Cfo4Life Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Cfo4Life Group, Llc disclosed 236 stock positions valued at approximately $742.13M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, BLACKROCK ETF TRUST, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 236
- Portfolio Value
- $742.13M
Holdings by Sector
Cfo4Life Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 13.34% | 144,155 | -345 | -0.24% | $99,007,246 |
| BLACKROCK ETF TRUST | DYNF | Other | 6.67% | 727,641 | -1,385 | -0.19% | $49,486,856 |
| ISHARES TR | QUAL | Other | 5.20% | 175,888 | +601 | +0.34% | $38,595,019 |
| ISHARES TR | IEFA | Other | 4.89% | 375,853 | -3,342 | -0.88% | $36,299,895 |
| APPLE INC | AAPL | Technology | 4.68% | 120,154 | +658 | +0.55% | $34,767,623 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 4.50% | 310,836 | -173 | -0.06% | $33,414,911 |
| ISHARES TR | MTUM | Other | 2.80% | 60,583 | -282 | -0.46% | $20,769,533 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 2.27% | 331,936 | +6,275 | +1.93% | $16,814,211 |
| VICTORY PORTFOLIOS II | VFLO | Other | 2.18% | 353,353 | +652 | +0.18% | $16,165,917 |
| MICROSOFT CORP | MSFT | Technology | 2.06% | 40,999 | -933 | -2.23% | $15,293,280 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.91% | 59,349 | +407 | +0.69% | $14,145,232 |
| ISHARES TR | IJR | Other | 1.73% | 86,515 | -1,689 | -1.91% | $12,830,990 |
| VANGUARD MALVERN FDS | VCRB | Other | 1.73% | 165,823 | -46 | -0.03% | $12,806,935 |
| ISHARES TR | VLUE | Other | 1.70% | 63,250 | -31 | -0.05% | $12,638,057 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 1.66% | 505,504 | +6,605 | +1.32% | $12,309,034 |
| VANGUARD BD INDEX FDS | VUSB | Other | 1.47% | 219,320 | -25,111 | -10.27% | $10,917,766 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 1.46% | 198,358 | +4,888 | +2.53% | $10,834,314 |
| VANGUARD INDEX FDS | VTI | Other | 1.31% | 26,362 | -11 | -0.04% | $9,754,811 |
| ALPHABET INC | GOOGL | Communication Services | 1.31% | 27,287 | +1,071 | +4.09% | $9,751,643 |
| ALPHABET INC | GOOG | Communication Services | 1.29% | 27,146 | +453 | +1.70% | $9,591,471 |
| VISA INC | V | Financial Services | 1.29% | 27,858 | -241 | -0.86% | $9,557,670 |
| NVIDIA CORPORATION | NVDA | Technology | 1.17% | 43,211 | +3,725 | +9.43% | $8,646,159 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.16% | 24,383 | -223 | -0.91% | $8,599,439 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.09% | 143,665 | +16 | +0.01% | $8,114,204 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 1.02% | 53,464 | -2,219 | -3.99% | $7,586,048 |
| ISHARES TR | IXUS | Other | 0.99% | 77,266 | -2,635 | -3.30% | $7,374,254 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.88% | 12,704 | +100 | +0.79% | $6,524,626 |
| WALMART INC | WMT | Consumer Defensive | 0.87% | 57,309 | +173 | +0.30% | $6,490,803 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.80% | 130,080 | -4,629 | -3.44% | $5,944,662 |
| WASTE MGMT INC DEL | WM | Industrials | 0.78% | 26,126 | -11 | -0.04% | $5,822,923 |
Showing 30 of 236 holdings in the latest reporting period.
Cfo4Life Group, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | GME | GameStop Corporation | PUT | 30,000 | $662,400 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.