IE
Insider Edges

CARDIFF PARK ADVISORS, LLC 13F portfolio summary

CARDIFF PARK ADVISORS, LLC of CARDIFF PARK ADVISORS, LLC has 354 current stock holdings with a reported portfolio value of $1.29B. The portfolio 1 year return is +17.18%. Top holdings include DFAC (12.95%), VTI (12.73%), META (7.87%), DFAX (3.17%), VEA (2.87%).

Back to investors

CARDIFF PARK ADVISORS, LLC 13F Portfolio

CARDIFF PARK ADVISORS, LLC
Latest SEC 13F filing: 2026-06-30

CARDIFF PARK ADVISORS, LLC runs CARDIFF PARK ADVISORS, LLC and currently holds 354 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $1.29B. Their top holdings are DFAC, VTI, META, DFAX, VEA. The top five represent 39.6% of reported portfolio weight. CARDIFF PARK ADVISORS, LLC ranks #643 out of 1000 investors tracked by Alpha Score. They added to 45 existing positions. They trimmed 51 positions. Their current best-performing preview position is MU with returns of +241.65%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
DFAC12.9%
VTI12.7%
META7.9%
DFAX3.2%
VEA2.9%
Top 5: 39.6%
Portfolio Returns
1 Year
+17.18%
#796/1000
3 Year
+73.90%
#465/1000
5 Year
+54.85%
#664/1000

Portfolio Value

$1.29B

Alpha Score

48.6

#643 of 1000

Holdings

354

Showper page

CARDIFF PARK ADVISORS, LLC Current 13F Holdings

Reported holdings from CARDIFF PARK ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.

354 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
DFAC
DIMENSIONAL ETF TRUST
12.95%$28.64$45.31+58.19%
Trimmed
-1.92%
VTI
VANGUARD INDEX FDS
12.73%$238.09$381.92+60.41%
Trimmed
-7.33%
META
META PLATFORMS INC
7.87%$375.05$718.67+91.62%
Trimmed
-1.21%
DFAX
DIMENSIONAL ETF TRUST
3.17%$25.80$37.06+43.64%
Trimmed
-0.95%
VEA
VANGUARD TAX-MANAGED FDS
2.87%$53.29$70.36+32.02%
Trimmed
-1.11%
SPY
STATE STR SPDR S&P 500 ETF T
2.86%$473.29$778.54+64.50%
Trimmed
-0.51%
DFUV
DIMENSIONAL ETF TRUST
2.70%$31.59$55.80+76.64%
Trimmed
-1.44%
AAPL
APPLE INC
2.37%$178.52$336.68+88.60%
Trimmed
-2.57%
AVDE
AMERICAN CENTY ETF TR
2.29%$56.83$89.80+58.01%
Added
+2.58%
GOOG
ALPHABET INC
2.28%$241.97$347.86+43.76%
Added
+83.35%

Showing 1-10 of 354