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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
GS icon
151
Goldman Sachs
GS
$314B
$350K 0.05%
413
-139
-25% -$124K
CAT icon
152
Caterpillar
CAT
$405B
$342K 0.05%
483
-143
-23% -$99K
IBM icon
153
IBM
IBM
$200B
$339K 0.05%
1,398
-165
-11% -$44.6K
GEV icon
154
GE Vernova
GEV
$284B
$337K 0.05%
386
+24
+7% +$18.7K
DUK icon
155
Duke Energy
DUK
$97.5B
$337K 0.05%
2,573
-72
-3% -$9K
DBEF icon
156
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9B
$337K 0.05%
6,815
– –
KRG icon
157
Kite Realty
KRG
$6.01B
$336K 0.05%
13,683
+141
+1% +$3.47K
BA icon
158
Boeing
BA
$169B
$329K 0.05%
1,653
-83
-5% -$18.9K
LAMR icon
159
Lamar Advertising Co
LAMR
$16.5B
$327K 0.05%
2,582
+23
+0.9% +$3.01K
TEL icon
160
TE Connectivity
TEL
$59.3B
$322K 0.05%
1,543
+17
+1% +$3.75K
GPIX icon
161
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.71B
$319K 0.05%
6,366
– –
PFFD icon
162
Global X US Preferred ETF
PFFD
$2.15B
$311K 0.05%
16,888
– –
SCHW
163
Charles Schwab
SCHW
$177B
$299K 0.05%
3,182
-645
-17% -$63.3K
FNDF icon
164
Schwab Fundamental International Large Company Index ETF
FNDF
$24.2B
$298K 0.05%
6,084
– –
NFLX icon
165
Netflix
NFLX
$290B
$293K 0.04%
3,048
-1,494
-33% -$132K
COF icon
166
Capital One
COF
$128B
$291K 0.04%
1,595
-52
-3% -$10.9K
MRK icon
167
Merck
MRK
$315B
$290K 0.04%
2,411
-137
-5% -$15.8K
PDN icon
168
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$348M
$289K 0.04%
6,672
+43
+0.6% +$1.92K
FVAL icon
169
Fidelity Value Factor ETF
FVAL
$1.28B
$286K 0.04%
4,123
+15
+0.4% +$1.09K
GE icon
170
GE Aerospace
GE
$364B
$285K 0.04%
1,005
-217
-18% -$68.2K
HBAN icon
171
Huntington Bancshares
HBAN
$37B
$274K 0.04%
17,528
+4,274
+32% +$73K
XT icon
172
iShares Future Exponential Technologies ETF
XT
$3.83B
$270K 0.04%
3,961
– –
PFF icon
173
iShares Preferred and Income Securities ETF
PFF
$13.3B
$269K 0.04%
8,862
+48
+0.5% +$1.5K
ZOCT
174
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$104M
$266K 0.04%
9,927
– –
BND icon
175
Vanguard Total Bond Market
BND
$159B
$258K 0.04%
3,506
-83
-2% -$6.16K
5 6
7
8 9

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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
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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.