CFO4Life Group, LLC

CIK

1706351

Location

COPPELL, TX

Portfolio Value

Small $295,030,912

Diversification

Diversified

Filing Date

Global Rank

#3,784 / 8,700 ▼ 772

Top Industry

Consumer Electronics 12.1%

Period ended 2 months ago

Filed Aug 12, 2026 · 32d

26 quarters · since Mar 2020

Portfolio Concentration

151 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.8%

−7.3 pts

Top 5

39.6%

−10.2 pts

Top 10

54.6%

−8.3 pts

HHI

442

Diversified−296

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.9%	$88,071,707	28
Industrials	18.3%	$53,868,671	18
Financial Services	13.9%	$40,992,940	35
Communication Services	10.0%	$29,594,328	8
Consumer Cyclical	9.8%	$28,829,109	10
Consumer Defensive	8.4%	$24,760,827	9
Healthcare	3.4%	$10,082,100	15
Energy	2.9%	$8,555,240	10
Unclassified	2.8%	$8,150,214	11
Real Estate	0.4%	$1,303,042	4
Utilities	0.3%	$822,734	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GME	GameStop Corp.	+30,098	40,398	$891,987
MBIO	Mustang Bio, Inc.	+13,049	33,510	$23,524
OWL	Blue Owl Capital Inc.	+11,839	22,504	$196,910
VENU	Venu Holding Corp	+10,000	20,000	$45,400
KLAC	Kla Corp	+7,369	8,179	$2,467,686
FBTC	Fidelity Wise Origin Bitcoin Fund	+5,073	14,861	$758,654
BKNG	Booking Holdings Inc.	+4,953	5,164	$920,431
DAR	Darling Ingredients Inc.	+4,888	198,358	$10,834,313
NVDA	Nvidia Corp	+3,725	43,211	$8,646,088
GOOGL	Alphabet Inc.	+1,524	54,433	$19,343,051
VZ	Verizon Communications Inc	+1,350	11,059	$468,238
BXSL	Blackstone Secured Lending Fund	+1,213	56,186	$1,332,170
FSK	FS KKR Capital Corp	+965	23,150	$243,075
INTC	Intel Corp	+949	17,632	$2,461,956
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	+849	47,086	$731,716
PLTR	Palantir Technologies Inc.	+805	7,204	$840,490
TSLA	Tesla, Inc.	+794	7,216	$3,035,049
AVGO	Broadcom Inc.	+724	12,380	$4,676,545
NFLX	Netflix Inc	+678	3,726	$266,036
AAPL	Apple Inc.	+658	120,154	$34,767,761
BAC	Bank Of America Corp /De/	+532	13,723	$781,936
BDJ	BlackRock Enhanced Equity Dividend Trust	+527	26,986	$258,256
LYG	Lloyds Banking Group plc	+485	23,313	$135,914
AMZN	Amazon Com Inc	+407	59,349	$14,145,240
AMD	Advanced Micro Devices Inc	+338	2,543	$1,477,254
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	−714,198	14,828	$781,732
CORZ	Core Scientific, Inc./tx	−20,034	13,044	$333,795
PB	Prosperity Bancshares Inc	−10,922	17,922	$1,308,843
PFE	Pfizer Inc	−10,180	15,403	$370,904
BCSF	Bain Capital Specialty Finance, Inc.	−5,669	28,226	$353,389
T	At&T Inc.	−3,070	18,612	$385,268
QQQ	Invesco Qqq Trust, Series 1	−1,432	862	$634,776
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,389	445	$212,518
SPY	Spdr S&P 500 ETF Trust	−1,163	2,595	$1,937,868
TMUS	T-Mobile US, Inc.	−947	6,098	$1,022,817
MSFT	Microsoft Corp	−933	40,999	$15,293,446
BRK-B	Berkshire Hathaway Inc	−815	3,065	$4,527,093
CARR	CARRIER GLOBAL Corp	−612	7,432	$545,137
PM	Philip Morris International Inc.	−609	3,534	$639,335
ABBV	AbbVie Inc.	−405	1,745	$439,111
UNH	Unitedhealth Group Inc	−290	1,653	$687,036
V	Visa Inc.	−241	27,858	$9,557,801
HD	Home Depot, Inc.	−223	24,383	$8,599,396
SCHW	Schwab Charles Corp	−203	2,979	$274,872
UGI	Ugi Corp /Pa/	−185	6,861	$236,978
MAT	Mattel Inc /De/	−174	14,522	$201,565
UPS	United Parcel Service Inc	−173	310,836	$33,414,870
LOW	Lowes Companies Inc	−138	1,433	$315,962
PEP	Pepsico Inc	−126	11,025	$1,492,785
PG	PROCTER & GAMBLE Co	−117	16,166	$2,370,582
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	1,661	$494,795
AMAT	Applied Materials Inc /De	656	$474,288
PANW	Palo Alto Networks Inc	1,136	$387,398
SNDK	Sandisk Corp	137	$311,501
PHYS	Sprott Physical Gold Trust	9,494	$286,433
ASML	Asml Holding NV	141	$280,511
GLW	Corning Inc /Ny	1,050	$268,201
WDC	Western Digital Corp	404	$258,042
CRWD	CrowdStrike Holdings, Inc.	337	$257,178
FETH	Fidelity Ethereum Fund	16,088	$253,225
TRI	Thomson Reuters Corp /Can/	2,922	$238,639
HOOD	Robinhood Markets, Inc.	2,359	$236,560
AMT	American Tower Corp /Ma/	1,429	$233,741
EW	Edwards Lifesciences Corp	2,548	$230,492
DIA	Spdr Dow Jones Industrial Average ETF Trust	401	$209,478
GSBD	Goldman Sachs BDC, Inc.	10,143	$96,155
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	1,020,476	$123,672,392
VB	Vanguard Morningstar Small-Cap ETF	174,274	$95,382,815
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	457,737	$23,014,536
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	220,928	$17,106,915
ABI	VictoryShares Pioneer Asset-Based Income ETF	354,580	$14,285,252
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	196,758	$13,096,166
HFXI	NYLI FTSE International Equity Currency Neutral ETF	532,593	$12,824,844
BIV	Vanguard Intermediate-Term Bond ETF	247,937	$12,427,178
FAAA	Fidelity AAA CLO ETF	115,899	$5,287,312
VEU	Vanguard FTSE All-World Ex-US ETF	75,387	$4,535,034
ACGO	Hartford Alpha Capture Growth ETF	124,353	$4,195,670
AFGR	First Trust Active Factor Large Cap Growth ETF	73,699	$3,212,539
BNDW	Vanguard Total World Bond ETF	46,348	$2,713,211
AIEQ	Amplify AI Powered Equity ETF	41,165	$1,846,250
AFK	VanEck Africa Index ETF	91,647	$1,734,836
VCRM	Vanguard Core Tax-Exempt Bond ETF	22,568	$1,125,917
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	30,033	$938,374
BILZ	PIMCO Ultra Short Government Active ETF	9,999	$922,707
BAB	Invesco Taxable Municipal Bond ETF	13,572	$794,030
FNDA	Schwab Fundamental U.S. Small Company ETF	20,015	$654,880
AGNG	Global X Funds Global X Aging Population ETF	23,641	$535,073
FBCG	Fidelity Blue Chip Growth ETF	6,934	$490,214
CVY	Invesco Zacks Multi-Asset Income ETF	5,325	$400,386
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	6,815	$336,661
IBIT	iShares Bitcoin Trust ETF	6,682	$256,722
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

151 tracked positions · $295,030,912 total · filing declares 237 positions · $742,791,609 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 151 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	120,154	+658	$34,767,761	+14.6%	11.78%
UPS	United Parcel Service Inc Industrials	Reduced	310,836	-173	$33,414,870	+9.2%	11.33%
GOOGL	Alphabet Inc. Communication Services	Added	54,433	+1,524	$19,343,051	+27.3%	6.56%
MSFT	Microsoft Corp Technology	Reduced	40,999	-933	$15,293,446	−1.5%	5.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	59,349	+407	$14,145,240	+15.2%	4.79%
DAR	Darling Ingredients Inc. Consumer Defensive	Added	198,358	+4,888	$10,834,313	−9.5%	3.67%
V	Visa Inc. Financial Services	Reduced	27,858	-241	$9,557,801	+12.5%	3.24%
NVDA	Nvidia Corp Technology	Added	43,211	+3,725	$8,646,088	+25.6%	2.93%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	24,383	-223	$8,599,396	+6.3%	2.91%
MA	Mastercard Inc Financial Services	Added	12,704	+100	$6,524,774	+3.6%	2.21%
WMT	Walmart Inc. Consumer Defensive	Added	57,309	+173	$6,490,817	−8.6%	2.20%
WM	Waste Management Inc Industrials	Reduced	26,126	-11	$5,822,962	−3.0%	1.97%
AVGO	Broadcom Inc. Technology	Added	12,380	+724	$4,676,545	+29.6%	1.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,065	-815	$4,527,093	−4.3%	1.53%
CSX	Csx Corp Industrials	Added	94,036	+30	$4,469,531	+15.8%	1.51%
META	Meta Platforms, Inc. Communication Services	Reduced	7,758	-112	$4,370,003	−2.9%	1.48%
XOM	ExxonMobil Holdings Corp Energy	Added	26,140	+54	$3,573,860	−19.2%	1.21%
APP	AppLovin Corp Communication Services	Added	6,033	+4	$3,108,382	+29.5%	1.05%
CSCO	Cisco Systems, Inc. Technology	Reduced	26,425	-90	$3,103,880	+50.9%	1.05%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,216	+794	$3,035,049	+27.1%	1.03%
MU	Micron Technology Inc Technology	Added	2,618	+303	$3,021,931	+286.4%	1.02%
JNJ	Johnson & Johnson Healthcare	Added	10,539	+141	$2,676,589	+5.3%	0.91%
BLK	BlackRock, Inc. Financial Services	Reduced	2,724	-2	$2,619,289	−0.1%	0.89%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,557	+69	$2,473,632	+12.3%	0.84%
KLAC	Kla Corp Technology	Added	8,179	+7,369	$2,467,686	+106.9%	0.84%
INTC	Intel Corp Technology	Added	17,632	+949	$2,461,956	+234.4%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	16,166	-117	$2,370,582	+0.8%	0.80%
APH	Amphenol Corp /De/ Technology	Added	6,711	+32	$2,366,567	+40.2%	0.80%
LII	Lennox International Inc Industrials	Added	3,614	+7	$2,070,641	+23.7%	0.70%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,595	-1,163	$1,937,868	−20.7%	0.66%
LLY	ELI LILLY & Co Healthcare	Added	1,589	+42	$1,905,894	+33.9%	0.65%
VEA	Vanguard FTSE Developed Markets ETF	Added	24,212	+105	$1,725,105	+11.7%	0.58%
BE	Bloom Energy Corp Industrials	Reduced	5,513	-28	$1,668,785	+122.3%	0.57%
TXN	Texas Instruments Inc Technology	Reduced	5,283	-93	$1,574,703	+50.9%	0.53%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,025	-126	$1,492,785	−13.8%	0.51%
AMD	Advanced Micro Devices Inc Technology	Added	2,543	+338	$1,477,254	+229.3%	0.50%
BXSL	Blackstone Secured Lending Fund Financial Services	Added	56,186	+1,213	$1,332,170	+2.3%	0.45%
PB	Prosperity Bancshares Inc Financial Services	Reduced	17,922	-10,922	$1,308,843	−32.5%	0.44%
LRCX	Lam Research Corp Technology	Added	2,834	+173	$1,228,057	+116.0%	0.42%
EME	EMCOR Group, Inc. Industrials	Added	1,474	+2	$1,223,243	+12.6%	0.41%
COP	Conocophillips Energy	Added	11,443	+59	$1,189,614	−20.8%	0.40%
DELL	Dell Technologies Inc. Technology	Added	2,713	+46	$1,170,550	+167.4%	0.40%
KO	Coca Cola Co Consumer Defensive	Reduced	14,224	-60	$1,155,984	+6.4%	0.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,138	-25	$1,064,564	−8.1%	0.36%
AXP	American Express Co Financial Services	Added	3,110	+17	$1,051,957	+12.4%	0.36%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	6,098	-947	$1,022,817	−30.9%	0.35%
NTRS	Northern Trust Corp Financial Services	Added	5,803	+1	$1,008,793	+24.6%	0.34%
C	Citigroup Inc Financial Services	Added	7,048	+72	$986,438	+24.7%	0.33%
CII	BlackRock Enhanced Large Cap Core Fund, Inc. Financial Services	Added	35,525	+204	$928,978	+25.1%	0.31%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	5,164	+4,953	$920,431	+3.6%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.