We are live on ! Find out more
CG

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
IXUS icon
26
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$6.92M 1.06%
79,901
-468
-0.6% -$41.7K
NVDA icon
27
NVIDIA
NVDA
$4.91T
$6.89M 1.05%
39,486
-6,094
-13% -$1.12M
MA icon
28
Mastercard
MA
$480B
$6.3M 0.96%
12,604
-594
-5% -$313K
WM icon
29
Waste Management
WM
$96.1B
$6.01M 0.92%
26,137
-325
-1% -$74.7K
GSIE icon
30
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.87B
$5.81M 0.89%
134,709
-2,282
-2% -$101K
IEI icon
31
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$5.77M 0.88%
48,680
-2,009
-4% -$240K
FBND icon
32
Fidelity Total Bond ETF
FBND
$26.9B
$5.29M 0.81%
115,899
+2,950
+3% +$136K
META icon
33
Meta Platforms (Facebook)
META
$1.64T
$4.5M 0.69%
7,870
-436
-5% -$279K
JMST icon
34
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$4.49M 0.68%
88,092
-5,384
-6% -$275K
XOM icon
35
ExxonMobil
XOM
$611B
$4.43M 0.67%
26,086
-725
-3% -$106K
VPLS
36
Vanguard Core Plus Bond ETF
VPLS
$1.66B
$4.27M 0.65%
55,059
+1,911
+4% +$150K
HTRB icon
37
Hartford Total Return Bond ETF
HTRB
$2.23B
$4.2M 0.64%
124,353
+4,532
+4% +$155K
CSX icon
38
CSX Corp
CSX
$94.3B
$3.86M 0.59%
94,006
-31
-0% -$1.22K
VWO icon
39
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$3.78M 0.58%
69,924
-537
-0.8% -$30.1K
AVGO icon
40
Broadcom
AVGO
$1.76T
$3.61M 0.55%
11,656
-1,517
-12% -$499K
FIXD icon
41
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.27B
$3.21M 0.49%
73,699
-1,844
-2% -$81.6K
BRK.A icon
42
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.87M 0.44%
4
– –
VGSH icon
43
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$2.71M 0.41%
46,348
+10,606
+30% +$623K
BLK icon
44
Blackrock
BLK
$166B
$2.62M 0.4%
2,726
-42
-2% -$44.2K
JNJ icon
45
Johnson & Johnson
JNJ
$609B
$2.54M 0.39%
10,398
-317
-3% -$73.8K
SPY icon
46
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.44M 0.37%
3,758
-9
-0.2% -$6.12K
APP icon
47
Applovin
APP
$143B
$2.4M 0.37%
6,029
-285
-5% -$138K
TSLA icon
48
Tesla
TSLA
$1.43T
$2.39M 0.36%
6,422
-673
-9% -$277K
PG icon
49
Procter & Gamble
PG
$349B
$2.35M 0.36%
16,283
-797
-5% -$121K
JPM icon
50
JPMorgan Chase
JPM
$907B
$2.2M 0.34%
7,488
-2,241
-23% -$680K
1
2
3 4 5

Similar funds

BL
BWCP LP Dallas, Texas $656M AUM 41.58% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
GPSPJS
General Pension Society PZU Joint Stock Warsaw, Poland $654M AUM 55.85% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $653M AUM 88.28% 1-Year Est. Return

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.