Q2 2026 13F · SEC CIK 1271347
Tiff Advisory Services, LLC
Hedge fundFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $407.9M
- Reported positions
- 19
- Top holdings a year, 3 yrs
- +19.3%
- Assets under management
- $8.6B
Tiff Advisory Services, LLC is a hedge fund that reported 19 positions worth $407.9M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Vanguard Intl Equity Index F (VT, 23.2%), Invesco Exch Traded Fd Tr II (KBWB, 11.7%), Select Sector Spdr Tr (XLF, 11.1%). A portfolio copying its top holdings returned 19.3% a year over the last 3 years, against 20.4% for the S&P 500.
Tiff Advisory Services, LLC holdings all 19 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VTVanguard Intl Equity Index F | 23.2% | -2.0% | $94.4M |
| KBWBInvesco Exch Traded Fd Tr II | 11.7% | -2.1% | $47.6M |
| XLFSelect Sector Spdr Tr | 11.1% | -45.6% | $45.5M |
| VGLTVanguard Scottsdale Fds | 10.1% | -0.1% | $41.3M |
| AAPLApple Inc | 9.8% | -1.2% | $39.9M |
| VOOVanguard Index Fds | 7.1% | -5.8% | $28.8M |
| NVDANvidia Corporation | 5.2% | -28.5% | $21.2M |
| BNDVanguard Bd Index Fds | 3.9% | -2.4% | $16.0M |
| LQDIshares Tr | 3.9% | +9.8% | $15.7M |
| GOOGAlphabet Inc | 3.7% | +46.5% | $15.0M |
| PRPermian Resources Corp | 3.3% | +0.0% | $13.4M |
| VEUVanguard Intl Equity Index F | 2.9% | -5.9% | $12.0M |
| SPYXSpdr Series Trust | 1.3% | +4.7% | $5.4M |
| VGITVanguard Scottsdale Fds | 0.7% | +0.0% | $3.0M |
| VWOVanguard Intl Equity Index F | 0.7% | -6.3% | $2.7M |
| EFAXSpdr Index Shs Fds | 0.4% | +4.3% | $1.8M |
| XLESelect Sector Spdr Tr | 0.4% | -81.4% | $1.7M |
| MSFTMicrosoft Corp | 0.4% | -40.9% | $1.7M |
| EEMXSpdr Index Shs Fds | 0.2% | +5.6% | $890K |
What Tiff Advisory Services, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- GOOG Alphabet Inc+46.5% shares
- LQD Ishares Tr+9.8% shares
- EEMX Spdr Index Shs Fds+5.6% shares
Reduced
- XLE Select Sector Spdr Tr-81.4% shares
- XLF Select Sector Spdr Tr-45.6% shares
- MSFT Microsoft Corp-40.9% shares
- NVDA Nvidia Corporation-28.5% shares
- VWO Vanguard Intl Equity Index F-6.3% shares
- VEU Vanguard Intl Equity Index F-5.9% shares
- VOO Vanguard Index Fds-5.8% shares
Sold out
- BARK Bark Incwas 1.6%
- AMZN Amazon Com Incwas 0.7%
- V Visa Incwas 0.7%
- GE Ge Aerospacewas 0.6%
- FNF Fidelity Natl Finl Inc Com Shswas 0.6%
- TOI The Oncology Institute Incwas 0.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +21.3% /yr
- S&P 500 +20.1%
- 3 years
- +19.3% /yr
- S&P 500 +20.4%
- 5 years
- +10.4% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $407.9M | 19 |
| Q1 2026 | $443.8M | 25 |
| Q4 2025 | $581.0M | 24 |
| Q3 2025 | $480.3M | 22 |
| Q2 2025 | $422.2M | 18 |
| Q1 2025 | $420.1M | 18 |
| Q4 2024 | $306.8M | 18 |
| Q3 2024 | $300.8M | 19 |
| Q2 2024 | $290.0M | 25 |
| Q1 2024 | $229.2M | 21 |
| Q4 2023 | $211.1M | 25 |
| Q3 2023 | $121.0M | 20 |
Questions about Tiff Advisory Services, LLC's portfolio
What stocks does Tiff Advisory Services, LLC own?
Tiff Advisory Services, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 19 positions worth $407.9M. The largest are Vanguard Intl Equity Index F (VT) at 23.2%, Invesco Exch Traded Fd Tr II (KBWB) at 11.7%, Select Sector Spdr Tr (XLF) at 11.1%, Vanguard Scottsdale Fds (VGLT) at 10.1% and Apple Inc (AAPL) at 9.8%.
What did Tiff Advisory Services, LLC buy last quarter?
In Q2 2026, Tiff Advisory Services, LLC added Alphabet Inc (GOOG) (+46.5% shares), Ishares Tr (LQD) (+9.8% shares) and Spdr Index Shs Fds (EEMX) (+5.6% shares), compared with its Q1 2026 filing.
What did Tiff Advisory Services, LLC sell last quarter?
In Q2 2026, Tiff Advisory Services, LLC sold all of Bark Inc (BARK), sold all of Amazon Com Inc (AMZN), sold all of Visa Inc (V), sold all of Ge Aerospace (GE), sold all of Fidelity Natl Finl Inc Com Shs (FNF), Select Sector Spdr Tr (XLE) (-81.4% shares), Select Sector Spdr Tr (XLF) (-45.6% shares) and Microsoft Corp (MSFT) (-40.9% shares), compared with its Q1 2026 filing.
How has Tiff Advisory Services, LLC's portfolio performed?
A portfolio copying Tiff Advisory Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.3% against +20.1%. Over 5 years: +10.4% a year against +11.6%.
When is Tiff Advisory Services, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Tiff Advisory Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Tiff Advisory Services, LLC manage?
Tiff Advisory Services, LLC reported $8.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $407.9M.