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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 | |
|---|---|---|---|---|---|---|---|
201
iShares Gold Trust
IAU
$57.4B
| $248K | 0.03% |
+3,177
| New | +$255K |
2026 Q3
0 quarters
|
|
202
BlackRock Intermediate Muni Income Bond ETF
INMU
$808M
| $247K | 0.03% |
10,783
| – | – |
2026 Q2
1 quarter
|
|
203
Marvell Technology
MRVL
$148B
| $247K | 0.03% |
934
-727
| -44% | -$163K |
2026 Q2
1 quarter
|
|
204
Vistra
VST
$45.7B
| $245K | 0.03% |
1,772
+111
| +7% | +$16.3K |
2025 Q1
6 quarters
|
|
205
Vanguard Total Bond Market
BND
$165B
| $244K | 0.03% |
3,484
+1
| +0% | +$72 |
2020 Q1
26 quarters
|
|
206
First Trust Municipal High Income ETF
FMHI
$1.09B
| $241K | 0.03% |
5,375
| – | – |
2023 Q4
11 quarters
|
|
207
Independence Realty Trust
IRT
$3.5B
| $239K | 0.03% |
16,466
+113
| +0.7% | +$1.83K |
2022 Q1
18 quarters
|
|
208
Paycom
PAYC
$11.2B
| $238K | 0.03% |
+1,094
| New | +$214K |
2026 Q3
0 quarters
|
|
209
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.93B
| $238K | 0.03% |
6,754
+1
| +0% | +$36 |
2025 Q2
5 quarters
|
|
210
First Trust Managed Municipal ETF
FMB
$1.92B
| $236K | 0.03% |
4,931
+24
| +0.5% | +$1.2K |
2025 Q3
4 quarters
|
|
211
Innovator Defined Wealth Shield ETF
BALT
$3.28B
| $235K | 0.03% |
6,736
-9,579
| -59% | -$332K |
2025 Q1
6 quarters
|
|
212
Fidelity Quality Factor ETF
FQAL
$1.59B
| $235K | 0.03% |
2,828
+8
| +0.3% | +$667 |
2025 Q3
4 quarters
|
|
213
American Tower
AMT
$88B
| $233K | 0.03% |
1,426
-3
| -0.2% | -$515 |
2026 Q2
1 quarter
|
|
214
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.4B
| $229K | 0.03% |
991
+35
| +4% | +$8.54K |
2025 Q4
3 quarters
|
|
215
VanEck Morningstar Wide Moat ETF
MOAT
$12.1B
| $229K | 0.03% |
2,166
| – | – |
2023 Q4
11 quarters
|
|
216
PTC
PTC
$21.3B
| $225K | 0.03% |
+1,604
| New | +$220K |
2026 Q3
0 quarters
|
|
217
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$42.4B
| $214K | 0.03% |
3,494
-150
| -4% | -$8.95K |
2024 Q1
10 quarters
|
|
218
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.07B
| $214K | 0.03% |
9,989
+291
| +3% | +$6.6K |
2026 Q2
1 quarter
|
|
219
Marathon Petroleum
MPC
$112B
| $212K | 0.03% |
+536
| New | +$185K |
2026 Q3
0 quarters
|
|
|
220
T-Mobile US
TMUS
$181B
| $211K | 0.03% |
1,295
-4,803
| -79% | -$860K |
2024 Q1
10 quarters
|
|
221
UGI
UGI
$8.04B
| $211K | 0.03% |
5,903
-958
| -14% | -$35.2K |
2025 Q3
4 quarters
|
|
222
Global X Artificial Intelligence & Technology ETF
AIQ
$9.6B
| $210K | 0.03% |
3,222
| – | – |
2026 Q2
1 quarter
|
|
223
Core Scientific
CORZ
$4.63B
| $209K | 0.03% |
13,075
+31
| +0.2% | +$611 |
2025 Q3
4 quarters
|
|
224
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.75B
| $209K | 0.03% |
3,169
+2
| +0.1% | +$127 |
2026 Q2
1 quarter
|
|
225
Arista Networks
ANET
$261B
| $206K | 0.03% |
+1,014
| New | +$191K |
2026 Q3
0 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.