Cardiff Park Advisors, LLC Incresed Positions in Q3 2025

Cardiff Park Advisors, LLC

  • $1.27 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GNMA
Ishares Gnma Bond ETF

ETFs
10
+ 0.03%
$43.21 - $44.75 $432 - $448
33.8K $1.5M
KRE
Spdr S&P Regional Banking ETF

ETFs
20
+ 0.63%
$58.82 - $66.17 $1.18K - $1.32K
3.22K $203K
DHS
Wisdomtree Tr U.S

ETFs
9
+ 0.39%
$96.42 - $101.82 $868 - $916
2.33K $235K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.09%
$91.03 - $98.69 $182 - $197
2.31K $220K
DFSD
Dimensional ETF Tr Short Durat

ETFs
121
+ 0.78%
$47.86 - $48.43 $5.79K - $5.86K
15.6K $754K
DFAR
Dimensional ETF Tr Dimensional

ETFs
19
+ 0.09%
$22.9 - $24.1 $435 - $458
22K $524K
AVSF
American Centy ETF Tr Avantis

ETFs
73
+ 0.28%
$46.71 - $47.3 $3.41K - $3.45K
25.7K $1.21M
IAT
Ishares Tr

ETFs
18
+ 0.75%
$48.92 - $54.5 $881 - $981
2.42K $127K
TXN
Texas Instruments Inc

Technology
37
+ 2.88%
N/A
1.32K $257K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
10
+ 0.42%
$58.7 - $62.94 $587 - $629
2.41K $149K
MUB
Ishares National Muni Bond ETF

ETFs
12
+ 0.48%
$103.24 - $106.68 $1.24K - $1.28K
2.54K $269K
CMF
Ishares California Muni Bond E

ETFs
23
+ 0.76%
$55.16 - $57.13 $1.27K - $1.31K
3.03K $173K
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.3%
$132.83 - $140.61 $266 - $281
674 $94K
HYG
Ishares Tr

ETFs
49
+ 1.44%
$79.85 - $81.32 $3.91K - $3.98K
3.44K $279K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
56
+ 1.04%
$91.44 - $91.77 $5.12K - $5.14K
5.46K $501K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
42
+ 0.65%
$78.11 - $79.07 $3.28K - $3.32K
6.49K $512K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
126
+ 1.02%
$22.9 - $23.58 $2.89K - $2.97K
12.4K $291K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.28%
$24.46 - $26.5 $147 - $159
2.15K $56K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
31
+ 0.87%
$100.16 - $100.7 $3.1K - $3.12K
3.59K $361K
LQD
Ishares Iboxx $ Investment Gra

ETFs
4
+ 0.22%
$107.66 - $112.36 $431 - $449
1.81K $201K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
27
+ 0.73%
$45.72 - $47.27 $1.23K - $1.28K
3.71K $174K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14
+ 0.85%
$97.75 - $100.75 $1.37K - $1.41K
1.67K $167K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1
+ 0.72%
$85.31 - $97.03 $85.3 - $97
140 $13K
VTWO
Vanguard Russell 2000 ETF

ETFs
21
+ 42.0%
$86.92 - $99.32 $1.83K - $2.09K
71 $6K
VFH
Vanguard Financial ETF

ETFs
2
+ 0.37%
$125.23 - $132.78 $250 - $266
546 $71K
Dimensional ETF Trust
129
+ 0.39%
N/A
33.3K $0
Ishares Bitcoin Trust ETF
3.87K
+ 32.48%
N/A
15.8K $0
Dimensional ETF Trust
62
+ 0.34%
N/A
18.5K $0
VUSB
Vanguard Bd Index Fds
724
+ 2.42%
N/A
30.6K $0
DFSU
Dimensional ETF Tr Dimen Us Su
3
+ 0.23%
N/A
1.29K $0
DFSI
Dimensional ETF Tr Dimen Intl
16
+ 0.36%
N/A
4.5K $0
Vanguard Instl Index Fd
31
+ 0.97%
N/A
3.21K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
11
+ 0.8%
N/A
1.38K $0
ABT
Abbott Laboratories

Healthcare
37
+ 0.82%
$120.51 - $136.62 $4.46K - $5.05K
4.56K $610K
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.15%
$212.64 - $225.25 $425 - $451
1.31K $279K
CSCO
Cisco Systems, Inc.

Technology
123
+ 0.72%
$66.2 - $71.79 $8.14K - $8.83K
17.1K $1.17M
KMB
Kimberly Clark Corp

Consumer Defensive
12
+ 0.63%
$121.72 - $136.77 $1.46K - $1.64K
1.93K $239K
T
At&T Inc.

Communication Services
58
+ 0.4%
$26.94 - $29.62 $1.56K - $1.72K
14.5K $410K
CB
Chubb LTD

Financial Services
7
+ 0.34%
$265.99 - $289.59 $1.86K - $2.03K
2.07K $583K
DIS
Walt Disney CO

Communication Services
15
+ 0.66%
$112.25 - $124.0 $1.68K - $1.86K
2.29K $262K
MSTR
Microstrategy Inc

Technology
100
+ 15.06%
$300.7 - $455.9 $30.1K - $45.6K
764 $246K
HON
Honeywell International Inc

Industrials
97
+ 4.8%
$207.7 - $240.4 $20.1K - $23.3K
2.12K $445K
KO
Coca Cola CO

Consumer Defensive
106
+ 1.35%
$65.67 - $71.67 $6.96K - $7.6K
7.98K $529K
OKE
Oneok Inc

Energy
21
+ 0.49%
$71.36 - $83.47 $1.5K - $1.75K
4.3K $313K
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.23%
$150.47 - $161.22 $2.41K - $2.58K
6.98K $1.07M
V
Visa Inc.

Financial Services
15
+ 0.46%
$332.09 - $358.86 $4.98K - $5.38K
3.3K $1.12M
CSL
Carlisle Companies Inc

Industrials
3
+ 0.28%
$327.52 - $435.11 $983 - $1.31K
1.08K $353K
DOV
Dover Corp

Industrials
9
+ 0.29%
$165.59 - $190.9 $1.49K - $1.72K
3.13K $522K
ARCC
Ares Capital Corp

Financial Services
1.95K
+ 2.12%
$20.41 - $23.25 $39.8K - $45.3K
93.8K $1.92M
Activity Summary
Buys All Purchases 193 New Holdings 41 Increased Positions 152 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Cardiff Park Advisors, LLC Portfolio

Follow Cardiff Park Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardiff Park Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardiff Park Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email