Cfo4Life Group, Llc Portfolio Stock Holdings
Cfo4Life Group, Llc disclosed 210 stock positions valued at approximately $656.0 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, BLACKROCK ETF TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 210
- Portfolio Value
- $656.0M
Holdings by Sector
Cfo4Life Group, Llc Portfolio Holdings in Q1 2026
204 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 13.16% | 144,500 | +1,121 | +0.78% | $86,345,996 |
| BLACKROCK ETF TRUST | DYNF | Other | 6.47% | 729,026 | +2,193 | +0.30% | $42,414,707 |
| ISHARES TR | IEFA | Other | 5.23% | 379,195 | -6,291 | -1.63% | $34,328,519 |
| ISHARES TR | QUAL | Other | 5.13% | 175,287 | -943 | -0.54% | $33,621,868 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 4.66% | 311,009 | -751 | -0.24% | $30,597,110 |
| APPLE INC | AAPL | Technology | 4.62% | 119,496 | -5,350 | -4.29% | $30,326,880 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 2.48% | 325,661 | +2,463 | +0.76% | $16,279,790 |
| MICROSOFT CORP | MSFT | Technology | 2.37% | 41,932 | -3,680 | -8.07% | $15,521,906 |
| ISHARES TR | MTUM | Other | 2.23% | 60,865 | -360 | -0.59% | $14,607,029 |
| VICTORY PORTFOLIOS II | VFLO | Other | 2.12% | 352,701 | -3,775 | -1.06% | $13,924,628 |
| VANGUARD MALVERN FDS | VCRB | Other | 1.96% | 165,869 | +2,557 | +1.57% | $12,834,980 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.87% | 58,942 | -2,244 | -3.67% | $12,275,843 |
| VANGUARD BD INDEX FDS | VUSB | Other | 1.86% | 244,431 | -51,671 | -17.45% | $12,169,002 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 1.83% | 498,899 | +22,020 | +4.62% | $12,025,960 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 1.82% | 193,470 | -17,615 | -8.34% | $11,966,120 |
| ISHARES TR | IJR | Other | 1.67% | 88,204 | -5,033 | -5.40% | $10,964,656 |
| ISHARES TR | VLUE | Other | 1.37% | 63,281 | -1,452 | -2.24% | $8,997,991 |
| VISA INC | V | Financial Services | 1.29% | 28,099 | -640 | -2.23% | $8,492,737 |
| VANGUARD INDEX FDS | VTI | Other | 1.29% | 26,373 | -88 | -0.33% | $8,460,806 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.24% | 143,649 | +118 | +0.08% | $8,142,012 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.23% | 24,606 | -574 | -2.28% | $8,092,695 |
| ALPHABET INC | GOOG | Communication Services | 1.17% | 26,693 | -2,867 | -9.70% | $7,657,109 |
| ALPHABET INC | GOOGL | Communication Services | 1.15% | 26,216 | -2,780 | -9.59% | $7,538,718 |
| WALMART INC | WMT | Consumer Defensive | 1.08% | 57,136 | -2,085 | -3.52% | $7,100,858 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 1.06% | 55,683 | -1,153 | -2.03% | $6,967,656 |
| ISHARES TR | IXUS | Other | 1.06% | 79,901 | -468 | -0.58% | $6,922,636 |
| NVIDIA CORPORATION | NVDA | Technology | 1.05% | 39,486 | -6,094 | -13.37% | $6,886,284 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.96% | 12,604 | -594 | -4.50% | $6,297,893 |
| WASTE MGMT INC DEL | WM | Industrials | 0.92% | 26,137 | -325 | -1.23% | $6,006,025 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.89% | 134,709 | -2,282 | -1.67% | $5,810,003 |
| ISHARES TR | IEI | Other | 0.88% | 48,680 | -2,009 | -3.96% | $5,773,494 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.81% | 115,899 | +2,950 | +2.61% | $5,287,292 |
| META PLATFORMS INC | META | Communication Services | 0.69% | 7,870 | -436 | -5.25% | $4,502,719 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.68% | 88,092 | -5,384 | -5.76% | $4,490,953 |
| EXXON MOBIL CORP | XOM | Energy | 0.67% | 26,086 | -725 | -2.70% | $4,425,765 |
| HARTFORD FDS EXCHANGE TRADED | HTRB | Other | 0.64% | 124,353 | +4,532 | +3.78% | $4,195,684 |
| CSX CORP | CSX | Industrials | 0.59% | 94,006 | -31 | -0.03% | $3,858,948 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.58% | 69,924 | -537 | -0.76% | $3,779,391 |
| BROADCOM INC | AVGO | Technology | 0.55% | 11,656 | -1,517 | -11.52% | $3,607,561 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 0.49% | 73,699 | -1,844 | -2.44% | $3,212,530 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.44% | 4 | - | - | $2,872,560 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.41% | 46,348 | +10,606 | +29.67% | $2,713,185 |
| BLACKROCK INC | BLK | Other | 0.40% | 2,726 | -42 | -1.52% | $2,621,577 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.39% | 10,398 | -317 | -2.96% | $2,541,741 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.37% | 3,758 | -9 | -0.24% | $2,444,090 |
| APPLOVIN CORP | APP | Technology | 0.37% | 6,029 | -285 | -4.51% | $2,399,542 |
| TESLA INC | TSLA | Consumer Cyclical | 0.36% | 6,422 | -673 | -9.49% | $2,387,551 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.36% | 16,283 | -797 | -4.67% | $2,351,907 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.34% | 7,488 | -2,241 | -23.03% | $2,202,645 |
| CISCO SYS INC | CSCO | Technology | 0.31% | 26,515 | -1,859 | -6.55% | $2,057,263 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.31% | 40,362 | +896 | +2.27% | $2,042,734 |
| PROSPERITY BANCSHARES INC | PB | Financial Services | 0.30% | 28,844 | -358 | -1.23% | $1,937,707 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.28% | 3,876 | -857 | -18.11% | $1,857,379 |
| AMPLIFY ETF TR | DIVO | Other | 0.28% | 41,165 | +5,707 | +16.10% | $1,846,245 |
| PEPSICO INC | PEP | Consumer Defensive | 0.26% | 11,151 | -2,437 | -17.93% | $1,731,702 |
| LENNOX INTL INC | LII | Industrials | 0.26% | 3,607 | -1,623 | -31.03% | $1,674,054 |
| ISHARES TR | IUSV | Other | 0.24% | 15,566 | +60 | +0.39% | $1,591,627 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.24% | 24,107 | -1,228 | -4.85% | $1,544,800 |
| CONOCOPHILLIPS | COP | Energy | 0.23% | 11,384 | -87 | -0.76% | $1,502,729 |
| T-MOBILE US INC | TMUS | Communication Services | 0.23% | 7,045 | -346 | -4.68% | $1,479,728 |
| ELI LILLY & CO | LLY | Healthcare | 0.22% | 1,547 | -328 | -17.49% | $1,422,904 |
| INVESCO QQQ TR | QQQ | Other | 0.20% | 2,294 | -633 | -21.63% | $1,323,781 |
| BLACKSTONE SECD LENDING FD | BXSL | Financial Services | 0.20% | 54,973 | -12,600 | -18.65% | $1,302,303 |
| KLA CORP | KLAC | Technology | 0.18% | 810 | -148 | -15.45% | $1,193,086 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.18% | 1,163 | -304 | -20.72% | $1,158,383 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.17% | 22,568 | +7 | +0.03% | $1,125,903 |
| ISHARES TR | USMV | Other | 0.17% | 11,776 | +8 | +0.07% | $1,092,092 |
| EMCOR GROUP INC | EME | Industrials | 0.17% | 1,472 | -38 | -2.52% | $1,086,670 |
| COCA COLA CO | KO | Consumer Defensive | 0.17% | 14,284 | -1,176 | -7.61% | $1,086,285 |
| TEXAS INSTRS INC | TXN | Technology | 0.16% | 5,376 | -2,912 | -35.14% | $1,043,621 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.14% | 6,399 | -552 | -7.94% | $936,017 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.14% | 3,093 | -26 | -0.83% | $935,463 |
| PIMCO ETF TR | BOND | Other | 0.14% | 9,999 | -9 | -0.09% | $922,708 |
| ISHARES TR | TFLO | Other | 0.14% | 18,174 | +622 | +3.54% | $920,136 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.14% | 211 | -5 | -2.31% | $886,903 |
| CHEVRON CORPORATION | CVX | Energy | 0.14% | 4,285 | -315 | -6.85% | $886,466 |
| AMPHENOL CORP | APH | Technology | 0.13% | 6,679 | -28 | -0.42% | $843,945 |
| NORTHERN TR CORP | NTRS | Financial Services | 0.12% | 5,802 | -163 | -2.73% | $809,787 |
| NEW YORK LIFE INVTS ACTIVE E | MMIN | Other | 0.12% | 33,694 | +253 | +0.76% | $798,888 |
| CITIGROUP INC | C | Financial Services | 0.12% | 6,976 | -348 | -4.75% | $791,112 |
| HARTFORD INSURANCE GROUP INC | HIG | Financial Services | 0.12% | 5,842 | -47 | -0.80% | $790,064 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.12% | 2,315 | +88 | +3.95% | $782,105 |
| NOVARTIS AG | NVS | Healthcare | 0.12% | 5,010 | -699 | -12.24% | $765,341 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.12% | 5,463 | +2,120 | +63.42% | $755,603 |
| BLOOM ENERGY CORP | BE | Industrials | 0.11% | 5,541 | -1,001 | -15.30% | $750,750 |
| BLACKROCK ENHANCED LARGE CAP | CII | Financial Services | 0.11% | 35,321 | +2,206 | +6.66% | $742,446 |
| INTEL CORP | INTC | Technology | 0.11% | 16,683 | -187 | -1.11% | $736,221 |
| ISHARES TR | IVV | Other | 0.11% | 1,116 | +114 | +11.38% | $729,055 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.11% | 3,644 | -12 | -0.33% | $722,387 |
| PFIZER INC | PFE | Healthcare | 0.11% | 25,583 | -1,413 | -5.23% | $718,373 |
| VANGUARD INDEX FDS | VUG | Other | 0.11% | 1,604 | +21 | +1.33% | $700,802 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.11% | 1,156 | -37 | -3.10% | $698,716 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.10% | 4,143 | -69 | -1.64% | $684,996 |
| UNION PAC CORP | UNP | Industrials | 0.10% | 2,783 | -961 | -25.67% | $675,139 |
| INNOVATOR ETFS TRUST | BALT | Other | 0.10% | 20,106 | -12,305 | -37.97% | $672,847 |
| EATON VANCE TAX MNGED BUY WR | ETB | Financial Services | 0.10% | 46,237 | -1,750 | -3.65% | $666,741 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.10% | 17,338 | -10,196 | -37.03% | $656,073 |
| ISHARES TR | ITOT | Other | 0.10% | 4,600 | - | - | $655,178 |
| VANECK ETF TRUST | BIZD | Other | 0.10% | 51,103 | +18,555 | +57.01% | $654,122 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.10% | 9,768 | -110 | -1.11% | $644,604 |