CFO4Life Group, LLC 13F holdings
CFO4Life Group, LLC reported 177 positions with a total reported value of $742.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-12. Top holdings by reported value: ISHARES TR (19.7%), VANGUARD INDEX FDS (14.8%), BLK BLACKROCK ENHANCED EQUITY DI (7.1%), AAPL APPLE INC (4.7%), UPS UNITED PARCEL SVCS INC (4.5%). Against 2026-03-31 it opened 19 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 177 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 1,072,855 | $146.0M | 19.7% |
| VANGUARD INDEX FDS | 181,952 | $110.1M | 14.8% |
| BLK BLACKROCK ENHANCED EQUITY DI | 765,359 | $52.8M | 7.1% |
| AAPL APPLE INC | 120,154 | $34.8M | 4.7% |
| UPS UNITED PARCEL SVCS INC | 310,836 | $33.4M | 4.5% |
| J P MORGAN EXCHANGE TRADED F | 607,473 | $31.7M | 4.3% |
| GOOGL ALPHABET INC | 54,433 | $19.3M | 2.6% |
| VANGUARD MALVERN FDS | 220,626 | $17.1M | 2.3% |
| VICTORY PORTFOLIOS II | 353,353 | $16.2M | 2.2% |
| MSFT MICROSOFT CORP | 40,999 | $15.3M | 2.1% |
| GS GOLDMAN SACHS ETF TR | 195,741 | $14.6M | 2.0% |
| AMZN AMAZON COM INC | 59,349 | $14.1M | 1.9% |
| NEW YORK LIFE INVTS ACTIVE E | 539,518 | $13.1M | 1.8% |
| VANGUARD BD INDEX FDS | 222,803 | $11.2M | 1.5% |
| DAR DARLING INGREDIENTS INC | 198,358 | $10.8M | 1.5% |
| V VISA INC | 27,858 | $9.6M | 1.3% |
| NVDA NVIDIA CORPORATION | 43,211 | $8.6M | 1.2% |
| HD HOME DEPOT INC | 24,383 | $8.6M | 1.2% |
| MA MASTERCARD INCORPORATED | 12,704 | $6.5M | 0.9% |
| WMT WALMART INC | 57,309 | $6.5M | 0.9% |
| VANGUARD SCOTTSDALE FDS | 109,237 | $6.1M | 0.8% |
| WASTE MGMT INC DEL | 26,126 | $5.8M | 0.8% |
| FIDELITY MERRIMACK STR TR | 114,545 | $5.2M | 0.7% |
| VANGUARD INTL EQUITY INDEX F | 74,118 | $5.0M | 0.7% |
| AVGO BROADCOM INC | 12,380 | $4.7M | 0.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 19 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BLACKROCK ETF TRUST | 20,882 | $1.1M | 0.1% |
| SPDR SERIES TRUST | 36,423 | $955.4K | 0.1% |
| BLACKROCK ETF TRUST II | 21,968 | $846.9K | 0.1% |
| MRVL MARVELL TECHNOLOGY INC | 1,661 | $494.8K | <0.1% |
| APPLIED MATLS INC | 656 | $474.3K | <0.1% |
| PANW PALO ALTO NETWORKS INC | 1,136 | $387.4K | <0.1% |
| SNDK SANDISK CORP | 137 | $311.5K | <0.1% |
| SPROTT ASSET MANAGEMENT LP | 9,494 | $286.4K | <0.1% |
| ASML ASML HLDG NV | 141 | $280.5K | <0.1% |
| GLW CORNING INC | 1,050 | $268.3K | <0.1% |
| WDC WESTERN DIGITAL CORP | 404 | $258.0K | <0.1% |
| CRWD CROWDSTRIKE HLDGS INC | 337 | $257.2K | <0.1% |
| FETH FIDELITY ETHEREUM FD | 16,088 | $253.2K | <0.1% |
| TRI THOMSON REUTERS CORP | 2,922 | $238.6K | <0.1% |
| ROBINHOOD MKTS INC | 2,359 | $236.6K | <0.1% |
| AMT AMERICAN TOWER CORP | 1,429 | $233.7K | <0.1% |
| EW EDWARDS LIFESCIENCES CORP | 2,548 | $230.5K | <0.1% |
| STATE STR SPDR DOW JONES IND | 401 | $209.6K | <0.1% |
| GSBD GOLDMAN SACHS BDC INC | 10,143 | $96.2K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES TR | 1,014,467 | 1,072,855 | +5.8% | $146.0M |
| VANGUARD INDEX FDS | 174,274 | 181,952 | +4.4% | $110.1M |
| VANGUARD SCOTTSDALE FDS | 46,348 | 109,237 | +135.7% | $6.1M |
| KLAC KLA CORP | 810 | 8,179 | +909.8% | $2.5M |
| SCHWAB STRATEGIC TR | 20,015 | 62,971 | +214.6% | $2.0M |
| BKNG BOOKING HOLDINGS INC | 211 | 5,164 | +2,347.4% | $920.4K |
| IVZ INVESCO EXCH TRADED FD TR II | 14,104 | 24,758 | +75.5% | $1.9M |
| NVDA NVIDIA CORPORATION | 39,486 | 43,211 | +9.4% | $8.6M |
| GOOGL ALPHABET INC | 52,909 | 54,433 | +2.9% | $19.3M |
| BLK BLACKROCK ENHANCED EQUITY DI | 758,211 | 765,359 | +0.9% | $52.8M |
| MU MICRON TECHNOLOGY INC | 2,315 | 2,618 | +13.1% | $3.0M |
| TSLA TESLA INC | 6,422 | 7,216 | +12.4% | $3.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD BD INDEX FDS | 247,937 | 222,803 | -10.1% | $11.2M |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 3,880 | 3,065 | -21.0% | $4.5M |
| QQQ INVESCO QQQ TR | 2,294 | 862 | -62.4% | $634.4K |
| SPY STATE STR SPDR S&P 500 ETF T | 3,758 | 2,595 | -30.9% | $1.9M |
| PB PROSPERITY BANCSHARES INC | 28,844 | 17,922 | -37.9% | $1.3M |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,834 | 445 | -75.7% | $212.5K |
| CORZ CORE SCIENTIFIC INC NEW | 33,078 | 13,044 | -60.6% | $333.8K |
| GLOBAL X FDS | 23,641 | 15,810 | -33.1% | $816.0K |
| MSFT MICROSOFT CORP | 41,932 | 40,999 | -2.2% | $15.3M |
| PFE PFIZER INC | 25,583 | 15,403 | -39.8% | $370.9K |
| TMUS T-MOBILE US INC | 7,045 | 6,098 | -13.4% | $1.0M |
| VANECK ETF TRUST | 91,647 | 85,468 | -6.7% | $1.8M |
CIK 1706351 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
