Cfo4Life Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$656.0M
Q ending 2026-03-31
Prior quarter
$701.5M
Q ending 2025-12-31
Change
-6.5% QoQ · +10.4% YoY
Positions
210
reported holdings
Largest positions
Top 100 of 210 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $86.3M | 145K |
| Blackrock Etf Trust | DYNF | Shares | $42.4M | 729K |
| Ishares Tr | IEFA | Shares | $34.3M | 379K |
| Ishares Tr | QUAL | Shares | $33.6M | 175K |
| United Parcel Svcs Inc | UPS | Shares | $30.6M | 311K |
| Apple Inc | AAPL | Shares | $30.3M | 119K |
| J P Morgan Exchange Traded F | JMUB | Shares | $16.3M | 326K |
| Microsoft Corp | MSFT | Shares | $15.5M | 42K |
| Ishares Tr | MTUM | Shares | $14.6M | 61K |
| Victory Portfolios Ii | VFLO | Shares | $13.9M | 353K |
| Vanguard Malvern Fds | VCRB | Shares | $12.8M | 166K |
| Amazon Com Inc | AMZN | Shares | $12.3M | 59K |
| Vanguard Bd Index Fds | VUSB | Shares | $12.2M | 244K |
| New York Life Invts Active E | MMIT | Shares | $12.0M | 499K |
| Darling Ingredients Inc | DAR | Shares | $12.0M | 193K |
| Ishares Tr | IJR | Shares | $11.0M | 88K |
| Ishares Tr | VLUE | Shares | $9.0M | 63K |
| Visa Inc | V | Shares | $8.5M | 28K |
| Vanguard Index Fds | VTI | Shares | $8.5M | 26K |
| J P Morgan Exchange Traded F | JEPI | Shares | $8.1M | 144K |
| Home Depot Inc | HD | Shares | $8.1M | 25K |
| Alphabet Inc | GOOG | Shares | $7.7M | 27K |
| Alphabet Inc | GOOGL | Shares | $7.5M | 26K |
| Walmart Inc | WMT | Shares | $7.1M | 57K |
| Goldman Sachs Etf Tr | GSLC | Shares | $7.0M | 56K |
| Ishares Tr | IXUS | Shares | $6.9M | 80K |
| Nvidia Corporation | NVDA | Shares | $6.9M | 39K |
| Mastercard Incorporated | MA | Shares | $6.3M | 13K |
| Waste Mgmt Inc Del | WM | Shares | $6.0M | 26K |
| Goldman Sachs Etf Tr | GSIE | Shares | $5.8M | 135K |
| Ishares Tr | IEI | Shares | $5.8M | 49K |
| Fidelity Merrimack Str Tr | FBND | Shares | $5.3M | 116K |
| Meta Platforms Inc | META | Shares | $4.5M | 8K |
| J P Morgan Exchange Traded F | JMST | Shares | $4.5M | 88K |
| Exxon Mobil Corp | XOM | Shares | $4.4M | 26K |
| Vanguard Malvern Fds | VPLS | Shares | $4.3M | 55K |
| Hartford Fds Exchange Traded | HTRB | Shares | $4.2M | 124K |
| Csx Corp | CSX | Shares | $3.9M | 94K |
| Vanguard Intl Equity Index F | VWO | Shares | $3.8M | 70K |
| Broadcom Inc | AVGO | Shares | $3.6M | 12K |
| First Tr Exchng Traded Fd Vi | FIXD | Shares | $3.2M | 74K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.9M | 4 |
| Vanguard Scottsdale Fds | VGSH | Shares | $2.7M | 46K |
| Blackrock Inc | BLK | Shares | $2.6M | 3K |
| Johnson & Johnson | JNJ | Shares | $2.5M | 10K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.4M | 4K |
| Applovin Corp | APP | Shares | $2.4M | 6K |
| Tesla Inc | TSLA | Shares | $2.4M | 6K |
| Procter & Gamble Co | PG | Shares | $2.4M | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $2.2M | 7K |
| Cisco Sys Inc | CSCO | Shares | $2.1M | 27K |
| J P Morgan Exchange Traded F | JPST | Shares | $2.0M | 40K |
| Prosperity Bancshares Inc | PB | Shares | $1.9M | 29K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.9M | 4K |
| Amplify Etf Tr | DIVO | Shares | $1.8M | 41K |
| Pepsico Inc | PEP | Shares | $1.7M | 11K |
| Lennox Intl Inc | LII | Shares | $1.7M | 4K |
| Ishares Tr | IUSV | Shares | $1.6M | 16K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.5M | 24K |
| Conocophillips | COP | Shares | $1.5M | 11K |
| T-Mobile Us Inc | TMUS | Shares | $1.5M | 7K |
| Eli Lilly & Co | LLY | Shares | $1.4M | 2K |
| Invesco Qqq Tr | QQQ | Shares | $1.3M | 2K |
| Blackstone Secd Lending Fd | BXSL | Shares | $1.3M | 55K |
| Kla Corp | KLAC | Shares | $1.2M | 810 |
| Costco Wholesale Corporation | COST | Shares | $1.2M | 1K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.1M | 23K |
| Ishares Tr | USMV | Shares | $1.1M | 12K |
| Emcor Group Inc | EME | Shares | $1.1M | 1K |
| Coca Cola Co | KO | Shares | $1.1M | 14K |
| Texas Instrs Inc | TXN | Shares | $1.0M | 5K |
| Palantir Technologies Inc | PLTR | Shares | $936K | 6K |
| American Express Co | AXP | Shares | $935K | 3K |
| Pimco Etf Tr | BOND | Shares | $923K | 10K |
| Ishares Tr | TFLO | Shares | $920K | 18K |
| Booking Holdings Inc | BKNG | Shares | $887K | 211 |
| Chevron Corporation | CVX | Shares | $886K | 4K |
| Amphenol Corp | APH | Shares | $844K | 7K |
| Northern Tr Corp | NTRS | Shares | $810K | 6K |
| New York Life Invts Active E | MMIN | Shares | $799K | 34K |
| Citigroup Inc | C | Shares | $791K | 7K |
| Hartford Insurance Group Inc | HIG | Shares | $790K | 6K |
| Micron Technology Inc | MU | Shares | $782K | 2K |
| Novartis Ag | NVS | Shares | $765K | 5K |
| Vanguard Intl Equity Index F | VT | Shares | $756K | 5K |
| Bloom Energy Corp | BE | Shares | $751K | 6K |
| Blackrock Enhanced Large Cap | CII | Shares | $742K | 35K |
| Intel Corp | INTC | Shares | $736K | 17K |
| Ishares Tr | IVV | Shares | $729K | 1K |
| Progressive Corp | PGR | Shares | $722K | 4K |
| Pfizer Inc | PFE | Shares | $718K | 26K |
| Vanguard Index Fds | VUG | Shares | $701K | 2K |
| Lockheed Martin Corp | LMT | Shares | $699K | 1K |
| Philip Morris Intl Inc | PM | Shares | $685K | 4K |
| Union Pac Corp | UNP | Shares | $675K | 3K |
| Innovator Etfs Trust | BALT | Shares | $673K | 20K |
| Eaton Vance Tax Mnged Buy Wr | ETB | Shares | $667K | 46K |
| Enterprise Prods Partners L | EPD | Shares | $656K | 17K |
| Ishares Tr | ITOT | Shares | $655K | 5K |
| Vaneck Etf Trust | BIZD | Shares | $654K | 51K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.