CFO4Life Group, LLC

CIK: 0001706351Latest portfolio: $701.5M · Q4 2025

Holdings

242

Total Value

$701.5M

New Positions

Closed Positions

Top Holdings

View All 242 Holdings →

#	Stock	Shares	Value	% Portfolio	Change
1	VOOVANGUARD INDEX FDS	143,379	$89.9M	12.82%	-2,068
2	DYNFBLACKROCK ETF TRUST	726,833	$44.2M	6.30%	-7,658
3	QUALISHARES TR	176,230	$35.0M	4.99%	-2,117
4	AQLTISHARES TR	385,486	$34.5M	4.92%	+48
5	AAPLAPPLE INC	124,846	$33.9M	4.84%	-595
6	UPSUNITED PARCEL SERVICE INC	311,760	$30.9M	4.41%	-324
7	MSFTMICROSOFT CORP	45,612	$22.1M	3.14%	-1,539
8	JMUBJ P MORGAN EXCHANGE TRADED F	323,198	$16.3M	2.33%	-6,967
9	MTUMISHARES TR	61,225	$15.3M	2.18%	-1,710
10	VUSBVANGUARD BD INDEX FDS	296,102	$14.8M	2.10%	NEW
11	AMZNAMAZON COM INC	61,186	$14.1M	2.01%	+504
12	VFLOVICTORY PORTFOLIOS II	356,476	$14.0M	2.00%	-1,878
13	VCRBVANGUARD MALVERN FDS	163,312	$12.7M	1.81%	+3K
14	MMITNEW YORK LIFE INVTS ACTIVE E	476,879	$11.6M	1.65%	+4K
15	IJRISHARES TR	93,237	$11.2M	1.60%	-1,961
16	VVISA INC	28,739	$10.1M	1.44%	-426
17	GOOGALPHABET INC	29,560	$9.3M	1.32%	+145
18	GOOGLALPHABET INC	28,996	$9.1M	1.29%	+353
19	VTIVANGUARD INDEX FDS	26,461	$8.9M	1.26%	+5
20	VLUEISHARES TR	64,733	$8.8M	1.26%	-3,351
21	HDHOME DEPOT INC	25,180	$8.7M	1.23%	-378
22	NVDANVIDIA CORPORATION	45,580	$8.5M	1.21%	-1,349
23	JEPIJ P MORGAN EXCHANGE TRADED F	143,531	$8.2M	1.17%	-11,366
24	DARDARLING INGREDIENTS INC	211,085	$7.6M	1.08%	-2,127
25	MAMASTERCARD INCORPORATED	13,198	$7.5M	1.07%	+2

Quarterly Changes

New Positions

VUSBNEW
$14.8M
VGSHNEW
$2.1M
MUNEW
$635K
GDNEW
$441K
COFNEW
$399K
TELNEW
$347K
EWNEW
$311K
MATNEW
$290K
PTCNEW
$283K
ZOCTNEW
$266K

Closed Positions

BUCLOSED
$301.7M
GMECLOSED
$284.7M
SOCLOSED
$251.5M
IWMCLOSED
$237.7M
URICLOSED
$229.1M
ASMLCLOSED
$222.7M
VBTXCLOSED
$208.0M
MRVLCLOSED
$201.9M
CWKCLOSED
$164.1M
ERICCLOSED
$119.2M

Increased Positions

Name	Shares	Change
ECC	36K	+13K
DDTO	32K	+9K
OXLC	19K	+5K
NFLX	5K	+4K
MMIT	477K	+4K
VCRB	163K	+3K
FSK	24K	+3K
FBTC	8K	+3K
MBIO	13K	+3K
AVGO	13K	+2K

Decreased Positions

Name	Shares	Change
ETB	48K	-13782
JEPI	144K	-11366
BIZD	33K	-9102
OBDC	14K	-8236
DYNF	727K	-7658
JMUB	323K	-6967
TFLO	18K	-6654
GSIE	137K	-6483
HTRB	120K	-5694
JMST	93K	-5568

Sector Breakdown

Financial ServicesNaN% ($InfinityT)

Technology0.0% ($3.394022059850046e+108T)

Industrials0.0% ($3.0923581334082545e+46T)

Healthcare0.0% ($2.217201584076467e+42T)

Unknown0.0% ($3.44853019237918e+41T)

Energy0.0% ($3.22610739878827e+25T)

Consumer Cyclical0.0% ($1.4122866431901157e+25T)

Communication Services0.0% ($9.2759075548215e+21T)

Consumer Defensive0.0% ($7599659724471950336.0T)

Real Estate0.0% ($3433243232802281.5T)

Utilities0.0% ($309.3T)

Basic Materials0.0% ($234.2M)

Filing History

Quarter	Filing Date	Portfolio Value	Holdings
Q4 2025	Feb 6, 2026	$701.5M	242
Q3 2025	Nov 7, 2025	$688.0B	236
Q2 2025	Aug 8, 2025	$639.5B	228
Q1 2025	Apr 30, 2025	$594.1B	221
Q4 2024	Feb 10, 2025	$569.2B	219

Fund Information

CIK0001706351

Most Recent FilingFeb 6, 2026

Number of Filings5

View on SEC EDGAR →

CFO4Life Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $701.5M across 242 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 12.8% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 11 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.