Filed: 11/7/2025ACC: 0001765380-25-000451
📋 What this filing means
CFO4LIFE GROUP, LLC filed this quarterly 13F‑HR report disclosing 234 equity positions with a total reported market value of $688.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
234
Positions
$688.04M
Total AUM (reported)
7.35M
Total Shares
Allocation by class
COM$200.09M29.1%
S&P 500 ETF SHS$89.07M12.9%
ISHARES US EQUIT$43.48M6.3%
MSCI USA QLT FCT$34.69M5.0%
CORE MSCI EAFE$33.65M4.9%
CL B$26.07M3.8%
CL A$20.62M3.0%
Portfolio Concentration
Top 3$167.24M24.3%
4–10$166.81M24.2%
11–25$146.59M21.3%
Rest$207.40M30.1%
Top 3 weight
24.3%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 7.35M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.35M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole234
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings234
Rows:
VANGUARD INDEX FDS
SOLEShares145.45K
TypeSH
Market value$89.07M
12.95%
Sole
0.00
Shared
0.00
None
145.45K
BLACKROCK ETF TRUST
SOLEShares734.49K
TypeSH
Market value$43.48M
6.32%
Sole
0.00
Shared
0.00
None
734.49K
ISHARES TR
SOLEShares178.35K
TypeSH
Market value$34.69M
5.04%
Sole
0.00
Shared
0.00
None
178.35K
ISHARES TR
SOLEShares385.44K
TypeSH
Market value$33.65M
4.89%
Sole
0.00
Shared
0.00
None
385.44K
APPLE INC
SOLEShares125.44K
TypeSH
Market value$31.94M
4.64%
Sole
0.00
Shared
0.00
None
125.44K
UNITED PARCEL SERVICE INC
SOLEShares312.08K
TypeSH
Market value$26.07M
3.79%
Sole
0.00
Shared
0.00
None
312.08K
MICROSOFT CORP
SOLEShares47.15K
TypeSH
Market value$24.42M
3.55%
Sole
0.00
Shared
0.00
None
47.15K
WALMART INC
SOLEShares173.95K
TypeSH
Market value$17.93M
2.61%
Sole
0.00
Shared
0.00
None
173.95K
J P MORGAN EXCHANGE TRADED F
SOLEShares330.17K
TypeSH
Market value$16.66M
2.42%
Sole
0.00
Shared
0.00
None
330.17K
ISHARES TR
SOLEShares62.94K
TypeSH
Market value$16.14M
2.35%
Sole
0.00
Shared
0.00
None
62.94K
VICTORY PORTFOLIOS II
SOLEShares358.35K
TypeSH
Market value$13.44M
1.95%
Sole
0.00
Shared
0.00
None
358.35K
AMAZON COM INC
SOLEShares60.68K
TypeSH
Market value$13.32M
1.94%
Sole
0.00
Shared
0.00
None
60.68K
VANGUARD MALVERN FDS
SOLEShares159.93K
TypeSH
Market value$12.54M
1.82%
Sole
0.00
Shared
0.00
None
159.93K
NEW YORK LIFE INVTS ACTIVE E
SOLEShares473.24K
TypeSH
Market value$11.50M
1.67%
Sole
0.00
Shared
0.00
None
473.24K
ISHARES TR
SOLEShares95.20K
TypeSH
Market value$11.31M
1.64%
Sole
0.00
Shared
0.00
None
95.20K
HOME DEPOT INC
SOLEShares25.56K
TypeSH
Market value$10.36M
1.51%
Sole
0.00
Shared
0.00
None
25.56K
VISA INC
SOLEShares29.16K
TypeSH
Market value$9.96M
1.45%
Sole
0.00
Shared
0.00
None
29.16K
J P MORGAN EXCHANGE TRADED F
SOLEShares154.90K
TypeSH
Market value$8.84M
1.29%
Sole
0.00
Shared
0.00
None
154.90K
NVIDIA CORPORATION
SOLEShares46.93K
TypeSH
Market value$8.76M
1.27%
Sole
0.00
Shared
0.00
None
46.93K
VANGUARD INDEX FDS
SOLEShares26.46K
TypeSH
Market value$8.68M
1.26%
Sole
0.00
Shared
0.00
None
26.46K
ISHARES TR
SOLEShares68.08K
TypeSH
Market value$8.51M
1.24%
Sole
0.00
Shared
0.00
None
68.08K
GOLDMAN SACHS ETF TR
SOLEShares59.30K
TypeSH
Market value$7.73M
1.12%
Sole
0.00
Shared
0.00
None
59.30K
MASTERCARD INCORPORATED
SOLEShares13.20K
TypeSH
Market value$7.51M
1.09%
Sole
0.00
Shared
0.00
None
13.20K
ALPHABET INC
SOLEShares29.41K
TypeSH
Market value$7.16M
1.04%
Sole
0.00
Shared
0.00
None
29.41K
ISHARES TR
SOLEShares84.38K
TypeSH
Market value$6.97M
1.01%
Sole
0.00
Shared
0.00
None
84.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 145.45K | SH | $89.07M 12.95% | 0.00 | 0.00 | 145.45K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 734.49K | SH | $43.48M 6.32% | 0.00 | 0.00 | 734.49K |
ISHARES TRSOLE | MSCI USA QLT FCT | 178.35K | SH | $34.69M 5.04% | 0.00 | 0.00 | 178.35K |
ISHARES TRSOLE | CORE MSCI EAFE | 385.44K | SH | $33.65M 4.89% | 0.00 | 0.00 | 385.44K |
APPLE INCSOLE | COM | 125.44K | SH | $31.94M 4.64% | 0.00 | 0.00 | 125.44K |
UNITED PARCEL SERVICE INCSOLE | CL B | 312.08K | SH | $26.07M 3.79% | 0.00 | 0.00 | 312.08K |
MICROSOFT CORPSOLE | COM | 47.15K | SH | $24.42M 3.55% | 0.00 | 0.00 | 47.15K |
WALMART INCSOLE | COM | 173.95K | SH | $17.93M 2.61% | 0.00 | 0.00 | 173.95K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 330.17K | SH | $16.66M 2.42% | 0.00 | 0.00 | 330.17K |
ISHARES TRSOLE | MSCI USA MMENTM | 62.94K | SH | $16.14M 2.35% | 0.00 | 0.00 | 62.94K |
VICTORY PORTFOLIOS IISOLE | SHARES FREE CASH | 358.35K | SH | $13.44M 1.95% | 0.00 | 0.00 | 358.35K |
AMAZON COM INCSOLE | COM | 60.68K | SH | $13.32M 1.94% | 0.00 | 0.00 | 60.68K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 159.93K | SH | $12.54M 1.82% | 0.00 | 0.00 | 159.93K |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 473.24K | SH | $11.50M 1.67% | 0.00 | 0.00 | 473.24K |
ISHARES TRSOLE | CORE S&P SCP ETF | 95.20K | SH | $11.31M 1.64% | 0.00 | 0.00 | 95.20K |
HOME DEPOT INCSOLE | COM | 25.56K | SH | $10.36M 1.51% | 0.00 | 0.00 | 25.56K |
VISA INCSOLE | COM CL A | 29.16K | SH | $9.96M 1.45% | 0.00 | 0.00 | 29.16K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 154.90K | SH | $8.84M 1.29% | 0.00 | 0.00 | 154.90K |
NVIDIA CORPORATIONSOLE | COM | 46.93K | SH | $8.76M 1.27% | 0.00 | 0.00 | 46.93K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 26.46K | SH | $8.68M 1.26% | 0.00 | 0.00 | 26.46K |
ISHARES TRSOLE | MSCI USA VALUE | 68.08K | SH | $8.51M 1.24% | 0.00 | 0.00 | 68.08K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 59.30K | SH | $7.73M 1.12% | 0.00 | 0.00 | 59.30K |
MASTERCARD INCORPORATEDSOLE | CL A | 13.20K | SH | $7.51M 1.09% | 0.00 | 0.00 | 13.20K |
ALPHABET INCSOLE | CAP STK CL C | 29.41K | SH | $7.16M 1.04% | 0.00 | 0.00 | 29.41K |
ISHARES TRSOLE | CORE MSCI TOTAL | 84.38K | SH | $6.97M 1.01% | 0.00 | 0.00 | 84.38K |
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