CFO4Life Group, LLC

Registered adviser

CIK

1706351

Location

COPPELL, TX

Portfolio Value

Small $742,791,023

Diversification

Diversified

Filing Date

Global Rank

#3,044 / 8,827 ▼ 3

Top Industry

Consumer Electronics 12.1%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 287600

Roster of Nov 1, 2026

Regulatory AUM

$1,935,513,212

Main clients

Individuals and high net worth (78% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,935,513,212	Individuals and high net worth (78%)
Apr 2025 to Mar 2026	$1,735,509,190	Individuals and high net worth (79%)
Apr 2024 to Mar 2025	$1,871,206,331	Individuals and high net worth (60%)
May 2023 to Mar 2024	$1,710,151,063	Individuals and high net worth (64%)
Apr 2023	$1,710,151,063	Individuals and high net worth (64%)
Apr 2022 to Mar 2023	$1,642,794,500	Individuals and high net worth (65%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 64.1% of the book (60%+)

Turnover

Low turnover

7.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.3 quarters (12+), a floor since 53.2% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 65.5%; sector active share 48.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

19.7%

+0.9 pts

Top 5

50.5%

+1.1 pts

Top 10

64.0%

+0.5 pts

HHI

765

Diversified+32

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	61.5%	$456,592,997	93
Technology	11.7%	$86,888,423	28
Industrials	7.3%	$53,868,671	18
Financial Services	5.6%	$41,493,552	37
Communication Services	4.0%	$29,594,328	9
Consumer Cyclical	3.9%	$28,829,109	10
Consumer Defensive	3.3%	$24,760,827	9
Healthcare	1.4%	$10,082,100	15
Energy	1.2%	$8,555,240	10
Real Estate	0.2%	$1,303,042	4
Utilities	0.1%	$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
GOVT	iShares U.S. Treasury Bond ETF	+50,210	73,689	$1,678,635
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+43,388	89,736	$5,222,635
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
VUG	VANGUARD GROWTH INDEX FUND	+8,030	9,634	$829,872
KLAC	Kla Corp	+7,369	8,179	$2,467,686
MMIT	NYLIM ETF Trust	+6,605	505,504	$12,309,022
JMUB	JPMorgan Municipal ETF	+6,275	331,936	$16,814,218
GPIX	Goldman Sachs S&P 500 Premium Income ETF	+5,406	11,772	$654,170
FBTC	Fidelity Wise Origin Bitcoin Fund	+5,073	14,861	$758,654
BKNG	Booking Holdings Inc.	+4,953	5,164	$920,431
DIVO	Amplify CWP Enhanced Dividend Income ETF	+4,913	46,078	$2,105,764
DAR	Darling Ingredients Inc.	+4,888	198,358	$10,834,313
IWF	iShares Russell 1000 Growth ETF	+4,049	5,398	$670,269
NVDA	Nvidia Corp	+3,725	43,211	$8,646,088
FIXD	First Trust Smith Opportunistic Fixed Income ETF	+1,688	75,387	$3,287,627
VZ	Verizon Communications Inc	+1,350	11,059	$468,238
BXSL	Blackstone Secured Lending Fund	+1,213	56,186	$1,332,170
GOOGL	Alphabet Inc.	+1,071	27,287	$9,751,555
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUSB	VANGUARD ULTRA-SHORT BOND ETF	−25,111	219,320	$10,917,749
CORZ	Core Scientific, Inc.	−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
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	−4,629	130,080	$5,944,656
IUSV	iShares Core S&P U.S. Value ETF	−4,570	10,996	$1,211,209
BIZD	VanEck BDC Income ETF	−4,078	47,025	$595,336
BALT		−3,791	16,315	$559,115
IEFA	iShares Core MSCI EAFE ETF	−3,342	375,853	$36,299,882
T	At&T Inc.	−3,070	18,612	$385,268
IXUS	iShares Core MSCI Total International Stock ETF	−2,635	77,266	$7,374,267
MOAT	VanEck Morningstar Wide Moat ETF	−2,548	2,166	$225,177
IEI	iShares 3-7 Year Treasury Bond ETF	−2,259	46,421	$5,452,146
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−2,219	53,464	$7,586,006
IJR	iShares Core S&P Small-Cap ETF	−1,689	86,515	$12,831,039
QQQ	Invesco Qqq Trust, Series 1	−1,432	862	$634,776
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,389	445	$212,518
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−1,385	727,641	$49,486,864
FBND	Fidelity Total Bond ETF	−1,354	114,545	$5,210,652
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−1,321	68,603	$4,094,913
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	3,061	$1,531,693
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	56,853	$1,646,462
IVW	iShares S&P 500 Growth ETF	7,317	$1,006,307
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	36,423	$955,375
IVE	iShares S&P 500 Value ETF	4,021	$913,008
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	19,501	$912,841
BAI	BlackRock ETF Trust	14,828	$781,732
BINC		11,185	$585,422
SPMO	Invesco Ltd.	3,099	$500,612
MRVL	Marvell Technology, Inc.	1,661	$494,795
AMAT	Applied Materials Inc	656	$474,288
GGOV		8,008	$402,722
PANW	Palo Alto Networks Inc	1,136	$387,398
SHLD	Global X Defense Tech ETF	5,835	$348,407
SNDK	Sandisk Corp	137	$311,501
BLCR		6,054	$304,939
IAGG	iShares Core International Aggregate Bond ETF	5,940	$300,564
SMH	VanEck Semiconductor ETF	447	$293,182
PHYS	Sprott Physical Gold Trust	9,494	$286,433
ASML	Asml Holding NV	141	$280,511
GLW	Corning Inc	1,050	$268,201
INMU		10,783	$261,487
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	2,922	$238,639
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
SPHQ	Invesco S&P 500 Quality ETF	5,325	$400,386
SCHX	Schwab U.S. Large-Cap ETF	13,931	$357,190
PFFD	Global X U.S. Preferred ETF	16,888	$310,739
IBIT	iShares Bitcoin Trust ETF	6,682	$256,722
PTC	Ptc Inc.	1,655	$235,820
NEM	NEWMONT Corp	2,048	$221,696
AAL	American Airlines Group Inc.	17,767	$190,817
MAPS	Wm Technology, Inc.	12,539	$8,250
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

236 tracked positions · $742,791,023 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 236 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	144,155	-345	$99,007,095	+14.7%	26+	before history	13.33%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	727,641	-1,385	$49,486,864	+16.7%	8	$51.38	6.66%
QUAL	iShares MSCI USA Quality Factor ETF	Added	175,888	+601	$38,595,103	+14.8%	25	unpriced	5.20%
IEFA	iShares Core MSCI EAFE ETF	Reduced	375,853	-3,342	$36,299,882	+5.7%	13	unpriced	4.89%
AAPL	Apple Inc. Technology	Added	120,154	+658	$34,767,761	+14.6%	26+	before history	4.68%
UPS	United Parcel Service Inc Industrials	Reduced	310,836	-173	$33,414,870	+9.2%	26+	before history	4.50%
MTUM	iShares MSCI USA Momentum Factor ETF	Reduced	60,583	-282	$20,769,669	+42.2%	26+	before history	2.80%
JMUB	JPMorgan Municipal ETF	Added	331,936	+6,275	$16,814,218	+3.3%	11	$49.78	2.26%
VFLO	VictoryShares Free Cash Flow ETF	Added	353,353	+652	$16,165,899	+16.1%	6	$35.04	2.18%
MSFT	Microsoft Corp Technology	Reduced	40,999	-933	$15,293,446	−1.5%	26+	before history	2.06%
AMZN	Amazon Com Inc Consumer Cyclical	Added	59,349	+407	$14,145,240	+15.2%	26+	before history	1.90%
IJR	iShares Core S&P Small-Cap ETF	Reduced	86,515	-1,689	$12,831,039	+17.0%	26+	before history	1.73%
VCRB	VANGUARD CORE BOND ETF	Reduced	165,823	-46	$12,807,007	−0.2%	6	$76.60	1.72%
VLUE	iShares MSCI USA Value Factor ETF	Reduced	63,250	-31	$12,637,982	+40.5%	23	unpriced	1.70%
MMIT	NYLIM ETF Trust	Added	505,504	+6,605	$12,309,022	+2.4%	6	$24.05	1.66%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Reduced	219,320	-25,111	$10,917,749	−10.3%	3	$49.87	1.47%
DAR	Darling Ingredients Inc. Consumer Defensive	Added	198,358	+4,888	$10,834,313	−9.5%	26+	before history	1.46%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	26,362	-11	$9,754,994	+15.3%	26+	before history	1.31%
GOOGL	Alphabet Inc. Communication Services	Added	27,287	+1,071	$9,751,555	+29.4%	26+	before history	1.31%
GOOG	Alphabet Inc. Communication Services	Added	27,146	+453	$9,591,496	+25.3%	26+	before history	1.29%
V	Visa Inc. Financial Services	Reduced	27,858	-241	$9,557,801	+12.5%	26+	before history	1.29%
NVDA	Nvidia Corp Technology	Added	43,211	+3,725	$8,646,088	+25.6%	24	unpriced	1.16%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	24,383	-223	$8,599,396	+6.3%	26+	before history	1.16%
JEPI	JPMorgan Equity Premium Income ETF	Added	143,665	+16	$8,114,199	−0.3%	14	$54.67	1.09%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	53,464	-2,219	$7,586,006	+8.9%	26+	before history	1.02%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	77,266	-2,635	$7,374,267	+6.5%	26+	before history	0.99%
MA	Mastercard Inc Financial Services	Added	12,704	+100	$6,524,774	+3.6%	26+	before history	0.88%
WMT	Walmart Inc. Consumer Defensive	Added	57,309	+173	$6,490,817	−8.6%	26+	before history	0.87%
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	Reduced	130,080	-4,629	$5,944,656	+2.3%	26+	before history	0.80%
WM	Waste Management Inc Industrials	Reduced	26,126	-11	$5,822,962	−3.0%	26+	before history	0.78%
IEI	iShares 3-7 Year Treasury Bond ETF	Reduced	46,421	-2,259	$5,452,146	−5.6%	11	unpriced	0.73%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	89,736	+43,388	$5,222,635	+92.5%	3	$58.54	0.70%
FBND	Fidelity Total Bond ETF	Reduced	114,545	-1,354	$5,210,652	−1.4%	11	$45.36	0.70%
AVGO	Broadcom Inc. Technology	Added	12,380	+724	$4,676,545	+29.6%	13	$155.97	0.63%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Reduced	87,863	-229	$4,481,013	−0.2%	11	$50.61	0.60%
CSX	Csx Corp Industrials	Added	94,036	+30	$4,469,531	+15.8%	26+	before history	0.60%
META	Meta Platforms, Inc. Communication Services	Reduced	7,758	-112	$4,370,003	−2.9%	26+	before history	0.59%
VPLS	VANGUARD CORE-PLUS BOND ETF	Reduced	54,803	-256	$4,251,397	−0.5%	7	$77.33	0.57%
HTRB	Hartford Total Return Bond ETF	Reduced	123,973	-380	$4,182,229	−0.3%	7	$33.95	0.56%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	68,603	-1,321	$4,094,913	+8.3%	26+	before history	0.55%
XOM	ExxonMobil Holdings Corp Energy	Added	26,140	+54	$3,573,860	−19.2%	26+	before history	0.48%
FIXD	First Trust Smith Opportunistic Fixed Income ETF	Added	75,387	+1,688	$3,287,627	+2.3%	26+	before history	0.44%
APP	AppLovin Corp Communication Services	Added	6,033	+4	$3,108,382	+29.5%	10	$94.82	0.42%
CSCO	Cisco Systems, Inc. Technology	Reduced	26,425	-90	$3,103,880	+50.9%	26+	before history	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,216	+794	$3,035,049	+27.1%	23	unpriced	0.41%
MU	Micron Technology Inc Technology	Added	2,618	+303	$3,021,931	+286.4%	3	$295.13	0.41%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	4	0	$2,995,400	+4.3%	6	$729,330.80	0.40%
JNJ	Johnson & Johnson Healthcare	Added	10,539	+141	$2,676,589	+5.3%	26+	before history	0.36%
BLK	BlackRock, Inc. Financial Services	Reduced	2,724	-2	$2,619,289	−0.1%	7	$1,015.07	0.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,557	+69	$2,473,632	+12.3%	26+	before history	0.33%

Showing the top 50 of 236 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.