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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
+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
PFE icon
101
Pfizer
PFE
$143B
$672K 0.1%
26,996
+193
+0.7% +$4.87K
WFC icon
102
Wells Fargo
WFC
$265B
$671K 0.1%
7,197
-852
-11% -$74K
LRCX icon
103
Lam Research
LRCX
$392B
$638K 0.09%
3,728
+1,440
+63% +$224K
IWF icon
104
iShares Russell 1000 Growth ETF
IWF
$123B
$638K 0.09%
5,392
-2,056
-28% -$244K
ENB icon
105
Enbridge
ENB
$124B
$638K 0.09%
13,331
+7
+0.1% +$334
MU icon
106
Micron Technology
MU
$959B
$636K 0.09%
+2,227
New +$511K
AMGN icon
107
Amgen
AMGN
$198B
$633K 0.09%
1,935
-5
-0.3% -$1.59K
MUB icon
108
iShares National Muni Bond ETF
MUB
$45.5B
$633K 0.09%
5,912
– –
IUSB icon
109
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$632K 0.09%
13,587
-431
-3% -$20.1K
MLN icon
110
VanEck Long Muni ETF
MLN
$691M
$628K 0.09%
35,830
– –
INTC icon
111
Intel
INTC
$478B
$622K 0.09%
16,870
+451
+3% +$17K
RMD icon
112
ResMed
RMD
$28.9B
$614K 0.09%
2,549
-100
-4% -$25.6K
RDDT icon
113
Reddit
RDDT
$34.9B
$598K 0.09%
2,600
-405
-13% -$85.2K
CI icon
114
Cigna
CI
$74.5B
$595K 0.08%
2,161
-43
-2% -$12.1K
FBTC icon
115
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$594K 0.08%
7,794
+2,571
+49% +$224K
LMT icon
116
Lockheed Martin
LMT
$117B
$577K 0.08%
1,193
-153
-11% -$73.2K
MO icon
117
Altria Group
MO
$124B
$570K 0.08%
9,878
-165
-2% -$9.96K
BE icon
118
Bloom Energy
BE
$61.1B
$568K 0.08%
6,542
-999
-13% -$105K
TSM icon
119
TSMC
TSM
$2.07T
$567K 0.08%
1,865
-143
-7% -$42K
ORCL icon
120
Oracle
ORCL
$364B
$563K 0.08%
2,886
-678
-19% -$161K
SSB icon
121
SouthState Bank Corp
SSB
$10.1B
$518K 0.07%
5,506
+21
+0.4% +$1.95K
MCD icon
122
McDonald's
MCD
$190B
$510K 0.07%
1,670
+1
+0.1% +$306
VEEV icon
123
Veeva Systems
VEEV
$31.7B
$496K 0.07%
2,221
-114
-5% -$30.3K
SPLV icon
124
Invesco S&P 500 Low Volatility ETF
SPLV
$7.19B
$492K 0.07%
6,892
+8
+0.1% +$575
AMD icon
125
Advanced Micro Devices
AMD
$808B
$491K 0.07%
2,291
-371
-14% -$83.3K
3 4
5
6 7

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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.