Home › CFO4Life Group, LLC

CFO4Life Group, LLC 13F holdings

Filed 2026-08-12 · CFO4Life Group, LLC · 237 positions · $742.8M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS144.2K$99.0M13.3%
DYNFBLACKROCK ETF TRUST727.6K$49.5M6.7%
QUALISHARES TR175.9K$38.6M5.2%
IEFAISHARES TR375.9K$36.3M4.9%
AAPLAPPLE INC120.2K$34.8M4.7%
UPSUNITED PARCEL SVCS INC310.8K$33.4M4.5%
MTUMISHARES TR60.6K$20.8M2.8%
JMUBJ P MORGAN EXCHANGE TRADED F331.9K$16.8M2.3%
VFLOVICTORY PORTFOLIOS II353.4K$16.2M2.2%
MSFTMICROSOFT CORP41.0K$15.3M2.1%
AMZNAMAZON COM INC59.3K$14.1M1.9%
IJRISHARES TR86.5K$12.8M1.7%
VCRBVANGUARD MALVERN FDS165.8K$12.8M1.7%
VLUEISHARES TR63.2K$12.6M1.7%
MMITNEW YORK LIFE INVTS ACTIVE E505.5K$12.3M1.7%
VUSBVANGUARD BD INDEX FDS219.3K$10.9M1.5%
DARDARLING INGREDIENTS INC198.4K$10.8M1.5%
VTIVANGUARD INDEX FDS26.4K$9.8M1.3%
GOOGLALPHABET INC27.3K$9.8M1.3%
GOOGALPHABET INC27.1K$9.6M1.3%
VVISA INC27.9K$9.6M1.3%
NVDANVIDIA CORPORATION43.2K$8.6M1.2%
HDHOME DEPOT INC24.4K$8.6M1.2%
JEPIJ P MORGAN EXCHANGE TRADED F143.7K$8.1M1.1%
GSLCGOLDMAN SACHS ETF TR53.5K$7.6M1.0%
IXUSISHARES TR77.3K$7.4M1.0%
MAMASTERCARD INCORPORATED12.7K$6.5M0.9%
WMTWALMART INC57.3K$6.5M0.9%
GSIEGOLDMAN SACHS ETF TR130.1K$5.9M0.8%
WMWASTE MGMT INC DEL26.1K$5.8M0.8%
IEIISHARES TR46.4K$5.5M0.7%
VGSHVANGUARD SCOTTSDALE FDS89.7K$5.2M0.7%
FBNDFIDELITY MERRIMACK STR TR114.5K$5.2M0.7%
AVGOBROADCOM INC12.4K$4.7M0.6%
JMSTJ P MORGAN EXCHANGE TRADED F87.9K$4.5M0.6%
CSXCSX CORP94.0K$4.5M0.6%
METAMETA PLATFORMS INC7.8K$4.4M0.6%
VPLSVANGUARD MALVERN FDS54.8K$4.3M0.6%
HTRBHARTFORD FDS EXCHANGE TRADED124.0K$4.2M0.6%
VWOVANGUARD INTL EQUITY INDEX F68.6K$4.1M0.6%
EXMOCEXXON MOBIL CORP26.1K$3.6M0.5%
FIXDFIRST TR EXCHNG TRADED FD VI75.4K$3.3M0.4%
APPAPPLOVIN CORP6.0K$3.1M0.4%
CSCOCISCO SYS INC26.4K$3.1M0.4%
TSLATESLA INC7.2K$3.0M0.4%
MUMICRON TECHNOLOGY INC2.6K$3.0M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL4$3.0M0.4%
JNJJOHNSON & JOHNSON10.5K$2.7M0.4%
BLKBLACKROCK INC2.7K$2.6M0.4%
JPMJPMORGAN CHASE & CO7.6K$2.5M0.3%
KLACKLA CORP8.2K$2.5M0.3%
INTCINTEL CORP17.6K$2.5M0.3%
PGPROCTER & GAMBLE CO16.2K$2.4M0.3%
DIVOAMPLIFY ETF TR46.1K$2.1M0.3%
LIILENNOX INTL INC3.6K$2.1M0.3%
JPSTJ P MORGAN EXCHANGE TRADED F40.4K$2.0M0.3%
SPYSTATE STR SPDR S&P 500 ETF T2.6K$1.9M0.3%
LLYELI LILLY & CO1.6K$1.9M0.3%
VEAVANGUARD TAX-MANAGED FDS24.2K$1.7M0.2%
GOVTISHARES TR73.7K$1.7M0.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}