CFO4Life Group, LLC
CIK 0001706351 · COPPELL, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$742.8M
2026 Q2
Positions
237
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
13.3%
DYNF
BLACKROCK ETF TRUST
6.7%
QUAL
ISHARES TR
5.2%
IEFA
ISHARES TR
4.9%
AAPL
APPLE INC
4.7%
UPS
UNITED PARCEL SVCS INC
4.5%
MTUM
ISHARES TR
2.8%
JMUB
J P MORGAN EXCHANGE TRADED F
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.