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CIK: 0001910000
Total reported value
$1.3B
$1.3B
349 檔
39.6%
As reported in its official Q2 2025 Form 13F filing, Cardiff Park Advisors, LLC's tracked investment portfolio stood at $1.3B with 349 total positions.
In Q2 2025, Cardiff Park Advisors, LLC displayed an active expansion posture, initiating 12 new positions and adding to 100 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 349 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.37% | +0.45% | +2.51% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.12% | +1.03% | -0.06% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 11.39% | -0.48% | -9.49% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.36% | +0.13% | +1.00% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.72% | +0.28% | -5.62% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.72% | +0.21% | +0.11% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.17% | +5.48% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 2.07% | +0.10% | -6.30% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.00% | +0.13% | -4.24% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.96% | +0.18% | +9.21% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.56% | +0.21% | -5.25% | |
| 12 | OKLO | Oklo Inc | Stock-Utilities | 1.56% | +0.02% | -7.44% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 1.52% | +0.09% | -11.24% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.09% | -0.14% | -0.40% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.02% | -2.87% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.03% | +0.24% | +28.23% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.00% | +0.08% | +26.79% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.97% | +0.05% | +2.81% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 0.96% | -0.03% | +0.41% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | +0.21% | +32.19% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.94% | +0.17% | -18.62% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.02% | -2.85% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.07% | +1.47% | |
| 24 | DFIC | Dimensional International Co | ETF-Other | 0.84% | +0.28% | +29.00% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.81% | +0.10% | -13.17% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.80% | +0.18% | +8.94% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.80% | — | -4.01% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.78% | -0.05% | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +1.24% | -9.04% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.69% | +0.06% | +4.64% | |
| 31 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.68% | +0.06% | +4.22% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | — | -3.54% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.08% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.16% | +0.25% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | +0.02% | -0.46% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.05% | -14.52% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | +0.01% | +2.24% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.54% | +0.06% | +1.49% | |
| 39 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.54% | +0.04% | +1.22% | |
| 40 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.47% | +0.04% | -0.67% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.07% | +11.47% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.44% | -0.03% | +28.23% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.40% | +0.02% | +31.93% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | +0.01% | — | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.38% | -0.04% | +3.15% | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.36% | -0.26% | +0.08% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.23% | +0.26% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.32% | -0.02% | EXIT | |
| 49 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.29% | +0.05% | +11.51% | |
| 50 | TRNS | Transcat Inc | Stock-Other | 0.29% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OKLO | Oklo Inc | +0.8% | -7.44% | Trim |
| 2 | META | Meta Platforms Inc-class A | +0.4% | -9.49% | Trim |
| 3 | TRNS | Transcat Inc | +0.3% | NEW | New buy |
| 4 | VUG | Vanguard Growth ETF | +0.3% | +32.19% | Add |
| 5 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +28.23% | Add |
| 6 | DFIC | Dimensional International Co | +0.2% | +29.00% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +2.51% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | -2.85% | Trim |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | +9.21% | Add |
| 10 | DFSV | Dimensional US Small Cap Val | +0.2% | +26.79% | Add |
| 11 | MSFT | Microsoft CORP | +0.1% | -2.87% | Trim |
| 12 | NFLX | Netflix Inc | +0.1% | +11.47% | Add |
| 13 | AVSC | Avantis US Small Cap Equity | +0.1% | +1383.93% | Add |
| 14 | TER | Teradyne Inc | +0.1% | NEW | New buy |
| 15 | VGK | Vanguard Ftse Europe ETF | +0.1% | +31.93% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | +13.47% | Add |
| 17 | KLIC | Kulicke & Soffa Industries | +0.1% | NEW | New buy |
| 18 | VXUS | Vanguard Total Intl Stock | +0.1% | +8.94% | Add |
| 19 | VTIP | Vanguard Short-term Tips | +0.1% | +28.23% | Add |
| 20 | VGSH | Vanguard Short-term Treasury | +0.1% | +56.50% | Add |
| 21 | DFSD | Dimensional Short Duration | +0.1% | NEW | New buy |
| 22 | VGT | Vanguard Info Tech ETF | +0.1% | +36.01% | Add |
| 23 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +77.01% | Add |
| 24 | DFAX | Dimensional World Ex US Core | 0% | +1.00% | Add |
| 25 | DISV | Dimensional International Sm | 0% | +2.81% | Add |
| 26 | QCOM | Qualcomm Inc | 0% | +26.12% | Add |
| 27 | DFAU | Dimensional US Core Equity M | 0% | +41.82% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +1.47% | Add |
| 29 | VPL | Vanguard Ftse Pacific ETF | 0% | +11.51% | Add |
| 30 | DFAI | Dimensional International Co | 0% | +14.40% | Add |
| 31 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 32 | VYM | Vanguard High Dvd Yield ETF | 0% | +42.77% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +0.25% | Add |
| 34 | AVDV | Avantis Intl S/c Value ETF | 0% | +1.22% | Add |
| 35 | IXUS | Ishares Core Intl Stock ETF | 0% | +9.93% | Add |
| 36 | ORCL | Oracle CORP | 0% | -2.69% | Trim |
| 37 | RSP | Invesco S&p 500 Equal Weight | 0% | +32.55% | Add |
| 38 | DFAE | Dimensional Emerging Core Eq | 0% | +10.45% | Add |
| 39 | IAU | Ishares Gold Trust | 0% | +19.03% | Add |
| 40 | AMD | Advanced Micro Devices | 0% | +1.30% | Add |
| 41 | CAT | Caterpillar Inc | 0% | +4.32% | Add |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +147.01% | Add |
| 43 | VBIL | Vanguard 0-3m T-bill ETF | 0% | NEW | New buy |
| 44 | HOOD | Robinhood Markets Inc - A | 0% | NEW | New buy |
| 45 | SCHW | Schwab (charles) CORP | 0% | NEW | New buy |
| 46 | MELI | Mercadolibre Inc | 0% | NEW | New buy |
| 47 | AOS | Smith (a.o.) CORP | 0% | NEW | New buy |
| 48 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.64% | Add |
| 49 | SCHB | Schwab US Broad Market ETF | 0% | +1.49% | Add |
| 50 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +0.08% | Add |
According to official SEC Form 13F filings, Cardiff Park Advisors, LLC reported a total U.S. public equity portfolio value of $1.3B across 349 disclosed positions in Q2 2025.
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 VTI, DFAC, META) accounted for 39.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
TRNS
市值: $3.4M
Top Position Liquidated / Trimmed
SHEL
前期市值: $621.7K
During Q2 2025, Cardiff Park Advisors, LLC's top holdings by market value included VTI (13.4%)、DFAC (13.1%)、META (11.4%). The largest single position, VTI, represented 13.4% of total portfolio value.
In Q2 2025, Cardiff Park Advisors, LLC made 163 total portfolio adjustments, initiating 12 new buys, adding to 100 positions, trimming 41 holdings, and fully liquidating 10 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.
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