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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
AAL icon
201
American Airlines Group
AAL
$10.3B
$191K 0.03%
17,767
-1,031
-5% -$13.7K
GBDC icon
202
Golub Capital BDC
GBDC
$3.47B
$170K 0.03%
13,443
+377
+3% +$4.84K
CGBD icon
203
Carlyle Secured Lending
CGBD
$744M
$132K 0.02%
+12,084
New +$143K
ETW
204
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.04B
$130K 0.02%
14,852
+318
+2% +$2.93K
LYG icon
205
Lloyds Banking Group
LYG
$87.6B
$115K 0.02%
22,828
-4,331
-16% -$23.8K
OWL icon
206
Blue Owl Capital
OWL
$6.5B
$97.4K 0.01%
+10,665
New +$129K
VENU
207
Venu Holding Corp
VENU
$150M
$33.1K 0.01%
+10,000
New +$57.7K
MBIO icon
208
Mustang Bio
MBIO
$4.88M
$14.9K ﹤0.01%
20,461
+7,500
+58% +$7.06K
MAPS
209
DELISTED
WM TECHNOLOGY INC A
MAPS
$8.26K ﹤0.01%
12,539
– –
GNS icon
210
Genius Group
GNS
$34.3M
$4.88K ﹤0.01%
15,000
– –
ABT icon
211
Abbott
ABT
$172B
– –
-2,064
Closed -$259K
ACRE
212
Ares Commercial Real Estate
ACRE
$261M
– –
-17,000
Closed -$81.3K
AGNC icon
213
AGNC Investment
AGNC
$13.1B
– –
-26,129
Closed -$280K
AMAT icon
214
Applied Materials
AMAT
$445B
– –
-1,378
Closed -$354K
AMT icon
215
American Tower
AMT
$78.7B
– –
-1,303
Closed -$229K
BRSP
216
BrightSpire Capital
BRSP
$720M
– –
-14,500
Closed -$81.2K
CTAS icon
217
Cintas
CTAS
$82.5B
– –
-1,174
Closed -$221K
CWK icon
218
Cushman & Wakefield Ltd
CWK
$3.29B
– –
-10,000
Closed -$162K
DHR icon
219
Danaher
DHR
$145B
– –
-876
Closed -$200K
DVY icon
220
iShares Select Dividend ETF
DVY
$23.8B
– –
-1,900
Closed -$268K
DX
221
Dynex Capital
DX
$2.91B
– –
-11,875
Closed -$166K
ECC
222
Eagle Point Credit Company
ECC
$492M
– –
-36,175
Closed -$208K
ET icon
223
Energy Transfer Partners
ET
$69.5B
– –
-14,847
Closed -$245K
EW icon
224
Edwards Lifesciences
EW
$50.6B
– –
-3,653
Closed -$311K
GPIQ icon
225
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.85B
– –
-8,879
Closed -$469K
6 7 8
9
10

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VCM
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GPSPJS
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PAI
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RRA
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NGM
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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.