CFO4Life Group, LLC
CFO4Life Group, LLC reported 237 positions worth $742.8M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VOO (13.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $99.0M | 13.33% | 144,155 | — | — | |
| ▸ 2 | DYNF | SH | $49.5M | 6.66% | 727,641 | — | — | |
| ▸ 3 | QUAL | SH | $38.6M | 5.20% | 175,888 | — | — | |
| ▸ 4 | IEFA | SH | $36.3M | 4.89% | 375,853 | — | — | |
| ▸ 5 | AAPL | SH | $34.8M | 4.68% | 120,154 | — | — | |
| ▸ 6 | UPS | SH | $33.4M | 4.50% | 310,836 | — | — | |
| ▸ 7 | MTUM | SH | $20.8M | 2.80% | 60,583 | — | — | |
| ▸ 8 | JMUB | SH | $16.8M | 2.26% | 331,936 | — | — | |
| ▸ 9 | VFLO | SH | $16.2M | 2.18% | 353,353 | — | — | |
| ▸ 10 | MSFT | SH | $15.3M | 2.06% | 40,999 | — | — |
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Frequently Asked Questions
What stocks does CFO4Life Group, LLC hold as of Q2 2026?
CFO4Life Group, LLC reported 237 positions worth $742.8M in its Q2 2026 13F filing. Largest positions: VOO (13.3%), DYNF (6.7%), QUAL (5.2%), IEFA (4.9%) and AAPL (4.7%).
What did CFO4Life Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CFO4Life Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.