Cardiff Park Advisors, LLC Reduced Holdings in Q3 2025

Cardiff Park Advisors, LLC

  • $1.27 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-47.5K
- 9.31%
$303.93 - $329.86 $14.5M - $15.7M
463K $152M
NFLX
Netflix Inc

Communication Services
-432
- 10.98%
$1147.87 - $1297.18 $496K - $560K
3.5K $4.2M
WFC
Wells Fargo & Company

Financial Services
-7.47K
- 54.96%
$77.05 - $85.16 $575K - $636K
6.12K $513K
DFAX
Dimensional ETF Tr
-102K
- 7.69%
$29.25 - $31.56 $2.99M - $3.22M
1.23M $38.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
-6.56K
- 26.91%
$58.97 - $60.36 $387K - $396K
17.8K $1.07M
AVUV
American Centy ETF Tr Avantis

ETFs
-5.56K
- 18.8%
$90.37 - $102.12 $503K - $568K
24K $2.39M
LMT
Lockheed Martin Corp

Industrials
-610
- 57.6%
$410.74 - $499.21 $251K - $305K
449 $224K
AVLV
American Centy ETF Tr Avantis
-7.34K
- 9.09%
$68.33 - $72.69 $502K - $534K
73.4K $5.31M
IXUS
Ishares Tr

ETFs
-4.46K
- 12.91%
$76.35 - $82.58 $340K - $368K
30.1K $2.48M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.18K
- 6.73%
$87.29 - $93.61 $452K - $485K
71.8K $6.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.53K
- 95.15%
$41.8 - $43.15 $63.9K - $66K
78 $3K
VPU
Vanguard Utilities ETF

ETFs
-455
- 22.5%
$175.25 - $189.41 $79.7K - $86.2K
1.57K $296K
TWLO
Twilio Inc

Communication Services
-45
- 2.03%
$92.44 - $132.7 $4.16K - $5.97K
2.17K $217K
SBUX
Starbucks Corp

Consumer Cyclical
-209
- 4.77%
$81.9 - $96.86 $17.1K - $20.2K
4.18K $353K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.94K
- 70.8%
$25.29 - $28.33 $49.1K - $55K
800 $22K
IBM
International Business Machines Corp

Technology
-13
- 0.4%
$234.77 - $292.47 $3.05K - $3.8K
3.27K $922K
DGRO
Ishares Core Dividend Growth E

ETFs
-579
- 22.71%
$64.12 - $68.08 $37.1K - $39.4K
1.97K $134K
INDA
Ishares Msci India Index Fund

ETFs
-475
- 56.21%
$51.98 - $55.84 $24.7K - $26.5K
370 $19K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-339
- 2.58%
$50.82 - $51.09 $17.2K - $17.3K
12.8K $654K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-630
- 8.05%
$108.46 - $120.63 $68.3K - $76K
7.2K $854K
IBB
Ishares Biotechnology ETF

ETFs
-25
- 15.43%
$127.63 - $144.37 $3.19K - $3.61K
137 $19K
ALCC
Alt C Acquisition Corp.

Financial Services
-100K
- 30.94%
N/A
223K $0
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
-160
- 66.67%
$9.86 - $31.91 $1.58K - $5.11K
80 $2K
Vanguard Wellington Fd
-264
- 1.84%
N/A
14.1K $0
American Centy ETF Tr
-450
- 7.95%
N/A
5.21K $0
Dimensional ETF Trust
-8.22K
- 97.89%
N/A
177 $0
MMM
3 M CO

Industrials
-1
- 0.05%
$144.41 - $160.2 $144 - $160
2.22K $344K
NXTC
Next Cure, Inc.

Healthcare
-240K
- 91.67%
$0.43 - $5.89 $103K - $1.41M
21.8K $128K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-4
- 0.19%
$64.58 - $69.94 $258 - $280
2.07K $143K
NET
Cloudflare, Inc.

Technology
-180
- 7.18%
$181.39 - $228.28 $32.7K - $41.1K
2.33K $499K
AVRE
American Centy ETF Tr Avantis
-63
- 0.12%
$43.53 - $45.34 $2.74K - $2.86K
51.4K $2.29M
UNH
Unitedhealth Group Inc

Healthcare
-200
- 7.86%
$237.77 - $353.61 $47.6K - $70.7K
2.34K $809K
EFG
Msci Eafe Growth ETF

ETFs
-28
- 0.25%
$106.99 - $114.46 $3K - $3.2K
11.2K $1.27M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1
- 0.04%
$109.47 - $119.06 $109 - $119
2.84K $336K
HOOD
Robinhood Markets, Inc.

Technology
-563
- 23.37%
$91.27 - $143.18 $51.4K - $80.6K
1.85K $264K
EEM
Ishares Msci Emerging Markets

ETFs
-1.26K
- 5.31%
$48.07 - $53.4 $60.4K - $67.1K
22.4K $1.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-17
- 0.13%
$132.9 - $142.03 $2.26K - $2.41K
13.4K $1.89M
DFAU
Dimensional ETF Tr

ETFs
-52
- 0.14%
$42.42 - $45.96 $2.21K - $2.39K
37.8K $1.73M
AVDV
American Centy ETF Tr Avantis

ETFs
-7.13K
- 9.09%
$79.24 - $89.03 $565K - $635K
71.3K $6.35M
XOM
Exxon Mobil Corp

Energy
-277
- 0.79%
$105.83 - $117.22 $29.3K - $32.5K
34.9K $3.93M
VNQ
Vanguard Specialized Funds Van

ETFs
-925
- 0.89%
$88.47 - $93.24 $81.8K - $86.2K
103K $9.44M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.33K
- 3.89%
$30.06 - $36.69 $40.1K - $48.9K
33K $1.21M
IVV
Ishares Core S&P 500 ETF

ETFs
-517
- 4.61%
$620.67 - $670.08 $321K - $346K
10.7K $7.16M
INTC
Intel Corp

Technology
-1.05K
- 4.39%
$19.31 - $35.5 $20.3K - $37.3K
22.9K $767K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-421
- 1.58%
$98.99 - $112.2 $41.7K - $47.2K
26.1K $2.89M
SHOP
Shopify Inc.

Technology
-50
- 0.57%
$112.11 - $157.12 $5.61K - $7.86K
8.67K $1.29M
PLTR
Palantir Technologies Inc.

Technology
-1.16K
- 8.0%
$130.68 - $186.97 $152K - $217K
13.4K $2.44M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-680
- 0.46%
$63.41 - $69.69 $43.1K - $47.4K
148K $10.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.82K
- 0.46%
$29.2 - $32.74 $53.1K - $59.6K
392K $12.5M
Activity Summary
Buys All Purchases 193 New Holdings 41 Increased Positions 152 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 1
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