Institutional Manager · CIK 0001910000
CARDIFF PARK ADVISORS, LLC
CARLSBAD, CA · File #028-22213
Latest AUM
$1.22B
Positions
347
Top-10 Concentration
63.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025347 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Sep 2025381 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Jun 2025353 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Mar 2025347 pos · $1.04B
- 13F HOLDINGS REPORTQ/E Dec 2024339 pos · $1.05B
- 13F HOLDINGS REPORTQ/E Sep 2024340 pos · $1.12B
- 13F HOLDINGS REPORTQ/E Jun 2024331 pos · $1.04B
- 13F HOLDINGS REPORTQ/E Mar 2024349 pos · $1.06B
- 13F HOLDINGS REPORTQ/E Dec 2023307 pos · $792.3M
- 13F HOLDINGS REPORTQ/E Sep 2023320 pos · $815.6M
- 13F HOLDINGS REPORTQ/E Jun 2023315 pos · $761.0M
- 13F HOLDINGS REPORTQ/E Mar 2023311 pos · $716.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,965,406 | $157.0M | 15.43% |
| 2 | VANGUARD INDEX FDS | 922908769 | 464,488 | $155.7M | 15.31% |
| 3 | META PLATFORMS INC | META | 181,954 | $120.1M | 11.81% |
| 4 | DIMENSIONAL ETF TRUST | 25434V880 | 1,167,549 | $38.2M | 3.76% |
| 5 | SPDR S&P 500 ETF TR | SPY | 49,987 | $34.1M | 3.35% |
| 6 | DIMENSIONAL ETF TRUST | 25434V724 | 680,592 | $31.7M | 3.12% |
| 7 | APPLE INC | AAPL | 113,426 | $30.8M | 3.03% |
| 8 | VANGUARD TAX-MANAGED FDS | 921943858 | 442,922 | $27.7M | 2.72% |
| 9 | AMERICAN CENTY ETF TR | 025072703 | 324,313 | $26.7M | 2.62% |
| 10 | DIMENSIONAL ETF TRUST | 25434V401 | 288,861 | $21.4M | 2.11% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 176,978 | $19.8M | 1.94% |
| 12 | DIMENSIONAL ETF TRUST | 25434V609 | 305,774 | $18.2M | 1.79% |
| 13 | OKLO INC | OKLO | 223,340 | $16.0M | 1.58% |
| 14 | VANGUARD STAR FDS | 921909768 | 197,205 | $14.9M | 1.46% |
| 15 | DIMENSIONAL ETF TRUST | 25434V732 | 422,874 | $14.0M | 1.37% |
| 16 | ALPHABET INC | GOOG | 43,205 | $13.6M | 1.33% |
| 17 | DIMENSIONAL ETF TRUST | 25434V781 | 345,213 | $13.1M | 1.29% |
| 18 | VANGUARD MUN BD FDS | 922907746 | 252,425 | $12.7M | 1.25% |
| 19 | DIMENSIONAL ETF TRUST | 25434V815 | 383,489 | $12.6M | 1.24% |
| 20 | VANGUARD INDEX FDS | 922908736 | 25,305 | $12.3M | 1.21% |