Cardiff Park Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.45 Billion distributed in 340 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $346M, Meta Platforms, Inc. with a value of $178M, Dimensional ETF Tr U S Core Eq with a value of $145M, Vanguard Total Stock Market Et with a value of $134M, and Dimensional ETF Tr with a value of $34.8M.
Examining the 13F form we can see an increase of $118M in the current position value, from $1.33B to 1.45B.
Cardiff Park Advisors, LLC is based out at San Marcos, CA
Below you can find more details about Cardiff Park Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.45 Billion
ETFs: $723 Million
Financial Services: $362 Million
Communication Services: $205 Million
Technology: $61.7 Million
Consumer Cyclical: $16.8 Million
Energy: $10.8 Million
Industrials: $9.98 Million
Consumer Defensive: $8.27 Million
Other: $8.94 Million
Stock Holdings Table Market Cap. of $200 Billions or more
