Filed: 8/8/2025ACC: 0001104659-25-075599
📋 What this filing means
TIFF ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $422.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$422.24M
Total AUM (reported)
10.28M
Total Shares
Allocation by class
COM$117.23M27.8%
FINANCIAL$114.07M27.0%
TT WRLD ST ETF$95.06M22.5%
FINANCIALS ETF$27.17M6.4%
TECHNOLOGY$24.31M5.8%
CLASS A COM$16.17M3.8%
LONG TERM TREAS$13.25M3.1%
Portfolio Concentration
Top 3$273.42M64.8%
4–10$123.02M29.1%
11–25$25.80M6.1%
Top 3 weight
64.8%
Top 10 weight
93.9%
Voting Authority Distribution
Total shares with voting rights: 10.28M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole17
Shared0
Other1
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings18
Rows:
FINANCIAL SELECT SECTOR SPDR F
SOLEShares2.18M
TypeSH
Market value$114.07M
27.02%
Sole
0.00
Shared
0.00
None
2.18M
VANGUARD INTL EQUITY INDEX F
SOLEShares739.67K
TypeSH
Market value$95.06M
22.51%
Sole
0.00
Shared
0.00
None
739.67K
NVIDIA CORP
SOLEShares406.90K
TypeSH
Market value$64.29M
15.23%
Sole
0.00
Shared
0.00
None
406.90K
VANGUARD FINANCIALS ETF
SOLEShares213.45K
TypeSH
Market value$27.17M
6.44%
Sole
0.00
Shared
0.00
None
213.45K
APPLE INC
SOLEShares120.14K
TypeSH
Market value$24.65M
5.84%
Sole
0.00
Shared
0.00
None
120.14K
TECHNOLOGY SELECT SECTOR SPDR
SOLEShares96K
TypeSH
Market value$24.31M
5.76%
Sole
0.00
Shared
0.00
None
96K
PERMIAN RESOURCES CORP
SOLEShares1.19M
TypeSH
Market value$16.17M
3.83%
Sole
0.00
Shared
0.00
None
1.19M
VANGUARD SCOTTSDALE FDS
SOLEShares236.17K
TypeSH
Market value$13.25M
3.14%
Sole
0.00
Shared
0.00
None
236.17K
AMAZON.COM INC
SOLEShares47.93K
TypeSH
Market value$10.01M
2.37%
Sole
0.00
Shared
0.00
None
47.93K
THE ONCOLOGY INSTITUTE INC
DFNDShares3.63M
TypeSH
Market value$7.45M
1.76%
Sole
0.00
Shared
0.00
None
3.63M
ROIVANT SCIENCES LTD
SOLEShares556.52K
TypeSH
Market value$6.27M
1.49%
Sole
0.00
Shared
0.00
None
556.52K
GENERAL ELECTRIC
SOLEShares13.95K
TypeSH
Market value$3.59M
0.85%
Sole
0.00
Shared
0.00
None
13.95K
MICROSOFT CORP
SOLEShares6.81K
TypeSH
Market value$3.39M
0.80%
Sole
0.00
Shared
0.00
None
6.81K
VANGUARD SCOTTSDALE FDS
SOLEShares55.72K
TypeSH
Market value$3.33M
0.79%
Sole
0.00
Shared
0.00
None
55.72K
INTERCONTINENTAL EXCHANGE IN
SOLEShares17.64K
TypeSH
Market value$3.24M
0.77%
Sole
0.00
Shared
0.00
None
17.64K
ALPHABET INC CL A
SOLEShares16.24K
TypeSH
Market value$2.86M
0.68%
Sole
0.00
Shared
0.00
None
16.24K
FIDELITY NATIONAL FINANCIAL
SOLEShares44.59K
TypeSH
Market value$2.50M
0.59%
Sole
0.00
Shared
0.00
None
44.59K
BARK INC
SOLEShares704.57K
TypeSH
Market value$620.0K
0.15%
Sole
0.00
Shared
0.00
None
704.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FINANCIAL SELECT SECTOR SPDR FSOLE | FINANCIAL | 2.18M | SH | $114.07M 27.02% | 0.00 | 0.00 | 2.18M |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 739.67K | SH | $95.06M 22.51% | 0.00 | 0.00 | 739.67K |
NVIDIA CORPSOLE | COM | 406.90K | SH | $64.29M 15.23% | 0.00 | 0.00 | 406.90K |
VANGUARD FINANCIALS ETFSOLE | FINANCIALS ETF | 213.45K | SH | $27.17M 6.44% | 0.00 | 0.00 | 213.45K |
APPLE INCSOLE | COM | 120.14K | SH | $24.65M 5.84% | 0.00 | 0.00 | 120.14K |
TECHNOLOGY SELECT SECTOR SPDRSOLE | TECHNOLOGY | 96K | SH | $24.31M 5.76% | 0.00 | 0.00 | 96K |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 1.19M | SH | $16.17M 3.83% | 0.00 | 0.00 | 1.19M |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 236.17K | SH | $13.25M 3.14% | 0.00 | 0.00 | 236.17K |
AMAZON.COM INCSOLE | COM | 47.93K | SH | $10.01M 2.37% | 0.00 | 0.00 | 47.93K |
THE ONCOLOGY INSTITUTE INCDFND | COM | 3.63M | SH | $7.45M 1.76% | 0.00 | 0.00 | 3.63M |
ROIVANT SCIENCES LTDSOLE | SHS | 556.52K | SH | $6.27M 1.49% | 0.00 | 0.00 | 556.52K |
GENERAL ELECTRICSOLE | COM | 13.95K | SH | $3.59M 0.85% | 0.00 | 0.00 | 13.95K |
MICROSOFT CORPSOLE | COM | 6.81K | SH | $3.39M 0.80% | 0.00 | 0.00 | 6.81K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 55.72K | SH | $3.33M 0.79% | 0.00 | 0.00 | 55.72K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 17.64K | SH | $3.24M 0.77% | 0.00 | 0.00 | 17.64K |
ALPHABET INC CL ASOLE | CAP STK CL A | 16.24K | SH | $2.86M 0.68% | 0.00 | 0.00 | 16.24K |
FIDELITY NATIONAL FINANCIALSOLE | SHS COM | 44.59K | SH | $2.50M 0.59% | 0.00 | 0.00 | 44.59K |
BARK INCSOLE | COM | 704.57K | SH | $620.0K 0.15% | 0.00 | 0.00 | 704.57K |