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
+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
JNJ icon
51
Johnson & Johnson
JNJ
$609B
$2.22M 0.32%
10,715
-140
-1% -$27.7K
CSCO icon
52
Cisco
CSCO
$441B
$2.19M 0.31%
28,374
+63
+0.2% +$4.67K
VGSH icon
53
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$2.1M 0.3%
+35,742
New +$2.1M
PB icon
54
Prosperity Bancshares
PB
$8.81B
$2.02M 0.29%
29,202
+106
+0.4% +$7.15K
LLY icon
55
Eli Lilly
LLY
$1.05T
$2.02M 0.29%
1,875
+34
+2% +$32.5K
JPST icon
56
JPMorgan Ultra-Short Income ETF
JPST
$40B
$2M 0.28%
39,466
-144
-0.4% -$7.3K
PEP icon
57
PepsiCo
PEP
$187B
$1.95M 0.28%
13,588
-166
-1% -$24.4K
QQQ icon
58
Invesco QQQ Trust
QQQ
$462B
$1.8M 0.26%
2,927
-390
-12% -$239K
BXSL icon
59
Blackstone Secured Lending
BXSL
$5.54B
$1.78M 0.25%
67,573
+630
+0.9% +$16.9K
IUSV icon
60
iShares Core S&P US Value ETF
IUSV
$27.1B
$1.59M 0.23%
15,506
+83
+0.5% +$8.42K
VEA icon
61
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.58M 0.23%
25,335
+357
+1% +$21.9K
DIVO icon
62
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.36B
$1.58M 0.22%
35,458
+783
+2% +$35.2K
TMUS icon
63
T-Mobile US
TMUS
$208B
$1.5M 0.21%
7,391
-1,174
-14% -$249K
TXN icon
64
Texas Instruments
TXN
$258B
$1.44M 0.21%
8,288
-89
-1% -$15.2K
COST icon
65
Costco
COST
$417B
$1.26M 0.18%
1,467
+241
+20% +$218K
PLTR icon
66
Palantir
PLTR
$317B
$1.24M 0.18%
6,951
-604
-8% -$109K
KLAC icon
67
KLA
KLAC
$278B
$1.16M 0.17%
9,580
-290
-3% -$34K
BKNG icon
68
Booking.com
BKNG
$141B
$1.16M 0.17%
5,400
-25
-0.5% -$5.14K
AXP icon
69
American Express
AXP
$242B
$1.15M 0.16%
3,119
-166
-5% -$59.4K
VTEB icon
70
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$1.13M 0.16%
22,561
+910
+4% +$45.8K
USMV icon
71
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$1.11M 0.16%
11,768
-453
-4% -$42.7K
BALT icon
72
Innovator Defined Wealth Shield ETF
BALT
$2.67B
$1.09M 0.15%
32,411
+9,250
+40% +$306K
KO icon
73
Coca-Cola
KO
$351B
$1.08M 0.15%
15,460
-336
-2% -$23.4K
COP icon
74
ConocoPhillips
COP
$140B
$1.07M 0.15%
11,471
-155
-1% -$14K
MPLX icon
75
MPLX
MPLX
$57.9B
$987K 0.14%
18,500
– –
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 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.