CARDIFF PARK ADVISORS, LLC

Registered adviser

CIK

1910000

Location

SAN MARCOS, CA

Portfolio Value

Mid $1,236,338,561

Diversification

Diversified

Filing Date

Global Rank

#2,106 / 8,811 ▲ 27

Top Industry

Internet Content & Information 45.3%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 126752

Roster of Oct 1, 2026

Regulatory AUM

$2,958,061,526

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$2,958,061,526	Individuals and high net worth (99%)
Dec 2025 to Mar 2026	$2,831,567,626	Individuals and high net worth (99%)
Apr 2025 to Sep 2025	$2,705,003,726	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$2,477,376,073	Individuals and high net worth (99%)
May 2023 to Mar 2024	$2,206,304,586	Individuals and high net worth (99%)
Apr 2023	$2,206,304,586	Individuals and high net worth (99%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 80.1% of the book (60%+)

Turnover

Low turnover

10.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 77.1%; sector active share 69.4% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

346 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.9%

−4.5 pts

Top 5

67.5%

+4.8 pts

Top 10

80.0%

+5.5 pts

HHI

1,468

Diversified−121

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.6%	$921,993,354	224
Communication Services	11.8%	$145,453,857	6
Technology	6.1%	$75,965,982	27
Financial Services	1.8%	$22,074,979	23
Consumer Cyclical	1.4%	$17,416,799	12
Industrials	1.3%	$16,679,943	21
Utilities	1.0%	$12,194,780	2
Energy	0.7%	$9,081,320	11
Healthcare	0.7%	$8,729,979	12
Consumer Defensive	0.5%	$6,536,624	7
Real Estate	0.0%	$210,944	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+127,472	150,100	$12,929,614
DFIC	Dimensional International Core Equity 2 ETF	+88,653	410,189	$15,283,642
GOOG	Alphabet Inc.	+37,764	83,070	$29,351,123
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+24,704	447,960	$18,205,094
DISV	Dimensional International Small Cap Value ETF	+22,084	369,260	$14,818,403
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+18,279	21,041	$2,514,820
IWF	iShares Russell 1000 Growth ETF	+13,420	17,893	$0
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+11,853	25,513	$2,242,082
VXUS	Vanguard Total International Stock ETF	+11,041	239,479	$20,473,059
AVSC	Avantis U.S. Small Cap Equity ETF	+9,856	73,596	$5,397,530
AVDE	Avantis International Equity ETF	+8,311	330,466	$29,477,567
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+7,458	8,875	$733,252
DFAR	Dimensional US Real Estate ETF	+6,334	28,318	$740,798
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+5,217	85,254	$4,961,782
ETHA	iShares Ethereum Trust ETF	+5,000	15,707	$186,756
DFAS	Dimensional U.S. Small Cap ETF	+4,716	109,860	$9,045,872
AVDV	Avantis International Small Cap Value ETF	+4,145	63,201	$6,512,863
IBIT	iShares Bitcoin Trust ETF	+3,643	36,246	$1,206,629
DIHP	Dimensional International High Profitability ETF	+2,205	21,850	$745,631
SCHX	Schwab U.S. Large-Cap ETF	+1,757	5,791	$170,429
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,536	54,397	$3,993,283
AVUS	Avantis U.S. Equity ETF	+1,278	196,498	$25,167,463
AOS	Smith A O Corp	+1,205	10,000	$627,200
GWX	State Street(R) SPDR(R) S&P(R) International Small Cap ETF	+1,163	1,202	$52,599
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+1,103	75,694	$3,332,806
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	−73,556	3,762,389	$166,899,576
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−35,062	443,581	$164,142,713
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−29,726	182,122	$9,211,730
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	−22,337	6,159	$950,272
XOM	ExxonMobil Holdings Corp	−11,254	23,797	$3,253,525
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−10,693	1,110,002	$40,892,473
DFLV	Dimensional US Large Cap Value ETF	−10,428	16,606	$656,601
CEF	Sprott Physical Gold & Silver Trust	−10,365	22,615	$909,801
DFUV	Dimensional U.S. Marketwide Value ETF	−9,264	632,077	$34,770,555
DFAT	Dimensional U.S. Targeted Value ETF	−9,248	307,986	$21,528,221
VTV	VANGUARD VALUE INDEX FUND	−8,188	33,529	$7,306,974
DFUS	Dimensional U.S. Equity Market ETF	−6,640	238,454	$19,538,920
VNQ	VANGUARD REAL ESTATE INDEX FUND	−6,425	123,030	$11,863,782
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−5,994	42,081	$10,225,262
VEA	Vanguard FTSE Developed Markets ETF	−5,811	519,321	$37,001,621
DFIV	Dimensional International Value ETF	−5,169	231,483	$12,504,711
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−4,960	116,454	$5,849,484
EEM	iShares MSCI Emerging Markets ETF	−4,678	17,348	$1,186,776
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−4,008	59,251	$4,682,606
NVDA	Nvidia Corp	−3,821	46,429	$9,289,978
AVRE	Avantis Real Estate ETF	−3,543	46,091	$2,183,791
AAPL	Apple Inc.	−2,790	105,759	$30,602,424
IJS	iShares S&P Small-Cap 600 Value ETF	−2,703	20,865	$0
ARCC	Ares Capital Corp	−2,461	22,251	$412,311
META	Meta Platforms, Inc.	−2,201	180,186	$101,496,971
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
CIEN	Ciena Corp	1,000	$490,560
KLAC	Kla Corp	1,210	$365,069
ENVA	Enova International, Inc.	1,380	$332,207
COP	Conocophillips	3,118	$324,147
WDC	Western Digital Corp	490	$312,972
GLW	Corning Inc /Ny	1,107	$282,761
BNDX	Vanguard Total International Bond ETF	5,102	$247,089
HONA	Honeywell Aerospace Inc.	1,081	$238,987
QQEW	First Trust Nasdaq-100 Select Equal Weight ETF	1,400	$223,440
SPCX	Space Exploration Technologies Corp	1,269	$216,821
MCHP	Microchip Technology Inc	2,368	$215,961
MS	Morgan Stanley	1,032	$215,729
ADP	Automatic Data Processing Inc	929	$208,049
ETHB	iShares Staked Ethereum Trust ETF	10,000	$203,000
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	2,987	$201,801
BB	BLACKBERRY Ltd	12,250	$154,962
NOW	ServiceNow, Inc.	1,293	$128,369
COIN	Coinbase Global, Inc.	804	$117,536
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	836	$25,088
AVLC	Avantis U.S. Large Cap Equity ETF	64	$5,757
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	28,476	$12,252,938
QQQ	Invesco Qqq Trust, Series 1	12,591	$7,267,273
AMAT	Applied Materials Inc /De	15,305	$5,231,095
TER	Teradyne, Inc	15,057	$4,463,798
KLIC	Kulicke & Soffa Industries Inc	25,000	$1,643,000
AVGO	Broadcom Inc.	4,063	$1,257,539
CAMT	Camtek Ltd	5,000	$758,050
SPLV	Invesco S&P 500 Low Volatility ETF	10,028	$733,447
AME	Ametek Inc/	3,375	$723,465
CUT	Invesco Ltd.	18,238	$522,518
BX	Blackstone Inc.	3,858	$443,631
PWB	Victory Portfolios II	3,300	$415,569
GSK	GSK plc	6,520	$359,838
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	3,630	$347,463
FBTC	Fidelity Wise Origin Bitcoin Fund	5,708	$336,943
DUK	Duke Energy CORP	2,316	$303,257
PALL	abrdn Palladium ETF Trust	2,241	$301,885
IRM	Iron Mountain Inc	2,725	$278,331
FERG	Ferguson Enterprises Inc. /DE/	1,187	$276,879
ETN	Eaton Corp plc	687	$245,719
LIN	Linde PLC	479	$237,469
BSOL	Bitwise Solana Staking ETF	20,000	$221,000
FANG	Diamondback Energy, Inc.	1,116	$220,733
ACN	Accenture plc	1,111	$220,300
MCK	Mckesson Corp	251	$217,205
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

346 tracked positions · $1,236,338,561 total · filing declares 354 positions · $1,289,233,463 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 346 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	3,762,389	-73,556	$166,899,576	+12.0%	19	before history	13.50%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	443,581	-35,062	$164,142,713	—	19	before history	13.28%
META	Meta Platforms, Inc. Communication Services	Reduced	180,186	-2,201	$101,496,971	−2.7%	19	before history	8.21%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	1,110,002	-10,693	$40,892,473	+7.4%	19	before history	3.31%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	519,321	-5,811	$37,001,621	+10.0%	19	before history	2.99%
SPY	Spdr S&P 500 ETF Trust	Reduced	49,433	-255	$36,915,081	+14.2%	19	before history	2.99%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	632,077	-9,264	$34,770,555	+11.9%	17	$33.29	2.81%
AAPL	Apple Inc. Technology	Reduced	105,759	-2,790	$30,602,424	+11.1%	19	before history	2.48%
AVDE	Avantis International Equity ETF	Added	330,466	+8,311	$29,477,567	+7.9%	19	before history	2.38%
GOOG	Alphabet Inc. Communication Services	Added	83,070	+37,764	$29,351,123	+125.8%	19	before history	2.37%
AVUS	Avantis U.S. Equity ETF	Added	196,498	+1,278	$25,167,463	+16.0%	19	before history	2.04%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	307,986	-9,248	$21,528,221	+8.7%	19	before history	1.74%
VXUS	Vanguard Total International Stock ETF	Added	239,479	+11,041	$20,473,059	+16.2%	19	before history	1.66%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	238,454	-6,640	$19,538,920	+12.4%	19	before history	1.58%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	447,960	+24,704	$18,205,094	+24.5%	17	$26.04	1.47%
DFIC	Dimensional International Core Equity 2 ETF	Added	410,189	+88,653	$15,283,642	+33.8%	17	$27.61	1.24%
AVEM	Avantis Emerging Markets Equity ETF	Added	157,070	+627	$15,155,684	+20.2%	19	before history	1.23%
DFSV	Dimensional US Small Cap Value ETF	Reduced	386,270	-844	$14,983,413	+10.5%	8	$29.56	1.21%
DISV	Dimensional International Small Cap Value ETF	Added	369,260	+22,084	$14,818,403	+8.2%	17	$26.05	1.20%
VUG	VANGUARD GROWTH INDEX FUND	Added	150,100	+127,472	$12,929,614	—	19	before history	1.05%
DFIV	Dimensional International Value ETF	Reduced	231,483	-5,169	$12,504,711	+0.1%	19	before history	1.01%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	203,206	-761	$12,129,366	+10.0%	19	before history	0.98%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	123,030	-6,425	$11,863,782	+3.3%	19	before history	0.96%
OKLO	Oklo Inc. Utilities	Reduced	223,340	-10	$11,687,382	+5.5%	9	$13.50	0.95%
GOOGL	Alphabet Inc. Communication Services	Added	32,487	+296	$11,609,879	+25.4%	19	before history	0.94%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	42,939	-309	$10,234,081	+13.6%	19	before history	0.83%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	42,081	-5,994	$10,225,262	—	19	before history	0.83%
NVDA	Nvidia Corp Technology	Reduced	46,429	-3,821	$9,289,978	+6.0%	19	before history	0.75%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	182,122	-29,726	$9,211,730	−12.8%	19	before history	0.75%
DUHP	Dimensional US High Profitability ETF	Reduced	220,492	-1,315	$9,201,131	+12.8%	17	$24.20	0.74%
DFAS	Dimensional U.S. Small Cap ETF	Added	109,860	+4,716	$9,045,872	+21.0%	19	before history	0.73%
MSFT	Microsoft Corp Technology	Reduced	23,862	-30	$8,901,003	+0.6%	19	before history	0.72%
SCHB	Schwab U.S. Broad Market ETF	Reduced	266,051	-1,818	$7,704,836	+14.6%	19	before history	0.62%
VTV	VANGUARD VALUE INDEX FUND	Reduced	33,529	-8,188	$7,306,974	—	19	before history	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	14,406	-306	$7,208,618	+2.3%	19	before history	0.58%
AVDV	Avantis International Small Cap Value ETF	Added	63,201	+4,145	$6,512,863	+10.4%	19	before history	0.53%
AVLV	Avantis U.S. Large Cap Value ETF	Reduced	65,029	-578	$5,931,295	+12.2%	19	before history	0.48%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Reduced	116,454	-4,960	$5,849,484	−3.5%	19	before history	0.47%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Added	62,424	+421	$5,527,020	+8.1%	19	before history	0.45%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,445	-964	$5,486,694	+159.1%	19	before history	0.44%
AVSC	Avantis U.S. Small Cap Equity ETF	Added	73,596	+9,856	$5,397,530	+35.9%	17	$57.37	0.44%
VIG	Vanguard Specialized Funds	Reduced	21,362	-87	$5,054,676	+9.6%	19	before history	0.41%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	85,254	+5,217	$4,961,782	+5.9%	19	before history	0.40%
VPL	VANGUARD PACIFIC STOCK INDEX FUND	Held	41,181	0	$4,764,229	+18.4%	19	before history	0.39%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	59,251	-4,008	$4,682,606	−6.6%	19	before history	0.38%
MU	Micron Technology Inc Technology	Added	3,991	+798	$4,606,771	+327.1%	2	$463.34	0.37%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	6	0	$4,493,100	+4.3%	19	before history	0.36%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Added	47,479	+133	$4,310,618	+15.2%	9	$73.21	0.35%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	54,397	+1,536	$3,993,283	+2.6%	19	before history	0.32%
DFAI	Dimensional International Core Equity Market ETF	Added	88,999	+245	$3,671,208	+6.2%	19	before history	0.30%

Showing the top 50 of 346 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.