Institutional Fund
Cardiff Park Advisors, LLC
San Marcos, CACIK 19100005 filings on record
Portfolio Value
$1.25B
Q1 2026
Holdings
372
Reported positions
New Buys
37
Opened this quarter
QoQ Change
+3.0%
from $1.21B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds12.3%
- Dimensional ETF Trust11.9%
- Meta Platforms Inc8.3%
- Vanguard Index Fds3.3%
- Dimensional ETF Trust3.0%
- Vanguard Tax-Managed Fds2.7%
- Other58.5%
Portfolio Holdings
372 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 478.6K | $153.55M | 12.3% | +14.2K | Added |
| 2 | Dimensional ETF Trust | 3.84M | $149.06M | 11.9% | −129.5K | Reduced |
| 3 | Meta Platforms Inc | 182.4K | $104.35M | 8.3% | +433 | Added |
| 4 | Vanguard Index Fds | 68.0K | $40.64M | 3.3% | +68.0K | New |
| 5 | Dimensional ETF Trust | 1.12M | $38.07M | 3.0% | −46.9K | Reduced |
| 6 | Vanguard Tax-Managed Fds | 525.1K | $33.65M | 2.7% | +82.2K | Added |
| 7 | Spdr S&P 500 ETF Tr | 49.7K | $32.31M | 2.6% | −299 | Reduced |
| 8 | Dimensional ETF Trust | 641.3K | $31.08M | 2.5% | −39.3K | Reduced |
| 9 | Apple Inc | 108.5K | $27.55M | 2.2% | −4.9K | Reduced |
| 10 | American Centy ETF Tr | 322.2K | $27.33M | 2.2% | −2.2K | Reduced |
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