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
242 檔
32.0%
During the Q4 2025 filing period, CFO4Life Group, LLC (CIK: 0001706351) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $742.8M across 242 reported positions.
In Q4 2025, CFO4Life Group, LLC adopted a defensive or profit-taking posture, trimming 107 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.82% | +0.17% | -1.42% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.30% | +0.19% | -1.04% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.99% | +0.07% | -1.19% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.92% | -0.34% | +0.01% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.84% | +0.06% | -0.47% | |
| 6 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.41% | -0.16% | -0.10% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.31% | -3.26% | |
| 8 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.33% | -0.22% | -2.11% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.18% | +0.57% | -2.72% | |
| 10 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.10% | -0.39% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +0.03% | +0.83% | |
| 12 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.00% | +0.06% | -0.52% | |
| 13 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.81% | -0.24% | +2.11% | |
| 14 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.65% | -0.17% | +0.77% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.60% | +0.06% | -2.06% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | — | -1.46% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.32% | +0.12% | +0.49% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.16% | +1.23% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.26% | +0.02% | +0.02% | |
| 20 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.26% | +0.33% | -4.92% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.07% | -1.48% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | +0.11% | -2.87% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.17% | -0.15% | -7.34% | |
| 24 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.08% | -0.36% | -1.00% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.07% | -0.08% | +0.02% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.07% | -0.04% | -4.15% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.97% | -0.07% | -4.75% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.21% | -65.96% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.86% | -0.15% | -8.70% | |
| 30 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.84% | -0.09% | -4.52% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.83% | -0.14% | -0.14% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.10% | +1.76% | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.74% | -0.11% | -4.46% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.68% | -0.08% | -5.62% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.08% | +21.02% | |
| 36 | APP | Applovin Corp-class A | Stock-Tech | 0.61% | +0.05% | -11.75% | |
| 37 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.59% | -0.08% | -3.52% | |
| 38 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.58% | -0.08% | -4.54% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.03% | -2.05% | |
| 40 | CSX | Csx CORP | Stock-Industrials | 0.49% | +0.01% | +0.05% | |
| 41 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.48% | -0.05% | -5.69% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.19% | -1.86% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.05% | +1.63% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.01% | +0.46% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.04% | — | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.42% | -0.05% | -0.22% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | -0.11% | -0.42% | |
| 48 | LII | Lennox International Inc | Stock-Industrials | 0.36% | +0.02% | +52.34% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.04% | -3.87% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.07% | -26.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | +0.6% | -0.10% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.23% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +0.49% | Add |
| 4 | AAPL | Apple Inc | +0.2% | -0.47% | Trim |
| 5 | AVGO | Broadcom Inc | +0.1% | +21.02% | Add |
| 6 | DAR | Darling Ingredients Inc | +0.1% | -1.00% | Trim |
| 7 | LII | Lennox International Inc | +0.1% | +52.34% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | +1.85% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +0.83% | Add |
| 10 | VFLO | Victoryshares Free Cash Flow | +0.1% | -0.52% | Trim |
| 11 | LRCX | Lam Research CORP | +0.1% | +62.94% | Add |
| 12 | BALT | Inn Defined Wealth Shield | 0% | +39.94% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.01% | Add |
| 14 | CSCO | Cisco Systems Inc | 0% | +0.22% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | -1.29% | Trim |
| 16 | VLUE | Ishares Msci USA Value Facto | 0% | -4.92% | Trim |
| 17 | COST | Costco Wholesale CORP | 0% | +19.66% | Add |
| 18 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 19 | KLAC | Kla CORP | 0% | -2.94% | Trim |
| 20 | XOM | Exxon Mobil CORP | 0% | -1.86% | Trim |
| 21 | C | Citigroup Inc | 0% | +1.74% | Add |
| 22 | PB | Prosperity Bancshares Inc | 0% | +0.36% | Add |
| 23 | AMGN | Amgen Inc | 0% | -0.26% | Trim |
| 24 | VEA | Vanguard Ftse Developed ETF | 0% | +1.43% | Add |
| 25 | FDX | Fedex CORP | 0% | -0.66% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +0.46% | Add |
| 27 | IBM | Intl Business Machines CORP | 0% | +13.10% | Add |
| 28 | INTC | Intel CORP | 0% | +2.75% | Add |
| 29 | CAT | Caterpillar Inc | 0% | +2.46% | Add |
| 30 | AMAT | Applied Materials Inc | 0% | -2.48% | Trim |
| 31 | MPLX | Mplx LP | 0% | — | Unchanged |
| 32 | APH | Amphenol Corp-cl A | 0% | -1.86% | Trim |
| 33 | AAL | American Airlines Group Inc | 0% | -7.22% | Trim |
| 34 | AMD | Advanced Micro Devices | 0% | -13.94% | Trim |
| 35 | ECC | Eagle Point Credit Co | 0% | +54.10% | Add |
| 36 | IUSV | Ishares Core S&p U.s. Value | 0% | +0.54% | Add |
| 37 | FSK | Fs Kkr Capital CORP | 0% | +14.24% | Add |
| 38 | TMO | Thermo Fisher Scientific Inc | 0% | -0.67% | Trim |
| 39 | MRK | Merck & Co. Inc. | 0% | -6.36% | Trim |
| 40 | GILD | Gilead Sciences Inc | 0% | -1.03% | Trim |
| 41 | FMB | First Trust Managed Municipa | 0% | +12.15% | Add |
| 42 | RTX | Rtx CORP | 0% | -1.66% | Trim |
| 43 | KRG | Kite Realty Group Trust | 0% | +1.22% | Add |
| 44 | EPD | Enterprise Products Partners | 0% | +0.31% | Add |
| 45 | BDJ | Blackrock Enhanced Eqty Dvd | 0% | +3.23% | Add |
| 46 | VTI | Vanguard Total Stock Mkt ETF | — | +0.02% | Add |
| 47 | TSLA | Tesla Inc | — | +1.63% | Add |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | — | +49.22% | Add |
| 49 | CSX | Csx CORP | — | +0.05% | Add |
| 50 | AXP | American Express Co | — | -5.05% | Trim |
According to official SEC Form 13F filings, CFO4Life Group, LLC reported a total U.S. public equity portfolio value of $742.8M across 242 disclosed positions in Q4 2025.
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 32.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
VUSB
市值: $14.8M
Top Position Liquidated / Trimmed
TIDAL TR II
前期市值: $301.7K
During Q4 2025, CFO4Life Group, LLC's top holdings by market value included VOO (12.8%)、DYNF (6.3%)、QUAL (5.0%). The largest single position, VOO, represented 12.8% of total portfolio value.
In Q4 2025, CFO4Life Group, LLC made 192 total portfolio adjustments, initiating 17 new buys, adding to 58 positions, trimming 107 holdings, and fully liquidating 10 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.