CARDIFF PARK ADVISORS, LLC
RIA/Wealth
CARDIFF PARK ADVISORS, LLC is a RIA/Wealth based in Bloomington, IL led by Brad Richard Metz, managing $1.3B across 374 long positions as of Q3 2025 with 71% ETF concentration and 52% concentrated in top 10 holdings.
Managing PartnerBrad Richard Metz
- Portfolio Value
- $1.3B
- Positions
- 374
- Top Holding
- DFAC at 12.18%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CARDIFF PARK ADVISORS, LLC's portfolio (52% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $158.4M | 12.18% | -$5.5M Sold | — 4.1M shares | |
ETF ETF | $152.0M | 11.68% | -$15.6M Sold | — 463.0K shares | |
Internet Content & Information Communication Services | $136.0M | 10.45% | +$5.9M Bought | 0.01% 185.2K shares | |
ETF ETF | $42.5M | 3.26% | +$42.5M Bought | — 69.3K shares | |
ETF ETF | $38.5M | 2.96% | -$3.2M Sold | — 1.2M shares | |
ETF ETF | $33.8M | 2.60% | -$248.5K Sold | — 50.8K shares | |
ETF ETF | $33.2M | 2.55% | -$182.0K Sold | — 742.2K shares | |
Consumer Electronics Technology | $30.3M | 2.33% | -$207.8K Sold | 0.00% 119.2K shares | |
ETF ETF | $26.1M | 2.00% | +$2.2M Bought | — 434.9K shares | |
ETF ETF | $25.8M | 1.98% | +$171.6K Bought | — 326.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CARDIFF PARK ADVISORS, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for CARDIFF PARK ADVISORS, LLC
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