CFO4Life Group, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
CFO4Life Group, LLC 13F Holdings
CIK 0001706351 · COPPELL, TX
As of Sep 30, 2025, CFO4Life Group, LLC reported
236 positions worth $682.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 145,447 | $89.1M | 13.06% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 734,491 | $43.5M | 6.37% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 178,347 | $34.7M | 5.08% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 385,438 | $33.7M | 4.93% |
| APPLE INC | AAPL | Technology | 125,441 | $31.9M | 4.68% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 312,084 | $26.1M | 3.82% |
| MICROSOFT CORP | MSFT | Technology | 47,151 | $24.4M | 3.58% |
| WALMART INC | WMT | Consumer Defensive | 173,950 |
|
7.9M2.63% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 330,165 |
6.7M | 2.44% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 62,935 |
6.1M | 2.37% |
| VICTORYSHARES FREE CASH FLOW ETF | VFLO | — | 358,354 |
3.4M | 1.97% |
| AMAZON.COM INC | AMZN | Equity | 60,682 |
3.3M | 1.95% |
| VANGUARD CORE BOND ETF | VCRB | — | 159,930 |
2.5M | 1.84% |
| NYLI MACKAY MUNI INTERMEDIATE ETF | MMIT | — | 473,236 |
1.5M | 1.69% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 95,198 |
1.3M | 1.66% |
| HOME DEPOT INC | HD | Consumer Cyclical | 25,558 |
0.4M | 1.52% |
| VISA INC-CLASS A SHARES | V | Financial Services | 29,165 |
0.0M | 1.46% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 154,897 | $8.8M | 1.30% |
| NVIDIA CORP | NVDA | Technology | 46,929 | $8.8M | 1.28% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 26,456 | $8.7M | 1.27% |
| ISHARES MSCI USA VALUE FACTOR ETF | VLUE | — | 68,084 | $8.5M | 1.25% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 59,299 | $7.7M | 1.13% |
| MASTERCARD INC | MA | Financial Services | 13,196 | $7.5M | 1.10% |
| ALPHABET INC | GOOG | Equity | 29,415 | $7.2M | 1.05% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 84,379 | $7.0M | 1.02% |