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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
IJK icon
226
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
– –
-2,250
Closed -$218K
INTU icon
227
Intuit
INTU
$79.6B
– –
-402
Closed -$266K
ISRG icon
228
Intuitive Surgical
ISRG
$122B
– –
-444
Closed -$251K
IWV icon
229
iShares Russell 3000 ETF
IWV
$19.6B
– –
-600
Closed -$232K
LIN icon
230
Linde
LIN
$237B
– –
-517
Closed -$220K
LPLA icon
231
LPL Financial
LPLA
$26B
– –
-583
Closed -$208K
MCK icon
232
McKesson
MCK
$98.5B
– –
-327
Closed -$268K
MPLX icon
233
MPLX
MPLX
$57.9B
– –
-18,500
Closed -$987K
NOW icon
234
ServiceNow
NOW
$106B
– –
-1,784
Closed -$273K
OBDC icon
235
Blue Owl Capital
OBDC
$5.45B
– –
-14,310
Closed -$178K
OXLC
236
Oxford Lane Capital
OXLC
$856M
– –
-19,282
Closed -$282K
PANW icon
237
Palo Alto Networks
PANW
$292B
– –
-1,180
Closed -$217K
PAYC icon
238
Paycom
PAYC
$6.9B
– –
-1,356
Closed -$216K
PDI icon
239
PIMCO Dynamic Income Fund
PDI
$7.55B
– –
-19,632
Closed -$348K
PINS icon
240
Pinterest
PINS
$13B
– –
-8,883
Closed -$230K
PTY icon
241
PIMCO Corporate & Income Opportunity Fund
PTY
$2.51B
– –
-17,458
Closed -$225K
SACH
242
Sachem Capital Corp
SACH
$41M
– –
-118,940
Closed -$124K
SLRC icon
243
SLR Investment Corp
SLRC
$716M
– –
-12,000
Closed -$186K
TMO icon
244
Thermo Fisher Scientific
TMO
$198B
– –
-447
Closed -$259K
TPVG icon
245
TriplePoint Venture Growth BDC
TPVG
$192M
– –
-13,610
Closed -$89K
XFLT
246
XAI Floating Rate & Alternative Income Trust
XFLT
$261M
– –
-7,760
Closed -$186K
XLK icon
247
State Street Technology Select Sector SPDR ETF
XLK
$114B
– –
-1,888
Closed -$272K
RDDT icon
248
Reddit
RDDT
$34.9B
– –
-2,600
Closed -$598K
6 7 8 9
10

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VCM
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W
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GPSPJS
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PAI
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RRA
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NGM
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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.