Cfo4life Group, LLC Top Holdings and 13F Report (2026)

About Cfo4life Group, LLC

Investment Activity

Cfo4life Group, LLC has $742.79 million in total holdings as of June 30, 2026.
Cfo4life Group, LLC owns shares of 236 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 3.90% of the portfolio was purchased this quarter.
About 1.70% of the portfolio was sold this quarter.
This quarter, Cfo4life Group, LLC has purchased 210 new stocks and bought additional shares in 111 stocks.
Cfo4life Group, LLC sold shares of 78 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $99,007,246
iShares U.S. Equity Factor Rotation Active ETF: $49,486,856
iShares MSCI USA Quality Factor ETF: $38,595,019
iShares Core MSCI EAFE ETF: $36,299,895
Apple: $34,767,623

Largest New Holdings this Quarter

808524102 - Schwab US Broad Market ETF: $1,646,461 Holding
464287309 - iShares S&P 500 Growth ETF: $1,006,341 Holding
78464A664 - SPDR Portfolio Long Term Treasury ETF: $955,375 Holding
464287408 - iShares S&P 500 Value ETF: $913,008 Holding
92206C771 - Vanguard Mortgage-Backed Securities ETF: $912,842 Holding

Largest Purchases this Quarter

Vanguard Short-Term Treasury ETF: 43,388 shares (about $2.53M)
KLA: 7,369 shares (about $2.22M)
Schwab US Broad Market ETF: 56,853 shares (about $1.65M)
iShares U.S. Treasury Bond ETF: 50,210 shares (about $1.14M)
iShares S&P 500 Growth ETF: 7,317 shares (about $1.01M)

Largest Sales this Quarter

Vanguard Ultra-Short Bond ETF: 25,111 shares (about $1.25M)
Invesco QQQ: 1,432 shares (about $1.05M)
SPDR S&P 500 ETF Trust: 1,163 shares (about $868.56K)
Prosperity Bancshares: 10,922 shares (about $797.62K)
Taiwan Semiconductor Manufacturing: 1,389 shares (about $663.35K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$99,007,246	$236,950 â–¼	-0.2%	144,155	13.3%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$49,486,856	$94,194 â–¼	-0.2%	727,641	6.7%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$38,595,019	$131,877 â–²	0.3%	175,888	5.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$36,299,895	$322,770 â–¼	-0.9%	375,853	4.9%	ETF
AAPL Apple	$34,767,623	$190,398 â–²	0.6%	120,154	4.7%	Technology
UPS United Parcel Service	$33,414,911	$18,598 â–¼	-0.1%	310,836	4.5%	Industrials
MTUM iShares MSCI USA Momentum Factor ETF	$20,769,533	$96,677 â–¼	-0.5%	60,583	2.8%	ETF
JMUB JPMorgan Municipal ETF	$16,814,211	$317,860 â–²	1.9%	331,936	2.3%	ETF
VFLO VictoryShares Free Cash Flow ETF	$16,165,917	$29,829 â–²	0.2%	353,353	2.2%	ETF
MSFT Microsoft	$15,293,280	$348,024 â–¼	-2.2%	40,999	2.1%	Technology
AMZN Amazon.com	$14,145,232	$97,004 â–²	0.7%	59,349	1.9%	Consumer Discretionary
IJR iShares Core S&P Small-Cap ETF	$12,830,990	$250,495 â–¼	-1.9%	86,515	1.7%	ETF
VANGUARD MALVERN FDS	$12,806,935	$3,553 â–¼	0.0%	165,823	1.7%	CORE BD ETF
VLUE iShares MSCI USA Value Factor ETF	$12,638,057	$6,194 â–¼	0.0%	63,250	1.7%	ETF
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$12,309,034	$160,832 â–²	1.3%	505,504	1.7%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$10,917,766	$1,250,027 â–¼	-10.3%	219,320	1.5%	ETF
DAR Darling Ingredients	$10,834,314	$266,983 â–²	2.5%	198,358	1.5%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$9,754,811	$4,070 â–¼	0.0%	26,362	1.3%	ETF
GOOGL Alphabet	$9,751,643	$382,747 â–²	4.1%	27,287	1.3%	Communication Services
GOOG Alphabet	$9,591,471	$160,058 â–²	1.7%	27,146	1.3%	Communication Services
V Visa	$9,557,670	$82,684 â–¼	-0.9%	27,858	1.3%	Finance
NVDA NVIDIA	$8,646,159	$745,341 â–²	9.4%	43,211	1.2%	Technology
HD Home Depot	$8,599,439	$78,648 â–¼	-0.9%	24,383	1.2%	Consumer Discretionary
JEPI JPMorgan Equity Premium Income ETF	$8,114,204	$904 â–²	0.0%	143,665	1.1%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$7,586,048	$314,856 â–¼	-4.0%	53,464	1.0%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$7,374,254	$251,484 â–¼	-3.3%	77,266	1.0%	ETF
MA Mastercard	$6,524,626	$51,359 â–²	0.8%	12,704	0.9%	Finance
WALMART INC	$6,490,803	$19,594 â–²	0.3%	57,309	0.9%	COM
GSIE Goldman Sachs ActiveBeta International Equity ETF	$5,944,662	$211,546 â–¼	-3.4%	130,080	0.8%	ETF
WM Waste Management	$5,822,923	$2,452 â–¼	0.0%	26,126	0.8%	Industrials
IEI iShares 3-7 Year Treasury Bond ETF	$5,452,104	$265,317 â–¼	-4.6%	46,421	0.7%	ETF
VGSH Vanguard Short-Term Treasury ETF	$5,222,635	$2,525,182 â–²	93.6%	89,736	0.7%	ETF
FBND Fidelity Total Bond ETF	$5,210,648	$61,593 â–¼	-1.2%	114,545	0.7%	ETF
AVGO Broadcom	$4,676,408	$273,483 â–²	6.2%	12,380	0.6%	Technology
JMST JPMorgan Ultra-Short Municipal ETF	$4,481,029	$11,679 â–¼	-0.3%	87,863	0.6%	ETF
CSX CSX	$4,469,523	$1,426 â–²	0.0%	94,036	0.6%	Industrials
META Meta Platforms	$4,370,083	$63,090 â–¼	-1.4%	7,758	0.6%	Communication Services
VANGUARD MALVERN FDS	$4,251,362	$19,859 â–¼	-0.5%	54,803	0.6%	CORE-PLUS BD ETF
HTRB Hartford Total Return Bond ETF	$4,182,218	$12,819 â–¼	-0.3%	123,973	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$4,094,909	$78,850 â–¼	-1.9%	68,603	0.6%	ETF
XOM ExxonMobil	$3,573,905	$7,383 â–²	0.2%	26,140	0.5%	Energy
FIXD First Trust TCW Opportunistic Fixed Income ETF	$3,287,627	$73,614 â–²	2.3%	75,387	0.4%	ETF
APPLOVIN CORP	$3,108,383	$2,061 â–²	0.1%	6,033	0.4%	COM CL A
CSCO Cisco Systems	$3,103,872	$10,571 â–¼	-0.3%	26,425	0.4%	Technology
TSLA Tesla	$3,035,245	$333,978 â–²	12.4%	7,216	0.4%	Consumer Discretionary
MU Micron Technology	$3,022,174	$349,778 â–²	13.1%	2,618	0.4%	Technology
BRK.A Berkshire Hathaway	$2,995,400		0.0%	4	0.4%	Finance
JNJ Johnson & Johnson	$2,676,584	$35,810 â–²	1.4%	10,539	0.4%	Healthcare
BLACKROCK INC	$2,619,160	$1,923 â–¼	-0.1%	2,724	0.4%	COM
JPM JPMorgan Chase & Co.	$2,473,538	$22,585 â–²	0.9%	7,557	0.3%	Finance
KLAC KLA	$2,467,820	$2,223,422 â–²	909.8%	8,179	0.3%	Technology
INTC Intel	$2,461,956	$132,509 â–²	5.7%	17,632	0.3%	Technology
PG Procter & Gamble	$2,370,582	$17,157 â–¼	-0.7%	16,166	0.3%	Consumer Staples
DIVO Amplify CWP Enhanced Dividend Income ETF	$2,105,742	$224,522 â–²	11.9%	46,078	0.3%	ETF
LII Lennox International	$2,070,667	$4,011 â–²	0.2%	3,614	0.3%	Industrials
JPST JPMorgan Ultra-Short Income ETF	$2,041,238	$152 â–²	0.0%	40,365	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$1,938,008	$868,556 â–¼	-30.9%	2,595	0.3%	ETF
LLY Eli Lilly and Company	$1,906,013	$50,379 â–²	2.7%	1,589	0.3%	Healthcare
VEA Vanguard FTSE Developed Markets ETF	$1,725,090	$7,481 â–²	0.4%	24,212	0.2%	ETF
GOVT iShares U.S. Treasury Bond ETF	$1,678,635	$1,143,784 â–²	213.9%	73,689	0.2%	ETF
BE Bloom Energy	$1,668,785	$8,476 â–¼	-0.5%	5,513	0.2%	Industrials
SCHB Schwab US Broad Market ETF	$1,646,461	$1,646,461 â–²	New Holding	56,853	0.2%	ETF
TXN Texas Instruments	$1,574,828	$27,723 â–¼	-1.7%	5,283	0.2%	Technology
BRK.B Berkshire Hathaway	$1,531,694	$407,818 â–¼	-21.0%	3,061	0.2%	Finance
PEP PepsiCo	$1,492,798	$17,061 â–¼	-1.1%	11,025	0.2%	Consumer Staples
AMD Advanced Micro Devices	$1,477,254	$196,348 â–²	15.3%	2,543	0.2%	Technology
BXSL Blackstone Secured Lending Fund	$1,332,162	$28,760 â–²	2.2%	56,186	0.2%	Finance
PB Prosperity Bancshares	$1,308,815	$797,616 â–¼	-37.9%	17,922	0.2%	Finance
LAM RESEARCH CORP	$1,228,235	$74,977 â–²	6.5%	2,834	0.2%	COM NEW
EME EMCOR Group	$1,223,304	$1,660 â–²	0.1%	1,474	0.2%	Industrials
IUSV iShares Core S&P U.S. Value ETF	$1,211,204	$503,383 â–¼	-29.4%	10,996	0.2%	ETF
COP ConocoPhillips	$1,189,664	$6,134 â–²	0.5%	11,443	0.2%	Energy
APH Amphenol	$1,183,243	$5,642 â–²	0.5%	6,711	0.2%	Technology
USMV iShares MSCI USA Min Vol Factor ETF	$1,174,538	$38,585 â–²	3.4%	12,176	0.2%	ETF
DELL Dell Technologies	$1,170,704	$19,850 â–²	1.7%	2,713	0.2%	Technology
KO CocaCola	$1,156,019	$4,876 â–¼	-0.4%	14,224	0.2%	Consumer Staples
VTEB Vanguard Tax-Exempt Bond ETF	$1,145,481	$3,996 â–²	0.4%	22,647	0.2%	ETF
COST Costco Wholesale	$1,064,187	$23,378 â–¼	-2.1%	1,138	0.1%	Consumer Staples
AXP American Express	$1,051,982	$5,750 â–²	0.5%	3,110	0.1%	Finance
TMUS T-Mobile US	$1,022,827	$158,842 â–¼	-13.4%	6,098	0.1%	Communication Services
NTRS Northern Trust	$1,008,741	$174 â–²	0.0%	5,803	0.1%	Finance
IVW iShares S&P 500 Growth ETF	$1,006,341	$1,006,341 â–²	New Holding	7,317	0.1%	ETF
C Citigroup	$986,421	$10,077 â–²	1.0%	7,048	0.1%	Finance
SPTL SPDR Portfolio Long Term Treasury ETF	$955,375	$955,375 â–²	New Holding	36,423	0.1%	ETF
CII BlackRock Enhanced Capital and Income Fund	$928,970	$5,335 â–²	0.6%	35,525	0.1%	Finance
BKNG Booking	$920,375	$882,769 â–²	2,347.4%	5,164	0.1%	Consumer Discretionary
TFLO iShares Treasury Floating Rate Bond ETF	$916,870	$3,291 â–¼	-0.4%	18,109	0.1%	ETF
IVE iShares S&P 500 Value ETF	$913,008	$913,008 â–²	New Holding	4,021	0.1%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$912,842	$912,842 â–²	New Holding	19,501	0.1%	ETF
PIMCO ETF TR	$906,701	$15,307 â–¼	-1.7%	9,833	0.1%	ACTIVE BD ETF
GME GameStop	$891,988	$664,564 â–²	292.2%	40,398	0.1%	Consumer Discretionary
VT Vanguard Total World Stock ETF	$865,555	$8,161 â–²	1.0%	5,515	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$840,467	$93,917 â–²	12.6%	7,204	0.1%	CL A
VUG Vanguard Growth ETF	$829,886	$691,715 â–²	500.6%	9,634	0.1%	ETF
MMIN NYLI MacKay Municipal Insured ETF	$823,471	$7,747 â–²	0.9%	34,014	0.1%	ETF
PGR Progressive	$786,950	$9,176 â–¼	-1.2%	3,602	0.1%	Finance
HIG The Hartford Insurance Group	$783,698	$9,541 â–²	1.2%	5,914	0.1%	Finance
BAC Bank of America	$781,936	$30,313 â–²	4.0%	13,723	0.1%	Finance
BLACKROCK ETF TRUST	$781,732	$781,732 â–²	New Holding	14,828	0.1%	ISHA I IN TE ETF
NVS Novartis	$770,500	$14,733 â–¼	-1.9%	4,916	0.1%	Healthcare

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

Cfo4life Group, LLC Top Holdings and 13F Report (2026)

About Cfo4life Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Cfo4life Group, LLC Top Holdings and 13F Report (2026)

About Cfo4life Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCfo4life Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools