# CFO4Life Group, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1706351. Source: https://holderbook.com/funds/1706351-cfo4life-group-llc/

- Reported value: $742.8M
- Positions: 236
- Weight of the ten largest: 48.5%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $99.0M | 144,155 | 13.3% | 26 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $49.5M | 727,641 | 6.7% | 8 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $38.6M | 175,888 | 5.2% | 25 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $36.3M | 375,853 | 4.9% | 13 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $34.8M | 120,154 | 4.7% | 31 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $33.4M | 310,836 | 4.5% | 31 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $20.8M | 60,583 | 2.8% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JMUB](https://holderbook.com/stocks/JMUB/) | $16.8M | 331,936 | 2.3% | 11 |
| VICTORY PORTFOLIOS II | [VFLO](https://holderbook.com/stocks/VFLO/) | $16.2M | 353,353 | 2.2% | 6 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $15.3M | 40,999 | 2.1% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $14.1M | 59,349 | 1.9% | 31 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $12.8M | 86,515 | 1.7% | 31 |
| VANGUARD MALVERN FDS | [VCRB](https://holderbook.com/stocks/VCRB/) | $12.8M | 165,823 | 1.7% | 6 |
| ISHARES TR | [VLUE](https://holderbook.com/stocks/VLUE/) | $12.6M | 63,250 | 1.7% | 23 |
| NEW YORK LIFE INVTS ACTIVE E | [MMIT](https://holderbook.com/stocks/MMIT/) | $12.3M | 505,504 | 1.7% | 6 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $10.9M | 219,320 | 1.5% | 3 |
| DARLING INGREDIENTS INC | [DAR](https://holderbook.com/stocks/DAR/) | $10.8M | 198,358 | 1.5% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $9.8M | 26,362 | 1.3% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $9.8M | 27,287 | 1.3% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $9.6M | 27,146 | 1.3% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $9.6M | 27,858 | 1.3% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $8.6M | 43,211 | 1.2% | 24 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $8.6M | 24,383 | 1.2% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $8.1M | 143,665 | 1.1% | 14 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $7.6M | 53,464 | 1.0% | 28 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $7.4M | 77,266 | 1.0% | 26 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $6.5M | 12,704 | 0.9% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $6.5M | 57,309 | 0.9% | 31 |
| GOLDMAN SACHS ETF TR | [GSIE](https://holderbook.com/stocks/GSIE/) | $5.9M | 130,080 | 0.8% | 26 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $5.8M | 26,126 | 0.8% | 31 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $5.5M | 46,421 | 0.7% | 11 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $5.2M | 89,736 | 0.7% | 3 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $5.2M | 114,545 | 0.7% | 11 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $4.7M | 12,380 | 0.6% | 13 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $4.5M | 87,863 | 0.6% | 11 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $4.5M | 94,036 | 0.6% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.4M | 7,758 | 0.6% | 31 |
| VANGUARD MALVERN FDS | [VPLS](https://holderbook.com/stocks/VPLS/) | $4.3M | 54,803 | 0.6% | 7 |
| HARTFORD FDS EXCHANGE TRADED | [HTRB](https://holderbook.com/stocks/HTRB/) | $4.2M | 123,973 | 0.6% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $4.1M | 68,603 | 0.6% | 27 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.6M | 26,140 | 0.5% | 31 |
| FIRST TR EXCHNG TRADED FD VI | [FIXD](https://holderbook.com/stocks/FIXD/) | $3.3M | 75,387 | 0.4% | 26 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $3.1M | 6,033 | 0.4% | 10 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.1M | 26,425 | 0.4% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.0M | 7,216 | 0.4% | 23 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.0M | 2,618 | 0.4% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $3.0M | 4 | 0.4% | 6 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.7M | 10,539 | 0.4% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $2.6M | 2,724 | 0.4% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.5M | 7,557 | 0.3% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $2.5M | 8,179 | 0.3% | 6 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.5M | 17,632 | 0.3% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.4M | 16,166 | 0.3% | 31 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $2.1M | 46,078 | 0.3% | 22 |
| LENNOX INTL INC | [LII](https://holderbook.com/stocks/LII/) | $2.1M | 3,614 | 0.3% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $2.0M | 40,365 | 0.3% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.9M | 2,595 | 0.3% | 28 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.9M | 1,589 | 0.3% | 13 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.7M | 24,212 | 0.2% | 20 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $1.7M | 73,689 | 0.2% | 2 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $1.7M | 5,513 | 0.2% | 5 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $1.6M | 56,853 | 0.2% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.6M | 5,283 | 0.2% | 25 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.5M | 3,061 | 0.2% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.5M | 11,025 | 0.2% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.5M | 2,543 | 0.2% | 5 |
| BLACKSTONE SECD LENDING FD | [BXSL](https://holderbook.com/stocks/BXSL/) | $1.3M | 56,186 | 0.2% | 18 |
| PROSPERITY BANCSHARES INC | [PB](https://holderbook.com/stocks/PB/) | $1.3M | 17,922 | 0.2% | 27 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.2M | 2,834 | 0.2% | 4 |
| EMCOR GROUP INC | [EME](https://holderbook.com/stocks/EME/) | $1.2M | 1,474 | 0.2% | 9 |
| ISHARES TR | [IUSV](https://holderbook.com/stocks/IUSV/) | $1.2M | 10,996 | 0.2% | 31 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $1.2M | 11,443 | 0.2% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.2M | 6,711 | 0.2% | 5 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $1.2M | 12,176 | 0.2% | 31 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $1.2M | 2,713 | 0.2% | 5 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.2M | 14,224 | 0.2% | 31 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $1.1M | 22,647 | 0.2% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.1M | 1,138 | 0.1% | 20 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.1M | 3,110 | 0.1% | 9 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $1.0M | 6,098 | 0.1% | 10 |
| NORTHERN TR CORP | [NTRS](https://holderbook.com/stocks/NTRS/) | $1.0M | 5,803 | 0.1% | 7 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.0M | 7,317 | 0.1% | 1 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $986.4K | 7,048 | 0.1% | 31 |
| SPDR SERIES TRUST | [SPTL](https://holderbook.com/stocks/SPTL/) | $955.4K | 36,423 | 0.1% | 1 |
| BLACKROCK ENHANCED LARGE CAP | [CII](https://holderbook.com/stocks/CII/) | $929.0K | 35,525 | 0.1% | 31 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $920.4K | 5,164 | 0.1% | 31 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $916.9K | 18,109 | 0.1% | 9 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $913.0K | 4,021 | 0.1% | 1 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $912.8K | 19,501 | 0.1% | 1 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $906.7K | 9,833 | 0.1% | 11 |
| GAMESTOP CORP | [GME](https://holderbook.com/stocks/GME/) | $892.0K | 10,398 | 0.1% | 5 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $865.6K | 5,515 | 0.1% | 23 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $840.5K | 7,204 | 0.1% | 8 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $829.9K | 9,634 | 0.1% | 31 |
| NEW YORK LIFE INVTS ACTIVE E | [MMIN](https://holderbook.com/stocks/MMIN/) | $823.5K | 34,014 | 0.1% | 25 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $787.0K | 3,602 | 0.1% | 10 |
| HARTFORD INSURANCE GROUP INC | [HIG](https://holderbook.com/stocks/HIG/) | $783.7K | 5,914 | 0.1% | 10 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $781.9K | 13,723 | 0.1% | 20 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $781.7K | 14,828 | 0.1% | 1 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $770.5K | 4,916 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.4% | +14.8% | -3.4% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.1% | 100% |
| Q4 2025 | +2.6% | +2.4% | +0.2% | 100% |
| Q3 2025 | +5.5% | +7.8% | -2.3% | 100% |
| Q2 2025 | +6.4% | +10.5% | -4.1% | 100% |
| Q1 2025 | -3.6% | -4.6% | +1.0% | 100% |
| Q4 2024 | +0.9% | +2.1% | -1.2% | 100% |
| Q3 2024 | +4.5% | +5.4% | -0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $742.8M | 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 |