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
CSCO icon
51
Cisco
CSCO
$441B
$2.06M 0.31%
26,515
-1,859
-7% -$146K
JPST icon
52
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$2.04M 0.31%
40,362
+896
+2% +$45.4K
PB icon
53
Prosperity Bancshares
PB
$8.81B
$1.94M 0.3%
28,844
-358
-1% -$25.1K
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.86M 0.28%
3,876
-857
-18% -$421K
DIVO icon
55
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.33B
$1.85M 0.28%
41,165
+5,707
+16% +$261K
PEP icon
56
PepsiCo
PEP
$187B
$1.73M 0.26%
11,151
-2,437
-18% -$380K
LII icon
57
Lennox International
LII
$18.9B
$1.67M 0.26%
3,607
-1,623
-31% -$836K
IUSV icon
58
iShares Core S&P US Value ETF
IUSV
$27.1B
$1.59M 0.24%
15,566
+60
+0.4% +$6.29K
VEA icon
59
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.54M 0.24%
24,107
-1,228
-5% -$81K
COP icon
60
ConocoPhillips
COP
$140B
$1.5M 0.23%
11,384
-87
-0.8% -$9.63K
TMUS icon
61
T-Mobile US
TMUS
$208B
$1.48M 0.23%
7,045
-346
-5% -$71.1K
LLY icon
62
Eli Lilly
LLY
$1.05T
$1.42M 0.22%
1,547
-328
-17% -$333K
QQQ icon
63
Invesco QQQ Trust
QQQ
$466B
$1.32M 0.2%
2,294
-633
-22% -$385K
BXSL icon
64
Blackstone Secured Lending
BXSL
$5.54B
$1.3M 0.2%
54,973
-12,600
-19% -$314K
KLAC icon
65
KLA
KLAC
$278B
$1.19M 0.18%
8,100
-1,480
-15% -$217K
COST icon
66
Costco
COST
$417B
$1.16M 0.18%
1,163
-304
-21% -$296K
VTEB icon
67
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$1.13M 0.17%
22,568
+7
+0% +$353
USMV icon
68
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$1.09M 0.17%
11,776
+8
+0.1% +$760
EME icon
69
Emcor
EME
$33.1B
$1.09M 0.17%
1,472
-38
-3% -$27.7K
KO icon
70
Coca-Cola
KO
$351B
$1.09M 0.17%
14,284
-1,176
-8% -$88.9K
TXN icon
71
Texas Instruments
TXN
$258B
$1.04M 0.16%
5,376
-2,912
-35% -$590K
PLTR icon
72
Palantir
PLTR
$317B
$936K 0.14%
6,399
-552
-8% -$84.4K
AXP icon
73
American Express
AXP
$242B
$935K 0.14%
3,093
-26
-0.8% -$8.72K
BOND icon
74
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$923K 0.14%
9,999
-9
-0.1% -$840
TFLO icon
75
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$920K 0.14%
18,174
+622
+4% +$31.4K
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.