Filed: 2/6/2026ACC: 0001765380-26-000075
📋 What this filing means
CFO4LIFE GROUP, LLC filed this quarterly 13F‑HR report disclosing 242 equity positions with a total reported market value of $701.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
242
Positions
$701.54M
Total AUM (reported)
7.46M
Total Shares
Allocation by class
COM$190.76M27.2%
S&P 500 ETF SHS$89.92M12.8%
ISHARES US EQUIT$44.20M6.3%
MSCI USA QLT FCT$35.00M5.0%
CORE MSCI EAFE$34.49M4.9%
CL B$30.92M4.4%
CL A$19.54M2.8%
Portfolio Concentration
Top 3$169.12M24.1%
4–10$167.81M23.9%
11–25$150.36M21.4%
Rest$214.25M30.5%
Top 3 weight
24.1%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 7.46M
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
7.46M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole242
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings242
Rows:
VANGUARD INDEX FDS
SOLEShares143.38K
TypeSH
Market value$89.92M
12.82%
Sole
0.00
Shared
0.00
None
143.38K
BLACKROCK ETF TRUST
SOLEShares726.83K
TypeSH
Market value$44.20M
6.30%
Sole
0.00
Shared
0.00
None
726.83K
ISHARES TR
SOLEShares176.23K
TypeSH
Market value$35.00M
4.99%
Sole
0.00
Shared
0.00
None
176.23K
ISHARES TR
SOLEShares385.49K
TypeSH
Market value$34.49M
4.92%
Sole
0.00
Shared
0.00
None
385.49K
APPLE INC
SOLEShares124.85K
TypeSH
Market value$33.94M
4.84%
Sole
0.00
Shared
0.00
None
124.85K
UNITED PARCEL SERVICE INC
SOLEShares311.76K
TypeSH
Market value$30.92M
4.41%
Sole
0.00
Shared
0.00
None
311.76K
MICROSOFT CORP
SOLEShares45.61K
TypeSH
Market value$22.06M
3.14%
Sole
0.00
Shared
0.00
None
45.61K
J P MORGAN EXCHANGE TRADED F
SOLEShares323.20K
TypeSH
Market value$16.32M
2.33%
Sole
0.00
Shared
0.00
None
323.20K
ISHARES TR
SOLEShares61.23K
TypeSH
Market value$15.33M
2.18%
Sole
0.00
Shared
0.00
None
61.23K
VANGUARD BD INDEX FDS
SOLEShares296.10K
TypeSH
Market value$14.76M
2.10%
Sole
0.00
Shared
0.00
None
296.10K
AMAZON COM INC
SOLEShares61.19K
TypeSH
Market value$14.12M
2.01%
Sole
0.00
Shared
0.00
None
61.19K
VICTORY PORTFOLIOS II
SOLEShares356.48K
TypeSH
Market value$14.04M
2.00%
Sole
0.00
Shared
0.00
None
356.48K
VANGUARD MALVERN FDS
SOLEShares163.31K
TypeSH
Market value$12.72M
1.81%
Sole
0.00
Shared
0.00
None
163.31K
NEW YORK LIFE INVTS ACTIVE E
SOLEShares476.88K
TypeSH
Market value$11.60M
1.65%
Sole
0.00
Shared
0.00
None
476.88K
ISHARES TR
SOLEShares93.24K
TypeSH
Market value$11.21M
1.60%
Sole
0.00
Shared
0.00
None
93.24K
VISA INC
SOLEShares28.74K
TypeSH
Market value$10.08M
1.44%
Sole
0.00
Shared
0.00
None
28.74K
ALPHABET INC
SOLEShares29.56K
TypeSH
Market value$9.28M
1.32%
Sole
0.00
Shared
0.00
None
29.56K
ALPHABET INC
SOLEShares29K
TypeSH
Market value$9.08M
1.29%
Sole
0.00
Shared
0.00
None
29K
VANGUARD INDEX FDS
SOLEShares26.46K
TypeSH
Market value$8.87M
1.26%
Sole
0.00
Shared
0.00
None
26.46K
ISHARES TR
SOLEShares64.73K
TypeSH
Market value$8.85M
1.26%
Sole
0.00
Shared
0.00
None
64.73K
HOME DEPOT INC
SOLEShares25.18K
TypeSH
Market value$8.66M
1.24%
Sole
0.00
Shared
0.00
None
25.18K
NVIDIA CORPORATION
SOLEShares45.58K
TypeSH
Market value$8.50M
1.21%
Sole
0.00
Shared
0.00
None
45.58K
J P MORGAN EXCHANGE TRADED F
SOLEShares143.53K
TypeSH
Market value$8.22M
1.17%
Sole
0.00
Shared
0.00
None
143.53K
DARLING INGREDIENTS INC
SOLEShares211.09K
TypeSH
Market value$7.60M
1.08%
Sole
0.00
Shared
0.00
None
211.09K
MASTERCARD INCORPORATED
SOLEShares13.20K
TypeSH
Market value$7.53M
1.07%
Sole
0.00
Shared
0.00
None
13.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 143.38K | SH | $89.92M 12.82% | 0.00 | 0.00 | 143.38K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 726.83K | SH | $44.20M 6.30% | 0.00 | 0.00 | 726.83K |
ISHARES TRSOLE | MSCI USA QLT FCT | 176.23K | SH | $35.00M 4.99% | 0.00 | 0.00 | 176.23K |
ISHARES TRSOLE | CORE MSCI EAFE | 385.49K | SH | $34.49M 4.92% | 0.00 | 0.00 | 385.49K |
APPLE INCSOLE | COM | 124.85K | SH | $33.94M 4.84% | 0.00 | 0.00 | 124.85K |
UNITED PARCEL SERVICE INCSOLE | CL B | 311.76K | SH | $30.92M 4.41% | 0.00 | 0.00 | 311.76K |
MICROSOFT CORPSOLE | COM | 45.61K | SH | $22.06M 3.14% | 0.00 | 0.00 | 45.61K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 323.20K | SH | $16.32M 2.33% | 0.00 | 0.00 | 323.20K |
ISHARES TRSOLE | MSCI USA MMENTM | 61.23K | SH | $15.33M 2.18% | 0.00 | 0.00 | 61.23K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 296.10K | SH | $14.76M 2.10% | 0.00 | 0.00 | 296.10K |
AMAZON COM INCSOLE | COM | 61.19K | SH | $14.12M 2.01% | 0.00 | 0.00 | 61.19K |
VICTORY PORTFOLIOS IISOLE | SHARES FREE CASH | 356.48K | SH | $14.04M 2.00% | 0.00 | 0.00 | 356.48K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 163.31K | SH | $12.72M 1.81% | 0.00 | 0.00 | 163.31K |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 476.88K | SH | $11.60M 1.65% | 0.00 | 0.00 | 476.88K |
ISHARES TRSOLE | CORE S&P SCP ETF | 93.24K | SH | $11.21M 1.60% | 0.00 | 0.00 | 93.24K |
VISA INCSOLE | COM CL A | 28.74K | SH | $10.08M 1.44% | 0.00 | 0.00 | 28.74K |
ALPHABET INCSOLE | CAP STK CL C | 29.56K | SH | $9.28M 1.32% | 0.00 | 0.00 | 29.56K |
ALPHABET INCSOLE | CAP STK CL A | 29K | SH | $9.08M 1.29% | 0.00 | 0.00 | 29K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 26.46K | SH | $8.87M 1.26% | 0.00 | 0.00 | 26.46K |
ISHARES TRSOLE | MSCI USA VALUE | 64.73K | SH | $8.85M 1.26% | 0.00 | 0.00 | 64.73K |
HOME DEPOT INCSOLE | COM | 25.18K | SH | $8.66M 1.24% | 0.00 | 0.00 | 25.18K |
NVIDIA CORPORATIONSOLE | COM | 45.58K | SH | $8.50M 1.21% | 0.00 | 0.00 | 45.58K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 143.53K | SH | $8.22M 1.17% | 0.00 | 0.00 | 143.53K |
DARLING INGREDIENTS INCSOLE | COM | 211.09K | SH | $7.60M 1.08% | 0.00 | 0.00 | 211.09K |
MASTERCARD INCORPORATEDSOLE | CL A | 13.20K | SH | $7.53M 1.07% | 0.00 | 0.00 | 13.20K |
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