Funds › CFO4Life Group, LLC
CFO4Life Group, LLC
13F for Q3 2026, filed Nov 12, 2026. 240 positions worth $747.5M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$747.5M
+$4.7M (0.6%) vs Q2 2026
Positions
240
236 in Q2 2026
Top 10 share
49.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds S&P 500 Etf Shs | 146,338 | $102.6M | 13.7% | +1.5% | 13F ↗ |
| 2 | BlackRock ETF Trust Ishares Us Equit | 739,022 | $51.2M | 6.8% | +1.6% | 13F ↗ |
| 3 | AAPL Apple Inc. | 119,717 | $39.9M | 5.3% | -0.4% | 13F ↗ |
| 4 | iShares Tr Msci Usa Qlt Fct | 176,219 | $39.2M | 5.2% | +0.2% | 13F ↗ |
| 5 | iShares Tr Core Msci Eafe | 379,703 | $36.8M | 4.9% | +1.0% | 13F ↗ |
| 6 | UPS United Parcel Service, Inc. | 309,704 | $28.9M | 3.9% | -0.4% | 13F ↗ |
| 7 | MSFT Microsoft Corporation | 39,444 | $20.2M | 2.7% | -3.8% | 13F ↗ |
| 8 | iShares Tr Msci Usa Mmentm | 60,780 | $19.3M | 2.6% | +0.3% | 13F ↗ |
| 9 | Victory Portfolios II Etf | 357,627 | $18.3M | 2.4% | +1.2% | 13F ↗ |
| 10 | J P Morgan Exchange Traded F Municipal Etf | 332,811 | $15.8M | 2.1% | +0.3% | 13F ↗ |
| 11 | AMZN Amazon.com, Inc. | 55,931 | $13.9M | 1.9% | -5.8% | 13F ↗ |
| 12 | Vanguard Malvern Fds Core Bd Etf | 172,195 | $12.7M | 1.7% | +3.8% | 13F ↗ |
| 13 | iShares Tr Msci Usa Value | 63,054 | $12.5M | 1.7% | -0.3% | 13F ↗ |
| 14 | DAR Darling Ingredients Inc. | 194,741 | $11.8M | 1.6% | -1.8% | 13F ↗ |
| 15 | Nylim Active ETF Tr Nyli Mackay Mun | 514,166 | $11.8M | 1.6% | +1.7% | 13F ↗ |
| 16 | iShares Tr Core S&P Scp Etf | 83,651 | $11.4M | 1.5% | -3.3% | 13F ↗ |
| 17 | Vanguard Bd Index Fds Vanguard Ultra | 198,058 | $9.8M | 1.3% | -9.7% | 13F ↗ |
| 18 | V Visa Inc. | 27,218 | $9.8M | 1.3% | -2.3% | 13F ↗ |
| 19 | Vanguard Index Fds Mrngstr Ttl Stk | 26,093 | $9.8M | 1.3% | -1.0% | 13F ↗ |
| 20 | GOOGL Alphabet Inc. Class A | 27,123 | $9.3M | 1.2% | -0.6% | 13F ↗ |
| 21 | GOOG Alphabet Inc. Class C | 27,350 | $9.3M | 1.2% | +0.8% | 13F ↗ |
| 22 | NVDA NVIDIA Corporation | 39,735 | $9.1M | 1.2% | -8.0% | 13F ↗ |
| 23 | J P Morgan Exchange Traded F Equity Premium | 141,109 | $7.9M | 1.1% | -1.8% | 13F ↗ |
| 24 | Goldman Sachs ETF Tr Activebeta Us Lg | 50,738 | $7.4M | 1.0% | -5.1% | 13F ↗ |
| 25 | iShares Tr Core Msci Total | 74,169 | $7.0M | 0.9% | -4.0% | 13F ↗ |
| 26 | MA Mastercard Incorporated | 12,324 | $6.8M | 0.9% | -3.0% | 13F ↗ |
| 27 | HD Home Depot, Inc. | 23,017 | $6.5M | 0.9% | -5.6% | 13F ↗ |
| 28 | WMT Walmart Inc. | 56,594 | $5.9M | 0.8% | -1.2% | 13F ↗ |
| 29 | Vanguard Scottsdale Fds Short Term Treas | 100,058 | $5.8M | 0.8% | +11.5% | 13F ↗ |
| 30 | Goldman Sachs ETF Tr Activebeta Int | 125,174 | $5.7M | 0.8% | -3.8% | 13F ↗ |
| 31 | META Meta Platforms, Inc. | 7,576 | $5.5M | 0.7% | -2.3% | 13F ↗ |
| 32 | WM Waste Management, Inc. | 25,656 | $5.2M | 0.7% | -1.8% | 13F ↗ |
| 33 | iShares Tr 3 7 Yr Treas Bd | 45,041 | $5.1M | 0.7% | -3.0% | 13F ↗ |
| 34 | Fidelity Merrimack Str Tr Total Bd Etf | 112,252 | $4.9M | 0.7% | -2.0% | 13F ↗ |
| 35 | CSX CSX Corporation | 91,906 | $4.3M | 0.6% | -2.3% | 13F ↗ |
| 36 | XOM ExxonMobil Holdings Corporation | 25,833 | $4.2M | 0.6% | New | 13F ↗ |
| 37 | AVGO Broadcom Inc. | 11,808 | $4.1M | 0.6% | -4.6% | 13F ↗ |
| 38 | J P Morgan Exchange Traded F Ultra Sht Muncpl | 81,237 | $4.1M | 0.5% | -7.5% | 13F ↗ |
| 39 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 68,655 | $4.1M | 0.5% | +0.1% | 13F ↗ |
| 40 | Vanguard Malvern Fds CORE-PLUS Bd Etf | 53,673 | $4.0M | 0.5% | -2.1% | 13F ↗ |
| 41 | Hartford Fds Exchange Traded Total Rtrn Etf | 121,513 | $3.9M | 0.5% | -2.0% | 13F ↗ |
| 42 | First Tr Exchng Traded Fd Vi Smith Opport Fxd | 75,045 | $3.1M | 0.4% | -0.5% | 13F ↗ |
| 43 | BRK-A Berkshire Hathaway Inc. Class A | 4 | $3.0M | 0.4% | Unchanged | 13F ↗ |
| 44 | BLK BlackRock, Inc. | 2,716 | $2.9M | 0.4% | -0.3% | 13F ↗ |
| 45 | MU Micron Technology, Inc. | 2,693 | $2.9M | 0.4% | +2.9% | 13F ↗ |
| 46 | CSCO Cisco Systems, Inc. | 25,985 | $2.8M | 0.4% | -1.7% | 13F ↗ |
| 47 | JNJ Johnson & Johnson | 10,515 | $2.8M | 0.4% | -0.2% | 13F ↗ |
| 48 | Amplify ETF Tr Cwp Enhanced Div | 59,081 | $2.7M | 0.4% | +28.2% | 13F ↗ |
| 49 | JPM JPMorgan Chase & Co. | 7,206 | $2.4M | 0.3% | -4.6% | 13F ↗ |
| 50 | PG Procter & Gamble Company | 15,567 | $2.3M | 0.3% | -3.7% | 13F ↗ |
Showing the top 50 of 240 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
12 new, 110 added to, 100 trimmed, 8 exited, 18 unchanged. By estimated dollars.
New positions (12)
| XOM ExxonMobil Holdings Corporation | 25,833 | New | $4.2M |
| SPCX Space Exploration Technologies Corp. | 5,390 | New | $813.1K |
| Northern Lts Fd Tr IV Inspire 500 Etf | 1,477 | New | $401.9K |
| NEM Newmont Corporation | 2,386 | New | $275.2K |
| IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 5,550 | New | $262.7K |
| iShares Tr 0-3 Mth Treasury | 2,522 | New | $253.9K |
| IAU iShares Gold Trust · Ishares New | 3,177 | New | $248.1K |
| PAYC Paycom Software, Inc. | 1,094 | New | $238.1K |
| PTC PTC Inc. | 1,604 | New | $225.0K |
| MPC Marathon Petroleum Corporation | 536 | New | $211.8K |
Added to (110)
| Vanguard Index Fds S&P 500 Etf Shs | 146,338 | +1.5% | $1.5M |
| Goldman Sachs ETF Tr S&P 500 Premium | 32,121 | +173% | $1.1M |
| iShares Tr S&P 500 Grwt Etf | 14,494 | +98.1% | $1.0M |
| BlackRock ETF Trust Isha I In Te Etf | 33,200 | +124% | $867.0K |
| iShares Tr S&P 500 Val Etf | 7,658 | +90.5% | $830.3K |
| BlackRock ETF Trust Ishares Us Equit | 739,022 | +1.6% | $788.2K |
| PHYS Sprott Physical Gold Trust ETV · Physical Gold Tr | 30,790 | +224% | $665.9K |
| Amplify ETF Tr Cwp Enhanced Div | 59,081 | +28.2% | $604.5K |
| Vanguard Scottsdale Fds Short Term Treas | 100,058 | +11.5% | $594.1K |
| Vaneck ETF Trust Bdc Income Etf | 92,374 | +96.4% | $584.6K |
Trimmed (100)
| Vanguard Bd Index Fds Vanguard Ultra | 198,058 | -9.7% | -$1.1M |
| AMZN Amazon.com, Inc. | 55,931 | -5.8% | -$851.6K |
| MSFT Microsoft Corporation | 39,444 | -3.8% | -$797.6K |
| NVDA NVIDIA Corporation | 39,735 | -8.0% | -$793.9K |
| TMUS T-Mobile US, Inc. | 1,295 | -78.8% | -$783.4K |
| LLY Eli Lilly and Company | 1,093 | -31.2% | -$573.8K |
| Goldman Sachs ETF Tr Activebeta Us Lg | 50,738 | -5.1% | -$395.4K |
| iShares Tr Core S&P Scp Etf | 83,651 | -3.3% | -$389.6K |
| HD Home Depot, Inc. | 23,017 | -5.6% | -$388.6K |
| TSLA Tesla, Inc. | 6,225 | -13.7% | -$351.6K |
Exited (8)
| Exxon Mobil Corp | 26,140 | Exited | -$3.6M |
| iShares Tr Futu Expo Te Etf | 3,961 | Exited | -$327.3K |
| ASML ASML Holding N.V. · Equities | 141 | Exited | -$280.5K |
| SBUX Starbucks Corporation | 2,700 | Exited | -$275.9K |
| GLW Corning Incorporated | 1,050 | Exited | -$268.3K |
| WDC Western Digital Corporation | 404 | Exited | -$258.0K |
| EW Edwards Lifesciences Corporation | 2,548 | Exited | -$230.5K |
| iShares Tr Etf | 474 | Exited | -$202.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 241 | $747.5M | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 237 | $742.8M | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 210 | $656.0M | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 242 | $701.5M | Current | SEC ↗ |
| Q3 2025 | Nov 7, 2025 | 13F-HR | 235 | $688.0M | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 228 | $639.5M | Current | SEC ↗ |
| Q1 2025 | Apr 30, 2025 | 13F-HR | 221 | $594.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer