity Index F
TT WRLD ST ETF
$94.4M601.8K
23.2%
−2.0%
Reduced · −12K sh
2Invesco Exch Traded FD TR II
KBW BK ETF
$47.6M511.7K
11.7%
−2.1%
Reduced · −11K sh
3Select Sector SPDR TR
ST STR FINL ETF
$45.5M847.8K
11.1%
−46%
Reduced · −711K sh
4Vanguard Scottsdale FDS
LONG TERM TREAS
$41.3M748.5K
10.1%
−0.1%
Reduced · −618 sh
5Apple Inc
COM
$39.9M138.0K
9.8%
−1.2%
Reduced · −2K sh
6Vanguard Index FDS
S&P 500 ETF SHS
$28.8M41.9K
7.1%
−5.8%
Reduced · −3K sh
7Nvidia Corporation
COM
$21.2M105.8K
5.2%
−28%
Reduced · −42K sh
8Vanguard BD Index FDS
TOTAL BND MRKT
$16.0M217.7K
3.9%
−2.4%
Reduced · −5K sh
9Ishares TR
IBOXX INV CP ETF
$15.7M144.0K
3.8%
+9.8%
Added · +13K sh
10Alphabet Inc
CAP STK CL C
$15.0M42.5K
3.7%
+46%
Added · +13K sh
11Permian Resources Corp
CLASS A COM
$13.4M727.8K
3.3%
Held
12Vanguard Intl Equity Index F
ALLWRLD EX US
$12.0M143.1K
2.9%
−5.8%
Reduced · −9K sh
13SPDR Series Trust
ST STR SP500FF
$5.4M88.4K
1.3%
+4.7%
Added · +4K sh
14Vanguard Scottsdale FDS
INTER TERM TREAS
$3.0M50.8K
0.7%
Held
15Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.7M44.4K
0.6%
−6.3%
Reduced · −3K sh
16SPDR Index SHS FDS
ST STR MSCI EAFE
$1.8M33.1K
0.4%
+4.3%
Added · +1K sh
17Select Sector SPDR TR
ST STR ENERG ETF
$1.7M32.7K
0.4%
−81%
Reduced · −143K sh
18Microsoft Corp
COM
$1.7M4.5K
0.4%
−41%
Reduced · −3K sh
19SPDR Index SHS FDS
ST STR MSCI EMRG
$890K16.4K
0.2%
+5.6%
Added · +870 sh
Showing all 19 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202619$407.9M13F-HR
Q1 2026Mar 31, 2026May 12, 202625$443.8M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202631$581.0M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202526$480.3M13F-HR
Q2 2025Jun 30, 2025Aug 8, 202522$422.2M13F-HR
Q1 2025Mar 31, 2025May 13, 202521$420.1M13F-HR
Q4 2024Dec 31, 2024Feb 6, 202520$306.8M13F-HR
Q3 2024Sep 30, 2024Nov 5, 202419$300.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.