13F
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CARDIFF PARK ADVISORS, LLC

13F equity value
$1.3B
Positions
372
Top 10 concentration
51.0%
Quarters / total new picks
16 / 135
13F equity value over time
$0M$651M$1B202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 16 quarters, returned +4.2% per quarter — versus +3.3% per quarter from simply owning every 13F stock. It beat that baseline in only 43.8% of quarters (excess t = 1.32, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+8.4%
t-stat
1.32
Quarterly win rate
44%
Annualized excess
+2.9%
$1 → follow vs universe
$1.78 vs $1.61
Cumulative return: $1 invested in new picks vs universe
1.00 20220331: universe 1.07420220630: universe 0.99520220930: universe 1.06820221231: universe 0.99220230331: universe 1.04620230630: universe 1.00820230930: universe 1.14420231231: universe 1.19620240331: universe 1.22220240630: universe 1.33320240930: universe 1.32220241231: universe 1.23420250331: universe 1.34520250630: universe 1.38720250930: universe 1.56020251231: universe 1.614 20220331: follow 1.04320220630: follow 1.02220220930: follow 1.03220221231: follow 0.96820230331: follow 0.99620230630: follow 1.00220230930: follow 1.12920231231: follow 1.10820240331: follow 1.15720240630: follow 1.65420240930: follow 1.67520241231: follow 1.51420250331: follow 1.72720250630: follow 1.73720250930: follow 1.73520251231: follow 1.785 0.89 1.41 1.93 2022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 372 · 2026 Q1

Ticker Value Weight QoQ
VTI $154M
12.3%
ADD
DFAC $149M
11.9%
TRIM
META $104M
8.3%
HOLD
VOO $41M
3.3%
NEW
DFAX $38M
3.0%
TRIM
VEA $34M
2.7%
ADD
SPY $32M
2.6%
HOLD
DFUV $31M
2.5%
TRIM
AAPL $28M
2.2%
TRIM
AVDE $27M
2.2%
HOLD
AVUS $22M
1.7%
ADD
DFAT $20M
1.6%
ADD
VXUS $18M
1.4%
ADD
DFUS $17M
1.4%
TRIM
DFEM $15M
1.2%
HOLD
DISV $14M
1.1%
HOLD
DFSV $14M
1.1%
HOLD
GOOG $13M
1.0%
ADD
AVEM $13M
1.0%
HOLD
DFIV $12M
1.0%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.