Cardiff Park Advisors, LLC Incresed Positions in Q2 2025

Cardiff Park Advisors, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVSF
American Centy ETF Tr Avantis

ETFs
96
+ 0.38%
$46.28 - $47.03 $4.44K - $4.51K
25.7K $1.21M
PFF
Ishares Trust Ishares Pfd And

ETFs
388
+ 2.15%
$29.0 - $30.68 $11.3K - $11.9K
18.4K $565K
HYG
Ishares Tr

ETFs
50
+ 1.5%
$75.75 - $80.65 $3.79K - $4.03K
3.39K $273K
KRE
Spdr S&P Regional Banking ETF

ETFs
21
+ 0.66%
$48.81 - $59.48 $1.03K - $1.25K
3.2K $190K
JEPI
J P Morgan Exchange Traded Fd

ETFs
243
+ 1.33%
$51.14 - $57.0 $12.4K - $13.9K
18.5K $1.05M
IAT
Ishares Tr

ETFs
20
+ 0.84%
$39.71 - $49.55 $794 - $991
2.4K $119K
INTC
Intel Corp

Technology
650
+ 2.79%
$18.13 - $22.69 $11.8K - $14.7K
23.9K $536K
DGRO
Ishares Core Dividend Growth E

ETFs
13
+ 0.51%
$55.22 - $63.94 $718 - $831
2.55K $163K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
41
+ 0.64%
$77.74 - $78.78 $3.19K - $3.23K
6.45K $507K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
20
+ 0.18%
$51.68 - $52.76 $1.03K - $1.06K
11K $580K
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.45%
$110.58 - $132.14 $332 - $396
672 $88K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
96
+ 2.67%
$45.2 - $46.6 $4.34K - $4.47K
3.69K $170K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
125
+ 1.03%
$22.68 - $23.28 $2.84K - $2.91K
12.3K $286K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.01%
$85.42 - $94.39 $171 - $189
14.9K $1.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
33
+ 0.94%
$100.04 - $100.54 $3.3K - $3.32K
3.56K $357K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14
+ 0.85%
$96.84 - $99.46 $1.36K - $1.39K
1.66K $164K
IEMG
Ishares Inc

ETFs
24
+ 1.22%
N/A
2K $107K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
8
+ 1.3%
N/A
625 $39K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4
+ 1.45%
$72.12 - $76.23 $288 - $305
280 $21K
DFSE
Dimensional ETF Tr Dimen Emrgn
10
+ 0.74%
N/A
1.37K $0
Ishares Bitcoin Trust ETF
501
+ 4.39%
N/A
11.9K $0
Dimensional ETF Trust
23
+ 0.27%
N/A
8.39K $0
DFSU
Dimensional ETF Tr Dimen Us Su
3
+ 0.23%
N/A
1.28K $0
Dimensional ETF Trust
100
+ 0.55%
N/A
18.4K $0
American Centy ETF Tr
2
+ 0.04%
N/A
5.66K $0
TXN
Texas Instruments Inc

Technology
1
+ 0.08%
N/A
1.29K $250K
DFSI
Dimensional ETF Tr Dimen Intl
58
+ 1.31%
N/A
4.48K $0
Dimensional ETF Trust
5.33K
+ 19.18%
N/A
33.1K $0
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.15%
$204.89 - $224.73 $410 - $449
1.31K $285K
Tidal Tr Ii
530
+ 24.3%
N/A
2.71K $0
VUSB
Vanguard Bd Index Fds
13K
+ 77.01%
N/A
29.9K $0
Tidal Tr Ii
118
+ 13.56%
N/A
988 $0
Tidal Tr Ii
946
+ 21.17%
N/A
5.42K $0
CMF
Ishares California Muni Bond E

ETFs
23
+ 0.77%
$54.52 - $56.7 $1.25K - $1.3K
3.01K $167K
MUB
Ishares National Muni Bond ETF

ETFs
12
+ 0.48%
$102.31 - $105.8 $1.23K - $1.27K
2.52K $263K
TIP
Ishares Tr Tips Bd ETF

ETFs
24
+ 0.56%
$107.93 - $110.97 $2.59K - $2.66K
4.28K $470K
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.03%
$55.56 - $60.91 $55.6 - $60.9
3.72K $218K
DHS
Wisdomtree Tr U.S

ETFs
11
+ 0.48%
$87.71 - $98.37 $965 - $1.08K
2.33K $223K
KO
Coca Cola CO

Consumer Defensive
4
+ 0.05%
$68.37 - $73.9 $273 - $296
7.87K $557K
PGR
Progressive Corp

Financial Services
7
+ 0.8%
$255.27 - $288.74 $1.79K - $2.02K
885 $236K
KMB
Kimberly Clark Corp

Consumer Defensive
12
+ 0.63%
$126.84 - $145.22 $1.52K - $1.74K
1.92K $247K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.03%
$210.83 - $235.28 $211 - $235
3.65K $809K
COP
Conocophillips

Energy
142
+ 3.4%
$82.66 - $106.1 $11.7K - $15.1K
4.32K $387K
SNA
Snap On Inc

Industrials
15
+ 0.68%
$292.36 - $342.2 $4.39K - $5.13K
2.22K $689K
OKE
Oneok Inc

Energy
18
+ 0.42%
$78.71 - $100.37 $1.42K - $1.81K
4.28K $349K
VHT
Vanguard Health Care ETF

ETFs
9
+ 0.19%
$236.71 - $261.92 $2.13K - $2.36K
4.81K $1.19M
PEP
Pepsico Inc

Consumer Defensive
174
+ 2.69%
$128.02 - $151.37 $22.3K - $26.3K
6.64K $876K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.02%
$170.16 - $206.27 $170 - $206
4.32K $802K
XLE
Energy Sector Spdr

ETFs
17
+ 0.12%
$76.44 - $94.13 $1.3K - $1.6K
13.8K $1.17M
Activity Summary
Buys All Purchases 170 New Holdings 16 Increased Positions 154 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Cardiff Park Advisors, LLC Portfolio

Follow Cardiff Park Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardiff Park Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardiff Park Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email