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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
BA icon
151
Boeing
BA
$165B
$377K 0.05%
1,736
-84
-5% -$17.3K
GE icon
152
GE Aerospace
GE
$367B
$377K 0.05%
1,222
-65
-5% -$19.6K
SCHX icon
153
Schwab US Large- Cap ETF
SCHX
$70.9B
$376K 0.05%
13,971
+9
+0.1% +$240
VXUS icon
154
Vanguard Total International Stock ETF
VXUS
$153B
$363K 0.05%
4,812
+31
+0.6% +$2.31K
VIG icon
155
Vanguard Dividend Appreciation ETF
VIG
$111B
$360K 0.05%
1,640
+5
+0.3% +$1.09K
CAT icon
156
Caterpillar
CAT
$409B
$359K 0.05%
626
+15
+2% +$8.34K
RSP icon
157
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$358K 0.05%
1,871
+7
+0.4% +$1.33K
AMAT icon
158
Applied Materials
AMAT
$426B
$354K 0.05%
1,378
-35
-2% -$8.39K
FSK icon
159
FS KKR Capital
FSK
$2.98B
$350K 0.05%
23,620
+2,944
+14% +$44.6K
PDI icon
160
PIMCO Dynamic Income Fund
PDI
$7.4B
$348K 0.05%
19,632
– –
SLV icon
161
iShares Silver Trust
SLV
$28.1B
$347K 0.05%
5,390
– –
TEL icon
162
TE Connectivity
TEL
$58.8B
$347K 0.05%
+1,526
New +$353K
IRT icon
163
Independence Realty Trust
IRT
$3.92B
$343K 0.05%
19,625
+154
+0.8% +$2.55K
GPIX icon
164
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.75B
$336K 0.05%
6,366
– –
IBIT icon
165
iShares Bitcoin Trust
IBIT
$47.2B
$328K 0.05%
6,607
-330
-5% -$18.7K
DBEF icon
166
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
$328K 0.05%
6,815
-264
-4% -$12.7K
KRG icon
167
Kite Realty
KRG
$5.95B
$325K 0.05%
13,542
+163
+1% +$3.7K
LAMR icon
168
Lamar Advertising Co
LAMR
$16.2B
$324K 0.05%
2,559
+9
+0.4% +$1.13K
PFFD icon
169
Global X US Preferred ETF
PFFD
$2.13B
$319K 0.05%
16,888
– –
EW icon
170
Edwards Lifesciences
EW
$47.6B
$311K 0.04%
+3,653
New +$300K
DUK icon
171
Duke Energy
DUK
$102B
$310K 0.04%
2,645
-334
-11% -$40.8K
PSX icon
172
Phillips 66
PSX
$82.9B
$308K 0.04%
2,390
-4
-0.2% -$538
DELL icon
173
Dell
DELL
$283B
$308K 0.04%
2,444
-49
-2% -$6.9K
FVAL icon
174
Fidelity Value Factor ETF
FVAL
$1.28B
$297K 0.04%
4,108
-24
-0.6% -$1.69K
MS icon
175
Morgan Stanley
MS
$337B
$296K 0.04%
1,665
-23
-1% -$3.84K
5 6
7
8 9

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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.