13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910000
Total reported value
$1.3B
$1.3B
329 檔
37.7%
At the close of Q2 2024, Cardiff Park Advisors, LLC disclosed equity holdings valued at approximately $1.3B, spread across 329 reported holdings.
During Q2 2024, Cardiff Park Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 15.72% | -0.48% | +4.27% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.89% | +1.03% | +0.76% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.93% | +0.45% | +1.07% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.04% | +0.13% | -0.43% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.90% | +0.28% | +0.15% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.83% | +0.21% | +0.20% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.17% | -0.57% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.05% | +0.13% | +6.84% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 1.89% | +0.10% | +4.82% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 1.79% | +0.09% | +5.66% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.74% | +0.18% | +2.70% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.58% | +0.21% | +0.81% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.02% | -0.02% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.22% | -0.14% | +0.23% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.03% | +0.17% | +2.93% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.96% | +0.10% | +4.93% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 0.94% | -0.03% | +3.77% | |
| 18 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.92% | -0.03% | +0.25% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +1.24% | +4.01% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.07% | +1.28% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.90% | -0.05% | -0.44% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.02% | +913.18% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.05% | +0.30% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.16% | +0.15% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.76% | — | -9.71% | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.69% | +0.24% | +1.52% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.68% | +0.18% | +6.00% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.21% | -1.09% | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.65% | +0.06% | +0.01% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | +0.06% | +4.27% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.60% | -0.08% | -1.23% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | +0.02% | — | |
| 33 | DISV | Dimensional International Sm | ETF-Other | 0.58% | +0.05% | +0.97% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | +0.01% | +0.61% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.56% | +0.28% | +1.73% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | — | +0.03% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.50% | +0.06% | +0.34% | |
| 38 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.50% | +0.04% | +0.30% | |
| 39 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.45% | +0.04% | +1.03% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.04% | +0.32% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.41% | -0.03% | +2.55% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.23% | +35.08% | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.36% | -0.26% | -4.07% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.35% | +0.01% | +8250.00% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.35% | -0.42% | EXIT | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.31% | -0.02% | +0.15% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.10% | +0.56% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | +0.01% | +64.79% | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.29% | +0.02% | +0.05% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.01% | +3.42% |
According to official SEC Form 13F filings, Cardiff Park Advisors, LLC reported a total U.S. public equity portfolio value of $1.3B across 329 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including META, DFAC, VTI) accounted for 37.7% of total reported equity market value during Q2 2024.
During Q2 2024, Cardiff Park Advisors, LLC's top holdings by market value included META (15.7%)、DFAC (12.9%)、VTI (11.9%). The largest single position, META, represented 15.7% of total portfolio value.
In Q2 2024, Cardiff Park Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.