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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
MO icon
101
Altria Group
MO
$124B
$645K 0.1%
9,768
-110
-1% -$7.08K
BAC icon
102
Bank of America
BAC
$430B
$643K 0.1%
13,191
-1,863
-12% -$96.1K
WFC icon
103
Wells Fargo
WFC
$265B
$642K 0.1%
8,070
+873
+12% +$75K
DIS icon
104
Walt Disney
DIS
$170B
$641K 0.1%
6,651
-629
-9% -$66.5K
T icon
105
AT&T
T
$152B
$629K 0.1%
21,682
-6,305
-23% -$168K
MLN icon
106
VanEck Long Muni ETF
MLN
$691M
$625K 0.1%
35,830
– –
UBER icon
107
Uber
UBER
$147B
$620K 0.09%
8,617
-578
-6% -$44.5K
TSM icon
108
TSMC
TSM
$2.07T
$620K 0.09%
1,834
-31
-2% -$10.7K
IUSB icon
109
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$620K 0.09%
13,418
-169
-1% -$7.88K
VXUS icon
110
Vanguard Total International Stock ETF
VXUS
$153B
$605K 0.09%
7,849
+3,037
+63% +$241K
MUB icon
111
iShares National Muni Bond ETF
MUB
$45.5B
$593K 0.09%
5,587
-325
-5% -$34.9K
FBTC icon
112
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$578K 0.09%
9,788
+1,994
+26% +$133K
IWF icon
113
iShares Russell 1000 Growth ETF
IWF
$123B
$575K 0.09%
5,396
+4
+0.1% +$454
LRCX icon
114
Lam Research
LRCX
$392B
$569K 0.09%
2,661
-1,067
-29% -$239K
CI icon
115
Cigna
CI
$74.5B
$563K 0.09%
2,111
-50
-2% -$13.8K
ENB icon
116
Enbridge
ENB
$124B
$547K 0.08%
10,110
-3,221
-24% -$164K
FDX icon
117
FedEx
FDX
$74.7B
$539K 0.08%
1,513
-145
-9% -$50.3K
GOVT icon
118
iShares US Treasury Bond ETF
GOVT
$43.7B
$538K 0.08%
+23,479
New +$541K
UNH icon
119
UnitedHealth
UNH
$387B
$526K 0.08%
1,943
-602
-24% -$179K
RMD icon
120
ResMed
RMD
$28.9B
$522K 0.08%
2,324
-225
-9% -$56.1K
SSB icon
121
SouthState Bank Corp
SSB
$10.1B
$510K 0.08%
5,509
+3
+0.1% +$294
SPLV icon
122
Invesco S&P 500 Low Volatility ETF
SPLV
$7.19B
$505K 0.08%
6,900
+8
+0.1% +$593
CORZ icon
123
Core Scientific
CORZ
$6.66B
$495K 0.08%
33,078
+4,000
+14% +$68.2K
VZ icon
124
Verizon
VZ
$182B
$487K 0.07%
9,709
-1,639
-14% -$76K
KMI icon
125
Kinder Morgan
KMI
$71.9B
$478K 0.07%
14,261
-895
-6% -$28K
3 4
5
6 7

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VCM
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W
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GPSPJS
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PAI
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RRA
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NGM
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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.