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Latest CFO4Life Group, LLC Stock Portfolio

$742Million | No. of Holdings #235

CFO4Life Group, LLC Performance

2026 Q2+10.49%
YTD+7.81%
2025+11.38%

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

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, CFO4Life Group, LLC reported an equity portfolio of $742.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CFO4Life Group, LLC are VB, BECO, IBCE. The fund has invested 13.3% of it's portfolio in VANGUARD INDEX FDS and 6.7% of portfolio in BLACKROCK ETF TRUST. <br><br> The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), SCHWAB STRATEGIC TR (FNDA) and ISHARES BITCOIN TRUST ETF stocks. They significantly reduced their stock positions in TAIWAN SEMICONDUCTOR MANUFAC (TSM), INVESCO QQQ TR (QQQ) and CORE SCIENTIFIC INC NEW. CFO4Life Group, LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES TR (IJR) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and ISHARES TR (AMPS).
CFO4Life Group, LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$742Million
  as of Aug 12, 2026

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

Our best estimate is that CFO4Life Group, LLC made a return of 10.49% in the last quarter. In trailing 12 months, it's portfolio return was 16.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
schwab strategic tr1,646,460
ishares tr1,006,340
spdr series trust955,375
ishares tr913,008
vanguard scottsdale fds912,842
blackrock etf trust781,732
blackrock etf trust ii585,423
invesco exch traded fd tr ii500,657
New stocks bought by CFO4Life Group, LLC

Additions

Ticker% Inc.
vanguard index fds500
ishares tr300
ishares tr213
blue owl capital inc111
venu hldg corp100
vanguard scottsdale fds93.61
goldman sachs etf tr84.92
mustang bio inc63.77
Additions to existing portfolio by CFO4Life Group, LLC

Reductions

Ticker% Reduced
taiwan semiconductor manufac-75.74
invesco qqq tr-62.42
core scientific inc new-60.57
vaneck etf trust-54.05
pfizer inc-39.79
prosperity bancshares inc-37.87
state str spdr s&p 500 etf t-30.95
ishares tr-29.36
CFO4Life Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
american airlines group inc-190,818
global x fds-310,743
schwab strategic tr-357,199
wm technology inc-8,256
ishares bitcoin trust etf-256,722
invesco exchange traded fd t-400,387
newmont corp-221,696
ptc inc-235,821
CFO4Life Group, LLC got rid off the above stocks

Sector Distribution

CFO4Life Group, LLC has about 62.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Healthcare
  • Energy
Sector%
Others62.9
Technology12
Industrials7.2
Financial Services3.9
Consumer Cyclical3.8
Communication Services3.6
Consumer Defensive3.3
Healthcare1.5
Energy1.2

Market Cap. Distribution

CFO4Life Group, LLC has about 34.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED62.9
MEGA-CAP24.4
LARGE-CAP10.3
MID-CAP2.3

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%
Others66.5
S&P 50032.5
Top 5 Winners (%)%
MU
micron technology inc
199.8 %
INTC
intel corp
199.0 %
DELL
dell technologies inc
159.4 %
AMD
advanced micro devices inc
154.2 %
BE
bloom energy corp
123.1 %
Top 5 Winners ($)$
VB
vanguard index fds
12.9 M
BECO
blackrock etf trust
7.2 M
IBCE
ishares tr
6.2 M
IBCE
ishares tr
4.8 M
AAPL
apple inc
4.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
IJR
ishares tr
-60.3 %
GNS
genius group ltd
-42.5 %
T
at&t inc
-26.6 %
venu hldg corp
-25.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.0 M
DAR
darling ingredients inc
-1.4 M
IJR
ishares tr
-1.0 M
XOM
exxon mobil corp
-0.9 M
WMT
walmart 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 235 stocks in it's portfolio. About 48.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for CFO4Life Group, LLC last quarter.

$742.13MTotal Value
244Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of CFO4Life Group, LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CFO4Life Group, LLC's holding in Ishares Tr over time
0.73%46,421
$5.45M
0.73%
decreased 4.64 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CFO4Life Group, LLC's holding in Ishares Tr over time
0.08%5,587
$601.3K
0.08%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CFO4Life Group, LLC's holding in Ishares Tr over time
0.04%8,975
$273.7K
0.04%
increased 1.28 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CFO4Life Group, LLC's holding in Ishares Tr over time
0.04%3,500
$267.9K
0.04%
increased 8.33 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
CFO4Life Group, LLC's holding in Dbx Etf Tr over time
0.05%7,398
$404.1K
0.05%
increased 8.55 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
CFO4Life Group, LLC's holding in Ishares Tr over time
0.12%18,109
$916.9K
0.12%
decreased 0.36 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
CFO4Life Group, LLC's holding in Ishares Tr over time
0.08%13,418
$619.2K
0.08%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
CFO4Life Group, LLC's holding in Ishares Tr over time
0.04%3,961
$327.3K
0.04%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CFO4Life Group, LLC's holding in Vaneck Etf Trust over time
0.09%35,830
$637.1K
0.09%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CFO4Life Group, LLC's holding in Vaneck Etf Trust over time
0.08%47,025
$595.3K
0.08%
decreased 7.98 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CFO4Life Group, LLC's holding in Vaneck Etf Trust over time
0.04%447
$293.2K
0.04%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CFO4Life Group, LLC's holding in Vaneck Etf Trust over time
0.03%2,166
$225.2K
0.03%
decreased 54.05 percentreduced
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
0.44%75,387
$3.29M
0.44%
increased 2.29 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
CFO4Life Group, LLC's holding in Global X Fds over time
0.03%6,753
$256.2K
0.03%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
CFO4Life Group, LLC's holding in Global X Fds over time
0.03%3,222
$211.4K
0.03%
new position
AGNG
Global X Fds

Global X Fds

AGNG
CFO4Life Group, LLC's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off