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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
-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
BKNG icon
76
Booking.com
BKNG
$141B
$887K 0.14%
5,275
-125
-2% -$23K
CVX icon
77
Chevron
CVX
$373B
$886K 0.14%
4,285
-315
-7% -$57.4K
APH icon
78
Amphenol
APH
$186B
$844K 0.13%
6,679
-28
-0.4% -$3.94K
NTRS icon
79
Northern Trust
NTRS
$34.2B
$810K 0.12%
5,802
-163
-3% -$23.5K
MMIN icon
80
IQ MacKay Municipal Insured ETF
MMIN
$458M
$799K 0.12%
33,694
+253
+0.8% +$6.09K
C icon
81
Citigroup
C
$217B
$791K 0.12%
6,976
-348
-5% -$39.6K
HIG icon
82
Hartford Financial Services
HIG
$38.4B
$790K 0.12%
5,842
-47
-0.8% -$6.42K
MU icon
83
Micron Technology
MU
$959B
$782K 0.12%
2,315
+88
+4% +$34.5K
NVS icon
84
Novartis
NVS
$293B
$765K 0.12%
5,010
-699
-12% -$107K
VT icon
85
Vanguard Total World Stock ETF
VT
$76.6B
$756K 0.12%
5,463
+2,120
+63% +$305K
BE icon
86
Bloom Energy
BE
$61.1B
$751K 0.11%
5,541
-1,001
-15% -$147K
CII icon
87
BlackRock Enhanced Captial and Income Fund
CII
$1B
$742K 0.11%
35,321
+2,206
+7% +$49.7K
INTC icon
88
Intel
INTC
$478B
$736K 0.11%
16,683
-187
-1% -$8.57K
IVV icon
89
iShares Core S&P 500 ETF
IVV
$881B
$729K 0.11%
1,116
+114
+11% +$77.8K
PGR icon
90
Progressive
PGR
$121B
$722K 0.11%
3,644
-12
-0.3% -$2.48K
PFE icon
91
Pfizer
PFE
$143B
$718K 0.11%
25,583
-1,413
-5% -$37.6K
VUG icon
92
Vanguard Growth ETF
VUG
$221B
$701K 0.11%
9,624
+126
+1% +$9.8K
LMT icon
93
Lockheed Martin
LMT
$117B
$699K 0.11%
1,156
-37
-3% -$22.8K
PM icon
94
Philip Morris
PM
$301B
$685K 0.1%
4,143
-69
-2% -$12K
UNP icon
95
Union Pacific
UNP
$179B
$675K 0.1%
2,783
-961
-26% -$235K
BALT icon
96
Innovator Defined Wealth Shield ETF
BALT
$2.67B
$673K 0.1%
20,106
-12,305
-38% -$414K
ETB
97
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$452M
$667K 0.1%
46,237
-1,750
-4% -$26.6K
EPD icon
98
Enterprise Products Partners
EPD
$82.6B
$656K 0.1%
17,338
-10,196
-37% -$361K
ITOT icon
99
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$655K 0.1%
4,600
– –
BIZD icon
100
VanEck BDC Income ETF
BIZD
$1.63B
$654K 0.1%
51,103
+18,555
+57% +$250K
2 3
4
5 6

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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.