TIFF ADVISORY SERVICES, LLC
•CIK: 1271347•Filing: Q4 2025
**TIFF ADVISORY SERVICES, LLC** manages $581M across a concentrated portfolio of 24 positions. The fund exhibits significant overweighting in financial and technology sectors, evidenced by top holdings including XLF at $156.1M and XLK at $89.5M. Core allocations are further supported by broad market exposure via VT ($85.3M) and substantial technology names such as NVDA ($49.5M) and AAPL ($47.3M). This structure suggests a tactical, growth-oriented mandate with deep conviction in cyclical and mega-cap technology trends.
Total AUM
$581.0M
QoQ Performance
+21.0%
Positions
22
Top 10 Concentration
93.8%
Latest Filing
Q4 2025
Top Holdings Allocation
XLF
XLK
VT
NVDA
AAPL
VGLT
XLF26.9%
XLK15.4%
VT14.7%
NVDA8.5%
AAPL8.1%
VGLT5.1%
VFH4.9%
PR3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.1%
Technology22.2%
Financial0.6%
Consumer0.6%
Industrial0.6%
Communication0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑7 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022