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CFO4Life Group

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
Cap. Flow
+$1.5M
Cap. Flow %
0.2%
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
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.52M
2
GPIX icon
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
+$1.13M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$995K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$849K
5
BAI icon
iShares A.I. Innovation and Tech Active ETF
BAI
+$823K

Top Sells

Rank Stock Value
1
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.06M
2
AMZN icon
Amazon
AMZN
+$868K
3
TMUS icon
T-Mobile US
TMUS
+$860K
4
NVDA icon
NVIDIA
NVDA
+$745K
5
MSFT icon
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
VLO icon
126
Valero Energy
VLO
$106B
$587K 0.08%
1,515
-170
-10% -$57.4K
2025 Q1
6 quarters
MLN icon
127
VanEck Long Muni ETF
MLN
$751M
$585K 0.08%
35,830
– –
2023 Q4
11 quarters
AMGN icon
128
Amgen
AMGN
$252B
$569K 0.08%
1,349
+9
+0.7% +$3.59K
2017 Q1
38 quarters
MUB icon
129
iShares National Muni Bond ETF
MUB
$54.4B
$565K 0.08%
5,587
– –
2023 Q4
11 quarters
LMT icon
130
Lockheed Martin
LMT
$138B
$556K 0.07%
1,092
-65
-6% -$35.7K
2019 Q2
29 quarters
UBER icon
131
Uber
UBER
$142B
$556K 0.07%
8,111
-413
-5% -$30.2K
2025 Q2
5 quarters
SSB icon
132
SouthState Bank Corp
SSB
$10.1B
$556K 0.07%
5,580
+36
+0.6% +$3.77K
2025 Q1
6 quarters
CI icon
133
Cigna
CI
$78.3B
$543K 0.07%
1,997
-29
-1% -$8.17K
2025 Q2
5 quarters
GLD icon
134
SPDR Gold Trust
GLD
$130B
$534K 0.07%
1,402
+75
+6% +$29.3K
2021 Q4
19 quarters
IEMG icon
135
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
$488K 0.07%
6,009
-82
-1% -$6.6K
2022 Q4
15 quarters
GILD icon
136
Gilead Sciences
GILD
$208B
$475K 0.06%
3,188
+32
+1% +$4.49K
2021 Q4
19 quarters
ENB icon
137
Enbridge
ENB
$106B
$469K 0.06%
10,084
-7
-0.1% -$362
2018 Q4
31 quarters
RMD icon
138
ResMed
RMD
$33.7B
$469K 0.06%
2,120
-152
-7% -$33.2K
2024 Q4
7 quarters
FETH icon
139
Fidelity Ethereum Fund
FETH
$1.05B
$468K 0.06%
17,622
+1,534
+10% +$33.1K
2026 Q2
1 quarter
CAT icon
140
Caterpillar
CAT
$275B
$468K 0.06%
577
+91
+19% +$77.2K
2025 Q2
5 quarters
PANW icon
141
Palo Alto Networks
PANW
$264B
$467K 0.06%
1,176
+40
+4% +$14.2K
2026 Q2
1 quarter
KMI icon
142
Kinder Morgan
KMI
$71.1B
$444K 0.06%
14,724
+187
+1% +$5.93K
2021 Q1
22 quarters
FDX icon
143
FedEx
FDX
$75.9B
$436K 0.06%
1,529
+12
+0.8% +$3.77K
2017 Q3
36 quarters
PFE icon
144
Pfizer
PFE
$165B
$433K 0.06%
15,169
-234
-2% -$6.22K
2017 Q1
38 quarters
SPLV icon
145
Invesco S&P 500 Low Volatility ETF
SPLV
$7.58B
$417K 0.06%
5,917
-991
-14% -$74.4K
2017 Q3
36 quarters
CARR icon
146
Carrier Global
CARR
$44.3B
$409K 0.05%
7,461
+29
+0.4% +$1.8K
2021 Q2
21 quarters
DBEF icon
147
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.5B
$407K 0.05%
7,410
+12
+0.2% +$663
2019 Q2
29 quarters
PTL icon
148
Inspire 500 ETF
PTL
$871M
$402K 0.05%
+1,477
New +$415K
2026 Q3
0 quarters
GD icon
149
General Dynamics
GD
$98.2B
$398K 0.05%
1,199
+44
+4% +$16.3K
2025 Q4
3 quarters
RSP icon
150
Invesco S&P 500 Equal Weight ETF
RSP
$103B
$394K 0.05%
1,894
+8
+0.4% +$1.73K
2024 Q1
10 quarters
4 5
6
7 8

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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.