CARDIFF PARK ADVISORS, LLC - Portfolio overview

CARDIFF PARK ADVISORS, LLC has 402 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD INDEX FDS, 12.21%
  2. DFAC - DIMENSIONAL ETF TRUST, 11.85%
  3. META - META PLATFORMS INC, 8.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.