§ 13F · FUND PROFILE
CFO4Life Group, LLC.
AUM · $743M (13F)Positions · 237Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 144K | $99M | 13.3% | ±0% |
| 2 | DYNF | BLACKROCK ETF TRUST | 728K | $49M | 6.7% | ±0% |
| 3 | QUAL | ISHARES TR | 176K | $39M | 5.2% | ±0% |
| 4 | IEFA | ISHARES TR | 376K | $36M | 4.9% | −1% |
| 5 | AAPL | APPLE INC | 120K | $35M | 4.7% | +1% |
| 6 | UPS | UNITED PARCEL SVCS INC | 311K | $33M | 4.5% | ±0% |
| 7 | MTUM | ISHARES TR | 61K | $21M | 2.8% | ±0% |
| 8 | JMUB | J P MORGAN EXCHANGE TRADED F | 332K | $17M | 2.3% | +2% |
| 9 | VFLO | VICTORY PORTFOLIOS II | 353K | $16M | 2.2% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 41K | $15M | 2.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CFO4LIFE SIGNAL
AC read
CFO4Life Group, LLC is a Other fund managing $743 million in assets. The fund runs a broad portfolio of 237 positions.
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