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CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
-1.15%
1 Year Est. Return
+17.88%
3 Year Est. Return
+43.38%
5 Year Est. Return
+49.69%
10 Year Est. Return
–
AUM
$656M
AUM Growth
-$45.6M
Cap. Flow
-$29M
Cap. Flow %
-4.42%
Top 10 Hldgs %
48.47%
Holding
248
New
6
Increased
55
Reduced
130
Closed
38

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$701K
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$623K
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$541K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$539K
5
VT icon
Vanguard Total World Stock ETF
VT
+$305K

Top Sells

Rank Stock Value
1
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$2.58M
2
MSFT icon
Microsoft
MSFT
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.39M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
MPLX icon
MPLX
MPLX
+$987K

Sector Composition

Rank Sector Weight
1 Technology 10.43%
2 Industrials 7.42%
3 Financials 5.56%
4 Consumer Staples 4.07%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$974B
$86.3M 13.16%
144,500
+1,121
+0.8% +$701K
DYNF icon
2
BlackRock US Equity Factor Rotation ETF
DYNF
$37.8B
$42.4M 6.47%
729,026
+2,193
+0.3% +$133K
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$186B
$34.3M 5.23%
379,195
-6,291
-2% -$587K
QUAL icon
4
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$33.6M 5.13%
175,287
-943
-0.5% -$189K
UPS icon
5
United Parcel Service
UPS
$100B
$30.6M 4.66%
311,009
-751
-0.2% -$80.5K
AAPL icon
6
Apple
AAPL
$4.9T
$30.3M 4.62%
119,496
-5,350
-4% -$1.39M
JMUB icon
7
JPMorgan Municipal ETF
JMUB
$8.06B
$16.3M 2.48%
325,661
+2,463
+0.8% +$125K
MSFT icon
8
Microsoft
MSFT
$2.93T
$15.5M 2.37%
41,932
-3,680
-8% -$1.54M
MTUM icon
9
iShares MSCI USA Momentum Factor ETF
MTUM
$25.8B
$14.6M 2.23%
60,865
-360
-0.6% -$90.5K
VFLO icon
10
VictoryShares Free Cash Flow ETF
VFLO
$8.26B
$13.9M 2.12%
352,701
-3,775
-1% -$150K
VCRB icon
11
Vanguard Core Bond ETF
VCRB
$7.24B
$12.8M 1.96%
165,869
+2,557
+2% +$200K
AMZN icon
12
Amazon
AMZN
$2.66T
$12.3M 1.87%
58,942
-2,244
-4% -$494K
VUSB icon
13
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$12.2M 1.86%
244,431
-51,671
-17% -$2.58M
MMIT icon
14
IQ MacKay Municipal Intermediate ETF
MMIT
$1.47B
$12M 1.83%
498,899
+22,020
+5% +$539K
DAR icon
15
Darling Ingredients
DAR
$10B
$12M 1.82%
193,470
-17,615
-8% -$868K
IJR icon
16
iShares Core S&P Small-Cap ETF
IJR
$110B
$11M 1.67%
88,204
-5,033
-5% -$639K
VLUE icon
17
iShares MSCI USA Value Factor ETF
VLUE
$9.6B
$9M 1.37%
63,281
-1,452
-2% -$213K
V icon
18
Visa
V
$682B
$8.49M 1.29%
28,099
-640
-2% -$206K
VTI icon
19
Vanguard Total Stock Market ETF
VTI
$658B
$8.46M 1.29%
26,373
-88
-0.3% -$29.5K
JEPI icon
20
JPMorgan Equity Premium Income ETF
JEPI
$45B
$8.14M 1.24%
143,649
+118
+0.1% +$6.87K
HD icon
21
Home Depot
HD
$338B
$8.09M 1.23%
24,606
-574
-2% -$209K
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.22T
$7.66M 1.17%
26,693
-2,867
-10% -$901K
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$4.23T
$7.54M 1.15%
26,216
-2,780
-10% -$874K
WMT icon
24
Walmart Inc
WMT
$909B
$7.1M 1.08%
57,136
-2,085
-4% -$256K
GSLC icon
25
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$6.97M 1.06%
55,683
-1,153
-2% -$151K
1
2 3 4 5

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CFO4Life Group's Q1 2026 Portfolio in Review

As of Q1 2026, CFO4Life Group held 248 positions worth $656M, down 6.5% from $702M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

CFO4Life Group withdrew a net $29M in Q1 2026, closing 38 positions and reducing 130 holdings. Its most notable exit was MPLX, an estimated $987K position sold in full.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 12% a quarter earlier, followed by Industrials and Financials.

Against the trend, CFO4Life Group opened a new position in iShares US Treasury Bond ETF worth $538K.

  • CFO4Life Group's largest Q1 2026 buy was iShares US Treasury Bond ETF: 23,479 shares worth $538K.
  • CFO4Life Group added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $701K increase.
  • CFO4Life Group's biggest Q1 2026 reduction was Vanguard Ultra-Short Bond ETF, cutting an estimated $2.58M.
  • CFO4Life Group fully exited MPLX in Q1 2026, selling an estimated $987K.
  • CFO4Life Group's ten largest holdings make up 48% of its $656M portfolio in Q1 2026.
  • CFO4Life Group opened 6 new positions and closed 38 in Q1 2026.
  • CFO4Life Group's portfolio value fell 6.5% quarter-over-quarter to $656M.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.