We are live on !
Find out more
CFO4Life Group Portfolio holdings
AUM
$747M
Turnover
8.03%
1-Year Est. Return
19.02%
This Fund
S&P 500
This Quarter Est. Return
+1.65%
1 Year Est. Return
+19.02%
3 Year Est. Return
+67.63%
5 Year Est. Return
+64.7%
10 Year Est. Return
–
AUM
$747M
AUM Growth
+$4.67M
(+0.63%)
Cap. Flow
+$1.5M
Cap. Flow % of AUM
Cap. Flow %
0.2%
Top 10 Holdings %
Top 10 Hldgs %
49.79%
Holding
249
New
12
Increased
110
Reduced
101
Closed
8
Avg Time Held
Equity + Options
3.9
years
Top 10 Avg Time Held
Equity + Options
4.9
years
Top 20 Avg Time Held
Equity + Options
3.8
years
Avg Time Held Equity only
3.9
years
Top 10 Avg Time Held Equity only
4.9
years
Top 20 Avg Time Held Equity only
3.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.52M |
| 2 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$1.13M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$995K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$849K |
| 5 |
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$823K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$1.06M |
| 2 |
Amazon
AMZN
|
+$868K |
| 3 |
T-Mobile US
TMUS
|
+$860K |
| 4 |
NVIDIA
NVDA
|
+$745K |
| 5 |
Microsoft
MSFT
|
+$719K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 62.62% |
| 2 | Technology | 12.6% |
| 3 | Industrials | 6.41% |
| 4 | Financials | 5.15% |
| 5 | Communication Services | 3.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
iShares Core S&P Total US Stock Market ETF
ITOT
$95.8B
| $765K | 0.1% |
4,600
| – | – |
2018 Q2
33 quarters
|
|
102
Global X Defense Tech ETF
SHLD
$6.22B
| $752K | 0.1% |
12,521
+6,686
| +115% | +$428K |
2026 Q2
1 quarter
|
|
103
BlackRock Flexible Income ETF
BINC
$17B
| $738K | 0.1% |
14,533
+3,348
| +30% | +$173K |
2026 Q2
1 quarter
|
|
104
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$444M
| $735K | 0.1% |
47,954
+868
| +2% | +$13.5K |
2017 Q1
38 quarters
|
|
105
Bank of America
BAC
$349B
| $723K | 0.1% |
13,279
-444
| -3% | -$27K |
2021 Q3
20 quarters
|
|
106
iShares Core S&P 500 ETF
IVV
$878B
| $705K | 0.09% |
920
-63
| -6% | -$48.1K |
2023 Q1
14 quarters
|
|
107
Altria Group
MO
$130B
| $698K | 0.09% |
10,365
+502
| +5% | +$34.9K |
2017 Q3
36 quarters
|
|
108
NYLIM MacKay Muni Insured ETF
MMIN
$586M
| $686K | 0.09% |
30,829
-3,185
| -9% | -$74.8K |
2020 Q2
25 quarters
|
|
109
Novartis
NVS
$303B
| $682K | 0.09% |
4,780
-136
| -3% | -$20.6K |
2018 Q2
33 quarters
|
|
110
Philip Morris
PM
$307B
| $679K | 0.09% |
3,559
+25
| +0.7% | +$4.72K |
2019 Q1
30 quarters
|
|
111
iShares Russell 1000 Growth ETF
IWF
$119B
| $677K | 0.09% |
5,402
+4
| +0.1% | +$489 |
2017 Q3
36 quarters
|
|
112
Vanguard Total International Stock ETF
VXUS
$162B
| $674K | 0.09% |
7,933
+34
| +0.4% | +$2.92K |
2022 Q4
15 quarters
|
|
113
Hartford Financial Services
HIG
$36.6B
| $670K | 0.09% |
5,477
-437
| -7% | -$60K |
2024 Q1
10 quarters
|
|
114
Progressive
PGR
$136B
| $668K | 0.09% |
3,223
-379
| -11% | -$81.9K |
2024 Q1
10 quarters
|
|
115
Vanguard Total World Stock ETF
VT
$83.1B
| $658K | 0.09% |
4,170
-1,345
| -24% | -$213K |
2020 Q4
23 quarters
|
|
116
Wells Fargo
WFC
$257B
| $654K | 0.09% |
8,169
+60
| +0.7% | +$5.19K |
2021 Q1
22 quarters
|
|
117
Walt Disney
DIS
$204B
| $648K | 0.09% |
6,181
-370
| -6% | -$37.9K |
2018 Q4
31 quarters
|
|
118
iShares Global Government Bond USD Hedged Active ETF
GGOV
$3.11B
| $646K | 0.09% |
12,891
+4,883
| +61% | +$245K |
2026 Q2
1 quarter
|
|
119
Enterprise Products Partners
EPD
$80.7B
| $622K | 0.08% |
17,463
-97
| -0.6% | -$3.7K |
2017 Q1
38 quarters
|
|
120
Veeva Systems
VEEV
$49B
| $607K | 0.08% |
2,127
-122
| -5% | -$28.7K |
2025 Q2
5 quarters
|
|
121
Invesco QQQ Trust
QQQ
$467B
| $607K | 0.08% |
820
-42
| -5% | -$30K |
2024 Q3
8 quarters
|
|
122
iShares Core Universal USD Bond ETF
IUSB
$49.8B
| $592K | 0.08% |
13,418
| – | – |
2020 Q1
26 quarters
|
|
123
Phillips 66
PSX
$103B
| $591K | 0.08% |
2,317
-34
| -1% | -$7.77K |
2022 Q1
18 quarters
|
|
124
UnitedHealth
UNH
$363B
| $589K | 0.08% |
1,604
-49
| -3% | -$19.7K |
2018 Q2
33 quarters
|
|
125
BlackRock Large Cap Core ETF
BLCR
$9.8B
| $588K | 0.08% |
12,009
+5,955
| +98% | +$294K |
2026 Q2
1 quarter
|
|
Similar funds
CFO4Life Group's Q3 2026 Portfolio in Review
As of Q3 2026, CFO4Life Group held 249 positions worth $747M, up 0.63% from $743M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
CFO4Life Group's Q3 2026 filing shows 12 new, 110 increased, 101 reduced and 8 closed positions. Its largest new stake was SpaceX: 5,390 shares worth $813K. The largest sale was Vanguard Ultra-Short Bond ETF, an estimated $1.06M.
By sector, the portfolio is most concentrated in Miscellaneous at 63% of assets, up from 62% a quarter earlier, followed by Technology and Industrials.
- CFO4Life Group's largest Q3 2026 buy was SpaceX: 5,390 shares worth $813K.
- CFO4Life Group added most to Vanguard S&P 500 ETF in Q3 2026, an estimated $1.52M increase.
- CFO4Life Group's biggest Q3 2026 reduction was Vanguard Ultra-Short Bond ETF, cutting an estimated $1.06M.
- CFO4Life Group fully exited iShares Future Exponential Technologies ETF in Q3 2026, selling an estimated $327K.
- CFO4Life Group's ten largest holdings make up 50% of its $747M portfolio in Q3 2026.
- CFO4Life Group opened 12 new positions and closed 8 in Q3 2026.
- CFO4Life Group's portfolio value rose 0.63% quarter-over-quarter to $747M.
Based on CFO4Life Group's 13F filing for Q3 2026, filed 12 Nov 2026.