We are live on ! Find out more
CG

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
MOAT icon
126
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$488K 0.07%
4,714
+29
+0.6% +$2.96K
GS icon
127
Goldman Sachs
GS
$313B
$486K 0.07%
552
-18
-3% -$14.7K
FDX icon
128
FedEx
FDX
$74.5B
$479K 0.07%
1,658
-11
-0.7% -$2.89K
VT icon
129
Vanguard Total World Stock ETF
VT
$76.3B
$472K 0.07%
3,343
+17
+0.5% +$2.38K
GPIQ icon
130
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.86B
$469K 0.07%
8,879
+31
+0.4% +$1.64K
IBM icon
131
IBM
IBM
$202B
$463K 0.07%
1,563
+181
+13% +$54.2K
VZ icon
132
Verizon
VZ
$194B
$462K 0.07%
11,348
-247
-2% -$10K
SPHQ icon
133
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$462K 0.07%
6,152
– –
BIZD icon
134
VanEck BDC Income ETF
BIZD
$1.58B
$462K 0.07%
32,548
-9,102
-22% -$130K
GILD icon
135
Gilead Sciences
GILD
$161B
$459K 0.07%
3,741
-39
-1% -$4.74K
BCSF icon
136
Bain Capital Specialty
BCSF
$802M
$456K 0.07%
32,775
+962
+3% +$13.5K
COR icon
137
Cencora
COR
$60.3B
$442K 0.06%
1,310
-3
-0.2% -$1.02K
GD icon
138
General Dynamics
GD
$105B
$442K 0.06%
+1,312
New +$447K
GLD icon
139
SPDR Gold Trust
GLD
$131B
$440K 0.06%
1,111
-511
-32% -$195K
NFLX icon
140
Netflix
NFLX
$292B
$426K 0.06%
4,542
+2
+0% +$216
CARR icon
141
Carrier Global
CARR
$57.2B
$425K 0.06%
8,037
+36
+0.4% +$2K
CORZ icon
142
Core Scientific
CORZ
$7.23B
$423K 0.06%
29,078
+41
+0.1% +$715
KMI icon
143
Kinder Morgan
KMI
$73.1B
$417K 0.06%
15,156
-82
-0.5% -$2.21K
IEMG icon
144
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$405K 0.06%
6,019
+41
+0.7% +$2.75K
EQT icon
145
EQT Corp
EQT
$33.2B
$402K 0.06%
7,503
-4,406
-37% -$248K
LOW icon
146
Lowe's Companies
LOW
$116B
$399K 0.06%
1,656
-19
-1% -$4.56K
COF icon
147
Capital One
COF
$124B
$399K 0.06%
+1,647
New +$367K
RTX icon
148
RTX Corp
RTX
$287B
$392K 0.06%
2,136
-36
-2% -$6.25K
SCHW
149
Charles Schwab
SCHW
$177B
$382K 0.05%
3,827
-187
-5% -$17.7K
AOM icon
150
iShares Core Moderate Allocation ETF
AOM
$1.76B
$379K 0.05%
7,935
– –
4 5
6
7 8

Similar funds

BL
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
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

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.