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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
GSLC icon
26
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$7.52M 1.07%
56,836
-2,463
-4% -$323K
IXUS icon
27
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$6.8M 0.97%
80,369
-4,010
-5% -$336K
WMT icon
28
Walmart Inc
WMT
$909B
$6.6M 0.94%
59,221
-114,729
-66% -$12.3M
IEI icon
29
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$6.05M 0.86%
50,689
-4,833
-9% -$578K
GSIE icon
30
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.87B
$5.88M 0.84%
136,991
-6,483
-5% -$271K
WM icon
31
Waste Management
WM
$96.1B
$5.81M 0.83%
26,462
-38
-0.1% -$8.1K
META icon
32
Meta Platforms (Facebook)
META
$1.64T
$5.48M 0.78%
8,306
+144
+2% +$96.2K
FBND icon
33
Fidelity Total Bond ETF
FBND
$26.9B
$5.2M 0.74%
112,949
-5,270
-4% -$245K
JMST icon
34
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$4.76M 0.68%
93,476
-5,568
-6% -$284K
AVGO icon
35
Broadcom
AVGO
$1.76T
$4.56M 0.65%
13,173
+2,288
+21% +$818K
APP icon
36
Applovin
APP
$143B
$4.25M 0.61%
6,314
-841
-12% -$530K
VPLS
37
Vanguard Core Plus Bond ETF
VPLS
$1.66B
$4.15M 0.59%
53,148
-1,938
-4% -$152K
HTRB icon
38
Hartford Total Return Bond ETF
HTRB
$2.23B
$4.09M 0.58%
119,821
-5,694
-5% -$196K
VWO icon
39
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$3.79M 0.54%
70,461
-1,473
-2% -$80K
CSX icon
40
CSX Corp
CSX
$94.3B
$3.41M 0.49%
94,037
+43
+0% +$1.54K
FIXD icon
41
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.27B
$3.35M 0.48%
75,543
-4,554
-6% -$203K
XOM icon
42
ExxonMobil
XOM
$611B
$3.23M 0.46%
26,811
-507
-2% -$58.8K
TSLA icon
43
Tesla
TSLA
$1.43T
$3.19M 0.45%
7,095
+114
+2% +$50.5K
JPM icon
44
JPMorgan Chase
JPM
$907B
$3.13M 0.45%
9,729
+45
+0.5% +$13.9K
BRK.A icon
45
Berkshire Hathaway Class A
BRK.A
$1.06T
$3.02M 0.43%
4
– –
BLK icon
46
Blackrock
BLK
$166B
$2.96M 0.42%
2,768
-6
-0.2% -$6.56K
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.57M 0.37%
3,767
-16
-0.4% -$10.8K
LII icon
48
Lennox International
LII
$18.9B
$2.54M 0.36%
5,230
+1,797
+52% +$900K
PG icon
49
Procter & Gamble
PG
$349B
$2.45M 0.35%
17,080
-688
-4% -$101K
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.38M 0.34%
4,733
-1,679
-26% -$835K
1
2
3 4 5

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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.