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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
GLD icon
126
SPDR Gold Trust
GLD
$130B
$478K 0.07%
1,111
– –
MCD icon
127
McDonald's
MCD
$190B
$478K 0.07%
1,537
-133
-8% -$42.4K
ABBV icon
128
AbbVie
ABBV
$450B
$468K 0.07%
2,150
-1,195
-36% -$265K
AMGN icon
129
Amgen
AMGN
$198B
$459K 0.07%
1,306
-629
-33% -$224K
MOAT icon
130
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$456K 0.07%
4,714
– –
CARR icon
131
Carrier Global
CARR
$57.1B
$453K 0.07%
8,044
+7
+0.1% +$414
AMD icon
132
Advanced Micro Devices
AMD
$808B
$449K 0.07%
2,205
-86
-4% -$18.4K
EQT icon
133
EQT Corp
EQT
$31B
$441K 0.07%
6,922
-581
-8% -$34K
GILD icon
134
Gilead Sciences
GILD
$167B
$440K 0.07%
3,154
-587
-16% -$82.2K
DELL icon
135
Dell
DELL
$256B
$438K 0.07%
2,667
+223
+9% +$29.7K
PSX icon
136
Phillips 66
PSX
$82.9B
$435K 0.07%
2,388
-2
-0.1% -$313
BCSF icon
137
Bain Capital Specialty
BCSF
$823M
$420K 0.06%
33,895
+1,120
+3% +$14.7K
IEMG icon
138
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$419K 0.06%
6,009
-10
-0.2% -$722
VLO icon
139
Valero Energy
VLO
$91.9B
$415K 0.06%
1,680
-1
-0.1% -$206
COR icon
140
Cencora
COR
$59.9B
$411K 0.06%
1,308
-2
-0.2% -$698
SPHQ icon
141
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$400K 0.06%
5,325
-827
-13% -$64.3K
GD icon
142
General Dynamics
GD
$99.7B
$394K 0.06%
1,147
-165
-13% -$58.5K
VEEV icon
143
Veeva Systems
VEEV
$31.7B
$385K 0.06%
2,190
-31
-1% -$6.09K
AOM icon
144
iShares Core Moderate Allocation ETF
AOM
$1.77B
$376K 0.06%
7,935
– –
LOW icon
145
Lowe's Companies
LOW
$117B
$371K 0.06%
1,571
-85
-5% -$22.2K
SLV icon
146
iShares Silver Trust
SLV
$27.1B
$367K 0.06%
5,390
– –
ORCL icon
147
Oracle
ORCL
$364B
$367K 0.06%
2,496
-390
-14% -$63.4K
RSP icon
148
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$361K 0.06%
1,879
+8
+0.4% +$1.58K
VIG icon
149
Vanguard Dividend Appreciation ETF
VIG
$111B
$360K 0.05%
1,675
+35
+2% +$7.8K
SCHX icon
150
Schwab US Large- Cap ETF
SCHX
$71.7B
$357K 0.05%
13,931
-40
-0.3% -$1.07K
4 5
6
7 8

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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 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.