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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
(+0.63%)
Cap. Flow
+$1.5M
Cap. Flow % of AUM
Cap. Flow %
0.2%
Top 10 Holdings %
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 |
Vanguard S&P 500 ETF
VOO
|
+$1.52M |
| 2 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$1.13M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$995K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$849K |
| 5 |
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$823K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$1.06M |
| 2 |
Amazon
AMZN
|
+$868K |
| 3 |
T-Mobile US
TMUS
|
+$860K |
| 4 |
NVIDIA
NVDA
|
+$745K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
176
Vanguard Morningstar Large-Cap ETF
VV
$54B
| $291K | 0.04% |
826
-19
| -2% | -$6.65K |
2024 Q1
10 quarters
|
|
177
Charles Schwab
SCHW
$159B
| $288K | 0.04% |
2,951
-28
| -0.9% | -$2.95K |
2024 Q1
10 quarters
|
|
178
Applied Materials
AMAT
$306B
| $288K | 0.04% |
564
-92
| -14% | -$46.7K |
2026 Q2
1 quarter
|
|
179
iShares MSCI EAFE Value ETF
EFV
$30.9B
| $280K | 0.04% |
7,080
+80
| +1% | +$3.22K |
2025 Q2
5 quarters
|
|
180
Lowe's Companies
LOW
$128B
| $280K | 0.04% |
1,519
+86
| +6% | +$17.9K |
2025 Q2
5 quarters
|
|
181
Robinhood
HOOD
$74.6B
| $280K | 0.04% |
2,487
+128
| +5% | +$13.6K |
2026 Q2
1 quarter
|
|
182
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$223M
| $279K | 0.04% |
9,927
| – | – |
2025 Q4
3 quarters
|
|
183
Bain Capital Specialty
BCSF
$721M
| $278K | 0.04% |
25,197
-3,029
| -11% | -$36.8K |
2019 Q2
29 quarters
|
|
184
iShares Preferred and Income Securities ETF
PFF
$11.5B
| $277K | 0.04% |
9,392
+417
| +5% | +$12.7K |
2025 Q2
5 quarters
|
|
185
GE Aerospace
GE
$346B
| $276K | 0.04% |
885
-109
| -11% | -$37.8K |
2025 Q1
6 quarters
|
|
186
Newmont
NEM
$118B
| $275K | 0.04% |
+2,386
| New | +$267K |
2026 Q3
0 quarters
|
|
187
VanEck Semiconductor ETF
SMH
$64.9B
| $272K | 0.04% |
447
| – | – |
2026 Q2
1 quarter
|
|
188
Huntington Bancshares
HBAN
$31.7B
| $271K | 0.04% |
17,767
+101
| +0.6% | +$1.73K |
2025 Q4
3 quarters
|
|
189
Home BancShares
HOMB
$5.97B
| $267K | 0.04% |
9,474
+16
| +0.2% | +$480 |
2022 Q3
16 quarters
|
|
190
FS KKR Capital
FSK
$3.17B
| $265K | 0.04% |
24,079
+929
| +4% | +$10.7K |
2021 Q2
21 quarters
|
|
191
iShares Bitcoin Trust
IBIT
$57.4B
| $263K | 0.04% |
+5,550
| New | +$224K |
2026 Q3
0 quarters
|
|
192
Netflix
NFLX
$261B
| $262K | 0.04% |
3,760
+34
| +0.9% | +$2.56K |
2024 Q2
9 quarters
|
|
193
Merck
MRK
$364B
| $261K | 0.03% |
1,795
-754
| -30% | -$104K |
2025 Q3
4 quarters
|
|
194
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.72B
| $258K | 0.03% |
27,409
+423
| +2% | +$4.11K |
2021 Q1
22 quarters
|
|
195
iShares 0-3 Month Treasury Bond ETF
SGOV
$117B
| $254K | 0.03% |
+2,522
| New | +$254K |
2026 Q3
0 quarters
|
|
196
GameStop
GME
$12.8B
| $254K | 0.03% |
10,300
-98
| -0.9% | -$2.04K |
2025 Q2
5 quarters
|
|
197
TSMC
TSM
$2.11T
| $251K | 0.03% |
550
+105
| +24% | +$44.5K |
2024 Q3
8 quarters
|
|
198
RTX Corp
RTX
$269B
| $251K | 0.03% |
1,351
+33
| +3% | +$6.76K |
2024 Q3
8 quarters
|
|
199
Sandisk
SNDK
$133B
| $251K | 0.03% |
144
+7
| +5% | +$11K |
2026 Q2
1 quarter
|
|
200
Plains GP Holdings
PAGP
$5.19B
| $250K | 0.03% |
9,640
+148
| +2% | +$3.91K |
2026 Q1
2 quarters
|
|
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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.