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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
+8.07%
1 Year Est. Return
+17.88%
3 Year Est. Return
+43.38%
5 Year Est. Return
+49.69%
10 Year Est. Return
–
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
+$5.65M
Cap. Flow %
0.88%
Top 10 Hldgs %
48.59%
Holding
245
New
24
Increased
100
Reduced
80
Closed
17

Top Buys

Rank Stock Value
1
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$3.23M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.21M
3
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

Rank Stock Value
1
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.03M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.4M
3
FISV
Fiserv Inc
FISV
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

Rank Sector Weight
1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRSP
226
BrightSpire Capital
BRSP
$715M
$73.2K 0.01%
14,500
– –
AMC icon
227
AMC Entertainment Holdings
AMC
$1.73B
$33K 0.01%
+10,649
New +$31.6K
GNS icon
228
Genius Group
GNS
$33.6M
$13.6K ﹤0.01%
+10,000
New +$3.96K
AGG icon
229
iShares Core US Aggregate Bond ETF
AGG
$139B
– –
-4,279
Closed -$423K
APD icon
230
Air Products & Chemicals
APD
$65.8B
– –
-749
Closed -$221K
BMRN icon
231
BioMarin Pharmaceuticals
BMRN
$11.5B
– –
-7,913
Closed -$559K
BMY icon
232
Bristol-Myers Squibb
BMY
$124B
– –
-4,672
Closed -$285K
DHR icon
233
Danaher
DHR
$144B
– –
-1,009
Closed -$207K
DOCU
234
DocuSign
DOCU
$10.1B
– –
-7,513
Closed -$612K
EXPE icon
235
Expedia Group
EXPE
$32.3B
– –
-3,845
Closed -$646K
FISV
236
Fiserv Inc
FISV
$27B
– –
-3,960
Closed -$874K
FNF icon
237
Fidelity National Financial
FNF
$14B
– –
-8,607
Closed -$560K
LCID icon
238
Lucid Motors
LCID
$2.87B
– –
-1,295
Closed -$31.3K
MDT icon
239
Medtronic
MDT
$106B
– –
-2,430
Closed -$218K
MPT
240
Medical Properties Trust
MPT
$2.84B
– –
-14,503
Closed -$87.5K
MRK icon
241
Merck
MRK
$315B
– –
-2,797
Closed -$251K
NTAP icon
242
NetApp
NTAP
$32.1B
– –
-5,858
Closed -$515K
PAGP icon
243
Plains GP Holdings
PAGP
$5.07B
– –
-9,517
Closed -$203K
TMO icon
244
Thermo Fisher Scientific
TMO
$198B
– –
-429
Closed -$213K
TJAN
245
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.4M
– –
-13,240
Closed -$335K
6 7 8 9
10

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VCM
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PAI
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CFO4Life Group's Q2 2025 Portfolio in Review

As of Q2 2025, CFO4Life Group held 245 positions worth $640M, up 7.6% from $594M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

CFO4Life Group's Q2 2025 filing shows 24 new, 100 increased, 80 reduced and 17 closed positions. Its largest new stake was Cigna: 2,254 shares worth $745K. The largest sale was JPMorgan Equity Premium Income ETF, an estimated $2.03M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.8% a quarter earlier, followed by Industrials and Financials.

  • CFO4Life Group's largest Q2 2025 buy was Cigna: 2,254 shares worth $745K.
  • CFO4Life Group added most to BlackRock US Equity Factor Rotation ETF in Q2 2025, an estimated $3.23M increase.
  • CFO4Life Group's biggest Q2 2025 reduction was JPMorgan Equity Premium Income ETF, cutting an estimated $2.03M.
  • CFO4Life Group fully exited Fiserv Inc in Q2 2025, selling an estimated $874K.
  • CFO4Life Group's ten largest holdings make up 49% of its $640M portfolio in Q2 2025.
  • CFO4Life Group opened 24 new positions and closed 17 in Q2 2025.
  • CFO4Life Group's portfolio value rose 7.6% quarter-over-quarter to $640M.

Based on CFO4Life Group's 13F filing for Q2 2025, filed 8 Aug 2025.