Cfo4life Group, LLC Top Holdings and 13F Report (2026) About Cfo4life Group, LLCInvestment ActivityCfo4life Group, LLC has $655.98 million in total holdings as of March 31, 2026.Cfo4life Group, LLC owns shares of 210 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 0.86% of the portfolio was purchased this quarter.About 5.20% of the portfolio was sold this quarter.This quarter, Cfo4life Group, LLC has purchased 242 new stocks and bought additional shares in 55 stocks.Cfo4life Group, LLC sold shares of 130 stocks and completely divested from 38 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $86,345,996iShares U.S. Equity Factor Rotation Active ETF $42,414,707iShares Core MSCI EAFE ETF $34,328,519iShares MSCI USA Quality Factor ETF $33,621,868United Parcel Service $30,597,110 Largest New Holdings this Quarter 46429B267 - iShares U.S. Treasury Bond ETF $537,904 Holding72651A207 - Plains GP $226,742 Holding61774A103 - MORGAN STANLEY DIRECT LENDIN $206,789 Holding872280102 - Carlyle Secured Lending $132,199 Holding09581B103 - Blue Owl Capital $97,371 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,121 shares (about $669.85K)Vanguard Short-Term Treasury ETF 10,606 shares (about $620.87K)iShares U.S. Treasury Bond ETF 23,479 shares (about $537.90K)NYLI MacKay Shields Municipal Intermediate ETF 22,020 shares (about $530.79K)Vanguard Total World Stock ETF 2,120 shares (about $293.22K) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 51,671 shares (about $2.57M)Microsoft 3,680 shares (about $1.36M)Apple 5,350 shares (about $1.36M)Darling Ingredients 17,615 shares (about $1.09M)NVIDIA 6,094 shares (about $1.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCfo4life Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$86,345,996$669,854 â–²0.8%144,50013.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$42,414,707$127,589 â–²0.3%729,0266.5%ETFIEFAiShares Core MSCI EAFE ETF$34,328,519$569,524 â–¼-1.6%379,1955.2%ETFQUALiShares MSCI USA Quality Factor ETF$33,621,868$180,877 â–¼-0.5%175,2875.1%ETFUPSUnited Parcel Service$30,597,110$73,883 â–¼-0.2%311,0094.7%TransportationAAPLApple$30,326,880$1,357,776 â–¼-4.3%119,4964.6%Computer and TechnologyJMUBJPMorgan Municipal ETF$16,279,790$123,125 â–²0.8%325,6612.5%ETFMSFTMicrosoft$15,521,906$1,362,220 â–¼-8.1%41,9322.4%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$14,607,029$86,397 â–¼-0.6%60,8652.2%ETFVFLOVictoryShares Free Cash Flow ETF$13,924,628$149,037 â–¼-1.1%352,7012.1%ETFVANGUARD MALVERN FDS$12,834,980$197,861 â–²1.6%165,8692.0%CORE BD ETFAMZNAmazon.com$12,275,843$467,358 â–¼-3.7%58,9421.9%Retail/WholesaleVUSBVanguard Ultra-Short Bond ETF$12,169,002$2,572,442 â–¼-17.5%244,4311.9%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$12,025,960$530,792 â–²4.6%498,8991.8%ETFDARDarling Ingredients$11,966,120$1,089,488 â–¼-8.3%193,4701.8%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$10,964,656$625,653 â–¼-5.4%88,2041.7%ETFVLUEiShares MSCI USA Value Factor ETF$8,997,991$206,461 â–¼-2.2%63,2811.4%ETFVVisa$8,492,737$193,436 â–¼-2.2%28,0991.3%Business ServicesVTIVanguard Total Stock Market ETF$8,460,806$28,232 â–¼-0.3%26,3731.3%ETFJEPIJPMorgan Equity Premium Income ETF$8,142,012$6,688 â–²0.1%143,6491.2%ETFHDHome Depot$8,092,695$188,784 â–¼-2.3%24,6061.2%Retail/WholesaleGOOGAlphabet$7,657,109$822,423 â–¼-9.7%26,6931.2%Computer and TechnologyGOOGLAlphabet$7,538,718$799,422 â–¼-9.6%26,2161.1%Computer and TechnologyWALMART INC$7,100,858$259,124 â–¼-3.5%57,1361.1%COMGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$6,967,656$144,276 â–¼-2.0%55,6831.1%ETFIXUSiShares Core MSCI Total International Stock ETF$6,922,636$40,548 â–¼-0.6%79,9011.1%ManufacturingNVDANVIDIA$6,886,284$1,062,782 â–¼-13.4%39,4861.0%Computer and TechnologyMAMastercard$6,297,893$296,806 â–¼-4.5%12,6041.0%Business ServicesWMWaste Management$6,006,025$74,682 â–¼-1.2%26,1370.9%Business ServicesGSIEGoldman Sachs ActiveBeta International Equity ETF$5,810,003$98,423 â–¼-1.7%134,7090.9%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,773,494$238,269 â–¼-4.0%48,6800.9%ETFFBNDFidelity Total Bond ETF$5,287,292$134,578 â–²2.6%115,8990.8%ETFMETAMeta Platforms$4,502,719$249,452 â–¼-5.2%7,8700.7%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$4,490,953$274,478 â–¼-5.8%88,0920.7%ETFXOMExxonMobil$4,425,765$123,004 â–¼-2.7%26,0860.7%EnergyVANGUARD MALVERN FDS$4,271,977$148,273 â–²3.6%55,0590.7%CORE-PLUS BD ETFHTRBHartford Total Return Bond ETF$4,195,684$152,910 â–²3.8%124,3530.6%ETFCSXCSX$3,858,948$1,273 â–¼0.0%94,0060.6%TransportationVWOVanguard FTSE Emerging Markets ETF$3,779,391$29,025 â–¼-0.8%69,9240.6%ETFAVGOBroadcom$3,607,561$469,515 â–¼-11.5%11,6560.5%Computer and TechnologyFIXDFirst Trust TCW Opportunistic Fixed Income ETF$3,212,530$80,380 â–¼-2.4%73,6990.5%ManufacturingBRK.ABerkshire Hathaway$2,872,5600.0%40.4%FinanceVGSHVanguard Short-Term Treasury ETF$2,713,185$620,869 â–²29.7%46,3480.4%ETFBLACKROCK INC$2,621,577$40,391 â–¼-1.5%2,7260.4%COMJNJJohnson & Johnson$2,541,741$77,489 â–¼-3.0%10,3980.4%MedicalSPYSPDR S&P 500 ETF Trust$2,444,090$5,853 â–¼-0.2%3,7580.4%FinanceAPPLOVIN CORP$2,399,542$113,430 â–¼-4.5%6,0290.4%COM CL ATSLATesla$2,387,551$250,206 â–¼-9.5%6,4220.4%Auto/Tires/TrucksPGProcter & Gamble$2,351,907$115,118 â–¼-4.7%16,2830.4%Consumer StaplesJPMJPMorgan Chase & Co.$2,202,645$659,205 â–¼-23.0%7,4880.3%FinanceCSCOCisco Systems$2,057,263$144,237 â–¼-6.6%26,5150.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,042,734$45,347 â–²2.3%40,3620.3%ETFPBProsperity Bancshares$1,937,707$24,050 â–¼-1.2%28,8440.3%FinanceBRK.BBerkshire Hathaway$1,857,379$410,674 â–¼-18.1%3,8760.3%FinanceDIVOAmplify CWP Enhanced Dividend Income ETF$1,846,245$255,958 â–²16.1%41,1650.3%ETFPEPPepsiCo$1,731,702$378,456 â–¼-17.9%11,1510.3%Consumer StaplesLIILennox International$1,674,054$753,255 â–¼-31.0%3,6070.3%ConstructionIUSViShares Core S&P U.S. Value ETF$1,591,627$6,135 â–²0.4%15,5660.2%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,544,800$78,691 â–¼-4.8%24,1070.2%ETFCOPConocoPhillips$1,502,729$11,484 â–¼-0.8%11,3840.2%EnergyTMUST-Mobile US$1,479,728$72,674 â–¼-4.7%7,0450.2%Computer and TechnologyLLYEli Lilly and Company$1,422,904$301,689 â–¼-17.5%1,5470.2%MedicalQQQInvesco QQQ$1,323,781$365,280 â–¼-21.6%2,2940.2%FinanceBXSLBlackstone Secured Lending Fund$1,302,303$298,492 â–¼-18.6%54,9730.2%FinanceKLACKLA$1,193,086$217,996 â–¼-15.4%8100.2%Computer and TechnologyCOSTCostco Wholesale$1,158,383$302,793 â–¼-20.7%1,1630.2%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$1,125,903$349 â–²0.0%22,5680.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,092,092$742 â–²0.1%11,7760.2%ETFEMEEMCOR Group$1,086,670$28,053 â–¼-2.5%1,4720.2%ConstructionKOCocaCola$1,086,285$89,434 â–¼-7.6%14,2840.2%Consumer StaplesTXNTexas Instruments$1,043,621$565,295 â–¼-35.1%5,3760.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$936,017$80,744 â–¼-7.9%6,3990.1%CL AAXPAmerican Express$935,463$7,864 â–¼-0.8%3,0930.1%FinancePIMCO ETF TR$922,708$831 â–¼-0.1%9,9990.1%ACTIVE BD ETFTFLOiShares Treasury Floating Rate Bond ETF$920,136$31,491 â–²3.5%18,1740.1%ETFBKNGBooking$886,903$21,017 â–¼-2.3%2110.1%Retail/WholesaleCVXChevron$886,466$65,166 â–¼-6.8%4,2850.1%EnergyAPHAmphenol$843,945$3,538 â–¼-0.4%6,6790.1%Computer and TechnologyNTRSNorthern Trust$809,787$22,750 â–¼-2.7%5,8020.1%FinanceMMINNYLI MacKay Municipal Insured ETF$798,888$5,999 â–²0.8%33,6940.1%ETFCCitigroup$791,112$39,465 â–¼-4.8%6,9760.1%Financial ServicesHIGThe Hartford Insurance Group$790,064$6,356 â–¼-0.8%5,8420.1%FinanceMUMicron Technology$782,105$29,730 â–²4.0%2,3150.1%Computer and TechnologyNVSNovartis$765,341$106,781 â–¼-12.2%5,0100.1%MedicalVTVanguard Total World Stock ETF$755,603$293,223 â–²63.4%5,4630.1%ETFBEBloom Energy$750,750$135,625 â–¼-15.3%5,5410.1%EnergyCIIBlackRock Enhanced Capital and Income Fund$742,446$46,370 â–²6.7%35,3210.1%Financial ServicesINTCIntel$736,221$8,252 â–¼-1.1%16,6830.1%Computer and TechnologyIVViShares Core S&P 500 ETF$729,055$74,473 â–²11.4%1,1160.1%ETFPGRProgressive$722,387$2,379 â–¼-0.3%3,6440.1%FinancePFEPfizer$718,373$39,677 â–¼-5.2%25,5830.1%MedicalVUGVanguard Growth ETF$700,802$9,175 â–²1.3%1,6040.1%ETFLMTLockheed Martin$698,716$22,364 â–¼-3.1%1,1560.1%AerospacePMPhilip Morris International$684,996$11,408 â–¼-1.6%4,1430.1%Consumer StaplesUNPUnion Pacific$675,139$233,133 â–¼-25.7%2,7830.1%TransportationBALTInnovator Defined Wealth Shield ETF$672,847$411,787 â–¼-38.0%20,1060.1%ETFETBEaton Vance Tax-Managed Buy-Write Income Fund$666,741$25,235 â–¼-3.6%46,2370.1%Financial ServicesEPDEnterprise Products Partners$656,073$385,818 â–¼-37.0%17,3380.1%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$655,1780.0%4,6000.1%ETFBIZDVanEck BDC Income ETF$654,122$237,505 â–²57.0%51,1030.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
