Latest CFO4Life Group, LLC Stock Portfolio

CFO4Life Group, LLC Performance:

2025 Q4: 1.93%YTD: 10.81%2024: 10.76%

Performance for 2025 Q4 is 1.93%, and YTD is 10.81%, and 2024 is 10.76%.

About CFO4Life Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, CFO4Life Group, LLC reported an equity portfolio of $701.5 Millions as of 31 Dec, 2025.

The top stock holdings of CFO4Life Group, LLC are VB, BECO, IBCE. The fund has invested 12.8% of it's portfolio in VANGUARD INDEX FDS and 6.3% of portfolio in BLACKROCK ETF TRUST.

The fund managers got completely rid off TIDAL TRUST II, SOUTHERN CO (SO) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in WALMART INC (WMT), PINTEREST INC (PINS) and UGI CORP NEW (UGI). CFO4Life Group, LLC opened new stock positions in VANGUARD BD INDEX FDS (VUSB), VANGUARD SCOTTSDALE FDS (BNDW) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and SELECT SECTOR SPDR TR (XLB).

CFO4Life Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CFO4Life Group, LLC made a return of 1.93% in the last quarter. In trailing 12 months, it's portfolio return was 10.81%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard bd index fds	14,757,700
vanguard scottsdale fds	2,099,130
micron technology inc	635,608
general dynamics corp	441,545
capital one finl corp	399,200
te connectivity plc	347,110
edwards lifesciences corp	311,418
mattel inc	290,021

New stocks bought by CFO4Life Group, LLC

Additions

Ticker	% Inc.
netflix inc	900
servicenow inc	358
select sector spdr tr	100
lam research corp	62.94
eagle point credit company i	54.1
lennox intl inc	52.34
fidelity wise origin bitcoin	49.22
innovator etfs trust	39.94

Additions to existing portfolio by CFO4Life Group, LLC

Reductions

Ticker	% Reduced
walmart inc	-65.96
pinterest inc	-51.97
ugi corp new	-46.36
paycom software inc	-43.31
ishares tr	-42.35
eqt corp	-37.00
blue owl capital corporation	-36.53
spdr gold tr	-31.5

CFO4Life Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
tidal trust ii	-301,727
telefonaktiebolaget lm erics	-119,196
amc entmt hldgs inc	-30,882
cushman wakefield plc	-164,056
veritex hldgs inc	-207,963
southern co	-251,462
marvell technology inc	-201,936
ishares tr	-237,711

CFO4Life Group, LLC got rid off the above stocks

Sector Distribution

CFO4Life Group, LLC has about 61.1% of it's holdings in Others sector.

Sector	%
Others	61.1
Technology	12.3
Industrials	7
Financial Services	4.6
Consumer Cyclical	4.1
Communication Services	4
Consumer Defensive	3.2
Healthcare	1.8
Energy	1.3

Market Cap. Distribution

CFO4Life Group, LLC has about 36.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	61
MEGA-CAP	23.9
LARGE-CAP	12.7
MID-CAP	1.9

Stocks belong to which Index?

About 34.5% of the stocks held by CFO4Life Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.8
S&P 500	34.5

Top 5 Winners (%)		%
SLV	ishares silver tr	52.0 %
LLY	eli lilly & co	40.3 %
AAL	american airls group inc	35.1 %
AMD	advanced micro devices inc	30.1 %
GOOG	alphabet inc	28.8 %

Top 5 Winners ($)		$
UPS	united parcel service inc	4.9 M
AAPL	apple inc	2.2 M
VB	vanguard index fds	2.1 M
GOOG	alphabet inc	2.1 M
GOOG	alphabet inc	2.0 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-75.3 %
XLB	select sector spdr tr	-41.8 %
GNS	genius group ltd	-40.5 %
MBIO	mustang bio inc	-33.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-2.8 M
MSFT	microsoft corp	-1.6 M
HD	home depot inc	-1.5 M
NOW	servicenow inc	-0.8 M
META	meta platforms inc	-0.6 M

CFO4Life Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CFO4Life Group, LLC

CFO4Life Group, LLC has 240 stocks in it's portfolio. About 48% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. UPS was the most profitable stock for CFO4Life Group, LLC last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airls group inc	0.04	18,798	288,173	reduced	-7.22

AAPL	apple inc	4.84	124,846	33,940,500	reduced	-0.47

AAXJ	ishares tr	0.86	50,689	6,049,760	reduced	-8.7

AAXJ	ishares tr	0.09	5,912	633,234	unchanged	0.00

AAXJ	ishares tr	0.04	8,814	272,880	added	1.21

AAXJ	ishares tr	0.03	3,231	230,726	reduced	-3.61

ABBV	abbvie inc	0.11	3,345	764,299	reduced	-0.98

ABC	cencora inc	0.06	1,310	442,490	reduced	-0.23

ABT	abbott labs	0.04	2,064	258,596	reduced	-9.79

ACRE	ares coml real estate corp	0.01	17,000	81,260	unchanged	0.00

ACSG	dbx etf tr	0.05	6,815	327,858	reduced	-3.73

ACWF	ishares tr	0.13	17,552	885,674	reduced	-27.49

ACWF	ishares tr	0.09	13,587	632,348	reduced	-3.07

ACWF	ishares tr	0.04	3,961	276,239	unchanged	0.00

AFK	vaneck etf trust	0.09	35,830	628,136	unchanged	0.00

AFK	vaneck etf trust	0.07	4,714	488,187	added	0.62

AFK	vaneck etf trust	0.07	32,548	461,535	reduced	-21.85

AFLG	first tr exchng traded fd vi	0.48	75,543	3,348,080	reduced	-5.69

AGNC	agnc invt corp	0.04	26,129	280,103	unchanged	0.00

AGNG	global x fds	0.05	16,888	319,356	unchanged	0.00