Grufity logo
Grufity logo

Latest CFO4Life Group, LLC Stock Portfolio

$655Million | No. of Holdings #209

CFO4Life Group, LLC Performance

2026 Q1-2.43%
YTD-2.43%
2025+11.38%

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

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, CFO4Life Group, LLC reported an equity portfolio of $656 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of CFO4Life Group, LLC are VB, BECO, IBCE. The fund has invested 13.2% of it's portfolio in VANGUARD INDEX FDS and 6.5% of portfolio in BLACKROCK ETF TRUST. <br><br> The fund managers got completely rid off MPLX LP (MPLX), REDDIT INC and GOLDMAN SACHS ETF TR (GBUY) stocks. They significantly reduced their stock positions in RTX CORPORATION (RTX), INNOVATOR ETFS TRUST (BALT) and ENTERPRISE PRODS PARTNERS L (EPD). CFO4Life Group, LLC opened new stock positions in ISHARES TR (AMPS), PLAINS GP HLDGS L P (PAGP) and MORGAN STANLEY DIRECT LENDIN. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), VANGUARD STAR FDS (VXUS) and MUSTANG BIO INC (MBIO).
CFO4Life Group, LLC Equity Portfolio Value
Last Reported on: 11 May, 2026
$655Million
  as of May 11, 2026

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

Our best estimate is that CFO4Life Group, LLC made a return of -2.43% in the last quarter. In trailing 12 months, it's portfolio return was 11.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr537,904
plains gp hldgs l p226,742
morgan stanley direct lendin206,789
carlyle secured lending inc132,199
blue owl capital inc97,371
venu hldg corp33,100
New stocks bought by CFO4Life Group, LLC

Additions

Ticker% Inc.
vanguard intl equity index f63.42
vanguard star fds63.11
mustang bio inc57.87
vaneck etf trust57.01
huntington bancshares inc32.25
vanguard scottsdale fds29.67
fidelity wise origin bitcoin25.58
amplify etf tr16.1
Additions to existing portfolio by CFO4Life Group, LLC

Reductions

Ticker% Reduced
rtx corporation-39.56
innovator etfs trust-37.97
enterprise prods partners l-37.03
abbvie inc-35.72
texas instrs inc-35.14
netflix inc.-32.89
amgen inc-32.51
lennox intl inc-31.03
CFO4Life Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
sachem cap corp-123,698
xai octagn flt rat & alt inm-186,240
eagle point credit company i-208,368
agnc invt corp-280,103
pimco dynamic income fd-347,683
oxford lane cap corp-282,288
mplx lp-987,345
pimco corporate & income opp-225,208
CFO4Life Group, LLC got rid off the above stocks

Sector Distribution

CFO4Life Group, LLC has about 62.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Energy
Sector%
Others62.8
Technology10.6
Industrials7.4
Financial Services4.2
Consumer Defensive4.1
Consumer Cyclical3.8
Communication Services3.5
Healthcare1.6
Energy1.5

Market Cap. Distribution

CFO4Life Group, LLC has about 34.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED62.7
MEGA-CAP23.7
LARGE-CAP10.4
MID-CAP2.7

Stocks belong to which Index?

About 32.5% of the stocks held by CFO4Life Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others66.7
S&P 50032.5
Top 5 Winners (%)%
DAR
darling ingredients inc
68.8 %
VLO
valero energy corp
51.8 %
BE
bloom energy corp
51.6 %
PSX
phillips 66
41.2 %
COP
conocophillips
40.9 %
Top 5 Winners ($)$
DAR
darling ingredients inc
5.2 M
XOM
exxon mobil corp
1.3 M
WMT
walmart inc
0.7 M
CSX
csx corp
0.5 M
COP
conocophillips
0.4 M
Top 5 Losers (%)%
GNS
genius group ltd
-43.4 %
APP
applovin corp
-40.0 %
FSK
fs kkr cap corp
-30.3 %
AAL
american airlines group inc
-29.1 %
MAT
mattel inc
-26.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-5.0 M
VB
vanguard index fds
-4.3 M
AAPL
apple inc
-2.2 M
BECO
blackrock etf trust
-1.9 M
APP
applovin corp
-1.7 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 209 stocks in it's portfolio. About 48.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. DAR was the most profitable stock for CFO4Life Group, LLC last quarter.

$655.98MTotal Value
248Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of CFO4Life Group, LLC, last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CFO4Life Group, LLC's holding in Ishares Tr over time
0.88%48,680
$5.77M
0.88%
decreased 3.96 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CFO4Life Group, LLC's holding in Ishares Tr over time
0.09%5,587
$593.1K
0.09%
decreased 5.5 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CFO4Life Group, LLC's holding in Ishares Tr over time
0.04%8,862
$268.7K
0.04%
increased 0.54 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CFO4Life Group, LLC's holding in Ishares Tr over time
0.04%3,231
$240.2K
0.04%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
CFO4Life Group, LLC's holding in Dbx Etf Tr over time
0.05%6,815
$336.6K
0.05%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
CFO4Life Group, LLC's holding in Ishares Tr over time
0.14%18,174
$920.1K
0.14%
increased 3.54 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
CFO4Life Group, LLC's holding in Ishares Tr over time
0.09%13,418
$619.8K
0.09%
decreased 1.24 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
CFO4Life Group, LLC's holding in Ishares Tr over time
0.04%3,961
$269.9K
0.04%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CFO4Life Group, LLC's holding in Vaneck Etf Trust over time
0.1%51,103
$654.1K
0.1%
increased 57.01 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CFO4Life Group, LLC's holding in Vaneck Etf Trust over time
0.1%35,830
$624.9K
0.1%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CFO4Life Group, LLC's holding in Vaneck Etf Trust over time
0.07%4,714
$455.8K
0.07%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
CFO4Life Group, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.49%73,699
$3.21M
0.49%
decreased 2.44 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
CFO4Life Group, LLC's holding in Global X Fds over time
0.05%16,888
$310.7K
0.05%
unchanged 0 percentunchanged