Filed: 11/6/2025ACC: 0001104659-25-107799
📋 What this filing means
TIFF ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $480.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$480.28M
Total AUM (reported)
7.98M
Total Shares
Allocation by class
COM$133.62M27.8%
FINANCIAL$117.34M24.4%
TT WRLD ST ETF$68.55M14.3%
LONG TERM TREAS$31.98M6.7%
FINANCIALS ETF$28.01M5.8%
TECHNOLOGY$27.06M5.6%
CLASS A COM$18.63M3.9%
Portfolio Concentration
Top 3$261.80M54.5%
4–10$172.56M35.9%
11–25$45.92M9.6%
Top 3 weight
54.5%
Top 10 weight
90.4%
Voting Authority Distribution
Total shares with voting rights: 7.98M
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
7.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings22
Rows:
FINANCIAL SELECT SECTOR SPDR F
SOLEShares2.18M
TypeSH
Market value$117.34M
24.43%
Sole
0.00
Shared
0.00
None
2.18M
NVIDIA CORP
SOLEShares406.90K
TypeSH
Market value$75.92M
15.81%
Sole
0.00
Shared
0.00
None
406.90K
VANGUARD INTL EQUITY INDEX F
SOLEShares497.45K
TypeSH
Market value$68.55M
14.27%
Sole
0.00
Shared
0.00
None
497.45K
APPLE INC
SOLEShares155.73K
TypeSH
Market value$39.65M
8.26%
Sole
0.00
Shared
0.00
None
155.73K
VANGUARD SCOTTSDALE FDS
SOLEShares562.36K
TypeSH
Market value$31.98M
6.66%
Sole
0.00
Shared
0.00
None
562.36K
VANGUARD FINANCIALS ETF
SOLEShares213.45K
TypeSH
Market value$28.01M
5.83%
Sole
0.00
Shared
0.00
None
213.45K
TECHNOLOGY SELECT SECTOR SPDR
SOLEShares96K
TypeSH
Market value$27.06M
5.63%
Sole
0.00
Shared
0.00
None
96K
PERMIAN RESOURCES CORP
SOLEShares1.46M
TypeSH
Market value$18.63M
3.88%
Sole
0.00
Shared
0.00
None
1.46M
SPDR SERIES TRUST
SOLEShares339.37K
TypeSH
Market value$18.61M
3.88%
Sole
0.00
Shared
0.00
None
339.37K
SPDR S PLUS P BIOTECH ETF
SOLEShares86K
TypeSH
Market value$8.62M
1.79%
Sole
0.00
Shared
0.00
None
86K
ISHARES BIOTECHNOLOGY ETF
SOLEShares55K
TypeSH
Market value$7.94M
1.65%
Sole
0.00
Shared
0.00
None
55K
SPDR INDEX SHS FDS
SOLEShares144.48K
TypeSH
Market value$7.13M
1.48%
Sole
0.00
Shared
0.00
None
144.48K
MICROSOFT CORP
SOLEShares9.73K
TypeSH
Market value$5.04M
1.05%
Sole
0.00
Shared
0.00
None
9.73K
GENERAL ELECTRIC
SOLEShares12.94K
TypeSH
Market value$3.89M
0.81%
Sole
0.00
Shared
0.00
None
12.94K
VISA INC CLASS A SHARES
SOLEShares10.02K
TypeSH
Market value$3.42M
0.71%
Sole
0.00
Shared
0.00
None
10.02K
VANGUARD SCOTTSDALE FDS
SOLEShares55.72K
TypeSH
Market value$3.34M
0.70%
Sole
0.00
Shared
0.00
None
55.72K
SPDR INDEX SHS FDS
SOLEShares73.39K
TypeSH
Market value$3.07M
0.64%
Sole
0.00
Shared
0.00
None
73.39K
THE ONCOLOGY INSTITUTE INC
SOLEShares856.63K
TypeSH
Market value$2.99M
0.62%
Sole
0.00
Shared
0.00
None
856.63K
FIDELITY NATIONAL FINANCIAL
SOLEShares49.13K
TypeSH
Market value$2.97M
0.62%
Sole
0.00
Shared
0.00
None
49.13K
AMAZON.COM INC
SOLEShares12.74K
TypeSH
Market value$2.80M
0.58%
Sole
0.00
Shared
0.00
None
12.74K
TRANSDIGM GROUP INC
SOLEShares2.08K
TypeSH
Market value$2.74M
0.57%
Sole
0.00
Shared
0.00
None
2.08K
BARK INC
SOLEShares704.57K
TypeSH
Market value$585.4K
0.12%
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 | $117.34M 24.43% | 0.00 | 0.00 | 2.18M |
NVIDIA CORPSOLE | COM | 406.90K | SH | $75.92M 15.81% | 0.00 | 0.00 | 406.90K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 497.45K | SH | $68.55M 14.27% | 0.00 | 0.00 | 497.45K |
APPLE INCSOLE | COM | 155.73K | SH | $39.65M 8.26% | 0.00 | 0.00 | 155.73K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 562.36K | SH | $31.98M 6.66% | 0.00 | 0.00 | 562.36K |
VANGUARD FINANCIALS ETFSOLE | FINANCIALS ETF | 213.45K | SH | $28.01M 5.83% | 0.00 | 0.00 | 213.45K |
TECHNOLOGY SELECT SECTOR SPDRSOLE | TECHNOLOGY | 96K | SH | $27.06M 5.63% | 0.00 | 0.00 | 96K |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 1.46M | SH | $18.63M 3.88% | 0.00 | 0.00 | 1.46M |
SPDR SERIES TRUSTSOLE | SPDR S&P 500 ETF | 339.37K | SH | $18.61M 3.88% | 0.00 | 0.00 | 339.37K |
SPDR S PLUS P BIOTECH ETFSOLE | S&P BIOTECH | 86K | SH | $8.62M 1.79% | 0.00 | 0.00 | 86K |
ISHARES BIOTECHNOLOGY ETFSOLE | ISHARES BIOTECH | 55K | SH | $7.94M 1.65% | 0.00 | 0.00 | 55K |
SPDR INDEX SHS FDSSOLE | MSCI EAFE FS ETF | 144.48K | SH | $7.13M 1.48% | 0.00 | 0.00 | 144.48K |
MICROSOFT CORPSOLE | COM | 9.73K | SH | $5.04M 1.05% | 0.00 | 0.00 | 9.73K |
GENERAL ELECTRICSOLE | COM | 12.94K | SH | $3.89M 0.81% | 0.00 | 0.00 | 12.94K |
VISA INC CLASS A SHARESSOLE | COM CL A | 10.02K | SH | $3.42M 0.71% | 0.00 | 0.00 | 10.02K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 55.72K | SH | $3.34M 0.70% | 0.00 | 0.00 | 55.72K |
SPDR INDEX SHS FDSSOLE | MSCI EMR MKT ETF | 73.39K | SH | $3.07M 0.64% | 0.00 | 0.00 | 73.39K |
THE ONCOLOGY INSTITUTE INCSOLE | COM | 856.63K | SH | $2.99M 0.62% | 0.00 | 0.00 | 856.63K |
FIDELITY NATIONAL FINANCIALSOLE | SHS COM | 49.13K | SH | $2.97M 0.62% | 0.00 | 0.00 | 49.13K |
AMAZON.COM INCSOLE | COM | 12.74K | SH | $2.80M 0.58% | 0.00 | 0.00 | 12.74K |
TRANSDIGM GROUP INCSOLE | COM | 2.08K | SH | $2.74M 0.57% | 0.00 | 0.00 | 2.08K |
BARK INCSOLE | COM | 704.57K | SH | $585.4K 0.12% | 0.00 | 0.00 | 704.57K |