Filed: 8/14/2025ACC: 0001398344-25-015650
📋 What this filing means
CARDIFF PARK ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 349 equity positions with a total reported market value of $1.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
349
Positions
$1.16B
Total AUM (reported)
16.16M
Total Shares
Allocation by class
TOTAL STK MKT$155.18M13.4%
US CORE EQUITY 2$152.32M13.1%
CL A$139.84M12.0%
COM$131.62M11.3%
WORLD EX US CORE$38.99M3.4%
TR UNIT$32.63M2.8%
US MKTWIDE VALUE$31.55M2.7%
Portfolio Concentration
Top 3$439.70M37.9%
4–10$196.75M16.9%
11–25$185.82M16.0%
Rest$338.77M29.2%
Top 3 weight
37.9%
Top 10 weight
54.8%
Voting Authority Distribution
Total shares with voting rights: 16.16M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole349
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings349
Rows:
VANGUARD INDEX FDS
SOLEShares510.57K
TypeSH
Market value$155.18M
13.37%
Sole
0.00
Shared
0.00
None
510.57K
DIMENSIONAL ETF TRUST
SOLEShares4.25M
TypeSH
Market value$152.32M
13.12%
Sole
0.00
Shared
0.00
None
4.25M
META PLATFORMS INC
SOLEShares179.12K
TypeSH
Market value$132.21M
11.39%
Sole
0.00
Shared
0.00
None
179.12K
DIMENSIONAL ETF TRUST
SOLEShares1.33M
TypeSH
Market value$38.99M
3.36%
Sole
0.00
Shared
0.00
None
1.33M
SPDR S&P 500 ETF TR
SOLEShares51.14K
TypeSH
Market value$31.60M
2.72%
Sole
0.00
Shared
0.00
None
51.14K
DIMENSIONAL ETF TRUST
SOLEShares746.29K
TypeSH
Market value$31.55M
2.72%
Sole
0.00
Shared
0.00
None
746.29K
APPLE INC
SOLEShares120K
TypeSH
Market value$24.62M
2.12%
Sole
0.00
Shared
0.00
None
120K
AMERICAN CENTY ETF TR
SOLEShares324.55K
TypeSH
Market value$24.02M
2.07%
Sole
0.00
Shared
0.00
None
324.55K
DIMENSIONAL ETF TRUST
SOLEShares346.94K
TypeSH
Market value$23.25M
2.00%
Sole
0.00
Shared
0.00
None
346.94K
VANGUARD TAX-MANAGED FDS
SOLEShares398.62K
TypeSH
Market value$22.73M
1.96%
Sole
0.00
Shared
0.00
None
398.62K
AMERICAN CENTY ETF TR
SOLEShares179.53K
TypeSH
Market value$18.10M
1.56%
Sole
0.00
Shared
0.00
None
179.53K
OKLO INC
SOLEShares323.24K
TypeSH
Market value$18.10M
1.56%
Sole
0.00
Shared
0.00
None
323.24K
DIMENSIONAL ETF TRUST
SOLEShares327.48K
TypeSH
Market value$17.67M
1.52%
Sole
0.00
Shared
0.00
None
327.48K
VANGUARD MUN BD FDS
SOLEShares257.02K
TypeSH
Market value$12.60M
1.09%
Sole
0.00
Shared
0.00
None
257.02K
MICROSOFT CORP
SOLEShares24.60K
TypeSH
Market value$12.24M
1.05%
Sole
0.00
Shared
0.00
None
24.60K
DIMENSIONAL ETF TRUST
SOLEShares404.74K
TypeSH
Market value$12.01M
1.03%
Sole
0.00
Shared
0.00
None
404.74K
DIMENSIONAL ETF TRUST
SOLEShares393.87K
TypeSH
Market value$11.59M
1.00%
Sole
0.00
Shared
0.00
None
393.87K
DIMENSIONAL ETF TRUST
SOLEShares342.28K
TypeSH
Market value$11.26M
0.97%
Sole
0.00
Shared
0.00
None
342.28K
DIMENSIONAL ETF TRUST
SOLEShares260.58K
TypeSH
Market value$11.16M
0.96%
Sole
0.00
Shared
0.00
None
260.58K
VANGUARD INDEX FDS
SOLEShares25.18K
TypeSH
Market value$11.04M
0.95%
Sole
0.00
Shared
0.00
None
25.18K
AMERICAN CENTY ETF TR
SOLEShares159.19K
TypeSH
Market value$10.91M
0.94%
Sole
0.00
Shared
0.00
None
159.19K
NVIDIA CORPORATION
SOLEShares64.28K
TypeSH
Market value$10.16M
0.87%
Sole
0.00
Shared
0.00
None
64.28K
AMAZON COM INC
SOLEShares44.63K
TypeSH
Market value$9.79M
0.84%
Sole
0.00
Shared
0.00
None
44.63K
DIMENSIONAL ETF TRUST
SOLEShares313.02K
TypeSH
Market value$9.73M
0.84%
Sole
0.00
Shared
0.00
None
313.02K
DIMENSIONAL ETF TRUST
SOLEShares148.37K
TypeSH
Market value$9.45M
0.81%
Sole
0.00
Shared
0.00
None
148.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 510.57K | SH | $155.18M 13.37% | 0.00 | 0.00 | 510.57K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 4.25M | SH | $152.32M 13.12% | 0.00 | 0.00 | 4.25M |
META PLATFORMS INCSOLE | CL A | 179.12K | SH | $132.21M 11.39% | 0.00 | 0.00 | 179.12K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.33M | SH | $38.99M 3.36% | 0.00 | 0.00 | 1.33M |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 51.14K | SH | $31.60M 2.72% | 0.00 | 0.00 | 51.14K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 746.29K | SH | $31.55M 2.72% | 0.00 | 0.00 | 746.29K |
APPLE INCSOLE | COM | 120K | SH | $24.62M 2.12% | 0.00 | 0.00 | 120K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 324.55K | SH | $24.02M 2.07% | 0.00 | 0.00 | 324.55K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 346.94K | SH | $23.25M 2.00% | 0.00 | 0.00 | 346.94K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 398.62K | SH | $22.73M 1.96% | 0.00 | 0.00 | 398.62K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 179.53K | SH | $18.10M 1.56% | 0.00 | 0.00 | 179.53K |
OKLO INCSOLE | COM CL A | 323.24K | SH | $18.10M 1.56% | 0.00 | 0.00 | 323.24K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 327.48K | SH | $17.67M 1.52% | 0.00 | 0.00 | 327.48K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 257.02K | SH | $12.60M 1.09% | 0.00 | 0.00 | 257.02K |
MICROSOFT CORPSOLE | COM | 24.60K | SH | $12.24M 1.05% | 0.00 | 0.00 | 24.60K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 404.74K | SH | $12.01M 1.03% | 0.00 | 0.00 | 404.74K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 393.87K | SH | $11.59M 1.00% | 0.00 | 0.00 | 393.87K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 342.28K | SH | $11.26M 0.97% | 0.00 | 0.00 | 342.28K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 260.58K | SH | $11.16M 0.96% | 0.00 | 0.00 | 260.58K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 25.18K | SH | $11.04M 0.95% | 0.00 | 0.00 | 25.18K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 159.19K | SH | $10.91M 0.94% | 0.00 | 0.00 | 159.19K |
NVIDIA CORPORATIONSOLE | COM | 64.28K | SH | $10.16M 0.87% | 0.00 | 0.00 | 64.28K |
AMAZON COM INCSOLE | COM | 44.63K | SH | $9.79M 0.84% | 0.00 | 0.00 | 44.63K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 313.02K | SH | $9.73M 0.84% | 0.00 | 0.00 | 313.02K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 148.37K | SH | $9.45M 0.81% | 0.00 | 0.00 | 148.37K |
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