CG

CFO4Life Group, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$656.0M

Reporting period: 2026-03-31 · Number of holdings: 210

CFO4Life Group, LLC disclosed 210 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $656.0M and a quarterly turnover rate of 10.8%.

Personality snowflake

Concentration
15.18
Portfolio Stability
10.76
Momentum/Contrarian
100
Sector conviction
50.89
Diversification
100
Sizing Uniformity
73.54

Recent moves

  • Trim MSFT

    -8.1%　-$6.5M

  • Add DAR

    -8.3%　$4.4M

  • Add VOO

    +0.8%　-$3.6M

  • Add UPS

    -0.2%　-$326.4K

  • Trim VUSB

    -17.5%　-$2.6M

  • Trim APP

    -4.5%　-$1.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth13.16%+0.34%+0.78%
2DYNFIshrs US E F R A Etf-usd INCETF-Other6.47%+0.17%+0.30%
3IEFAIshares Core Msci Eafe ETFETF-Other5.23%—-1.63%
4QUALIshares Msci USA Quality FacETF-Other5.13%+0.14%-0.54%
5UPSUnited Parcel Service-cl BStock-Industrials4.66%+0.25%-0.24%
6AAPLApple INCStock-Tech4.62%-0.22%-4.29%
7JMUBJpmorgan Municipal ETFETF-Other2.48%—+0.76%
8MSFTMicrosoft CORPStock-Tech2.37%-0.77%-8.07%
9MTUMIshares Msci USA Momentum FaETF-Other2.23%+0.05%-0.59%
10VFLOVictoryshares Free Cash FlowETF-Other2.12%—-1.06%
11VCRBVanguard Core Bond ETFETF-Other1.96%—+1.57%
12AMZNAmazon.com INCStock-Consumer Disc1.87%-0.14%-3.67%
13VUSBVanguard Ultra Short Bond EtETF-Other1.86%-0.24%-17.45%
14MMITNyli Mackay Muni Intrm ETFETF-Other1.83%+0.18%+4.62%
15DARDarling Ingredients INCStock-Consumer Staples1.82%+0.74%-8.35%
16IJRIshares Core S&p Small-cap EETF-Small Cap1.67%—-5.40%
17VLUEIshares Msci USA Value FactoETF-Other1.37%—-2.24%
18VVisa Inc-class A SharesStock-Financials1.29%-0.15%-2.23%
19VTIVanguard Total Stock Mkt ETFETF-Other1.29%+0.03%-0.33%
20JEPIJpmorgan Equity Premium IncoETF-Other1.24%—+0.08%
21HDHome Depot INCStock-Consumer Disc1.23%-0.01%-2.28%
22GOOGAlphabet Inc-cl CStock-Comm Services1.17%-0.15%-9.70%
23GOOGLAlphabet Inc-cl AStock-Comm Services1.15%-0.14%-9.59%
24WMTWalmart INCStock-Consumer Staples1.08%+0.14%-3.52%
25GSLCGoldman Activebeta US Lc ETFETF-Commodities1.06%-0.01%-2.03%
26IXUSIshares Core Intl Stock ETFETF-Other1.06%—-0.58%
27NVDANvidia CORPStock-Tech1.05%-0.16%-13.37%
28MAMastercard INC - AStock-Financials0.96%-0.11%-4.50%
29WMWaste Management INCStock-Industrials0.92%—-1.23%
30GSIEGoldman Sachs Activebeta IntETF-Commodities0.89%—-1.67%
31IEIIshares 3-7 Year Treasury BoETF-Gov Bonds0.88%—-3.96%
32FBNDFidelity Total Bond ETFETF-Other0.81%—+2.61%
33METAMeta Platforms Inc-class AStock-Comm Services0.69%-0.09%-5.25%
34JMSTJPM Ultra-short Muni IncomeETF-Other0.68%—-5.76%
35XOMExxon Mobil CORPStock-Energy0.67%+0.21%-2.70%
36VPLSVanguard Core-plus Bond ETFETF-Other0.65%—+3.60%
37HTRBHartford Ttl Rtrn Bnd ETFETF-Other0.64%—+3.78%
38CSXCsx CORPStock-Industrials0.59%+0.10%-0.03%
39VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.58%—-0.76%
40AVGOBroadcom INCStock-Tech0.55%-0.10%-11.52%
41FIXDFirst Trust Smith OpportunisETF-Other0.49%—-2.44%
42BRK-ABerkshire Hathaway Inc-cl AStock-Other0.44%——
43VGSHVanguard Short-term TreasuryETF-Gov Bonds0.41%+0.11%+29.67%
44BLKBlackrock INCStock-Financials0.40%-0.02%-1.52%
45JNJJohnson & JohnsonStock-Healthcare0.39%+0.07%-2.96%
46SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.37%—-0.24%
47APPApplovin Corp-class AStock-Tech0.37%-0.24%-4.51%
48TSLATesla INCStock-Consumer Disc0.36%-0.09%-9.49%
49PGProcter & Gamble Co/theStock-Consumer Staples0.36%—-4.67%
50JPMJpmorgan Chase & CoStock-Financials0.34%-0.11%-23.03%
1–50 of 210

Holding changes this quarter

CFO4Life Group, LLC's most significant position changes for 2026-03-31: Sold out: Mplx LP (MPLX); Sold out: Reddit Inc-cl A (RDDT); New buy: Ishares US Treasury Bond ETF (GOVT); Sold out: Gs Nasdaq-100 Pr INC Etf-usd (GPIQ); Sold out: Applied Materials INC (AMAT).

Position changes disclosed by CFO4Life Group, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DARDarling Ingredients INC+0.7%-8.35%Trim
2VOOVanguard S&p 500 ETF+0.3%+0.78%Add
3UPSUnited Parcel Service-cl B+0.3%-0.24%Trim
4XOMExxon Mobil CORP+0.2%-2.70%Trim
5MMITNyli Mackay Muni Intrm ETF+0.2%+4.62%Add
6DYNFIshrs US E F R A Etf-usd INC+0.2%+0.30%Add
7QUALIshares Msci USA Quality Fac+0.1%-0.54%Trim
8WMTWalmart INC+0.1%-3.52%Trim
9VGSHVanguard Short-term Treasury+0.1%+29.67%Add
10CSXCsx CORP+0.1%-0.03%Trim
11COPConocophillips+0.1%-0.76%Trim
12JNJJohnson & Johnson+0.1%-2.96%Trim
13MTUMIshares Msci USA Momentum Fa+0.1%-0.59%Trim
14VTVanguard Tot World Stk ETF+0.1%+63.42%Add
15VTIVanguard Total Stock Mkt ETF0%-0.33%Trim
16HDHome Depot INC0%-2.28%Trim
17GSLCGoldman Activebeta US Lc ETF0%-2.03%Trim
18BLKBlackrock INC0%-1.52%Trim
19TXNTexas Instruments INC0%-35.14%Trim
20UNHUnitedhealth Group INC0%-23.65%Trim
21PLTRPalantir Technologies Inc-a0%-7.94%Trim
22ABBVAbbvie INC0%-35.73%Trim
23BXSLBlackstone Secured Lending F-0.1%-18.65%Trim
24BALTInn Defined Wealth Shield-0.1%-37.97%Trim
25BRK-BBerkshire Hathaway Inc-cl B-0.1%-18.11%Trim
26QQQInvesco Qqq Trust Series 1-0.1%-21.63%Trim
27LLYEli Lilly & Co-0.1%-17.49%Trim
28METAMeta Platforms Inc-class A-0.1%-5.25%Trim
29TSLATesla INC-0.1%-9.49%Trim
30AVGOBroadcom INC-0.1%-11.52%Trim
31LIILennox International INC-0.1%-31.03%Trim
32MAMastercard INC - A-0.1%-4.50%Trim
33JPMJpmorgan Chase & Co-0.1%-23.03%Trim
34AMZNAmazon.com INC-0.1%-3.67%Trim
35GOOGLAlphabet Inc-cl A-0.1%-9.59%Trim
36GOOGAlphabet Inc-cl C-0.2%-9.70%Trim
37VVisa Inc-class A Shares-0.2%-2.23%Trim
38NVDANvidia CORP-0.2%-13.37%Trim
39AAPLApple INC-0.2%-4.29%Trim
40VUSBVanguard Ultra Short Bond Et-0.2%-17.45%Trim
41APPApplovin Corp-class A-0.2%-4.51%Trim
42MSFTMicrosoft CORP-0.8%-8.07%Trim
43MPLXMplx LP—EXITSold out
44RDDTReddit Inc-cl A—EXITSold out
45GOVTIshares US Treasury Bond ETF—NEWNew buy
46GPIQGs Nasdaq-100 Pr INC Etf-usd—EXITSold out
47AMATApplied Materials INC—EXITSold out
48PDIPimco Dynamic Income Fund—EXITSold out
49EWEdwards Lifesciences CORP—EXITSold out
50OXLCOxford Lane Capital CORP—EXITSold out

FAQ

What is CFO4Life Group, LLC and what type of investor is it?
CFO4Life Group, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $656.0M, spread across 210 disclosed positions.
What are CFO4Life Group, LLC's largest equity positions?
Based on the latest 13F filing, CFO4Life Group, LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $86.3M (13.2%) 2. Ishrs US E F R A Etf-usd INC (DYNF) — $42.4M (6.5%) 3. Ishares Core Msci Eafe ETF (IEFA) — $34.3M (5.2%) 4. Ishares Msci USA Quality Fac (QUAL) — $33.6M (5.1%) 5. United Parcel Service-cl B (UPS) — $30.6M (4.7%)
What changes did CFO4Life Group, LLC make in its most recent portfolio filing?
In the latest reported quarter, CFO4Life Group, LLC made 50 notable position adjustments: 1 new positions were initiated, 5 existing holdings were added to, 37 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Mplx LP (MPLX); Sold out: Reddit Inc-cl A (RDDT); New buy: Ishares US Treasury Bond ETF (GOVT); Sold out: Gs Nasdaq-100 Pr INC Etf-usd (GPIQ); Sold out: Applied Materials INC (AMAT)
What sectors does CFO4Life Group, LLC focus on?
CFO4Life Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 28.2% • Industrials: 19.8% • Financials: 13.2% • Consumer Staples: 10.7% • Consumer Discretionary: 10.1% • Communication Services: 9.3%