CFO4Life Group, LLC 13F Holdings · Q2 2026
CFO4Life Group, LLC reported 236 securities worth $742.79M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (13.33%), DYNF (6.66%), QUAL (5.20%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $99.0M | 13.33% | 144,155 | Trimmed |
| 2 | DYNF | BLACKROCK ETF TRUST | $49.5M | 6.66% | 727,641 | Trimmed |
| 3 | QUAL | ISHARES TR | $38.6M | 5.20% | 175,888 | Added |
| 4 | IEFA | ISHARES TR | $36.3M | 4.89% | 375,853 | Trimmed |
| 5 | AAPL | APPLE INC | $34.8M | 4.68% | 120,154 | Added |
| 6 | UPS | UNITED PARCEL SVCS INC | $33.4M | 4.50% | 310,836 | Trimmed |
| 7 | MTUM | ISHARES TR | $20.8M | 2.80% | 60,583 | Trimmed |
| 8 | JMUB | J P MORGAN EXCHANGE TRADED F | $16.8M | 2.26% | 331,936 | Added |
| 9 | VFLO | VICTORY PORTFOLIOS II | $16.2M | 2.18% | 353,353 | Added |
| 10 | MSFT | MICROSOFT CORP | $15.3M | 2.06% | 40,999 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $14.1M | 1.90% | 59,349 | Added |
| 12 | IJR | ISHARES TR | $12.8M | 1.73% | 86,515 | Trimmed |
| 13 | VCRB | VANGUARD MALVERN FDS | $12.8M | 1.72% | 165,823 | Trimmed |
| 14 | VLUE | ISHARES TR | $12.6M | 1.70% | 63,250 | Trimmed |
| 15 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $12.3M | 1.66% | 505,504 | Added |
| 16 | VUSB | VANGUARD BD INDEX FDS | $10.9M | 1.47% | 219,320 | Trimmed |
| 17 | DAR | DARLING INGREDIENTS INC | $10.8M | 1.46% | 198,358 | Added |
| 18 | GOOGL | ALPHABET INC | $9.8M | 1.31% | 27,287 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $9.8M | 1.31% | 26,362 | Trimmed |
| 20 | GOOG | ALPHABET INC | $9.6M | 1.29% | 27,146 | Added |
| 21 | V | VISA INC | $9.6M | 1.29% | 27,858 | Trimmed |
| 22 | HD | HOME DEPOT INC | $8.6M | 1.16% | 24,383 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $8.6M | 1.16% | 43,211 | Added |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.1M | 1.09% | 143,665 | Added |
| 25 | GSLC | GOLDMAN SACHS ETF TR | $7.6M | 1.02% | 53,464 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR