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Cardiff Park Advisors - Q1 2026 13F Filings

CA

Cardiff Park Advisors, LLC

CIK: 0001910000
Address: California San Marcos 338 Via Vera Cruz Suite 240
$1.25 B
Portfolio Value
373
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/15/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VOO Vanguard S&P 500 Etf
+$40.64 M
2. GLD Spdr Gold Shares
+$12.25 M
3. QQQ Invesco Qqq Trust Series I
+$7.27 M
4. VEA Vanguard Ftse Developed Markets Etf
+$5.27 M
5. VTI Vanguard Total Stock Market Etf
+$4.54 M

Top Sells

Q1 2026
1. DFAC Dimensional Us Core Equity 2 Etf
−$5.03 M
2. DFUS Dimensional Us Equity Market Etf
−$3.1 M
3. NVDA Nvidia Corporation
−$2.45 M
4. VIG Vanguard Dividend Appreciation Etf
−$2.43 M
5. VTEB Vanguard Tax-Exempt Bond Etf
−$2.02 M

Asset Allocation

Stocks/ETFs
+2.99%
$1.25 B 99.86%
Options
-95.69%
$163,650 0.01%
Debt
$0 0.00%
Other
+1.11%
$1.58 M 0.13%

Sector Allocation (Stocks)

Cardiff Park Advisors Q1 2026 Filing Summary

Cardiff Park Advisors, LLC filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 1.25 B reflecting a +2.68% change from the prior quarter, spanning 373 assets. The top 10 holdings comprised 51.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 37 new positions and 9 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Cardiff Park Advisors’s Q1 2026 Filing

Cardiff Park Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Cardiff Park Advisors reported a managed portfolio value of 1.25 B, consisting of 373 individual positions.

This page displays the raw filing documents. To see which stocks Cardiff Park Advisors bought or sold during Q1 2026, please visit Cardiff Park Advisors's Portfolio Analysis page.