Q2 2026 13F · SEC CIK 1706351

CFO4Life Group, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $742.1M
Reported positions: 236
Top holdings a year, 3 yrs: +10.6%
Assets under management: $1.9B

CFO4Life Group, LLC is a wealth manager that reported 236 positions worth $742.1M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Vanguard Index Fds (VOO, 13.3%), Blackrock ETF Trust (DYNF, 6.7%), Ishares Tr (QUAL, 5.2%). A portfolio copying its top holdings returned 10.6% a year over the last 3 years, against 20.4% for the S&P 500.

CFO4Life Group, LLC holdings largest 50 of 236 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

CFO4Life Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	13.3%	13.2%	144,155	-0.2%	$99.0M
DYNFBlackrock ETF Trust	6.7%	6.5%	727,641	-0.2%	$49.5M
QUALIshares Tr	5.2%	5.1%	175,888	+0.3%	$38.6M
IEFAIshares Tr	4.9%	5.2%	375,853	-0.9%	$36.3M
AAPLApple Inc	4.7%	4.6%	120,154	+0.6%	$34.8M
UPSUnited Parcel Svcs Inc	4.5%	4.7%	310,836	-0.1%	$33.4M
MTUMIshares Tr	2.8%	2.2%	60,583	-0.5%	$20.8M
JMUBJ P Morgan Exchange Traded F	2.3%	2.5%	331,936	+1.9%	$16.8M
VFLOVictory Portfolios II Victoryshares Free	2.2%	2.1%	353,353	+0.2%	$16.2M
MSFTMicrosoft Corp	2.1%	2.4%	40,999	-2.2%	$15.3M
AMZNAmazon Com Inc	1.9%	1.9%	59,349	+0.7%	$14.1M
IJRIshares Tr	1.7%	1.7%	86,515	-1.9%	$12.8M
VCRBVanguard Malvern Fds	1.7%	2.0%	165,823	-0.0%	$12.8M
VLUEIshares Tr	1.7%	1.4%	63,250	-0.0%	$12.6M
MMITNylim Active ETF Tr	1.7%	1.8%	505,504	+1.3%	$12.3M
VUSBVanguard Bd Index Fds	1.5%	1.9%	219,320	-10.3%	$10.9M
DARDarling Ingredients Inc	1.5%	1.8%	198,358	+2.5%	$10.8M
VTIVanguard Index Fds	1.3%	1.3%	26,362	-0.0%	$9.8M
GOOGLAlphabet Inc	1.3%	1.1%	27,287	+4.1%	$9.8M
GOOGAlphabet Inc	1.3%	1.2%	27,146	+1.7%	$9.6M
VVisa Inc	1.3%	1.3%	27,858	-0.9%	$9.6M
NVDANvidia Corporation	1.2%	1.1%	43,211	+9.4%	$8.6M
HDHome Depot Inc	1.2%	1.2%	24,383	-0.9%	$8.6M
JEPIJ P Morgan Exchange Traded F	1.1%	1.2%	143,665	+0.0%	$8.1M
GSLCGoldman Sachs ETF Tr	1.0%	1.1%	53,464	-4.0%	$7.6M
IXUSIshares Tr	1.0%	1.1%	77,266	-3.3%	$7.4M
MAMastercard Incorporated	0.9%	1.0%	12,704	+0.8%	$6.5M
WMTWalmart Inc	0.9%	1.1%	57,309	+0.3%	$6.5M
GSIEGoldman Sachs ETF Tr	0.8%	0.9%	130,080	-3.4%	$5.9M
WMWaste Mgmt Inc Del	0.8%	0.9%	26,126	-0.0%	$5.8M
IEIIshares Tr	0.7%	0.9%	46,421	-4.6%	$5.5M
VGSHVanguard Scottsdale Fds	0.7%	0.4%	89,736	+93.6%	$5.2M
FBNDFidelity Merrimack Str Tr	0.7%	0.8%	114,545	-1.2%	$5.2M
AVGOBroadcom Inc	0.6%	0.6%	12,380	+6.2%	$4.7M
JMSTJ P Morgan Exchange Traded F	0.6%	0.7%	87,863	-0.3%	$4.5M
CSXCsx Corp	0.6%	0.6%	94,036	+0.0%	$4.5M
METAMeta Platforms Inc	0.6%	0.7%	7,758	-1.4%	$4.4M
VPLSVanguard Malvern Fds	0.6%	0.7%	54,803	-0.5%	$4.3M
HTRBHartford Fds Exchange Traded	0.6%	0.6%	123,973	-0.3%	$4.2M
VWOVanguard Intl Equity Index F	0.6%	0.6%	68,603	-1.9%	$4.1M
XOMExxon Mobil Corp	0.5%	0.7%	26,140	+0.2%	$3.6M
FIXDFirst Tr Exchng Traded Fd Vi	0.4%	0.5%	75,387	+2.3%	$3.3M
APPApplovin Corp	0.4%	0.4%	6,033	+0.1%	$3.1M
CSCOCisco Sys Inc	0.4%	—	26,425	—	$3.1M
TSLATesla Inc	0.4%	0.4%	7,216	+12.4%	$3.0M
MUMicron Technology Inc	0.4%	—	2,618	—	$3.0M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	4	+0.0%	$3.0M
JNJJohnson & Johnson	0.4%	0.4%	10,539	+1.4%	$2.7M
BLKBlackrock Inc	0.4%	0.4%	2,724	-0.1%	$2.6M
JPMJpmorgan Chase & Co	0.3%	0.3%	7,557	+0.9%	$2.5M

What CFO4Life Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.3% /yr; S&P 500 +20.1%
3 years: +10.6% /yr; S&P 500 +20.4%
5 years: +4.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$742.1M	236
Q1 2026	$656.0M	210
Q4 2025	$701.5M	242
Q3 2025	$688.0M	234
Q2 2025	$639.5M	228
Q1 2025	$594.1M	221
Q4 2024	$569.2M	219
Q3 2024	$565.0M	220
Q2 2024	$531.9M	205
Q1 2024	$551.0M	200
Q4 2023	$523.7M	183
Q3 2023	$433.2M	171

Questions about CFO4Life Group, LLC's portfolio

What stocks does CFO4Life Group, LLC own?

CFO4Life Group, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 236 positions worth $742.1M. The largest are Vanguard Index Fds (VOO) at 13.3%, Blackrock ETF Trust (DYNF) at 6.7%, Ishares Tr (QUAL) at 5.2%, Ishares Tr (IEFA) at 4.9% and Apple Inc (AAPL) at 4.7%.

What did CFO4Life Group, LLC buy last quarter?

In Q2 2026, CFO4Life Group, LLC added Vanguard Scottsdale Fds (VGSH) (+93.6% shares), Tesla Inc (TSLA) (+12.4% shares) and Nvidia Corporation (NVDA) (+9.4% shares), compared with its Q1 2026 filing.

What did CFO4Life Group, LLC sell last quarter?

In Q2 2026, CFO4Life Group, LLC cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), cut from its top 50 Procter & Gamble Co (PG) and Vanguard Bd Index Fds (VUSB) (-10.3% shares), compared with its Q1 2026 filing.

How has CFO4Life Group, LLC's portfolio performed?

A portfolio copying CFO4Life Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.3% against +20.1%. Over 5 years: +4.3% a year against +11.6%.

When is CFO4Life Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. CFO4Life Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does CFO4Life Group, LLC manage?

CFO4Life Group, LLC reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $742.1M.