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 reported positions worth $407.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they trimmed Vanguard Tot World STK ETF. Their largest long position is Vanguard Tot World STK ETF at 23% of the reported non-option book.

Opened
0
bought for the first time
no new positions
Sold out
6
exited the position entirely
+3 more · largest first, by prior value

How much sits in the biggest positions

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.

Where the money is, by sector

22% mapped to company sectors

ETFs / funds
78%
Information Technology
19%
Energy
3%

+4 sectors below the cut, under 0.5% together

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 (an exit at the prior quarter-end), 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
Innovator Capital Management, LLC5 / 19$2.9B
Donor Advised Charitable Giving, Inc.2 / 19$4.4B
Axis Capital Holdings Ltd2 / 19$295.9M
Windmill Hill Asset Management Ltd3 / 19$403.6M
Dumac, Inc.3 / 19$861.7M
Stephens Greth Foundation2 / 19$361.2M
Palidye Holdings (Caymans) Ltd2 / 19$410.9M
Hoffman, Alan N Investment Management4 / 19$114.1M

Ranked by the share of each fund's own book sitting in the names it shares with Tiff Advisory Services, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position'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
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Filing history

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

$581.0M · Q4 2025Q3 2024 · $300.8MQ2 2026 · $407.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d19$407.9M13F-HR
Q1 2026Mar 31, 2026May 12, 202642d25$443.8M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d31$581.0M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202537d26$480.3M13F-HR
Q2 2025Jun 30, 2025Aug 8, 202539d22$422.2M13F-HR
Q1 2025Mar 31, 2025May 13, 202543d21$420.1M13F-HR
Q4 2024Dec 31, 2024Feb 6, 202537d20$306.8M13F-HR
Q3 2024Sep 30, 2024Nov 5, 202436d19$300.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.