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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
+3.15%
1 Year Est. Return
+17.88%
3 Year Est. Return
+43.38%
5 Year Est. Return
+49.69%
10 Year Est. Return
–
AUM
$702M
AUM Growth
+$13.5M
Cap. Flow
-$4.05M
Cap. Flow %
-0.58%
Top 10 Hldgs %
48.03%
Holding
252
New
17
Increased
77
Reduced
118
Closed
10

Top Buys

Rank Stock Value
1
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$14.8M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.1M
3
LII icon
Lennox International
LII
+$900K
4
AVGO icon
Broadcom
AVGO
+$818K
5
MU icon
Micron Technology
MU
+$511K

Top Sells

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$12.3M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.29M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$835K
4
MSFT icon
Microsoft
MSFT
+$771K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$649K

Sector Composition

Rank Sector Weight
1 Technology 11.89%
2 Industrials 7.05%
3 Financials 6.2%
4 Communication Services 4.68%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBR icon
226
Vanguard Small-Cap Value ETF
VBR
$37.3B
$201K 0.03%
+947
New +$198K
DHR icon
227
Danaher
DHR
$138B
$200K 0.03%
+876
New +$193K
XFLT
228
XAI Floating Rate & Alternative Income Trust
XFLT
$279M
$186K 0.03%
7,760
– –
SLRC icon
229
SLR Investment Corp
SLRC
$705M
$186K 0.03%
12,000
– –
OBDC icon
230
Blue Owl Capital
OBDC
$5.42B
$178K 0.03%
14,310
-8,236
-37% -$105K
GBDC icon
231
Golub Capital BDC
GBDC
$3.36B
$177K 0.03%
13,066
+314
+2% +$4.35K
DX
232
Dynex Capital
DX
$3B
$166K 0.02%
11,875
– –
CWK icon
233
Cushman & Wakefield Ltd
CWK
$3.07B
$162K 0.02%
10,000
-305
-3% -$4.83K
LYG icon
234
Lloyds Banking Group
LYG
$89B
$144K 0.02%
27,159
-3,104
-10% -$15K
ETW
235
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.02B
$134K 0.02%
14,534
+312
+2% +$2.84K
SACH
236
Sachem Capital Corp
SACH
$38.4M
$124K 0.02%
118,940
– –
TPVG icon
237
TriplePoint Venture Growth BDC
TPVG
$182M
$89K 0.01%
13,610
– –
ACRE
238
Ares Commercial Real Estate
ACRE
$257M
$81.3K 0.01%
17,000
– –
BRSP
239
BrightSpire Capital
BRSP
$683M
$81.2K 0.01%
14,500
– –
MBIO icon
240
Mustang Bio
MBIO
$4.24M
$12.7K ﹤0.01%
12,961
+2,500
+24% +$3.3K
MAPS
241
DELISTED
WM TECHNOLOGY INC A
MAPS
$10.3K ﹤0.01%
+12,539
New +$12.3K
GNS icon
242
Genius Group
GNS
$31.7M
$8.62K ﹤0.01%
15,000
– –
AMC icon
243
AMC Entertainment Holdings
AMC
$2.24B
– –
-10,649
Closed -$30.9K
ASML icon
244
ASML
ASML
$636B
– –
-230
Closed -$223K
ERIC icon
245
Ericsson
ERIC
$31.8B
– –
-14,413
Closed -$119K
GME icon
246
CALL
GameStop
GME
$9.66B
– –
-10,000
Closed -$6.42K
IWM icon
247
iShares Russell 2000 ETF
IWM
$80.3B
– –
-982
Closed -$238K
MRVL icon
248
Marvell Technology
MRVL
$170B
– –
-2,402
Closed -$202K
SO icon
249
Southern Company
SO
$109B
– –
-2,653
Closed -$251K
URI icon
250
United Rentals
URI
$70.2B
– –
-240
Closed -$229K
7 8 9
10
11

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CFO4Life Group's Q4 2025 Portfolio in Review

As of Q4 2025, CFO4Life Group held 252 positions worth $702M, up 2% from $688M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

CFO4Life Group's Q4 2025 filing shows 17 new, 77 increased, 118 reduced and 10 closed positions. Its largest new stake was Vanguard Ultra-Short Bond ETF: 296,102 shares worth $14.8M. The largest sale was Walmart Inc, an estimated $12.3M.

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

  • CFO4Life Group's largest Q4 2025 buy was Vanguard Ultra-Short Bond ETF: 296,102 shares worth $14.8M.
  • CFO4Life Group added most to Lennox International in Q4 2025, an estimated $900K increase.
  • CFO4Life Group's biggest Q4 2025 reduction was Walmart Inc, cutting an estimated $12.3M.
  • CFO4Life Group fully exited YieldMax MSTR Option Income Strategy ETF in Q4 2025, selling an estimated $302K.
  • CFO4Life Group's ten largest holdings make up 48% of its $702M portfolio in Q4 2025.
  • CFO4Life Group opened 17 new positions and closed 10 in Q4 2025.
  • CFO4Life Group's portfolio value rose 2% quarter-over-quarter to $702M.

Based on CFO4Life Group's 13F filing for Q4 2025, filed 6 Feb 2026.