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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
ISRG icon
201
Intuitive Surgical
ISRG
$121B
$251K 0.04%
+444
New +$236K
FMB icon
202
First Trust Managed Municipal ETF
FMB
$2.03B
$250K 0.04%
4,884
+529
+12% +$27K
BDJ icon
203
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$246K 0.04%
25,936
+811
+3% +$7.39K
ET icon
204
Energy Transfer Partners
ET
$70.1B
$245K 0.03%
14,847
+212
+1% +$3.53K
BOTZ icon
205
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$244K 0.03%
6,744
– –
SBUX icon
206
Starbucks
SBUX
$118B
$243K 0.03%
2,884
-349
-11% -$29.4K
GEV icon
207
GE Vernova
GEV
$270B
$237K 0.03%
362
+2
+0.6% +$1.22K
NEM icon
208
Newmont
NEM
$98.2B
$234K 0.03%
+2,348
New +$212K
IWV icon
209
iShares Russell 3000 ETF
IWV
$19.5B
$232K 0.03%
600
-15
-2% -$5.76K
EFV icon
210
iShares MSCI EAFE Value ETF
EFV
$27.6B
$231K 0.03%
3,231
-121
-4% -$8.41K
PINS icon
211
Pinterest
PINS
$12.4B
$230K 0.03%
8,883
-9,610
-52% -$277K
HBAN icon
212
Huntington Bancshares
HBAN
$35.1B
$230K 0.03%
+13,254
New +$218K
JEPQ icon
213
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.9B
$230K 0.03%
3,952
-763
-16% -$44.3K
AMT icon
214
American Tower
AMT
$77.7B
$229K 0.03%
1,303
-43
-3% -$7.83K
PTY icon
215
PIMCO Corporate & Income Opportunity Fund
PTY
$2.48B
$225K 0.03%
17,458
– –
CTAS icon
216
Cintas
CTAS
$82.4B
$221K 0.03%
1,174
+99
+9% +$18.6K
LIN icon
217
Linde
LIN
$237B
$220K 0.03%
517
-152
-23% -$65.1K
IJK icon
218
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$218K 0.03%
2,250
– –
PANW icon
219
Palo Alto Networks
PANW
$264B
$217K 0.03%
1,180
+143
+14% +$28.9K
PAYC icon
220
Paycom
PAYC
$6.78B
$216K 0.03%
1,356
-1,036
-43% -$184K
RSG icon
221
Republic Services
RSG
$66.7B
$216K 0.03%
1,018
-55
-5% -$11.8K
FQAL icon
222
Fidelity Quality Factor ETF
FQAL
$1.41B
$212K 0.03%
2,801
+8
+0.3% +$600
ECC
223
Eagle Point Credit Company
ECC
$472M
$208K 0.03%
36,175
+12,700
+54% +$77.2K
LPLA icon
224
LPL Financial
LPLA
$26.3B
$208K 0.03%
+583
New +$206K
GME icon
225
GameStop
GME
$9.5B
$207K 0.03%
10,300
+99
+1% +$2.22K
7 8
9
10 11

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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.