Filed: 8/12/2026ACC: 0001765380-26-000360
📋 What this filing means
CFO4LIFE GROUP, LLC filed this quarterly 13F‑HR report disclosing 236 equity positions with a total reported market value of $742.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
236
Positions
$742.79M
Total AUM (reported)
7.26M
Total Shares
Allocation by class
COM$187.31M25.2%
S&P 500 ETF SHS$99.01M13.3%
ISHARES US EQUIT$49.49M6.7%
MSCI USA QLT FCT$38.60M5.2%
CORE MSCI EAFE$36.30M4.9%
CL B$33.41M4.5%
MSCI USA MMENTM$20.77M2.8%
Portfolio Concentration
Top 3$187.09M25.2%
4–10$173.53M23.4%
11–25$158.08M21.3%
Rest$224.09M30.2%
Top 3 weight
25.2%
Top 10 weight
48.5%
Voting Authority Distribution
Total shares with voting rights: 7.26M
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
7.26M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole236
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings236
Rows:
VANGUARD INDEX FDS
SOLEShares144.16K
TypeSH
Market value$99.01M
13.33%
Sole
0.00
Shared
0.00
None
144.16K
BLACKROCK ETF TRUST
SOLEShares727.64K
TypeSH
Market value$49.49M
6.66%
Sole
0.00
Shared
0.00
None
727.64K
ISHARES TR
SOLEShares175.89K
TypeSH
Market value$38.60M
5.20%
Sole
0.00
Shared
0.00
None
175.89K
ISHARES TR
SOLEShares375.85K
TypeSH
Market value$36.30M
4.89%
Sole
0.00
Shared
0.00
None
375.85K
APPLE INC
SOLEShares120.15K
TypeSH
Market value$34.77M
4.68%
Sole
0.00
Shared
0.00
None
120.15K
UNITED PARCEL SVCS INC
SOLEShares310.84K
TypeSH
Market value$33.41M
4.50%
Sole
0.00
Shared
0.00
None
310.84K
ISHARES TR
SOLEShares60.58K
TypeSH
Market value$20.77M
2.80%
Sole
0.00
Shared
0.00
None
60.58K
J P MORGAN EXCHANGE TRADED F
SOLEShares331.94K
TypeSH
Market value$16.81M
2.26%
Sole
0.00
Shared
0.00
None
331.94K
VICTORY PORTFOLIOS II
SOLEShares353.35K
TypeSH
Market value$16.17M
2.18%
Sole
0.00
Shared
0.00
None
353.35K
MICROSOFT CORP
SOLEShares41K
TypeSH
Market value$15.29M
2.06%
Sole
0.00
Shared
0.00
None
41K
AMAZON COM INC
SOLEShares59.35K
TypeSH
Market value$14.15M
1.90%
Sole
0.00
Shared
0.00
None
59.35K
ISHARES TR
SOLEShares86.52K
TypeSH
Market value$12.83M
1.73%
Sole
0.00
Shared
0.00
None
86.52K
VANGUARD MALVERN FDS
SOLEShares165.82K
TypeSH
Market value$12.81M
1.72%
Sole
0.00
Shared
0.00
None
165.82K
ISHARES TR
SOLEShares63.25K
TypeSH
Market value$12.64M
1.70%
Sole
0.00
Shared
0.00
None
63.25K
NEW YORK LIFE INVTS ACTIVE E
SOLEShares505.50K
TypeSH
Market value$12.31M
1.66%
Sole
0.00
Shared
0.00
None
505.50K
VANGUARD BD INDEX FDS
SOLEShares219.32K
TypeSH
Market value$10.92M
1.47%
Sole
0.00
Shared
0.00
None
219.32K
DARLING INGREDIENTS INC
SOLEShares198.36K
TypeSH
Market value$10.83M
1.46%
Sole
0.00
Shared
0.00
None
198.36K
VANGUARD INDEX FDS
SOLEShares26.36K
TypeSH
Market value$9.75M
1.31%
Sole
0.00
Shared
0.00
None
26.36K
ALPHABET INC
SOLEShares27.29K
TypeSH
Market value$9.75M
1.31%
Sole
0.00
Shared
0.00
None
27.29K
ALPHABET INC
SOLEShares27.15K
TypeSH
Market value$9.59M
1.29%
Sole
0.00
Shared
0.00
None
27.15K
VISA INC
SOLEShares27.86K
TypeSH
Market value$9.56M
1.29%
Sole
0.00
Shared
0.00
None
27.86K
NVIDIA CORPORATION
SOLEShares43.21K
TypeSH
Market value$8.65M
1.16%
Sole
0.00
Shared
0.00
None
43.21K
HOME DEPOT INC
SOLEShares24.38K
TypeSH
Market value$8.60M
1.16%
Sole
0.00
Shared
0.00
None
24.38K
J P MORGAN EXCHANGE TRADED F
SOLEShares143.66K
TypeSH
Market value$8.11M
1.09%
Sole
0.00
Shared
0.00
None
143.66K
GOLDMAN SACHS ETF TR
SOLEShares53.46K
TypeSH
Market value$7.59M
1.02%
Sole
0.00
Shared
0.00
None
53.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 144.16K | SH | $99.01M 13.33% | 0.00 | 0.00 | 144.16K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 727.64K | SH | $49.49M 6.66% | 0.00 | 0.00 | 727.64K |
ISHARES TRSOLE | MSCI USA QLT FCT | 175.89K | SH | $38.60M 5.20% | 0.00 | 0.00 | 175.89K |
ISHARES TRSOLE | CORE MSCI EAFE | 375.85K | SH | $36.30M 4.89% | 0.00 | 0.00 | 375.85K |
APPLE INCSOLE | COM | 120.15K | SH | $34.77M 4.68% | 0.00 | 0.00 | 120.15K |
UNITED PARCEL SVCS INCSOLE | CL B | 310.84K | SH | $33.41M 4.50% | 0.00 | 0.00 | 310.84K |
ISHARES TRSOLE | MSCI USA MMENTM | 60.58K | SH | $20.77M 2.80% | 0.00 | 0.00 | 60.58K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 331.94K | SH | $16.81M 2.26% | 0.00 | 0.00 | 331.94K |
VICTORY PORTFOLIOS IISOLE | SHS FR CA FL ETF | 353.35K | SH | $16.17M 2.18% | 0.00 | 0.00 | 353.35K |
MICROSOFT CORPSOLE | COM | 41K | SH | $15.29M 2.06% | 0.00 | 0.00 | 41K |
AMAZON COM INCSOLE | COM | 59.35K | SH | $14.15M 1.90% | 0.00 | 0.00 | 59.35K |
ISHARES TRSOLE | CORE S&P SCP ETF | 86.52K | SH | $12.83M 1.73% | 0.00 | 0.00 | 86.52K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 165.82K | SH | $12.81M 1.72% | 0.00 | 0.00 | 165.82K |
ISHARES TRSOLE | MSCI USA VALUE | 63.25K | SH | $12.64M 1.70% | 0.00 | 0.00 | 63.25K |
NEW YORK LIFE INVTS ACTIVE ESOLE | MACKAY MUN INTER | 505.50K | SH | $12.31M 1.66% | 0.00 | 0.00 | 505.50K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 219.32K | SH | $10.92M 1.47% | 0.00 | 0.00 | 219.32K |
DARLING INGREDIENTS INCSOLE | COM | 198.36K | SH | $10.83M 1.46% | 0.00 | 0.00 | 198.36K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 26.36K | SH | $9.75M 1.31% | 0.00 | 0.00 | 26.36K |
ALPHABET INCSOLE | CAP STK CL A | 27.29K | SH | $9.75M 1.31% | 0.00 | 0.00 | 27.29K |
ALPHABET INCSOLE | CAP STK CL C | 27.15K | SH | $9.59M 1.29% | 0.00 | 0.00 | 27.15K |
VISA INCSOLE | COM CL A | 27.86K | SH | $9.56M 1.29% | 0.00 | 0.00 | 27.86K |
NVIDIA CORPORATIONSOLE | COM | 43.21K | SH | $8.65M 1.16% | 0.00 | 0.00 | 43.21K |
HOME DEPOT INCSOLE | COM | 24.38K | SH | $8.60M 1.16% | 0.00 | 0.00 | 24.38K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 143.66K | SH | $8.11M 1.09% | 0.00 | 0.00 | 143.66K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 53.46K | SH | $7.59M 1.02% | 0.00 | 0.00 | 53.46K |
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