CFO4Life Group, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$688.0B
Holdings
234
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (234 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 145,447 | $89.1B | 12.95% | |
| 2 | DYNFBLACKROCK ETF TRUST | 734,491 | $43.5B | 6.32% | |
| 3 | QUALISHARES TR | 178,347 | $34.7B | 5.04% | |
| 4 | AQLTISHARES TR | 385,438 | $33.7B | 4.89% | |
| 5 | AAPLAPPLE INC | 125,441 | $31.9B | 4.64% | |
| 6 | UPSUNITED PARCEL SERVICE INC | 312,084 | $26.1B | 3.79% | |
| 7 | MSFTMICROSOFT CORP | 47,151 | $24.4B | 3.55% | |
| 8 | WMTWALMART INC | 173,950 | $17.9B | 2.61% | |
| 9 | JMUBJ P MORGAN EXCHANGE TRADED F | 330,165 | $16.7B | 2.42% | |
| 10 | MTUMISHARES TR | 62,935 | $16.1B | 2.35% | |
| 11 | VFLOVICTORY PORTFOLIOS II | 358,354 | $13.4B | 1.95% | |
| 12 | AMZNAMAZON COM INC | 60,682 | $13.3B | 1.94% | |
| 13 | VCRBVANGUARD MALVERN FDS | 159,930 | $12.5B | 1.82% | |
| 14 | MMITNEW YORK LIFE INVTS ACTIVE E | 473,236 | $11.5B | 1.67% | |
| 15 | IJRISHARES TR | 95,198 | $11.3B | 1.64% | |
| 16 | HDHOME DEPOT INC | 25,558 | $10.4B | 1.51% | |
| 17 | VVISA INC | 29,165 | $10.0B | 1.45% | |
| 18 | JEPIJ P MORGAN EXCHANGE TRADED F | 154,897 | $8.8B | 1.29% | |
| 19 | NVDANVIDIA CORPORATION | 46,929 | $8.8B | 1.27% | |
| 20 | VTIVANGUARD INDEX FDS | 26,456 | $8.7B | 1.26% | |
| 21 | VLUEISHARES TR | 68,084 | $8.5B | 1.24% | |
| 22 | GSLCGOLDMAN SACHS ETF TR | 59,299 | $7.7B | 1.12% | |
| 23 | MAMASTERCARD INCORPORATED | 13,196 | $7.5B | 1.09% | |
| 24 | GOOGALPHABET INC | 29,415 | $7.2B | 1.04% | |
| 25 | IXUSISHARES TR | 84,379 | $7.0B | 1.01% | |
| 26 | GOOGLALPHABET INC | 28,643 | $7.0B | 1.01% | |
| 27 | IEIISHARES TR | 55,522 | $6.6B | 0.96% | |
| 28 | DARDARLING INGREDIENTS INC | 213,212 | $6.6B | 0.96% | |
| 29 | METAMETA PLATFORMS INC | 8,162 | $6.0B | 0.87% | |
| 30 | GSIEGOLDMAN SACHS ETF TR | 143,474 | $5.9B | 0.86% | |
| 31 | WMWASTE MGMT INC DEL | 26,500 | $5.9B | 0.85% | |
| 32 | FBNDFIDELITY MERRIMACK STR TR | 118,219 | $5.5B | 0.79% | |
| 33 | APPAPPLOVIN CORP | 7,155 | $5.1B | 0.75% | |
| 34 | JMSTJ P MORGAN EXCHANGE TRADED F | 99,044 | $5.1B | 0.73% | |
| 35 | VPLSVANGUARD MALVERN FDS | 55,086 | $4.3B | 0.63% | |
| 36 | HTRBHARTFORD FDS EXCHANGE TRADED | 125,515 | $4.3B | 0.63% | |
| 37 | VWOVANGUARD INTL EQUITY INDEX F | 71,934 | $3.9B | 0.57% | |
| 38 | AVGOBROADCOM INC | 10,885 | $3.6B | 0.52% | |
| 39 | FIXDFIRST TR EXCHNG TRADED FD VI | 80,097 | $3.6B | 0.52% | |
| 40 | CSXCSX CORP | 93,994 | $3.3B | 0.49% | |
| 41 | BLKBLACKROCK INC | 2,774 | $3.2B | 0.47% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,412 | $3.2B | 0.47% | |
| 43 | TSLATESLA INC | 6,981 | $3.1B | 0.45% | |
| 44 | XOMEXXON MOBIL CORP | 27,318 | $3.1B | 0.45% | |
| 45 | JPMJPMORGAN CHASE & CO. | 9,684 | $3.1B | 0.44% | |
| 46 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.0B | 0.44% | |
| 47 | PGPROCTER AND GAMBLE CO | 17,768 | $2.7B | 0.40% | |
| 48 | SPYSPDR S&P 500 ETF TR | 3,783 | $2.5B | 0.37% | |
| 49 | TMUST-MOBILE US INC | 8,565 | $2.1B | 0.30% | |
| 50 | JNJJOHNSON & JOHNSON | 10,855 | $2.0B | 0.29% | |
| 51 | JPSTJ P MORGAN EXCHANGE TRADED F | 39,610 | $2.0B | 0.29% | |
| 52 | NDQINVESCO QQQ TR | 3,317 | $2.0B | 0.29% | |
| 53 | CSCOCISCO SYS INC | 28,311 | $1.9B | 0.28% | |
| 54 | PEPPEPSICO INC | 13,754 | $1.9B | 0.28% | |
| 55 | PBPROSPERITY BANCSHARES INC | 29,096 | $1.9B | 0.28% | |
| 56 | LIILENNOX INTL INC | 3,433 | $1.8B | 0.26% | |
| 57 | BXSLBLACKSTONE SECD LENDING FD | 66,943 | $1.7B | 0.25% | |
| 58 | DIVOAMPLIFY ETF TR | 34,675 | $1.5B | 0.22% | |
| 59 | IUSVISHARES TR | 15,423 | $1.5B | 0.22% | |
| 60 | TXNTEXAS INSTRS INC | 8,377 | $1.5B | 0.22% | |
| 61 | VEAVANGUARD TAX-MANAGED FDS | 24,978 | $1.5B | 0.22% | |
| 62 | LLYELI LILLY & CO | 1,841 | $1.4B | 0.20% | |
| 63 | PLTRPALANTIR TECHNOLOGIES INC | 7,555 | $1.4B | 0.20% | |
| 64 | TFLOISHARES TR | 24,206 | $1.2B | 0.18% | |
| 65 | BKNGBOOKING HOLDINGS INC | 217 | $1.2B | 0.17% | |
| 66 | IVVISHARES TR | 1,738 | $1.2B | 0.17% | |
| 67 | USMVISHARES TR | 12,221 | $1.2B | 0.17% | |
| 68 | COSTCOSTCO WHSL CORP NEW | 1,226 | $1.1B | 0.16% | |
| 69 | COPCONOCOPHILLIPS | 11,626 | $1.1B | 0.16% | |
| 70 | AXPAMERICAN EXPRESS CO | 3,285 | $1.1B | 0.16% | |
| 71 | VTEBVANGUARD MUN BD FDS | 21,651 | $1.1B | 0.16% | |
| 72 | KLACKLA CORP | 987 | $1.1B | 0.15% | |
| 73 | KOCOCA COLA CO | 15,796 | $1.0B | 0.15% | |
| 74 | EMEEMCOR GROUP INC | 1,546 | $1.0B | 0.15% | |
| 75 | ORCLORACLE CORP | 3,564 | $1.0B | 0.15% | |
| 76 | BONDPIMCO ETF TR | 10,008 | $934.2M | 0.14% | |
| 77 | ETBEATON VANCE TAX MNGED BUY WR | 61,769 | $926.5M | 0.13% | |
| 78 | MPLXMPLX LP | 18,500 | $924.1M | 0.13% | |
| 79 | DISDISNEY WALT CO | 7,894 | $903.8M | 0.13% | |
| 80 | UNHUNITEDHEALTH GROUP INC | 2,589 | $894.1M | 0.13% | |
| 81 | UNPUNION PAC CORP | 3,754 | $887.4M | 0.13% | |
| 82 | IWFISHARES TR | 1,862 | $872.2M | 0.13% | |
| 83 | EPDENTERPRISE PRODS PARTNERS L | 27,449 | $858.3M | 0.12% | |
| 84 | UBERUBER TECHNOLOGIES INC | 8,752 | $857.4M | 0.12% | |
| 85 | BACBANK AMERICA CORP | 16,425 | $847.4M | 0.12% | |
| 86 | APHAMPHENOL CORP NEW | 6,834 | $845.7M | 0.12% | |
| 87 | PGRPROGRESSIVE CORP | 3,417 | $843.9M | 0.12% | |
| 88 | NTRSNORTHERN TR CORP | 6,250 | $841.3M | 0.12% | |
| 89 | TAT&T INC | 28,391 | $801.8M | 0.12% | |
| 90 | HIGHARTFORD INSURANCE GROUP INC | 5,962 | $795.2M | 0.12% | |
| 91 | ABBVABBVIE INC | 3,378 | $782.1M | 0.11% | |
| 92 | MMINNEW YORK LIFE INVTS ACTIVE E | 32,441 | $772.4M | 0.11% | |
| 93 | DDTOINNOVATOR ETFS TRUST | 23,161 | $760.1M | 0.11% | |
| 94 | VUGVANGUARD INDEX FDS | 1,580 | $757.9M | 0.11% | |
| 95 | CIIBLACKROCK ENHANCED LARGE CAP | 32,758 | $753.4M | 0.11% | |
| 96 | TRVCCITIGROUP INC | 7,199 | $730.7M | 0.11% | |
| 97 | NVSNNOVARTIS AG | 5,697 | $730.6M | 0.11% | |
| 98 | CVXCHEVRON CORP NEW | 4,689 | $728.1M | 0.11% | |
| 99 | RMERESMED INC | 2,649 | $725.2M | 0.11% | |
| 100 | VEEVVEEVA SYS INC | 2,335 | $695.6M | 0.10% |
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