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
234 檔
31.3%
According to the latest 13F quarterly dataset, CFO4Life Group, LLC managed an equity portfolio of $742.8M at the end of Q3 2025, spanning 234 distinct U.S. exchange-listed positions.
In Q3 2025, CFO4Life Group, LLC displayed an active expansion posture, initiating 35 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.95% | +0.17% | +0.39% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.32% | +0.19% | +2.26% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.04% | +0.07% | +0.90% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.89% | -0.34% | +3.06% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.64% | +0.06% | +0.32% | |
| 6 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.79% | -0.16% | -0.41% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.55% | -0.31% | +13.39% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.61% | -0.21% | -0.38% | |
| 9 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.42% | -0.22% | +6.88% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.35% | +0.57% | -1.81% | |
| 11 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.95% | +0.06% | +2.27% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.03% | +1.56% | |
| 13 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.82% | -0.24% | +1.67% | |
| 14 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.67% | -0.17% | +15.13% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.64% | +0.06% | +0.71% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | -0.07% | -0.21% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | — | +4.39% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.29% | -0.15% | -2.92% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.11% | +4.05% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.26% | +0.02% | +0.10% | |
| 21 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.24% | +0.33% | -1.90% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.12% | -0.04% | +1.09% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.09% | -0.08% | -0.66% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.12% | +6.52% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.01% | -0.07% | +1.84% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.16% | +4.06% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.96% | -0.15% | -12.96% | |
| 28 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.96% | -0.36% | -4.94% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.10% | +5.19% | |
| 30 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.86% | -0.09% | +1.11% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.85% | -0.14% | -0.71% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.79% | -0.11% | +4.05% | |
| 33 | APP | Applovin Corp-class A | Stock-Tech | 0.75% | +0.05% | +11.14% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.73% | -0.08% | -2.16% | |
| 35 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.63% | -0.08% | +5.06% | |
| 36 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.63% | -0.08% | +4.48% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | -0.03% | +1.60% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.08% | +3.29% | |
| 39 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.52% | -0.05% | -2.55% | |
| 40 | CSX | Csx CORP | Stock-Industrials | 0.49% | +0.01% | +0.01% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.47% | -0.05% | +0.14% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.07% | +26.37% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.05% | +60.82% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.19% | -0.01% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.01% | +0.96% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.04% | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.04% | +0.74% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | -0.11% | +0.29% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.30% | -0.09% | -0.55% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.03% | +1.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | +13.39% | Add |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +1% | +2.26% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.7% | +0.39% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +3.06% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | +4.05% | Add |
| 6 | MMIT | Nyli Mackay Muni Intrm ETF | +0.4% | +15.13% | Add |
| 7 | APP | Applovin Corp-class A | +0.4% | +11.14% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +6.52% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.06% | Add |
| 10 | TSLA | Tesla Inc | +0.3% | +60.82% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +3.29% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +5.19% | Add |
| 13 | KLAC | Kla CORP | +0.1% | +1.33% | Add |
| 14 | HD | Home Depot Inc | +0.1% | -0.21% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | -4.46% | Add |
| 16 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -1.81% | Trim |
| 17 | ORCL | Oracle CORP | +0.1% | +3.57% | Add |
| 18 | VFLO | Victoryshares Free Cash Flow | +0.1% | +2.27% | Add |
| 19 | WMT | Walmart Inc | +0.1% | -0.38% | Add |
| 20 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +1.09% | Add |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | +25.90% | Add |
| 22 | EME | Emcor Group Inc | +0.1% | -0.32% | Trim |
| 23 | BIZD | Vaneck Bdc Income ETF | +0.1% | +11.34% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | +1.56% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.10% | Add |
| 26 | IXUS | Ishares Core Intl Stock ETF | 0% | +1.84% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +5.27% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +0.96% | Trim |
| 29 | JNJ | Johnson & Johnson | 0% | +1.68% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | +8.78% | Add |
| 31 | IBIT | Ishares Bitcoin Trust ETF | 0% | +43.89% | Add |
| 32 | GS | Goldman Sachs Group Inc | 0% | +3.83% | Add |
| 33 | IBM | Intl Business Machines CORP | 0% | +11.81% | Add |
| 34 | GSIE | Goldman Sachs Activebeta Int | 0% | +1.11% | Add |
| 35 | CSX | Csx CORP | 0% | +0.01% | Trim |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +11.78% | Add |
| 37 | AXP | American Express Co | 0% | +1.17% | Add |
| 38 | NTRS | Northern Trust CORP | 0% | +0.61% | Add |
| 39 | RDDT | Reddit Inc-cl A | 0% | -0.79% | Trim |
| 40 | IWF | Ishares Russell 1000 Growth | 0% | +0.05% | Add |
| 41 | INTC | Intel CORP | 0% | -1.14% | Add |
| 42 | C | Citigroup Inc | 0% | -0.36% | Trim |
| 43 | RMD | Resmed Inc | 0% | +0.34% | Add |
| 44 | BA | Boeing Co/the | 0% | -20.04% | Add |
| 45 | GE | General Electric | 0% | +3.79% | Trim |
| 46 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.60% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.29% | Add |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 49 | DIS | Walt Disney Co/the | 0% | +1.18% | Add |
| 50 | VUG | Vanguard Growth ETF | 0% | +0.06% | Add |
According to official SEC Form 13F filings, CFO4Life Group, LLC reported a total U.S. public equity portfolio value of $742.8M across 234 disclosed positions in Q3 2025.
During Q3 2025, CFO4Life Group, LLC's top holdings by market value included VOO (12.9%)、DYNF (6.3%)、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.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DYNF, QUAL) accounted for 31.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
UBER
市值: $857.4K
Top Position Liquidated / Trimmed
FISV
前期市值: $874.5K
In Q3 2025, CFO4Life Group, LLC made 192 total portfolio adjustments, initiating 35 new buys, adding to 86 positions, trimming 47 holdings, and fully liquidating 24 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.