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%

Performance for 2026 Q1 is -2.43%, and YTD is -2.43%, and 2025 is 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.

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.

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

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 tr	537,904
plains gp hldgs l p	226,742
morgan stanley direct lendin	206,789
carlyle secured lending inc	132,199
blue owl capital inc	97,371
venu hldg corp	33,100

New stocks bought by CFO4Life Group, LLC

Additions

Ticker	% Inc.
vanguard intl equity index f	63.42
vanguard star fds	63.11
mustang bio inc	57.87
vaneck etf trust	57.01
huntington bancshares inc	32.25
vanguard scottsdale fds	29.67
fidelity wise origin bitcoin	25.58
amplify etf tr	16.1

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	%
Others	62.8
Technology	10.6
Industrials	7.4
Financial Services	4.2
Consumer Defensive	4.1
Consumer Cyclical	3.8
Communication Services	3.5
Healthcare	1.6
Energy	1.5

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	%
UNALLOCATED	62.7
MEGA-CAP	23.7
LARGE-CAP	10.4
MID-CAP	2.7

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	%
Others	66.7
S&P 500	32.5

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.

Last Reported on: 11 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airlines group inc	0.03	17,767	190,818	reduced	-5.48

AAPL	apple inc	4.62	119,496	30,326,900	reduced	-4.29

AAXJ	ishares tr	0.88	48,680	5,773,490	reduced	-3.96

AAXJ	ishares tr	0.09	5,587	593,060	reduced	-5.5

AAXJ	ishares tr	0.04	8,862	268,701	added	0.54

AAXJ	ishares tr	0.04	3,231	240,225	unchanged	0.00

ABBV	abbvie inc	0.07	2,150	467,604	reduced	-35.72

ABC	cencora inc	0.06	1,308	410,820	reduced	-0.15

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACRE	ares coml real estate corp	0.00	0.00	0.00	sold off	-100

ACSG	dbx etf tr	0.05	6,815	336,649	unchanged	0.00

ACWF	ishares tr	0.14	18,174	920,136	added	3.54

ACWF	ishares tr	0.09	13,418	619,771	reduced	-1.24

ACWF	ishares tr	0.04	3,961	269,938	unchanged	0.00

AFK	vaneck etf trust	0.10	51,103	654,122	added	57.01

AFK	vaneck etf trust	0.10	35,830	624,875	unchanged	0.00

AFK	vaneck etf trust	0.07	4,714	455,848	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.49	73,699	3,212,530	reduced	-2.44

AGNC	agnc invt corp	0.00	0.00	0.00	sold off	-100

AGNG	global x fds	0.05	16,888	310,743	unchanged	0.00