CFO4LIFE GROUP, LLC

Filed: 5/11/2026ACC: 0001765380-26-000199

📋 What this filing means

CFO4LIFE GROUP, LLC filed this quarterly 13F‑HR report disclosing 210 equity positions with a total reported market value of $655.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

210

Positions

$655.98M

Total AUM (reported)

6.96M

Total Shares

Allocation by class

COM$170.49M26.0%

S&P 500 ETF SHS$86.35M13.2%

ISHARES US EQUIT$42.41M6.5%

CORE MSCI EAFE$34.33M5.2%

MSCI USA QLT FCT$33.62M5.1%

CL B$30.60M4.7%

MUNICIPAL ETF$16.28M2.5%

Portfolio Concentration

Top 3$163.09M24.9%

4–10$154.88M23.6%

11–25$143.69M21.9%

Rest$194.33M29.6%

Top 3 weight

24.9%

Top 10 weight

48.5%

Voting Authority Distribution

Total shares with voting rights: 6.96M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.96M

% of voting shares100.0%

Investment Discretion (by position count)

Sole210

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings210

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares144.50K

TypeSH

Market value$86.35M

13.16%

Sole

0.00

Shared

0.00

None

144.50K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares729.03K

TypeSH

Market value$42.41M

6.47%

Sole

0.00

Shared

0.00

None

729.03K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares379.19K

TypeSH

Market value$34.33M

5.23%

Sole

0.00

Shared

0.00

None

379.19K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares175.29K

TypeSH

Market value$33.62M

5.13%

Sole

0.00

Shared

0.00

None

175.29K

UNITED PARCEL SVCS INC

SOLE

CL B

Shares311.01K

TypeSH

Market value$30.60M

4.66%

Sole

0.00

Shared

0.00

None

311.01K

APPLE INC

SOLE

COM

Shares119.50K

TypeSH

Market value$30.33M

4.62%

Sole

0.00

Shared

0.00

None

119.50K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares325.66K

TypeSH

Market value$16.28M

2.48%

Sole

0.00

Shared

0.00

None

325.66K

MICROSOFT CORP

SOLE

COM

Shares41.93K

TypeSH

Market value$15.52M

2.37%

Sole

0.00

Shared

0.00

None

41.93K

ISHARES TR

SOLE

MSCI USA MMENTM

Shares60.87K

TypeSH

Market value$14.61M

2.23%

Sole

0.00

Shared

0.00

None

60.87K

VICTORY PORTFOLIOS II

SOLE

SHARES FREE CASH

Shares352.70K

TypeSH

Market value$13.92M

2.12%

Sole

0.00

Shared

0.00

None

352.70K

VANGUARD MALVERN FDS

SOLE

CORE BD ETF

Shares165.87K

TypeSH

Market value$12.83M

1.96%

Sole

0.00

Shared

0.00

None

165.87K

AMAZON COM INC

SOLE

COM

Shares58.94K

TypeSH

Market value$12.28M

1.87%

Sole

0.00

Shared

0.00

None

58.94K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares244.43K

TypeSH

Market value$12.17M

1.86%

Sole

0.00

Shared

0.00

None

244.43K

NEW YORK LIFE INVTS ACTIVE E

SOLE

NYLI MACKAY MUN

Shares498.90K

TypeSH

Market value$12.03M

1.83%

Sole

0.00

Shared

0.00

None

498.90K

DARLING INGREDIENTS INC

SOLE

COM

Shares193.47K

TypeSH

Market value$11.97M

1.82%

Sole

0.00

Shared

0.00

None

193.47K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares88.20K

TypeSH

Market value$10.96M

1.67%

Sole

0.00

Shared

0.00

None

88.20K

ISHARES TR

SOLE

MSCI USA VALUE

Shares63.28K

TypeSH

Market value$9.00M

1.37%

Sole

0.00

Shared

0.00

None

63.28K

VISA INC

SOLE

COM CL A

Shares28.10K

TypeSH

Market value$8.49M

1.29%

Sole

0.00

Shared

0.00

None

28.10K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares26.37K

TypeSH

Market value$8.46M

1.29%

Sole

0.00

Shared

0.00

None

26.37K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares143.65K

TypeSH

Market value$8.14M

1.24%

Sole

0.00

Shared

0.00

None

143.65K

HOME DEPOT INC

SOLE

COM

Shares24.61K

TypeSH

Market value$8.09M

1.23%

Sole

0.00

Shared

0.00

None

24.61K

ALPHABET INC

SOLE

CAP STK CL C

Shares26.69K

TypeSH

Market value$7.66M

1.17%

Sole

0.00

Shared

0.00

None

26.69K

ALPHABET INC

SOLE

CAP STK CL A

Shares26.22K

TypeSH

Market value$7.54M

1.15%

Sole

0.00

Shared

0.00

None

26.22K

WALMART INC

SOLE

COM

Shares57.14K

TypeSH

Market value$7.10M

1.08%

Sole

0.00

Shared

0.00

None

57.14K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US LG

Shares55.68K

TypeSH

Market value$6.97M

1.06%

Sole

0.00

Shared

0.00

None

55.68K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	144.50K	SH	$86.35M 13.16%	144.50K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	729.03K	SH	$42.41M 6.47%	729.03K
ISHARES TRSOLE	CORE MSCI EAFE	379.19K	SH	$34.33M 5.23%	379.19K
ISHARES TRSOLE	MSCI USA QLT FCT	175.29K	SH	$33.62M 5.13%	175.29K
UNITED PARCEL SVCS INCSOLE	CL B	311.01K	SH	$30.60M 4.66%	311.01K
APPLE INCSOLE	COM	119.50K	SH	$30.33M 4.62%	119.50K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	325.66K	SH	$16.28M 2.48%	325.66K
MICROSOFT CORPSOLE	COM	41.93K	SH	$15.52M 2.37%	41.93K
ISHARES TRSOLE	MSCI USA MMENTM	60.87K	SH	$14.61M 2.23%	60.87K
VICTORY PORTFOLIOS IISOLE	SHARES FREE CASH	352.70K	SH	$13.92M 2.12%	352.70K
VANGUARD MALVERN FDSSOLE	CORE BD ETF	165.87K	SH	$12.83M 1.96%	165.87K
AMAZON COM INCSOLE	COM	58.94K	SH	$12.28M 1.87%	58.94K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	244.43K	SH	$12.17M 1.86%	244.43K
NEW YORK LIFE INVTS ACTIVE ESOLE	NYLI MACKAY MUN	498.90K	SH	$12.03M 1.83%	498.90K
DARLING INGREDIENTS INCSOLE	COM	193.47K	SH	$11.97M 1.82%	193.47K
ISHARES TRSOLE	CORE S&P SCP ETF	88.20K	SH	$10.96M 1.67%	88.20K
ISHARES TRSOLE	MSCI USA VALUE	63.28K	SH	$9.00M 1.37%	63.28K
VISA INCSOLE	COM CL A	28.10K	SH	$8.49M 1.29%	28.10K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	26.37K	SH	$8.46M 1.29%	26.37K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	143.65K	SH	$8.14M 1.24%	143.65K
HOME DEPOT INCSOLE	COM	24.61K	SH	$8.09M 1.23%	24.61K
ALPHABET INCSOLE	CAP STK CL C	26.69K	SH	$7.66M 1.17%	26.69K
ALPHABET INCSOLE	CAP STK CL A	26.22K	SH	$7.54M 1.15%	26.22K
WALMART INCSOLE	COM	57.14K	SH	$7.10M 1.08%	57.14K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US LG	55.68K	SH	$6.97M 1.06%	55.68K

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