CFO4Life Group, LLC
13F Reported Value
ⓘ$742.8M
incl. option notional
Equity Holdings
ⓘ$742.1M
Option Notional
ⓘ$662,400
$662,400 puts / $0 calls
Holdings
237
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CFO4Life Group, LLC disclosed 237 positions worth $742.8M in its Form 13F-HR for Q2 2026 — $742.1M in common stock plus $662,400 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 32 new positions and exited 7. The portfolio is most concentrated in Other (60.8% of disclosed assets). All figures are sourced directly from CFO4Life Group, LLC’s Form 13F-HR filing with the SEC under CIK 1706351.
AI Fund Analysis
StableSector Allocation
13fpro.ai/research/fund/cfo4life-group-llc-1706351
AUM History
13fpro.ai/research/fund/cfo4life-group-llc-1706351
Top Equity Holdings by Value
13fpro.ai/research/fund/cfo4life-group-llc-1706351
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$99.0M144,155 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$49.5M727,641 shISHARES TR - MSCI USA QLT FCT
—Quality
$38.6M175,888 shISHARES TR - CORE MSCI EAFE
—Quality
$36.3M375,853 sh- 76.3
Quality
$34.8M120,154 sh - 58.5
Quality
$33.4M310,836 sh ISHARES TR - MSCI USA MMENTM
—Quality
$20.8M60,583 shJ P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF
—Quality
$16.8M331,936 shVICTORY PORTFOLIOS II - SHS FR CA FL ETF
—Quality
$16.2M353,353 sh- 79.7
Quality
$15.3M40,999 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $99.0M | 144,155 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $49.5M | 727,641 |
| ISHARES TR - MSCI USA QLT FCT | — | $38.6M | 175,888 |
| ISHARES TR - CORE MSCI EAFE | — | $36.3M | 375,853 |
| 76.3 | $34.8M | 120,154 | |
| 58.5 | $33.4M | 310,836 | |
| ISHARES TR - MSCI USA MMENTM | — | $20.8M | 60,583 |
| J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $16.8M | 331,936 |
| VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $16.2M | 353,353 |
| 79.7 | $15.3M | 40,999 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CFO4Life Group, LLC's 237 positions.
Showing top 10 of 237 holdings.
Sector Allocation
Other
$451.3M
Technology
$114.3M
Industrials
$50.9M
Financials
$46.3M
Consumer Discretionary
$32.4M
Consumer Staples
$17.6M
Healthcare
$9.3M
Energy
$8.6M
Top Holdings — CFO4Life Group, LLC (Q2 2026)
Top 150 of 237 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $99.0M | 13.3% | -0% | — |
| 2 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $49.5M | 6.7% | -0% | — |
| 3 | — | ISHARES TR - MSCI USA QLT FCT | $38.6M | 5.2% | +0% | — |
| 4 | — | ISHARES TR - CORE MSCI EAFE | $36.3M | 4.9% | -1% | — |
| 5 | Apple Inc. | $34.8M | 4.7% | +1% | 76.3 | |
| 6 | UNITED PARCEL SERVICE INC | $33.4M | 4.5% | -0% | 58.5 | |
| 7 | — | ISHARES TR - MSCI USA MMENTM | $20.8M | 2.8% | -0% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $16.8M | 2.3% | +2% | — |
| 9 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $16.2M | 2.2% | +0% | — |
| 10 | MICROSOFT CORP | $15.3M | 2.1% | -2% | 79.7 | |
| 11 | AMAZON COM INC | $14.1M | 1.9% | +1% | 68.4 | |
| 12 | — | ISHARES TR - CORE S&P SCP ETF | $12.8M | 1.7% | -2% | — |
| 13 | — | VANGUARD MALVERN FDS - CORE BD ETF | $12.8M | 1.7% | -0% | — |
| 14 | — | ISHARES TR - MSCI USA VALUE | $12.6M | 1.7% | -0% | — |
| 15 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | $12.3M | 1.7% | +1% | — |
| 16 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $10.9M | 1.5% | -10% | — |
| 17 | DARLING INGREDIENTS INC. | $10.8M | 1.5% | +3% | 63.2 | |
| 18 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $9.8M | 1.3% | -0% | — |
| 19 | Alphabet Inc. | $9.8M | 1.3% | +4% | 78.1 | |
| 20 | Alphabet Inc. | $9.6M | 1.3% | +2% | 78.1 | |
| 21 | VISA INC. | $9.6M | 1.3% | -1% | 82.7 | |
| 22 | NVIDIA CORP | $8.6M | 1.2% | +9% | 85.9 | |
| 23 | HOME DEPOT, INC. | $8.6M | 1.2% | -1% | 60.1 | |
| 24 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $8.1M | 1.1% | +0% | — |
| 25 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $7.6M | 1.0% | -4% | — |
| 26 | — | ISHARES TR - CORE MSCI TOTAL | $7.4M | 1.0% | -3% | — |
| 27 | Mastercard Inc | $6.5M | 0.9% | +1% | 85 | |
| 28 | Walmart Inc. | $6.5M | 0.9% | +0% | 59.9 | |
| 29 | GOLDMAN SACHS GROUP INC | $5.9M | 0.8% | -3% | 73.3 | |
| 30 | WASTE MANAGEMENT INC | $5.8M | 0.8% | -0% | 67.2 | |
| 31 | — | ISHARES TR - 3 7 YR TREAS BD | $5.5M | 0.7% | -5% | — |
| 32 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $5.2M | 0.7% | +94% | — |
| 33 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $5.2M | 0.7% | -1% | — |
| 34 | Broadcom Inc. | $4.7M | 0.6% | +6% | 84.4 | |
| 35 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $4.5M | 0.6% | -0% | — |
| 36 | CSX CORP | $4.5M | 0.6% | +0% | 64.9 | |
| 37 | Meta Platforms, Inc. | $4.4M | 0.6% | -1% | 79.6 | |
| 38 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $4.3M | 0.6% | -0% | — |
| 39 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $4.2M | 0.6% | -0% | — |
| 40 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $4.1M | 0.6% | -2% | — |
| 41 | EXXON MOBIL CORP | $3.6M | 0.5% | +0% | 57.7 | |
| 42 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $3.3M | 0.4% | +2% | — |
| 43 | AppLovin Corp | $3.1M | 0.4% | +0% | 84.3 | |
| 44 | CISCO SYSTEMS, INC. | $3.1M | 0.4% | -0% | 70.1 | |
| 45 | Tesla, Inc. | $3.0M | 0.4% | +12% | 53.6 | |
| 46 | MICRON TECHNOLOGY INC | $3.0M | 0.4% | +13% | 86.1 | |
| 47 | BERKSHIRE HATHAWAY INC | $3.0M | 0.4% | +0% | 73.6 | |
| 48 | JOHNSON & JOHNSON | $2.7M | 0.4% | +1% | 68.8 | |
| 49 | BlackRock, Inc. | $2.6M | 0.3% | -0% | 69.8 | |
| 50 | JPMORGAN CHASE & CO | $2.5M | 0.3% | +1% | 70.3 | |
| 51 | KLA CORP | $2.5M | 0.3% | +910% | 78.5 | |
| 52 | INTEL CORP | $2.5M | 0.3% | +6% | 45.5 | |
| 53 | PROCTER & GAMBLE Co | $2.4M | 0.3% | -1% | 64.4 | |
| 54 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $2.1M | 0.3% | +12% | — |
| 55 | LENNOX INTERNATIONAL INC | $2.1M | 0.3% | +0% | 61.1 | |
| 56 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $2.0M | 0.3% | +0% | — |
| 57 | SPDR S&P 500 ETF TRUST | $1.9M | 0.3% | -31% | — | |
| 58 | ELI LILLY & Co | $1.9M | 0.3% | +3% | 87.5 | |
| 59 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.7M | 0.2% | +0% | — |
| 60 | — | ISHARES TR - US TREAS BD ETF | $1.7M | 0.2% | +214% | — |
| 61 | Bloom Energy Corp | $1.7M | 0.2% | -1% | 66 | |
| 62 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.6M | 0.2% | NEW | — |
| 63 | TEXAS INSTRUMENTS INC | $1.6M | 0.2% | -2% | 73.2 | |
| 64 | BERKSHIRE HATHAWAY INC | $1.5M | 0.2% | -21% | 73.6 | |
| 65 | PEPSICO INC | $1.5M | 0.2% | -1% | 63.2 | |
| 66 | ADVANCED MICRO DEVICES INC | $1.5M | 0.2% | +15% | 79.7 | |
| 67 | Blackstone Secured Lending Fund | $1.3M | 0.2% | +2% | — | |
| 68 | PROSPERITY BANCSHARES INC | $1.3M | 0.2% | -38% | 61.2 | |
| 69 | LAM RESEARCH CORP | $1.2M | 0.2% | +7% | 79.3 | |
| 70 | EMCOR Group, Inc. | $1.2M | 0.2% | +0% | 69.1 | |
| 71 | — | ISHARES TR - CORE S&P US VLU | $1.2M | 0.2% | -29% | — |
| 72 | CONOCOPHILLIPS | $1.2M | 0.2% | +1% | 70 | |
| 73 | AMPHENOL CORP /DE/ | $1.2M | 0.2% | +0% | 79.1 | |
| 74 | — | ISHARES TR - MSCI USA MIN ETF | $1.2M | 0.2% | +3% | — |
| 75 | Dell Technologies Inc. | $1.2M | 0.2% | +2% | 71.1 | |
| 76 | COCA COLA CO | $1.2M | 0.2% | -0% | 69.3 | |
| 77 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.1M | 0.1% | +0% | — |
| 78 | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.1% | -2% | 65.9 | |
| 79 | AMERICAN EXPRESS CO | $1.1M | 0.1% | +1% | 69.1 | |
| 80 | T-Mobile US, Inc. | $1.0M | 0.1% | -13% | 68.8 | |
| 81 | NORTHERN TRUST CORP | $1.0M | 0.1% | +0% | 64.8 | |
| 82 | — | ISHARES TR - S&P 500 GRWT ETF | $1.0M | 0.1% | NEW | — |
| 83 | CITIGROUP INC | $986,421 | 0.1% | +1% | 64.7 | |
| 84 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $955,375 | 0.1% | NEW | — |
| 85 | BlackRock Enhanced Large Cap Core Fund, Inc. | $928,970 | 0.1% | +1% | — | |
| 86 | Booking Holdings Inc. | $920,375 | 0.1% | +2347% | 58.3 | |
| 87 | — | ISHARES TR - TRS FLT RT BD | $916,870 | 0.1% | -0% | — |
| 88 | — | ISHARES TR - S&P 500 VAL ETF | $913,008 | 0.1% | NEW | — |
| 89 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $912,842 | 0.1% | NEW | — |
| 90 | — | PIMCO ETF TR - ACTIVE BD ETF | $906,701 | 0.1% | -2% | — |
| 91 | DOVER Corp | $865,555 | 0.1% | +1% | 57.8 | |
| 92 | Palantir Technologies Inc. | $840,467 | 0.1% | +13% | 84.5 | |
| 93 | — | VANGUARD INDEX FDS - GROWTH ETF | $829,886 | 0.1% | +501% | — |
| 94 | — | NEW YORK LIFE INVTS ACTIVE E - MACK MU INSD ETF | $823,471 | 0.1% | +1% | — |
| 95 | PROGRESSIVE CORP/OH/ | $786,950 | 0.1% | -1% | 80 | |
| 96 | HARTFORD INSURANCE GROUP, INC. | $783,698 | 0.1% | +1% | 71.3 | |
| 97 | BANK OF AMERICA CORP /DE/ | $781,936 | 0.1% | +4% | 67.3 | |
| 98 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $781,732 | 0.1% | NEW | — |
| 99 | NOVARTIS AG | $770,500 | 0.1% | -2% | — | |
| 100 | UNION PACIFIC CORP | $765,529 | 0.1% | +1% | 69.5 | |
| 101 | Fidelity Wise Origin Bitcoin Fund | $758,643 | 0.1% | +52% | — | |
| 102 | — | ISHARES TR - CORE S&P TTL STK | $755,642 | 0.1% | +0% | — |
| 103 | — | ISHARES TR - CORE S&P500 ETF | $736,324 | 0.1% | -12% | — |
| 104 | Eaton Vance Tax-Managed Buy-Write Income Fund | $731,718 | 0.1% | +2% | — | |
| 105 | ALTRIA GROUP, INC. | $709,622 | 0.1% | +1% | 67.2 | |
| 106 | CHEVRON CORP | $705,575 | 0.1% | -1% | 62.6 | |
| 107 | UNITEDHEALTH GROUP INC | $687,036 | 0.1% | -15% | 62.5 | |
| 108 | — | VANGUARD STAR FDS - VG TL INTL STK F | $675,309 | 0.1% | +1% | — |
| 109 | — | ISHARES TR - RUS 1000 GRW ETF | $670,299 | 0.1% | +300% | — |
| 110 | WELLS FARGO & COMPANY/MN | $670,121 | 0.1% | +0% | 61.5 | |
| 111 | GameStop Corp. | $662,400 | — | NEW | 61 | |
| 112 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $654,170 | 0.1% | +85% | — |
| 113 | ENTERPRISE PRODUCTS PARTNERS L.P. | $645,509 | 0.1% | +1% | 61 | |
| 114 | Philip Morris International Inc. | $639,341 | 0.1% | -15% | 75.7 | |
| 115 | — | VANECK ETF TRUST - LONG MUNI ETF | $637,057 | 0.1% | +0% | — |
| 116 | INVESCO QQQ TRUST, SERIES 1 | $634,432 | 0.1% | -62% | — | |
| 117 | Walt Disney Co | $630,555 | 0.1% | -2% | 59.8 | |
| 118 | — | ISHARES TR - CORE UNIVRSL USD | $619,247 | 0.1% | +0% | — |
| 119 | Uber Technologies, Inc | $615,092 | 0.1% | -1% | 73.3 | |
| 120 | — | ISHARES TR - NATIONAL MUN ETF | $601,273 | 0.1% | +0% | — |
| 121 | — | VANECK ETF TRUST - BDC INCOME ETF | $595,333 | 0.1% | -8% | — |
| 122 | LOCKHEED MARTIN CORP | $589,548 | 0.1% | +0% | 65.4 | |
| 123 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $585,423 | 0.1% | NEW | — |
| 124 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $559,115 | 0.1% | -19% | — |
| 125 | Cigna Group | $558,528 | 0.1% | -4% | 66 | |
| 126 | SouthState Bank Corp | $553,886 | 0.1% | +1% | 76.8 | |
| 127 | ENBRIDGE INC | $547,024 | 0.1% | -0% | 66.7 | |
| 128 | CARRIER GLOBAL Corp | $545,101 | 0.1% | -8% | 56.4 | |
| 129 | CATERPILLAR INC | $517,541 | 0.1% | +1% | 66.3 | |
| 130 | Invesco Ltd. | $517,433 | 0.1% | +0% | — | |
| 131 | — | ISHARES INC - CORE MSCI EMKT | $504,557 | 0.1% | +1% | — |
| 132 | Invesco Ltd. | $500,657 | 0.1% | NEW | — | |
| 133 | Marvell Technology, Inc. | $494,795 | 0.1% | NEW | 76.3 | |
| 134 | SPDR GOLD TRUST | $488,840 | 0.1% | +19% | — | |
| 135 | AMGEN INC | $485,343 | 0.1% | +3% | 79 | |
| 136 | FEDEX CORP | $474,978 | 0.1% | +0% | 60.1 | |
| 137 | APPLIED MATERIALS INC /DE | $474,288 | 0.1% | NEW | 72.1 | |
| 138 | VERIZON COMMUNICATIONS INC | $468,225 | 0.1% | +14% | 65.5 | |
| 139 | KINDER MORGAN, INC. | $464,748 | 0.1% | +2% | 71.1 | |
| 140 | GE Vernova Inc. | $458,195 | 0.1% | +1% | 81.1 | |
| 141 | RESMED INC | $442,748 | 0.1% | -2% | 74.1 | |
| 142 | AbbVie Inc. | $439,112 | 0.1% | -19% | 72.5 | |
| 143 | VALERO ENERGY CORP/TX | $438,821 | 0.1% | +0% | 57.5 | |
| 144 | GOLDMAN SACHS GROUP INC | $430,122 | 0.1% | +3% | 73.3 | |
| 145 | GENERAL DYNAMICS CORP | $409,147 | 0.1% | +1% | 68.5 | |
| 146 | — | DBX ETF TR - XTRACK MSCI EAFE | $404,140 | 0.1% | +9% | — |
| 147 | LAMAR ADVERTISING CO/NEW | $403,645 | 0.1% | +0% | 65.4 | |
| 148 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $402,722 | 0.1% | NEW | — |
| 149 | Invesco Ltd. | $401,383 | 0.1% | +0% | — | |
| 150 | VEEVA SYSTEMS INC | $399,130 | 0.1% | +3% | 77.5 |
New Positions (32)
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