§ 13F · FUND PROFILE
CFO4Life Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $688M (13F)Positions · 236Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 145K | $86M | 13.2% | +1% |
| 2 | DYNF | BLACKROCK ETF TRUST | 729K | $42M | 6.5% | ±0% |
| 3 | IEFA | ISHARES TR | 379K | $34M | 5.2% | −2% |
| 4 | QUAL | ISHARES TR | 175K | $34M | 5.1% | −1% |
| 5 | UPS | UNITED PARCEL SVCS INC | 311K | $31M | 4.7% | ±0% |
| 6 | AAPL | APPLE INC | 119K | $30M | 4.6% | −4% |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | 326K | $16M | 2.5% | +1% |
| 8 | MSFT | MICROSOFT CORP | 42K | $16M | 2.4% | −8% |
| 9 | MTUM | ISHARES TR | 61K | $15M | 2.2% | −1% |
| 10 | VFLO | VICTORY PORTFOLIOS II | 353K | $14M | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CFO4LIFE SIGNAL
AC read
CFO4Life Group, LLC is a Other fund managing $688 million in assets. The fund runs a broad portfolio of 236 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed