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Cardiff Park Advisors, LLC

SEC CIK
0001910000
Latest filing
Aug 14, 2026

The latest 13F from Cardiff Park Advisors, LLC covers Q2 2026 (filed Aug 14, 2026): 347 long positions worth $1.29B. The top 10 holdings make up 52.2% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 13.0%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
20
Est. +$4.51M
Added
124
Est. +$27.6M
Reduced
93
Est. −$39.8M
Sold out
45
Est. −$81.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    13.0%$166.9M
  2. Vanguard Morningstar Total Stock Market ETF922908769
    12.8%$164.1M
  3. METAMeta Platforms, Inc.
    7.9%$101.5MHistory
  4. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    3.2%$40.9M
  5. Vanguard Ftse Developed Markets ETF921943858
    2.9%$37.0M

Biggest buys

New and added positions, by estimated amount bought

  1. GOOGAlphabet Inc.
    +$13.3MAddedHistory
  2. Dimensional ETF Trust25434V799
    +$3.30MAdded
  3. Vanguard Morningstar Growth ETF922908736
    +$1.23MAddedConverted for a 6-for-1 split
  4. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$1.04MAdded
  5. Dimensional ETF Trust25434V732
    +$1.00MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. GOOGAlphabet Inc.
    +1.24 pp1.0% → 2.3%History
  2. Dimensional ETF Trust25434V799
    +0.27 pp0.9% → 1.2%
  3. MUMicron Technology Inc
    +0.27 pp0.1% → 0.4%History
  4. Dimensional ETF Trust25434V732
    +0.24 pp1.2% → 1.4%
  5. American Centy ETF Tr025072885
    +0.22 pp1.7% → 2.0%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard S&P 500 ETF922908363
    −$40.6MSold out
  2. Vanguard Morningstar Total Stock Market ETF922908769
    −$13.0MReduced
  3. GLDSPDR Gold Trust
    −$12.3MSold outHistory
  4. Invesco QQQ Trust Series I46090E103
    −$7.27MSold out
  5. AMATApplied Materials Inc
    −$5.23MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard S&P 500 ETF922908363
    −3.25 pp3.3% → 0.0%
  2. GLDSPDR Gold Trust
    −0.98 pp1.0% → 0.0%History
  3. Invesco QQQ Trust Series I46090E103
    −0.58 pp0.6% → 0.0%
  4. METAMeta Platforms, Inc.
    −0.46 pp8.3% → 7.9%History
  5. AMATApplied Materials Inc
    −0.42 pp0.4% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.29B
+$36.9M (+3.0%) vs. prior quarter
Positions
347
−25 vs. prior quarter
Top 10 concentration
52.2%
Top 10 as share of value
Turnover
2.5%
Q2 2026, one quarter
Average holding period
18.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.30B (Q3 2025)

Q4 2021: $758.2MQ1 2022: $707.4MQ2 2022: $659.4MQ3 2022: $637.8MQ4 2022: $715.0MQ1 2023: $759.9MQ2 2023: $814.1MQ3 2023: $790.8MQ4 2023: $898.4MQ1 2024: $1.05BQ2 2024: $1.04BQ3 2024: $1.11BQ4 2024: $1.05BQ1 2025: $1.03BQ2 2025: $1.16BQ3 2025: $1.30BQ4 2025: $1.21BQ1 2026: $1.25BQ2 2026: $1.29B
Q4 2021Q2 2026
13F filings of Cardiff Park Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026347$1.29BDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q1 2026SEC
Q1 2026May 15, 2026372$1.25BVanguard Morningstar Total Stock Market ETFDimensional U.S. Core Equity 2 ETFMETAvs. Q4 2025SEC
Q4 2025Feb 17, 2026344$1.21BDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q3 2025SEC
Q3 2025Nov 14, 2025378$1.30BDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q2 2025SEC
Q2 2025Aug 14, 2025349$1.16BVanguard Morningstar Total Stock Market ETFDimensional U.S. Core Equity 2 ETFMETAvs. Q1 2025SEC
Q1 2025May 15, 2025343$1.03BDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q4 2024SEC
Q4 2024Feb 14, 2025335$1.05BDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q3 2024SEC
Q3 2024Nov 14, 2024336$1.11BMETADimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFvs. Q2 2024SEC
Q2 2024Aug 14, 2024329$1.04BMETADimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFvs. Q1 2024SEC
Q1 2024May 14, 2024347$1.05BMETADimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFvs. Q4 2023SEC
Q4 2023Feb 14, 2024330$898.4MDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q3 2023SEC
Q3 2023Nov 13, 2023306$790.8MDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q2 2023SEC
Q2 2023Aug 14, 2023319$814.1MDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q1 2023SEC
Q1 2023May 15, 2023314$759.9MDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q4 2022SEC
Q4 2022Feb 9, 2023309$715.0MDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q3 2022SEC
Q3 2022Nov 8, 2022313$637.8MDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q2 2022SEC
Q2 2022Aug 15, 2022315$659.4MDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q1 2022SEC
Q1 2022May 16, 2022313$707.4MDimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFMETAvs. Q4 2021SEC
Q4 2021Feb 15, 2022306$758.2MDimensional U.S. Core Equity 2 ETFMETAVanguard Morningstar Total Stock Market ETF–SEC