Arkolith/Funds/Cardiff Park Advisors, LLC

Cardiff Park Advisors, LLC

CIK 1910000
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Cardiff Park Advisors, LLC holds a focused book of 347 reported positions worth $1.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Ciena Corp and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 13% of the reported non-option book. They also disclosed $2.1M in call options (bullish), shown separately below and excluded from the non-option book.

Opened
18
bought for the first time
+15 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
45
exited the position entirely
+42 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
52%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

25% mapped to company sectors

No sector on file yet
75%
Information Technology
17%
Financials
2%
Consumer Discretionary
1%
Utilities
1%
Industrials
1%
Health Care
1%
Energy
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Cardiff Park Advisors, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.9 / 80$4.5B
Capstone Capital LLC18 / 80$172.3M
Richard Young Associates, Ltd.17 / 80$145.0M
Define Financial, LLC25 / 80$208.9M
Swiss Re Ltd18 / 80$1.0B
Prospect Hill Management, LLC8 / 80$240.2M
Mirae Asset Global Investments Co., Ltd.38 / 80$278.0B
Pandowealth. LLC10 / 80$112.5M

Ranked by the share of each fund's own book sitting in the names it shares with Cardiff Park Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

347 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$166.9M3.76M
13.0%
−1.9%
Reduced · −74K sh
2Vanguard Index FDS
TOTAL STK MKT
$164.1M443.6K
12.8%
−7.3%
Reduced · −35K sh
3Meta Platforms Inc
CL A
$101.5M180.2K
7.9%
−1.2%
Reduced · −2K sh
4Dimensional ETF Trust
WORLD EX US CORE
$40.9M1.11M
3.2%
−0.9%
Reduced · −11K sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$37.0M519.3K
2.9%
−1.1%
Reduced · −6K sh
6State STR SPDR S&P 500 ETF T
TR UNIT
$36.9M49.4K
2.9%
−0.5%
Reduced · −255 sh
7Dimensional ETF Trust
US MKTWIDE VALUE
$34.8M632.1K
2.7%
−1.4%
Reduced · −9K sh
8Apple Inc
COM
$30.6M105.8K
2.4%
−2.6%
Reduced · −3K sh
9American Centy ETF TR
INTL EQT ETF
$29.5M330.5K
2.3%
+2.6%
Added · +8K sh
10Alphabet Inc
CAP STK CL C
$29.4M83.1K
2.3%
+83%
Added · +38K sh
11American Centy ETF TR
US EQT ETF
$25.2M196.5K
2.0%
+0.7%
Added · +1K sh
12Dimensional ETF Trust
US TARGETED VLU
$21.5M308.0K
1.7%
−2.9%
Reduced · −9K sh
13Vanguard Star FDS
VG TL INTL STK F
$20.5M239.5K
1.6%
+4.8%
Added · +11K sh
14Dimensional ETF Trust
US EQUI MARK ETF
$19.5M238.5K
1.5%
−2.7%
Reduced · −7K sh
15Dimensional ETF Trust
EMERGING MKTS CO
$18.2M448.0K
1.4%
+5.8%
Added · +25K sh
16Dimensional ETF Trust
INTL CORE EQUITY
$15.3M410.2K
1.2%
+28%
Added · +89K sh
17American Centy ETF TR
AVANTIS EMGMKT
$15.2M157.1K
1.2%
+0.4%
Added · +627 sh
18Dimensional ETF Trust
US SMALL CAP ETF
$15.0M386.3K
1.2%
−0.2%
Reduced · −844 sh
19Dimensional ETF Trust
INTL SMALL CAP V
$14.8M369.3K
1.2%
+6.4%
Added · +22K sh
20Vanguard Index FDS
GROWTH ETF
$12.9M150.1K
1.0%
+563%
Added · +127K sh
21Dimensional ETF Trust
INTERNATNAL VAL
$12.5M231.5K
1.0%
−2.2%
Reduced · −5K sh
22Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$12.1M203.2K
0.9%
−0.4%
Reduced · −761 sh
23Vanguard Index FDS
REAL ESTATE ETF
$11.9M123.0K
0.9%
−5.0%
Reduced · −6K sh
24Oklo Inc
COM CL A
$11.7M223.3K
0.9%
~0%
Reduced · −10 sh
25Alphabet Inc
CAP STK CL A
$11.6M32.5K
0.9%
+0.9%
Added · +296 sh
26Amazon Com Inc
COM
$10.2M42.9K
0.8%
−0.7%
Reduced · −309 sh
27Vanguard Index FDS
SM CP VAL ETF
$10.2M42.1K
0.8%
−12%
Reduced · −6K sh
28Nvidia Corporation
COM
$9.3M46.4K
0.7%
−7.6%
Reduced · −4K sh
29Vanguard Mun BD FDS
TAX EXEMPT BD
$9.2M182.1K
0.7%
−14%
Reduced · −30K sh
30Dimensional ETF Trust
US HIGH PROF ETF
$9.2M220.5K
0.7%
−0.6%
Reduced · −1K sh
31Dimensional ETF Trust
US SMALL CAP ETF
$9.0M109.9K
0.7%
+4.5%
Added · +5K sh
32Microsoft Corp
COM
$8.9M23.9K
0.7%
−0.1%
Reduced · −30 sh
33Ishares TR
CORE S&P500 ETF
$8.0M10.7K
0.6%
−1.8%
Reduced · −198 sh
34Schwab Strategic TR
US BRD MKT ETF
$7.7M266.1K
0.6%
−0.7%
Reduced · −2K sh
35Vanguard Index FDS
VALUE ETF
$7.3M33.5K
0.6%
−20%
Reduced · −8K sh
36Ishares TR
MSCI EAFE ETF
$7.3M70.2K
0.6%
−2.9%
Reduced · −2K sh
37Berkshire Hathaway Inc Del
CL B NEW
$7.2M14.4K
0.6%
−2.1%
Reduced · −306 sh
38American Centy ETF TR
INTL SMCP VLU
$6.5M63.2K
0.5%
+7.0%
Added · +4K sh
39American Centy ETF TR
US LARGE CAP VLU
$5.9M65.0K
0.5%
−0.9%
Reduced · −578 sh
40Vanguard Malvern FDS
STRM INFPROIDX
$5.8M116.5K
0.5%
−4.1%
Reduced · −5K sh
41Vanguard Intl Equity Index F
FTSE EUROPE ETF
$5.5M62.4K
0.4%
+0.7%
Added · +421 sh
42Advanced Micro Devices Inc
COM
$5.5M9.4K
0.4%
−9.3%
Reduced · −964 sh
43American Centy ETF TR
AVAN US SMAL ETF
$5.4M73.6K
0.4%
+15%
Added · +10K sh
44Vanguard Specialized Funds
DIV APP ETF
$5.1M21.4K
0.4%
−0.4%
Reduced · −87 sh
45Vanguard Scottsdale FDS
SHORT TERM TREAS
$5.0M85.3K
0.4%
+6.5%
Added · +5K sh
46Vanguard Intl Equity Index F
FTSE PACIFIC ETF
$4.8M41.2K
0.4%
Held
47Vanguard Scottsdale FDS
SHRT TRM CORP BD
$4.7M59.3K
0.4%
−6.3%
Reduced · −4K sh
48Micron Technology Inc
COM
$4.6M4.0K
0.4%
+25%
Added · +798 sh
49Berkshire Hathaway Inc Del
CL A
$4.5M6
0.3%
Held
50SPDR Series Trust
ST STR PR SP1500
$4.3M47.5K
0.3%
+0.3%
Added · +133 sh
Showing 50 of 347 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$2.1M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishISHARES BITCOIN TRUST ETFIBIT$999K30K
CALL · bullishPALANTIR TECHNOLOGIES INC-APLTR$292K3K
CALL · bullishSTRATEGY INCMSTR$261K3K
CALL · bullishISHARES ETHEREUM TRUST ETFETHA$178K15K
CALL · bullishCOINBASE GLOBAL INC -CLASS ACOIN$175K1K
CALL · bullishTESLA INCTSLA$126K300
CALL · bullishSERVICENOW INCNOW$99K1K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$1.3B · Q3 2025Q2 2025 · $1.2BQ2 2026 · $1.3B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d354$1.3B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d373$1.3B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d347$1.2B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d381$1.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d353$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.