Cardiff Park Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.25B
Q ending 2026-03-31
Prior quarter
$1.22B
Q ending 2025-12-31
Change
+2.7% QoQ · +20.4% YoY
Positions
373
reported holdings

Largest positions

Top 100 of 373 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Index FdsVTIShares$153.6M479K
Dimensional Etf TrustDFACShares$149.1M3.8M
Meta Platforms IncMETAShares$104.3M182K
Vanguard Index FdsVOOShares$40.6M68K
Dimensional Etf TrustDFAXShares$38.1M1.1M
Vanguard Tax-Managed FdsVEAShares$33.7M525K
State Str Spdr S&P 500 Etf TSPYShares$32.3M50K
Dimensional Etf TrustDFUVShares$31.1M641K
Apple IncAAPLShares$27.5M109K
American Centy Etf TrAVDEShares$27.3M322K
American Centy Etf TrAVUSShares$21.7M195K
Dimensional Etf TrustDFATShares$19.8M317K
Vanguard Star FdsVXUSShares$17.6M228K
Dimensional Etf TrustDFUSShares$17.4M245K
Dimensional Etf TrustDFEMShares$14.6M423K
Dimensional Etf TrustDISVShares$13.7M347K
Dimensional Etf TrustDFSVShares$13.6M387K
Alphabet IncGOOGShares$13.0M45K
American Centy Etf TrAVEMShares$12.6M156K
Dimensional Etf TrustDFIVShares$12.5M237K
Spdr Gold TrGLDShares$12.3M28K
Vanguard Index FdsVNQShares$11.5M129K
Dimensional Etf TrustDFICShares$11.4M322K
Oklo IncOKLOShares$11.1M223K
Vanguard Intl Equity Index FVWOShares$11.0M204K
Vanguard Mun Bd FdsVTEBShares$10.6M212K
Vanguard Index FdsVBRShares$10.4M48K
Vanguard Index FdsVUGShares$9.9M23K
Alphabet IncGOOGLShares$9.3M32K
Amazon Com IncAMZNShares$9.0M43K
Microsoft CorpMSFTShares$8.8M24K
Nvidia CorporationNVDAShares$8.8M50K
Vanguard Index FdsVTVShares$8.2M42K
Dimensional Etf TrustDUHPShares$8.2M222K
Dimensional Etf TrustDFASShares$7.5M105K
Invesco Qqq TrQQQShares$7.3M13K
Ishares TrIVVShares$7.1M11K
Berkshire Hathaway Inc DelBRK/BShares$7.0M15K
Ishares TrEFAShares$7.0M72K
Schwab Strategic TrSCHBShares$6.7M268K
Vanguard Malvern FdsVTIPShares$6.1M121K
Exxon Mobil CorpXOMShares$5.9M35K
American Centy Etf TrAVDVShares$5.9M59K
American Centy Etf TrAVLVShares$5.3M66K
Applied Matls IncAMATShares$5.2M15K
Vanguard Intl Equity Index FVGKShares$5.1M62K
Vanguard Scottsdale FdsVCSHShares$5.0M63K
Vanguard Scottsdale FdsVGSHShares$4.7M80K
Vanguard Specialized FundsVIGShares$4.6M21K
Teradyne IncTERShares$4.5M15K
Berkshire Hathaway Inc DelBRK/AShares$4.3M6
Chevron CorporationCVXShares$4.2M20K
Vanguard Intl Equity Index FVSSShares$4.2M28K
Vanguard Intl Equity Index FVPLShares$4.0M41K
American Centy Etf TrAVSCShares$4.0M64K
Vanguard Bd Index FdsBNDShares$3.9M53K
Spdr Series TrustSPTMShares$3.7M47K
Dimensional Etf TrustDFAIShares$3.5M89K
Netflix Inc.NFLXShares$3.4M36K
Ishares TrSUBShares$3.4M32K
Vanguard Index FdsVVShares$3.1M10K
Select Sector Spdr TrXLREShares$3.0M75K
Transcat IncTRNSShares$2.9M39K
Tesla IncTSLAShares$2.9M8K
Ishares Gold TrIAUShares$2.9M32K
Ishares TrIJSShares$2.8M24K
American Centy Etf TrAVUVShares$2.7M25K
Johnson & JohnsonJNJShares$2.6M11K
Vanguard Intl Equity Index FVEUShares$2.5M33K
Ishares TrIXUSShares$2.5M29K
Ishares TrITOTShares$2.4M17K
Dimensional Etf TrustDFAEShares$2.3M68K
American Centy Etf TrAVREShares$2.2M50K
Advanced Micro Devices IncAMDShares$2.1M10K
Vanguard World FdVGTShares$1.9M3K
Philip Morris Intl IncPMShares$1.9M12K
Ishares TrIWFShares$1.9M4K
Vanguard Whitehall FdsVYMShares$1.9M13K
Vanguard Scottsdale FdsVCITShares$1.9M23K
Dimensional Etf TrustDFAWShares$1.9M25K
Dimensional Etf TrustDFEVShares$1.8M51K
Vanguard Index FdsVOEShares$1.8M10K
Dimensional Etf TrustDFAUShares$1.7M38K
Select Sector Spdr TrXLEShares$1.7M28K
Vanguard Intl Equity Index FVNQIShares$1.7M38K
Kulicke & Soffa Inds IncKLICShares$1.6M25K
Palantir Technologies IncPLTRShares$1.6M11K
Ishares TrIWDShares$1.6M7K
Sprott Asset Management LpCEFShares$1.6M33K
Ishares TrSCZShares$1.5M20K
Qualcomm IncQCOMShares$1.4M11K
Jpmorgan Chase & CoJPMShares$1.4M5K
Vanguard Wellington FdVTESShares$1.4M14K
Ishares TrSTIPShares$1.4M13K
Spdr Series TrustSJNKShares$1.3M54K
Ishares TrIWMShares$1.3M5K
Caterpillar IncCATShares$1.3M2K
Invesco Exchange Traded Fd TRSPShares$1.3M7K
Walmart IncWMTShares$1.3M10K
Broadcom IncAVGOShares$1.3M4K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.