13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001706351
Total reported value
$742.8M
$742.8M
228 檔
29.2%
In Q2 2025, CFO4Life Group, LLC's U.S. equity holdings reached a combined market value of $742.8M, distributed across 228 disclosed stock positions.
CFO4Life Group, LLC executed strategic sector rebalancing during Q2 2025, establishing 23 new positions while fully exiting 17 holdings and trimming 71 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DYNF, QUAL) accounted for 29.2% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 228 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.87% | +0.17% | +2.30% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.12% | +0.19% | +9.85% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.05% | +0.07% | +0.83% | |
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.95% | -0.16% | -0.72% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.88% | -0.34% | +12.14% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.01% | +0.06% | -2.21% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.31% | +1.89% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.67% | -0.21% | +1.64% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.41% | +0.57% | -3.39% | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.40% | -0.22% | -1.47% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.05% | +0.03% | +0.45% | |
| 12 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.94% | +0.06% | +8.31% | |
| 13 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.91% | -0.24% | +9.55% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.62% | +0.06% | -0.30% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | — | -1.93% | |
| 16 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.53% | -0.17% | +26.90% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.47% | -0.07% | +12.31% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.42% | -0.15% | -18.66% | |
| 19 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.33% | -0.36% | -7.88% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.26% | +0.02% | +0.19% | |
| 21 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.23% | +0.33% | -8.31% | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.19% | -0.15% | -15.73% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.08% | -0.32% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.11% | +9.39% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.11% | -0.04% | +3.49% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.00% | -0.07% | +0.72% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 0.95% | -0.14% | -2.44% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.10% | +2.61% | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.88% | -0.09% | +1.14% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.81% | -0.11% | -1.79% | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.81% | -0.08% | -7.19% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.12% | +1.49% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.16% | -0.03% | |
| 34 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.64% | -0.08% | -1.97% | |
| 35 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.64% | -0.08% | -1.73% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.56% | -0.05% | -11.08% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | -0.03% | -4.43% | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.48% | +0.01% | -0.69% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.19% | -1.51% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | -0.04% | — | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.45% | -0.05% | -9.18% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.08% | +1.86% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.04% | -3.72% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.01% | -3.94% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.07% | -5.49% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.11% | -0.05% | |
| 47 | APP | Applovin Corp-class A | Stock-Tech | 0.35% | +0.05% | -27.16% | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.32% | -0.09% | -0.61% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.32% | -0.04% | -13.66% | |
| 50 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.32% | -0.12% | +0.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.8% | +9.85% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +1.89% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +12.14% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | +2.30% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +9.39% | Add |
| 6 | MMIT | Nyli Mackay Muni Intrm ETF | +0.2% | +26.90% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +2.61% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +1.86% | Add |
| 9 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | -3.39% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.2% | +0.45% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +1.64% | Add |
| 12 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 13 | CI | THE Cigna Group | +0.1% | NEW | New buy |
| 14 | VEEV | Veeva Systems Inc-class A | +0.1% | NEW | New buy |
| 15 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 16 | EQT | Eqt CORP | +0.1% | NEW | New buy |
| 17 | KLAC | Kla CORP | +0.1% | +224.67% | Add |
| 18 | PAYC | Paycom Software Inc | +0.1% | NEW | New buy |
| 19 | VFLO | Victoryshares Free Cash Flow | +0.1% | +8.31% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +8.90% | Add |
| 21 | HD | Home Depot Inc | +0.1% | +12.31% | Add |
| 22 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +3.49% | Add |
| 23 | ORCL | Oracle CORP | +0.1% | +33.84% | Add |
| 24 | ✓ | Tidal Tr Ii | +0.1% | NEW | New buy |
| 25 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 26 | LOW | Lowe's Cos Inc | +0.1% | NEW | New buy |
| 27 | BIZD | Vaneck Bdc Income ETF | +0.1% | +154.26% | Add |
| 28 | DAR | Darling Ingredients Inc | +0.1% | -7.88% | Trim |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | +1.49% | Add |
| 30 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 31 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 33 | VCRB | Vanguard Core Bond ETF | 0% | +9.55% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.19% | Add |
| 35 | GSIE | Goldman Sachs Activebeta Int | 0% | +1.14% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | -0.03% | Trim |
| 37 | TSLA | Tesla Inc | 0% | +3.80% | Add |
| 38 | AMAT | Applied Materials Inc | 0% | NEW | New buy |
| 39 | PFF | Ishares Preferred & Income S | 0% | NEW | New buy |
| 40 | GME | Gamestop Corp-class A | 0% | NEW | New buy |
| 41 | MS | Morgan Stanley | 0% | NEW | New buy |
| 42 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 43 | HON | Honeywell International Inc | 0% | NEW | New buy |
| 44 | IXUS | Ishares Core Intl Stock ETF | 0% | +0.72% | Add |
| 45 | TXN | Texas Instruments Inc | 0% | +5.52% | Add |
| 46 | DIS | Walt Disney Co/the | 0% | +5.65% | Add |
| 47 | EME | Emcor Group Inc | 0% | -3.42% | Trim |
| 48 | BA | Boeing Co/the | 0% | +60.51% | Add |
| 49 | BOTZ | Global X Robotics & Artifici | 0% | NEW | New buy |
| 50 | BE | Bloom Energy Corp- A | 0% | NEW | New buy |
According to official SEC Form 13F filings, CFO4Life Group, LLC reported a total U.S. public equity portfolio value of $742.8M across 228 disclosed positions in Q2 2025.
During Q2 2025, CFO4Life Group, LLC's top holdings by market value included VOO (12.9%)、DYNF (6.1%)、QUAL (5.0%). The largest single position, VOO, represented 12.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
UBER
市值: $814.4K
Top Position Liquidated / Trimmed
FISV
前期市值: $874.5K
In Q2 2025, CFO4Life Group, LLC made 189 total portfolio adjustments, initiating 23 new buys, adding to 78 positions, trimming 71 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.