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CIK: 0001706351
Total reported value
$742.8M
$742.8M
210 檔
30.6%
At the close of Q1 2026, CFO4Life Group, LLC disclosed equity holdings valued at approximately $742.8M, spread across 210 reported holdings.
In Q1 2026, CFO4Life Group, LLC adopted a defensive or profit-taking posture, trimming 116 positions and completely liquidating 38 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DYNF, IEFA) accounted for 30.6% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.16% | +0.17% | +0.78% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.47% | +0.19% | +0.30% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.23% | -0.34% | -1.63% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.13% | +0.07% | -0.54% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.66% | -0.16% | -0.24% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.62% | +0.06% | -4.29% | |
| 7 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.48% | -0.22% | +0.76% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.31% | -8.07% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.23% | +0.57% | -0.59% | |
| 10 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.12% | +0.06% | -1.06% | |
| 11 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.96% | -0.24% | +1.57% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.03% | -3.67% | |
| 13 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.86% | -0.39% | -17.45% | |
| 14 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.83% | -0.17% | +4.62% | |
| 15 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.82% | -0.36% | -8.35% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.67% | +0.06% | -5.40% | |
| 17 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.37% | +0.33% | -2.24% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | — | -2.23% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.29% | +0.02% | -0.33% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.24% | -0.15% | +0.08% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | -0.07% | -2.28% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.12% | -9.70% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.16% | -9.59% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.21% | -3.52% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.06% | -0.04% | -2.03% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.06% | -0.07% | -0.58% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.11% | -13.37% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.96% | -0.08% | -4.50% | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 0.92% | -0.14% | -1.23% | |
| 30 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.89% | -0.09% | -1.67% | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.88% | -0.15% | -3.96% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.81% | -0.11% | +2.61% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.10% | -5.25% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.68% | -0.08% | -5.76% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.19% | -2.70% | |
| 36 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.65% | -0.08% | +3.60% | |
| 37 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.64% | -0.08% | +3.78% | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.59% | +0.01% | -0.03% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | -0.03% | -0.76% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.08% | -11.52% | |
| 41 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.49% | -0.05% | -2.44% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.04% | — | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.41% | +0.29% | +29.67% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.40% | -0.05% | -1.52% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.03% | -2.96% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | -0.11% | -0.24% | |
| 47 | APP | Applovin Corp-class A | Stock-Tech | 0.37% | +0.05% | -4.51% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | +0.05% | -9.49% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.04% | -4.67% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | -23.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DAR | Darling Ingredients Inc | +0.7% | -8.35% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +0.78% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | -1.63% | Trim |
| 4 | UPS | United Parcel Service-cl B | +0.3% | -0.24% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.2% | -2.70% | Trim |
| 6 | MMIT | Nyli Mackay Muni Intrm ETF | +0.2% | +4.62% | Add |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +0.30% | Add |
| 8 | VCRB | Vanguard Core Bond ETF | +0.2% | +1.57% | Add |
| 9 | JMUB | Jpmorgan Municipal ETF | +0.2% | +0.76% | Add |
| 10 | QUAL | Ishares Msci USA Quality Fac | +0.1% | -0.54% | Trim |
| 11 | WMT | Walmart Inc | +0.1% | -3.52% | Trim |
| 12 | VFLO | Victoryshares Free Cash Flow | +0.1% | -1.06% | Trim |
| 13 | VGSH | Vanguard Short-term Treasury | +0.1% | +29.67% | Add |
| 14 | VLUE | Ishares Msci USA Value Facto | +0.1% | -2.24% | Trim |
| 15 | CSX | Csx CORP | +0.1% | -0.03% | Trim |
| 16 | WM | Waste Management Inc | +0.1% | -1.23% | Trim |
| 17 | IXUS | Ishares Core Intl Stock ETF | +0.1% | -0.58% | Trim |
| 18 | COP | Conocophillips | +0.1% | -0.76% | Trim |
| 19 | JNJ | Johnson & Johnson | +0.1% | -2.96% | Trim |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | -5.40% | Trim |
| 21 | FBND | Fidelity Total Bond ETF | +0.1% | +2.61% | Add |
| 22 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +0.08% | Add |
| 23 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +16.10% | Add |
| 24 | VPLS | Vanguard Core-plus Bond ETF | +0.1% | +3.60% | Add |
| 25 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +3.78% | Add |
| 26 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -0.59% | Trim |
| 27 | VT | Vanguard Tot World Stk ETF | +0.1% | +63.42% | Add |
| 28 | GSIE | Goldman Sachs Activebeta Int | +0.1% | -1.67% | Trim |
| 29 | VXUS | Vanguard Total Intl Stock | 0% | +63.11% | Add |
| 30 | CVX | Chevron CORP | 0% | -6.85% | Trim |
| 31 | EME | Emcor Group Inc | 0% | -2.52% | Trim |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.33% | Trim |
| 33 | BIZD | Vaneck Bdc Income ETF | 0% | +57.01% | Add |
| 34 | BE | Bloom Energy Corp- A | 0% | -15.30% | Trim |
| 35 | MU | Micron Technology Inc | 0% | +3.95% | Add |
| 36 | DELL | Dell Technologies -c | 0% | +9.12% | Add |
| 37 | PSX | Phillips 66 | 0% | -0.08% | Trim |
| 38 | LMT | Lockheed Martin CORP | 0% | -3.10% | Trim |
| 39 | JPST | Jpmorgan Ultra-short Income | 0% | +2.27% | Add |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | 0% | -3.96% | Trim |
| 41 | VLO | Valero Energy CORP | 0% | -0.06% | Trim |
| 42 | INTC | Intel CORP | 0% | -1.11% | Trim |
| 43 | GEV | GE Vernova Inc | 0% | +6.63% | Add |
| 44 | MO | Altria Group Inc | 0% | -1.11% | Trim |
| 45 | CORZ | Core Scientific Inc | 0% | +13.76% | Add |
| 46 | TMUS | T-mobile US Inc | 0% | -4.68% | Trim |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 48 | FIXD | First Trust Smith Opportunis | 0% | -2.44% | Trim |
| 49 | PG | Procter & Gamble Co/the | 0% | -4.67% | Trim |
| 50 | PB | Prosperity Bancshares Inc | 0% | -1.23% | Trim |
According to official SEC Form 13F filings, CFO4Life Group, LLC reported a total U.S. public equity portfolio value of $742.8M across 210 disclosed positions in Q1 2026.
During Q1 2026, CFO4Life Group, LLC's top holdings by market value included VOO (13.2%)、DYNF (6.5%)、IEFA (5.2%). The largest single position, VOO, represented 13.2% of total portfolio value.
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Top New Position Initiated
GOVT
市值: $537.9K
Top Position Liquidated / Trimmed
MPLX
前期市值: $987.3K
In Q1 2026, CFO4Life Group, LLC made 193 total portfolio adjustments, initiating 6 new buys, adding to 33 positions, trimming 116 holdings, and fully liquidating 38 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.
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