Cardiff Park Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 353 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $155M, Dimensional ETF Tr U S Core Eq with a value of $152M, Meta Platforms, Inc. with a value of $131M, Dimensional ETF Tr with a value of $39M, and Spdr S&P 500 ETF Trust with a value of $31.6M.

Examining the 13F form we can see an increase of $111M in the current position value, from $1.02B to 1.13B.

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 $1.13 Billion
ETFs: $783 Million
Communication Services: $154 Million
Technology: $69.9 Million
Financial Services: $23.2 Million
Consumer Cyclical: $16.6 Million
Industrials: $13.8 Million
Energy: $8.75 Million
Consumer Defensive: $8.57 Million
Other: $6.6 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 353
  • Current Value $1.13 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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