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Cardiff Park Advisors

Latest statistics and disclosures from Cardiff Park Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, Dimensional Etf Trust, META, VOO, DFAX, and represent 39.63% of Cardiff Park Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$47M), VTI (+$21M), DFSV (+$15M), GLD (+$11M), QQQ (+$9.5M), DUHP (+$9.2M), BRK.A (+$5.2M), GOOGL, GOOG, XOM.
Started 60 new stock positions in MCK, IRM, BBUS, OKE, VONG, DFGR, WOOD, SPMB, BBCA, FBND.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$15M), Dimensional Etf Trust (-$9.2M), , MSFT, VCSH, PGR, IBIT, Dimensional Etf Trust, AOS, CIEN.
Sold out of its positions in CIEN, GLW, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, Exxon Mobil Corporation, HONA, Honeywell International, MCHP, MS. OXY, OXY.WS, Oneok, PGR, SCHZ, NOW, AOS.
Cardiff Park Advisors was a net buyer of stock by $122M.
Cardiff Park Advisors has $1.4B in assets under management (AUM), dropping by 12.11%.
Central Index Key (CIK): 0001910000

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Portfolio Holdings for Cardiff Park Advisors

Cardiff Park Advisors holds 390 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds MRNGSTR TTL STK (VTI)	13.0	$187M	+12%	501k	374.24	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	11.6	$167M		3.8M	44.45	View chart
Meta Platforms Cl A (META)	9.0	$131M		180k	725.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$47M	NEW	67k	700.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.8	$41M		1.1M	37.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.6	$38M		50k	762.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$38M	+2%	533k	70.61	View chart
Apple (AAPL)	2.5	$36M		107k	333.02	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.4	$35M		631k	55.00	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$32M	+14%	95k	340.74	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.1	$30M		332k	90.11	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.8	$26M	+4%	206k	128.09	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.5	$22M	+11%	267k	83.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$21M		243k	84.96	View chart
Dimensional Etf Trust Us Targeted Vlu	1.4	$20M		305k	66.44	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.3	$19M	+5%	472k	39.72	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.1	$16M		376k	43.29	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.1	$16M	+4%	430k	37.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$16M	+43%	47k	344.08	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV)	1.0	$15M	NEW	405k	37.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$15M		158k	94.02	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.9	$13M	+3%	240k	55.86	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.9	$13M		147k	90.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$12M	+2%	209k	59.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$11M		124k	89.63	View chart
Microsoft Corporation (MSFT)	0.7	$11M	-11%	21k	512.89	View chart
Amazon (AMZN)	0.7	$11M		43k	249.15	View chart
NVIDIA Corporation (NVDA)	0.7	$11M		47k	228.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$11M	NEW	28k	380.84	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$9.7M	+116%	13.00	747005.00	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.7	$9.7M		42k	231.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$9.5M	NEW	13k	739.79	View chart
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)	0.6	$9.2M	NEW	221k	41.91	View chart
Dimensional Etf Trust Us Small Cap Etf	0.6	$8.8M	+2%	113k	77.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$8.6M		183k	47.36	View chart
Oklo Com Cl A (OKLO)	0.6	$8.3M		223k	37.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$8.2M		11k	765.87	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$7.9M		270k	29.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$7.3M		70k	103.89	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.5	$7.3M		34k	216.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$7.1M		14k	497.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$6.9M		64k	109.38	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$5.9M		65k	90.44	View chart
Advanced Micro Devices (AMD)	0.4	$5.8M		9.5k	611.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$5.8M		117k	49.22	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$5.4M		63k	86.80	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.4	$5.1M		74k	69.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$5.0M		21k	233.31	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$4.9M		85k	57.56	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.3	$4.8M		41k	115.81	View chart
Micron Technology (MU)	0.3	$4.7M	+11%	4.4k	1065.19	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.3	$4.4M		48k	92.05	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$3.9M	NEW	24k	162.75	View chart
Chevron Corporation (CVX)	0.3	$3.8M		19k	204.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$3.8M		54k	70.15	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$3.7M		89k	41.43	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.3	$3.6M		10k	351.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$3.5M	-24%	45k	77.25	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$3.2M		31k	104.54	View chart
Transcat (TRNS)	0.2	$3.1M	-10%	35k	88.42	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.2	$3.1M		76k	40.91	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$3.1M	+40%	73k	42.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.0M	+12%	24k	125.67	View chart
Johnson & Johnson (JNJ)	0.2	$2.8M		11k	264.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.8M		34k	82.97	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.7M		17k	166.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$2.7M		23k	117.77	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.7M		29k	94.99	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$2.7M		21k	128.10	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$2.7M		68k	39.31	View chart
Intel Corporation (INTC)	0.2	$2.6M		22k	120.23	View chart
Tesla Motors (TSLA)	0.2	$2.6M		7.2k	354.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.5M		32k	78.10	View chart
Netflix (NFLX)	0.2	$2.4M		35k	69.58	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.4M	-4%	13k	187.05	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$2.3M	-26%	49k	47.34	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$2.3M		26k	89.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.2M		18k	125.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.2M	+18%	28k	78.31	View chart
Philip Morris International (PM)	0.1	$2.1M		11k	190.81	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$2.1M		26k	82.31	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$2.1M		46k	44.35	View chart
Qualcomm (QCOM)	0.1	$2.0M		11k	184.03	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M		13k	155.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.0M	+42%	9.6k	208.02	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$2.0M		38k	52.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.8M		7.5k	247.93	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$1.8M		9.4k	195.53	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.7M		28k	61.50	View chart
Illumina (ILMN)	0.1	$1.7M		6.1k	273.68	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.6M		19k	84.42	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$1.6M		38k	42.52	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.6M		3.5k	456.19	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.6M		4.8k	330.81	View chart
Cisco Systems (CSCO)	0.1	$1.5M		14k	107.63	View chart
United Rentals (URI)	0.1	$1.5M		1.5k	1000.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.5M		5.3k	277.89	View chart
Broadcom (AVGO)	0.1	$1.4M	NEW	4.1k	351.20	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$1.4M	+10%	4.9k	284.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.4M		11k	119.83	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.3M		13k	99.70	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.3M		13k	99.08	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.1	$1.3M		53k	24.25	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$1.3M		13k	98.60	View chart
Caterpillar (CAT)	0.1	$1.3M	-7%	1.6k	811.00	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.3M		4.0k	316.09	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$1.3M	+80%	35k	36.23	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.2M		8.8k	137.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.2M		43k	27.47	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.2M	-15%	7.4k	157.85	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M		17k	66.79	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.1M		23k	49.55	View chart
Strategy Cl A New (MSTR)	0.1	$1.1M	+6%	7.4k	153.09	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.1M		7.2k	148.30	View chart
Abbvie (ABBV)	0.1	$1.0M		4.0k	261.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.0M	-3%	1.7k	608.94	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.0M		18k	56.66	View chart
Eli Lilly & Co. (LLY)	0.1	$1.0M	+3%	889.00	1157.11	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$1.0M		11k	97.44	View chart
Visa Com Cl A (V)	0.1	$1.0M	+4%	2.9k	359.34	View chart
Costco Wholesale Corporation (COST)	0.1	$1.0M		1.1k	910.62	View chart
Deere & Company (DE)	0.1	$995k		1.5k	671.55	View chart
Procter & Gamble Company (PG)	0.1	$990k	-9%	6.8k	145.28	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.1	$987k		6.1k	161.10	View chart
Wal-Mart Stores (WMT)	0.1	$967k	+8%	9.3k	103.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$942k		17k	56.22	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$939k		23k	41.54	View chart
Marathon Petroleum Corp (MPC)	0.1	$913k		2.3k	395.42	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$892k		11k	79.63	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$889k	+33%	22k	40.17	View chart
Snap-on Incorporated (SNA)	0.1	$872k		2.4k	363.30	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$860k		4.1k	209.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$857k		6.3k	136.04	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$854k		26k	32.28	View chart
McDonald's Corporation (MCD)	0.1	$851k		3.7k	230.93	View chart
Dfa Invt Dimensions Group In Real Estate Secu (DFAR)	0.1	$848k	NEW	35k	24.16	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$842k		19k	45.61	View chart
W.W. Grainger (GWW)	0.1	$842k		676.00	1245.58	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$829k	+291%	11k	74.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$828k		12k	71.95	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$789k		15k	54.51	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$771k	-19%	5.0k	155.26	View chart
UnitedHealth (UNH)	0.1	$766k		2.1k	367.13	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$759k		8.9k	85.48	View chart
Coca-Cola Company (KO)	0.1	$753k	+10%	8.8k	86.08	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$750k		16k	46.47	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$749k	NEW	16k	46.65	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$737k		22k	33.69	View chart
AmerisourceBergen (COR)	0.1	$734k	NEW	2.4k	300.27	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$725k		14k	50.21	View chart
International Business Machines (IBM)	0.0	$721k		3.3k	219.92	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$699k		14k	51.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$698k	NEW	9.9k	70.51	View chart
Mastercard Incorporated Cl A (MA)	0.0	$682k		1.2k	551.44	View chart
Chubb (CB)	0.0	$681k		2.1k	325.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$679k		3.0k	228.28	View chart
Oracle Corporation (ORCL)	0.0	$675k		4.9k	137.31	View chart
Raytheon Technologies Corp (RTX)	0.0	$675k		3.6k	185.65	View chart
Lowe's Companies (LOW)	0.0	$673k		3.7k	184.30	View chart
Merck & Co (MRK)	0.0	$662k		4.6k	145.31	View chart
Twilio Cl A (TWLO)	0.0	$636k		2.2k	292.46	View chart
Northrop Grumman Corporation (NOC)	0.0	$620k		1.3k	483.48	View chart
Cloudflare Cl A Com (NET)	0.0	$599k		1.7k	347.28	View chart
Dover Corporation (DOV)	0.0	$591k		3.2k	187.04	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$590k	-4%	29k	20.12	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$582k		6.6k	87.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$580k		20k	29.50	View chart
Ab Active Etfs Calif Inter Etf (CAM)	0.0	$578k	NEW	24k	24.09	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$572k	+6%	16k	35.72	View chart
Cummins (CMI)	0.0	$561k		1.1k	516.57	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.0	$557k		7.1k	78.13	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$537k		12k	46.39	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.0	$535k	NEW	3.3k	162.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$525k	-4%	6.9k	76.40	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$521k		12k	41.86	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$520k		5.7k	91.64	View chart
Pepsi (PEP)	0.0	$517k		4.1k	126.73	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.0	$511k		177k	2.89	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$510k	NEW	4.1k	123.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$500k	NEW	4.5k	112.09	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$499k		760.00	657.12	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.0	$499k		1.7k	292.11	View chart
Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT)	0.0	$499k	NEW	18k	28.07	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$492k	-2%	9.9k	49.74	View chart
American Centy Etf Tr Ava Mar Sma Etf (AVEE)	0.0	$487k	+36%	7.1k	68.58	View chart
Wells Fargo & Company (WFC)	0.0	$487k		6.1k	80.06	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$484k		2.6k	184.80	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.0	$476k		3.5k	135.58	View chart
Global X Fds Global X Uranium (URA)	0.0	$470k	+10%	12k	39.85	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$465k		1.3k	356.90	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.0	$465k		2.7k	174.31	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$461k		1.4k	337.71	View chart
PNC Financial Services (PNC)	0.0	$459k		2.1k	222.26	View chart
Home Depot (HD)	0.0	$456k		1.6k	284.49	View chart
Abbott Laboratories (ABT)	0.0	$448k		4.5k	98.83	View chart
Union Pacific Corporation (UNP)	0.0	$444k		1.6k	272.13	View chart
ConocoPhillips (COP)	0.0	$443k	+13%	3.5k	125.17	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$440k		4.3k	101.13	View chart
Nextera Energy (NEE)	0.0	$438k		5.8k	75.74	View chart
Anthem (ELV)	0.0	$435k		1.1k	388.82	View chart
Ares Capital Corporation (ARCC)	0.0	$425k		22k	19.10	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$422k		5.3k	79.13	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$410k	NEW	4.1k	100.67	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.0	$408k	+255%	8.4k	48.35	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$407k		4.5k	91.12	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$406k		2.7k	152.05	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$405k		4.0k	101.18	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$399k		4.0k	100.54	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	0.0	$391k		18k	21.18	View chart
3M Company (MMM)	0.0	$385k	+5%	2.3k	164.15	View chart
Emerson Electric (EMR)	0.0	$380k		2.5k	155.08	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$378k	+129%	4.7k	81.07	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.0	$364k		7.1k	51.52	View chart
Starbucks Corporation (SBUX)	0.0	$358k		3.8k	93.95	View chart
Cheniere Energy Com New (LNG)	0.0	$357k		1.3k	269.03	View chart
Phillips 66 (PSX)	0.0	$356k		1.4k	255.24	View chart
Pdd Holdings Sponsored Ads (PDD)	0.0	$355k		4.6k	77.94	View chart
Carlisle Companies (CSL)	0.0	$351k		1.1k	322.28	View chart
Aon Shs Cl A (AON)	0.0	$350k		1.3k	276.77	View chart
Dimensional Etf Trust International (DFSI)	0.0	$350k	+2%	7.8k	45.17	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$345k		4.8k	71.56	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.0	$343k	NEW	3.7k	92.74	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$341k		600.00	568.58	View chart
Intuit (INTU)	0.0	$341k		1.2k	275.71	View chart
Coinbase Global Com Cl A (COIN)	0.0	$336k	-9%	1.8k	186.41	View chart
Enterprise Products Partners (EPD)	0.0	$318k	+3%	8.9k	35.61	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$316k	+65%	2.1k	150.85	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$314k		3.0k	104.03	View chart
Bank of America Corporation (BAC)	0.0	$307k		5.6k	54.43	View chart
Iron Mountain (IRM)	0.0	$307k	NEW	2.8k	110.96	View chart
Texas Instruments Incorporated (TXN)	0.0	$305k		1.1k	280.04	View chart
Planet Labs Pbc Com Cl A (PL)	0.0	$305k		19k	16.39	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$304k	NEW	2.7k	112.50	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$303k	NEW	5.8k	51.87	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.0	$302k		15k	20.60	View chart
AFLAC Incorporated (AFL)	0.0	$301k		2.7k	111.80	View chart
Eaton Corp SHS (ETN)	0.0	$295k	NEW	687.00	429.71	View chart
Block Cl A (XYZ)	0.0	$292k		4.0k	73.53	View chart
Ab Active Etfs New Yo Inter Etf (NYM)	0.0	$283k		12k	24.07	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$282k		3.7k	77.22	View chart
Yum! Brands (YUM)	0.0	$279k		2.0k	136.34	View chart
Ishares Staked Ethereum Tr E Shs Fr Undiv Ben (ETHB)	0.0	$275k	-20%	8.0k	34.35	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$275k		2.0k	135.55	View chart
Amgen (AMGN)	0.0	$272k		646.00	421.51	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$266k	NEW	1.2k	222.67	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$266k	NEW	147.00	1811.67	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$266k		2.4k	111.98	View chart
Duke Energy Corp Com New (DUK)	0.0	$263k	NEW	2.3k	114.01	View chart
At&t (T)	0.0	$262k	-17%	11k	24.40	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$261k		2.6k	101.10	View chart
Danaher Corporation (DHR)	0.0	$260k		1.2k	221.57	View chart
SLB Com Stk (SLB)	0.0	$259k		5.3k	48.72	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$256k		839.00	304.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$255k		1.8k	142.28	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.0	$252k		3.3k	75.73	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$251k		4.1k	61.58	View chart
Oneok (OKE)	0.0	$248k	NEW	2.9k	85.28	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$247k		2.3k	107.54	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$244k		3.0k	81.21	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$243k		6.2k	39.44	View chart
GSK Sponsored Adr (GSK)	0.0	$241k	NEW	5.0k	48.17	View chart
Automatic Data Processing (ADP)	0.0	$240k		929.00	258.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$240k		5.1k	46.87	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$239k	+1091%	3.9k	61.14	View chart
Investment Managers Ser Tr I Tradr 1x Short (SARK)	0.0	$237k	NEW	10k	23.73	View chart
Thermo Fisher Scientific (TMO)	0.0	$237k	NEW	351.00	675.05	View chart
Kla Corp Com New (KLAC)	0.0	$236k		1.2k	194.93	View chart
Walt Disney Company (DIS)	0.0	$235k		2.2k	104.90	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$235k	-26%	3.0k	77.77	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.0	$234k	NEW	11k	21.81	View chart
Enova Intl (ENVA)	0.0	$231k		1.4k	167.11	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$229k	+164%	2.9k	78.41	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.0	$229k		3.3k	69.44	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.0	$228k		1.4k	162.73	View chart
Linde SHS (LIN)	0.0	$227k	NEW	479.00	474.65	View chart
Charles Schwab Corporation (SCHW)	0.0	$227k		2.3k	97.75	View chart
Honeywell International (HON)	0.0	$226k	NEW	1.1k	211.01	View chart
Western Digital (WDC)	0.0	$223k		490.00	454.46	View chart
TJX Companies (TJX)	0.0	$222k		1.7k	132.31	View chart
Lockheed Martin Corporation (LMT)	0.0	$221k		433.00	509.25	View chart
McKesson Corporation (MCK)	0.0	$216k	NEW	253.00	854.26	View chart
General Motors Company (GM)	0.0	$215k		2.8k	76.99	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$214k		3.4k	62.90	View chart
Altria (MO)	0.0	$210k		3.1k	67.34	View chart
salesforce (CRM)	0.0	$209k	NEW	912.00	229.57	View chart
Eaton Vance Senior Floating Rate Fund (EFR)	0.0	$208k		20k	10.40	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$208k	NEW	4.8k	43.30	View chart
Kinder Morgan (KMI)	0.0	$205k		6.8k	30.15	View chart
Diamondback Energy (FANG)	0.0	$205k	NEW	1.1k	183.81	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$204k	NEW	1.1k	183.37	View chart
General Dynamics Corporation (GD)	0.0	$203k	+2%	613.00	331.83	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$203k	+17%	2.5k	81.16	View chart
Blackrock (BLK)	0.0	$202k	NEW	191.00	1058.29	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$188k		3.0k	63.04	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$187k	+41%	3.7k	51.22	View chart
Independence Realty Trust In (IRT)	0.0	$184k		13k	14.53	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.0	$184k		2.5k	74.30	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$183k		1.8k	102.19	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$181k		4.6k	39.39	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$180k		2.8k	65.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$174k		5.8k	30.00	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$169k		3.1k	54.12	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$161k	-18%	740.00	218.16	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$161k		2.2k	73.70	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$158k	NEW	1.0k	157.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$152k		2.0k	75.40	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$148k		800.00	185.40	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$148k	+274%	2.3k	63.14	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$144k		2.7k	52.19	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.0	$143k		2.5k	57.22	View chart
Haleon Spon Ads (HLN)	0.0	$133k		15k	9.00	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$132k		1.2k	109.61	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$131k	+25%	2.5k	53.39	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$131k		3.0k	44.41	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$130k	+29%	2.8k	47.16	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	0.0	$129k		1.8k	72.01	View chart
Vanguard World Energy Etf (VDE)	0.0	$128k		743.00	172.16	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$128k		652.00	195.81	View chart
Golub Capital BDC (GBDC)	0.0	$126k		10k	12.63	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$115k		3.2k	36.45	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$114k	+6%	2.3k	49.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$112k		3.5k	32.53	View chart
Vanguard World Materials Etf (VAW)	0.0	$112k		511.00	218.17	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$111k		1.2k	90.48	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$110k		684.00	160.75	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$110k		1.3k	85.11	View chart
Nextcure Com New (NXTC)	0.0	$109k		22k	5.01	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$103k	NEW	4.0k	25.93	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$101k	NEW	4.1k	24.43	View chart
Blackberry (BB)	0.0	$99k	-10%	11k	9.04	View chart
Invesco Exch Traded Fd Tr Ii S&p Smalcp 600 R (GRPZ)	0.0	$90k	NEW	650.00	138.77	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$87k		540.00	160.33	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$86k	NEW	600.00	143.08	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.0	$86k		1.2k	71.10	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$81k		480.00	168.42	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$81k		712.00	113.44	View chart
Vanguard World Utilities Etf (VPU)	0.0	$78k		457.00	171.00	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.0	$74k		1.6k	46.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$70k		735.00	94.54	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$65k		1.2k	53.75	View chart
Vanguard World Financials Etf (VFH)	0.0	$61k		467.00	130.13	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$59k		631.00	92.68	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$55k		540.00	102.15	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$55k		1.2k	45.57	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.0	$53k	NEW	745.00	71.73	View chart
Vanguard World Industrial Etf (VIS)	0.0	$53k		167.00	319.77	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$48k	NEW	348.00	137.58	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$41k		283.00	146.45	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.0	$40k		500.00	79.69	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$33k	NEW	414.00	79.72	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$32k		1.1k	28.46	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$29k		1.2k	23.47	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$28k	NEW	1.2k	22.82	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$28k	NEW	1.0k	27.05	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$26k		800.00	32.63	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.0	$25k		836.00	29.59	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$24k		55.00	430.93	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$23k		100.00	231.52	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$22k		242.00	89.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$20k	NEW	152.00	128.93	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$19k	+318%	230.00	80.60	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$18k	+1381%	815.00	21.87	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$17k		370.00	46.68	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.0	$17k		700.00	24.37	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$17k	NEW	350.00	48.70	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$17k	NEW	338.00	48.71	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.0	$16k	NEW	775.00	21.14	View chart
Global X Fds Global X Copper (COPX)	0.0	$16k		189.00	84.54	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.0	$15k		200.00	73.97	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$15k		134.00	110.32	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$14k	-49%	286.00	50.35	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$14k		200.00	67.83	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$12k		349.00	34.02	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.0	$12k	NEW	118.00	100.36	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$11k		67.00	168.10	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$11k	NEW	101.00	108.70	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$10k		202.00	50.43	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.0	$9.7k	+67%	107.00	90.27	View chart
Spdr Series Trust Sst Spdr Bloombe (BWZ)	0.0	$8.7k		325.00	26.79	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$7.8k		37.00	211.27	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$6.5k	NEW	97.00	67.22	View chart
Innoviz Technologies SHS (INVZ)	0.0	$5.4k		15k	0.36	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$5.4k		216.00	25.13	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$4.6k	NEW	22.00	207.18	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$4.4k	NEW	56.00	78.50	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$3.7k		41.00	89.61	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$3.3k	NEW	181.00	18.18	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.0	$3.1k		78.00	40.12	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$2.9k	NEW	30.00	97.47	View chart
J P Morgan Exchange Traded F Beta Deve Ex Etf (BBAX)	0.0	$2.2k	NEW	36.00	61.69	View chart

Past Filings by Cardiff Park Advisors

SEC 13F filings are viewable for Cardiff Park Advisors going back to 2021

Cardiff Park Advisors 2026 Q3 filed Nov. 9, 2026
Cardiff Park Advisors 2026 Q2 filed Aug. 14, 2026
Cardiff Park Advisors 2026 Q1 filed May 15, 2026
Cardiff Park Advisors 2025 Q4 filed Feb. 17, 2026
Cardiff Park Advisors 2025 Q3 filed Nov. 14, 2025
Cardiff Park Advisors 2025 Q2 filed Aug. 14, 2025
Cardiff Park Advisors 2025 Q1 filed May 15, 2025
Cardiff Park Advisors 2024 Q4 filed Feb. 14, 2025
Cardiff Park Advisors 2024 Q3 filed Nov. 14, 2024
Cardiff Park Advisors 2024 Q2 filed Aug. 14, 2024
Cardiff Park Advisors 2024 Q1 filed May 14, 2024
Cardiff Park Advisors 2023 Q4 filed Feb. 14, 2024
Cardiff Park Advisors 2023 Q3 filed Nov. 13, 2023
Cardiff Park Advisors 2023 Q2 filed Aug. 14, 2023
Cardiff Park Advisors 2023 Q1 filed May 15, 2023
Cardiff Park Advisors 2022 Q4 filed Feb. 9, 2023

View all past filings

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