Holders — by stockHoldings — by fund
CFO4Life Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001706351
$742.8M
disclosed book value
236
positions
13.3%
largest position share
Positions, as of 2026-06-30
top 100 of 236 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 144,155 | $99.0M | 13.3% |
| 2 | DYNFBLACKROCK ETF TRUST | 727,641 | $49.5M | 6.7% |
| 3 | QUALISHARES TR | 175,888 | $38.6M | 5.2% |
| 4 | IEFAISHARES TR | 375,853 | $36.3M | 4.9% |
| 5 | AAPLAPPLE INC | 120,154 | $34.8M | 4.7% |
| 6 | UPSUNITED PARCEL SVCS INC | 310,836 | $33.4M | 4.5% |
| 7 | MTUMISHARES TR | 60,583 | $20.8M | 2.8% |
| 8 | JMUBJ P MORGAN EXCHANGE TRADED F | 331,936 | $16.8M | 2.3% |
| 9 | VFLOVICTORY PORTFOLIOS II | 353,353 | $16.2M | 2.2% |
| 10 | MSFTMICROSOFT CORP | 40,999 | $15.3M | 2.1% |
| 11 | AMZNAMAZON COM INC | 59,349 | $14.1M | 1.9% |
| 12 | IJRISHARES TR | 86,515 | $12.8M | 1.7% |
| 13 | VCRBVANGUARD MALVERN FDS | 165,823 | $12.8M | 1.7% |
| 14 | VLUEISHARES TR | 63,250 | $12.6M | 1.7% |
| 15 | MMITNEW YORK LIFE INVTS ACTIVE E | 505,504 | $12.3M | 1.7% |
| 16 | VUSBVANGUARD BD INDEX FDS | 219,320 | $10.9M | 1.5% |
| 17 | DARDARLING INGREDIENTS INC | 198,358 | $10.8M | 1.5% |
| 18 | VTIVANGUARD INDEX FDS | 26,362 | $9.8M | 1.3% |
| 19 | GOOGLALPHABET INC | 27,287 | $9.8M | 1.3% |
| 20 | GOOGALPHABET INC | 27,146 | $9.6M | 1.3% |
| 21 | VVISA INC | 27,858 | $9.6M | 1.3% |
| 22 | NVDANVIDIA CORPORATION | 43,211 | $8.6M | 1.2% |
| 23 | HDHOME DEPOT INC | 24,383 | $8.6M | 1.2% |
| 24 | JEPIJ P MORGAN EXCHANGE TRADED F | 143,665 | $8.1M | 1.1% |
| 25 | GSLCGOLDMAN SACHS ETF TR | 53,464 | $7.6M | 1% |
| 26 | IXUSISHARES TR | 77,266 | $7.4M | 1% |
| 27 | MAMASTERCARD INCORPORATED | 12,704 | $6.5M | 0.9% |
| 28 | WMTWALMART INC | 57,309 | $6.5M | 0.9% |
| 29 | GSIEGOLDMAN SACHS ETF TR | 130,080 | $5.9M | 0.8% |
| 30 | WMWASTE MGMT INC DEL | 26,126 | $5.8M | 0.8% |
| 31 | IEIISHARES TR | 46,421 | $5.5M | 0.7% |
| 32 | VGSHVANGUARD SCOTTSDALE FDS | 89,736 | $5.2M | 0.7% |
| 33 | FBNDFIDELITY MERRIMACK STR TR | 114,545 | $5.2M | 0.7% |
| 34 | AVGOBROADCOM INC | 12,380 | $4.7M | 0.6% |
| 35 | JMSTJ P MORGAN EXCHANGE TRADED F | 87,863 | $4.5M | 0.6% |
| 36 | CSXCSX CORP | 94,036 | $4.5M | 0.6% |
| 37 | METAMETA PLATFORMS INC | 7,758 | $4.4M | 0.6% |
| 38 | VPLSVANGUARD MALVERN FDS | 54,803 | $4.3M | 0.6% |
| 39 | HTRBHARTFORD FDS EXCHANGE TRADED | 123,973 | $4.2M | 0.6% |
| 40 | VWOVANGUARD INTL EQUITY INDEX F | 68,603 | $4.1M | 0.6% |
| 41 | XOMEXXON MOBIL CORP | 26,140 | $3.6M | 0.5% |
| 42 | FIXDFIRST TR EXCHNG TRADED FD VI | 75,387 | $3.3M | 0.4% |
| 43 | APPAPPLOVIN CORP | 6,033 | $3.1M | 0.4% |
| 44 | CSCOCISCO SYS INC | 26,425 | $3.1M | 0.4% |
| 45 | TSLATESLA INC | 7,216 | $3.0M | 0.4% |
| 46 | MUMICRON TECHNOLOGY INC | 2,618 | $3.0M | 0.4% |
| 47 | BRK/ABERKSHIRE HATHAWAY INC DEL | 4 | $3.0M | 0.4% |
| 48 | JNJJOHNSON & JOHNSON | 10,539 | $2.7M | 0.4% |
| 49 | BLKBLACKROCK INC | 2,724 | $2.6M | 0.4% |
| 50 | JPMJPMORGAN CHASE & CO | 7,557 | $2.5M | 0.3% |
| 51 | KLACKLA CORP | 8,179 | $2.5M | 0.3% |
| 52 | INTCINTEL CORP | 17,632 | $2.5M | 0.3% |
| 53 | PGPROCTER & GAMBLE CO | 16,166 | $2.4M | 0.3% |
| 54 | DIVOAMPLIFY ETF TR | 46,078 | $2.1M | 0.3% |
| 55 | LIILENNOX INTL INC | 3,614 | $2.1M | 0.3% |
| 56 | JPSTJ P MORGAN EXCHANGE TRADED F | 40,365 | $2.0M | 0.3% |
| 57 | SPYSTATE STR SPDR S&P 500 ETF T | 2,595 | $1.9M | 0.3% |
| 58 | LLYELI LILLY & CO | 1,589 | $1.9M | 0.3% |
| 59 | VEAVANGUARD TAX-MANAGED FDS | 24,212 | $1.7M | 0.2% |
| 60 | GOVTISHARES TR | 73,689 | $1.7M | 0.2% |
| 61 | BEBLOOM ENERGY CORP | 5,513 | $1.7M | 0.2% |
| 62 | SCHBSCHWAB STRATEGIC TR | 56,853 | $1.6M | 0.2% |
| 63 | TXNTEXAS INSTRS INC | 5,283 | $1.6M | 0.2% |
| 64 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,061 | $1.5M | 0.2% |
| 65 | PEPPEPSICO INC | 11,025 | $1.5M | 0.2% |
| 66 | AMDADVANCED MICRO DEVICES INC | 2,543 | $1.5M | 0.2% |
| 67 | BXSLBLACKSTONE SECD LENDING FD | 56,186 | $1.3M | 0.2% |
| 68 | PBPROSPERITY BANCSHARES INC | 17,922 | $1.3M | 0.2% |
| 69 | LRCXLAM RESEARCH CORP | 2,834 | $1.2M | 0.2% |
| 70 | EMEEMCOR GROUP INC | 1,474 | $1.2M | 0.2% |
| 71 | IUSVISHARES TR | 10,996 | $1.2M | 0.2% |
| 72 | COPCONOCOPHILLIPS | 11,443 | $1.2M | 0.2% |
| 73 | APHAMPHENOL CORP | 6,711 | $1.2M | 0.2% |
| 74 | USMVISHARES TR | 12,176 | $1.2M | 0.2% |
| 75 | DELLDELL TECHNOLOGIES INC | 2,713 | $1.2M | 0.2% |
| 76 | KOCOCA COLA CO | 14,224 | $1.2M | 0.2% |
| 77 | VTEBVANGUARD MUN BD FDS | 22,647 | $1.1M | 0.2% |
| 78 | COSTCOSTCO WHOLESALE CORPORATION | 1,138 | $1.1M | 0.1% |
| 79 | AXPAMERICAN EXPRESS CO | 3,110 | $1.1M | 0.1% |
| 80 | TMUST-MOBILE US INC | 6,098 | $1.0M | 0.1% |
| 81 | NTRSNORTHERN TR CORP | 5,803 | $1.0M | 0.1% |
| 82 | IVWISHARES TR | 7,317 | $1.0M | 0.1% |
| 83 | CCITIGROUP INC | 7,048 | $986,421 | 0.1% |
| 84 | SPTLSPDR SERIES TRUST | 36,423 | $955,375 | 0.1% |
| 85 | CIIBLACKROCK ENHANCED LARGE CAP | 35,525 | $928,970 | 0.1% |
| 86 | BKNGBOOKING HOLDINGS INC | 5,164 | $920,375 | 0.1% |
| 87 | TFLOISHARES TR | 18,109 | $916,870 | 0.1% |
| 88 | IVEISHARES TR | 4,021 | $913,008 | 0.1% |
| 89 | VMBSVANGUARD SCOTTSDALE FDS | 19,501 | $912,842 | 0.1% |
| 90 | BONDPIMCO ETF TR | 9,833 | $906,701 | 0.1% |
| 91 | VTVANGUARD INTL EQUITY INDEX F | 5,515 | $865,555 | 0.1% |
| 92 | PLTRPALANTIR TECHNOLOGIES INC | 7,204 | $840,467 | 0.1% |
| 93 | VUGVANGUARD INDEX FDS | 9,634 | $829,886 | 0.1% |
| 94 | MMINNEW YORK LIFE INVTS ACTIVE E | 34,014 | $823,471 | 0.1% |
| 95 | PGRPROGRESSIVE CORP | 3,602 | $786,950 | 0.1% |
| 96 | HIGHARTFORD INSURANCE GROUP INC | 5,914 | $783,698 | 0.1% |
| 97 | BACBANK OF AMER CORP | 13,723 | $781,936 | 0.1% |
| 98 | BAIBLACKROCK ETF TRUST | 14,828 | $781,732 | 0.1% |
| 99 | NVSNOVARTIS AG | 4,916 | $770,500 | 0.1% |
| 100 | UNPUNION PAC CORP | 2,814 | $765,529 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.