CFO4Life Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, CFO4Life Group, LLC held in its portfolio 242 assets valued at $701,543,547 (i.e. $701.54M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($89.92M), BLACKROCK ETF TRUST ($44.20M), and ISHARES TR ($35.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 242 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CFO4Life Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 143379 | 89917266 | S&P 500 ETF SHS |
| BLACKROCK ETF TRUST | 726833 | 44198684 | ISHARES US EQUIT |
| ISHARES TR | 176230 | 35002732 | MSCI USA QLT FCT |
| ISHARES TR | 385486 | 34485572 | CORE MSCI EAFE |
| APPLE INC | 124846 | 33940549 | COM |
| UNITED PARCEL SERVICE INC | 311760 | 30923495 | CL B |
| MICROSOFT CORP | 45612 | 22059087 | COM |
| J P MORGAN EXCHANGE TRADED F | 323198 | 16321483 | MUNICIPAL ETF |
| ISHARES TR | 61225 | 15325305 | MSCI USA MMENTM |
| VANGUARD BD INDEX FDS | 296102 | 14757724 | VANGUARD ULTRA |
| AMAZON COM INC | 61186 | 14122944 | COM |
| VICTORY PORTFOLIOS II | 356476 | 14038025 | SHARES FREE CASH |
| VANGUARD MALVERN FDS | 163312 | 12721203 | CORE BD ETF |
| NEW YORK LIFE INVTS ACTIVE E | 476879 | 11602459 | NYLI MACKAY MUN |
| ISHARES TR | 93237 | 11205174 | CORE S&P SCP ETF |
| VISA INC | 28739 | 10079111 | COM CL A |
| ALPHABET INC | 29560 | 9275929 | CAP STK CL C |
| ALPHABET INC | 28996 | 9075774 | CAP STK CL A |
| VANGUARD INDEX FDS | 26461 | 8871674 | TOTAL STK MKT |
| ISHARES TR | 64733 | 8850984 | MSCI USA VALUE |
| HOME DEPOT INC | 25180 | 8664393 | COM |
| NVIDIA CORPORATION | 45580 | 8500607 | COM |
| J P MORGAN EXCHANGE TRADED F | 143531 | 8215714 | EQUITY PREMIUM |
| DARLING INGREDIENTS INC | 211085 | 7599060 | COM |
| MASTERCARD INCORPORATED | 13198 | 7534579 | CL A |
| GOLDMAN SACHS ETF TR | 56836 | 7523316 | ACTIVEBETA US LG |
| ISHARES TR | 80369 | 6802470 | CORE MSCI TOTAL |
| WALMART INC | 59221 | 6597793 | COM |
| ISHARES TR | 50689 | 6049759 | 3 7 YR TREAS BD |
| GOLDMAN SACHS ETF TR | 136991 | 5882387 | ACTIVEBETA INT |
| WASTE MGMT INC DEL | 26462 | 5813944 | COM |
| META PLATFORMS INC | 8306 | 5482718 | CL A |
| FIDELITY MERRIMACK STR TR | 112949 | 5200171 | TOTAL BD ETF |
| J P MORGAN EXCHANGE TRADED F | 93476 | 4761662 | ULTRA SHT MUNCPL |
| BROADCOM INC | 13173 | 4559178 | COM |
| APPLOVIN CORP | 6314 | 4254499 | COM CL A |
| VANGUARD MALVERN FDS | 53148 | 4151675 | CORE-PLUS BD ETF |
| HARTFORD FDS EXCHANGE TRADED | 119821 | 4091895 | TOTAL RTRN ETF |
| VANGUARD INTL EQUITY INDEX F | 70461 | 3787967 | FTSE EMR MKT ETF |
| CSX CORP | 94037 | 3408831 | COM |
| FIRST TR EXCHNG TRADED FD VI | 75543 | 3348082 | SMITH OPPORT FXD |
| EXXON MOBIL CORP | 26811 | 3226482 | COM |
| TESLA INC | 7095 | 3190972 | COM |
| JPMORGAN CHASE & CO. | 9729 | 3134994 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4 | 3019200 | CL A |
| BLACKROCK INC | 2768 | 2962701 | COM |
| SPDR S&P 500 ETF TR | 3767 | 2568926 | TR UNIT |
| LENNOX INTL INC | 5230 | 2539496 | COM |
| PROCTER AND GAMBLE CO | 17080 | 2447742 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4733 | 2379042 | CL B NEW |
| JOHNSON & JOHNSON | 10715 | 2217539 | COM |
| CISCO SYS INC | 28374 | 2185640 | COM |
| VANGUARD SCOTTSDALE FDS | 35742 | 2099128 | SHORT TERM TREAS |
| PROSPERITY BANCSHARES INC | 29202 | 2018125 | COM |
| ELI LILLY & CO | 1875 | 2015044 | COM |
| J P MORGAN EXCHANGE TRADED F | 39466 | 1996603 | ULTRA SHRT ETF |
| PEPSICO INC | 13588 | 1950169 | COM |
| INVESCO QQQ TR | 2927 | 1797915 | UNIT SER 1 |
| BLACKSTONE SECD LENDING FD | 67573 | 1779188 | COMMON STOCK |
| ISHARES TR | 15506 | 1589973 | CORE S&P US VLU |
| VANGUARD TAX-MANAGED FDS | 25335 | 1582659 | VAN FTSE DEV MKT |
| AMPLIFY ETF TR | 35458 | 1577898 | CWP ENHANCED DIV |
| T-MOBILE US INC | 7391 | 1500586 | COM |
| TEXAS INSTRS INC | 8288 | 1437862 | COM |
| COSTCO WHSL CORP NEW | 1467 | 1264679 | COM |
| PALANTIR TECHNOLOGIES INC | 6951 | 1235505 | CL A |
| KLA CORP | 958 | 1164209 | COM NEW |
| BOOKING HOLDINGS INC | 216 | 1158413 | COM |
| AMERICAN EXPRESS CO | 3119 | 1153929 | COM |
| VANGUARD MUN BD FDS | 22561 | 1134594 | TAX EXEMPT BD |
| ISHARES TR | 11768 | 1108119 | MSCI USA MIN VOL |
| INNOVATOR ETFS TRUST | 32411 | 1086093 | DEFINED WLT SHLD |
| COCA COLA CO | 15460 | 1080825 | COM |
| CONOCOPHILLIPS | 11471 | 1073834 | COM |
| MPLX LP | 18500 | 987345 | COM UNIT REP LTD |
| PIMCO ETF TR | 10008 | 931545 | ACTIVE BD ETF |
| EMCOR GROUP INC | 1510 | 923538 | COM |
| AMPHENOL CORP NEW | 6707 | 906384 | CL A |
| ISHARES TR | 17552 | 885674 | TRS FLT RT BD |
| ENTERPRISE PRODS PARTNERS L | 27534 | 882740 | COM |
| UNION PAC CORP | 3744 | 865992 | COM |
| CITIGROUP INC | 7324 | 854678 | COM NEW |
| UNITEDHEALTH GROUP INC | 2545 | 840258 | COM |
| PROGRESSIVE CORP | 3656 | 832461 | COM |
| DISNEY WALT CO | 7280 | 828218 | COM |
| BANK AMERICA CORP | 15054 | 827951 | COM |
| NORTHERN TR CORP | 5965 | 814755 | COM |
| HARTFORD INSURANCE GROUP INC | 5889 | 811516 | COM |
| NEW YORK LIFE INVTS ACTIVE E | 33441 | 800589 | NYLI MACKAY MUNI |
| NOVARTIS AG | 5709 | 787157 | SPONSORED ADR |
| BLACKROCK ENHANCED LARGE CAP | 33115 | 773887 | COM |
| VANGUARD INDEX FDS | 1583 | 772260 | GROWTH ETF |
| ABBVIE INC | 3345 | 764299 | COM |
| UBER TECHNOLOGIES INC | 9195 | 751323 | COM |
| EATON VANCE TAX MNGED BUY WR | 47987 | 732755 | COM |
| CHEVRON CORP NEW | 4600 | 701139 | COM |
| AT&T INC | 27987 | 695201 | COM |
| ISHARES TR | 1002 | 686309 | CORE S&P500 ETF |
| ISHARES TR | 4600 | 683974 | CORE S&P TTL STK |
| PHILIP MORRIS INTL INC | 4212 | 675562 | COM |
| PFIZER INC | 26996 | 672210 | COM |
| WELLS FARGO CO NEW | 7197 | 670755 | COM |
| LAM RESEARCH CORP | 3728 | 638217 | COM NEW |
| ISHARES TR | 1348 | 638038 | RUS 1000 GRW ETF |
| ENBRIDGE INC | 13331 | 637614 | COM |
| MICRON TECHNOLOGY INC | 2227 | 635608 | COM |
| AMGEN INC | 1935 | 633388 | COM |
| ISHARES TR | 5912 | 633234 | NATIONAL MUN ETF |
| ISHARES TR | 13587 | 632348 | CORE UNIVRSL USD |
| VANECK ETF TRUST | 35830 | 628136 | LONG MUNI ETF |
| INTEL CORP | 16870 | 622491 | COM |
| RESMED INC | 2549 | 614027 | COM |
| REDDIT INC | 2600 | 597662 | CL A |
| THE CIGNA GROUP | 2161 | 594772 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 7794 | 594119 | SHS |
| LOCKHEED MARTIN CORP | 1193 | 577060 | COM |
| ALTRIA GROUP INC | 9878 | 569586 | COM |
| BLOOM ENERGY CORP | 6542 | 568434 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 1865 | 566755 | SPONSORED ADS |
| ORACLE CORP | 2886 | 562572 | COM |
| SOUTHSTATE BK CORP | 5506 | 518209 | COM |
| MCDONALDS CORP | 1670 | 510256 | COM |
| VEEVA SYS INC | 2221 | 495794 | CL A COM |
| INVESCO EXCH TRADED FD TR II | 6892 | 492249 | S&P500 LOW VOL |
| ADVANCED MICRO DEVICES INC | 2291 | 490641 | COM |
| VANECK ETF TRUST | 4714 | 488187 | MRNGSTR WDE MOAT |
| GOLDMAN SACHS GROUP INC | 552 | 485626 | COM |
| FEDEX CORP | 1658 | 478873 | COM |
| VANGUARD INTL EQUITY INDEX F | 3343 | 471512 | TT WRLD ST ETF |
| GOLDMAN SACHS ETF TR | 8879 | 469446 | NASDAQ-100 PREMI |
| INTERNATIONAL BUSINESS MACHS | 1563 | 462831 | COM |
| VERIZON COMMUNICATIONS INC | 11348 | 462206 | COM |
| INVESCO EXCHANGE TRADED FD T | 6152 | 461708 | S&P500 QUALITY |
| VANECK ETF TRUST | 32548 | 461535 | BDC INCOME ETF |
| GILEAD SCIENCES INC | 3741 | 459186 | COM |
| BAIN CAP SPECIALTY FIN INC | 32775 | 455903 | COM STK |
| CENCORA INC | 1310 | 442490 | COM |
| GENERAL DYNAMICS CORP | 1312 | 441545 | COM |
| SPDR GOLD TR | 1111 | 440300 | GOLD SHS |
| NETFLIX INC | 4542 | 425858 | COM |
| CARRIER GLOBAL CORPORATION | 8037 | 424671 | COM |
| CORE SCIENTIFIC INC NEW | 29078 | 423376 | COM |
| KINDER MORGAN INC DEL | 15156 | 416638 | COM |
| ISHARES INC | 6019 | 404621 | CORE MSCI EMKT |
| EQT CORP | 7503 | 402163 | COM |
| LOWES COS INC | 1656 | 399367 | COM |
| CAPITAL ONE FINL CORP | 1647 | 399200 | COM |
| RTX CORPORATION | 2136 | 391804 | COM |
| SCHWAB CHARLES CORP | 3827 | 382339 | COM |
| ISHARES TR | 7935 | 378738 | CORE 40/60 MODER |
| BOEING CO | 1736 | 376920 | COM |
| GE AEROSPACE | 1222 | 376563 | COM NEW |
| SCHWAB STRATEGIC TR | 13971 | 375957 | US LRG CAP ETF |
| VANGUARD STAR FDS | 4812 | 362986 | VG TL INTL STK F |
| VANGUARD SPECIALIZED FUNDS | 1640 | 360467 | DIV APP ETF |
| CATERPILLAR INC | 626 | 358617 | COM |
| INVESCO EXCHANGE TRADED FD T | 1871 | 358466 | S&P500 EQL WGT |
| APPLIED MATLS INC | 1378 | 354132 | COM |
| FS KKR CAP CORP | 23620 | 349808 | COM |
| PIMCO DYNAMIC INCOME FD | 19632 | 347683 | SHS |
| ISHARES SILVER TR | 5390 | 347224 | ISHARES |
| TE CONNECTIVITY PLC | 1526 | 347110 | ORD SHS |
| INDEPENDENCE RLTY TR INC | 19625 | 343036 | COM |
| GOLDMAN SACHS ETF TR | 6366 | 336125 | S&P 500 PREMIUM |
| ISHARES BITCOIN TRUST ETF | 6607 | 328038 | SHS BEN INT |
| DBX ETF TR | 6815 | 327858 | XTRACK MSCI EAFE |
| KITE RLTY GROUP TR | 13542 | 324590 | COM NEW |
| LAMAR ADVERTISING CO NEW | 2559 | 323932 | CL A |
| GLOBAL X FDS | 16888 | 319356 | US PFD ETF |
| EDWARDS LIFESCIENCES CORP | 3653 | 311418 | COM |
| DUKE ENERGY CORP NEW | 2645 | 309999 | COM NEW |
| PHILLIPS 66 | 2390 | 308401 | COM |
| DELL TECHNOLOGIES INC | 2444 | 307617 | CL C |
| FIDELITY COVINGTON TRUST | 4108 | 296869 | VLU FACTOR ETF |
| MORGAN STANLEY | 1665 | 295587 | COM NEW |
| MATTEL INC | 14618 | 290021 | COM |
| AMERICAN AIRLS GROUP INC | 18798 | 288173 | COM |
| VISTRA CORP | 1775 | 286407 | COM |
| UGI CORP NEW | 7650 | 286340 | COM |
| PTC INC | 1626 | 283265 | COM |
| OXFORD LANE CAP CORP | 19282 | 282288 | COM |
| AGNC INVT CORP | 26129 | 280103 | COM |
| INVESCO EXCH TRADED FD TR II | 6629 | 279632 | RAFI DVLPD MRKTS |
| ISHARES TR | 3961 | 276239 | FUTURE EXPONENTI |
| SCHWAB STRATEGIC TR | 6084 | 275057 | FUNDAMENTAL INTL |
| VALERO ENERGY CORP | 1681 | 273637 | COM |
| SERVICENOW INC | 1784 | 273291 | COM |
| ISHARES TR | 8814 | 272880 | PFD AND INCM SEC |
| SELECT SECTOR SPDR TR | 1888 | 271815 | STATE STREET TEC |
| MCKESSON CORP | 327 | 268235 | COM |
| MERCK & CO INC | 2548 | 268202 | COM |
| ISHARES TR | 1900 | 268166 | SELECT DIVID ETF |
| INNOVATOR ETFS TRUST | 9927 | 266398 | EQUITY DEFIN 1YR |
| INTUIT | 402 | 266293 | COM |
| VANGUARD INDEX FDS | 845 | 266006 | LARGE CAP ETF |
| VANGUARD BD INDEX FDS | 3589 | 265817 | TOTAL BND MRKT |
| HOME BANCSHARES INC | 9511 | 264216 | COM |
| THERMO FISHER SCIENTIFIC INC | 447 | 259014 | COM |
| ABBOTT LABS | 2064 | 258596 | COM |
| FIRST TR EXCH TRADED FD III | 5375 | 257647 | MUNI HI INCM ETF |
| INTUITIVE SURGICAL INC | 444 | 251464 | COM NEW |
| FIRST TR EXCH TRADED FD III | 4884 | 249719 | MANAGD MUN ETF |
| BLACKROCK ENHANCED EQUITY DI | 25936 | 245869 | COM |
| ENERGY TRANSFER L P | 14847 | 244828 | COM UT LTD PTN |
| GLOBAL X FDS | 6744 | 244348 | RBTCS ARTFL INTE |
| STARBUCKS CORP | 2884 | 242863 | COM |
| GE VERNOVA INC | 362 | 236592 | COM |
| NEWMONT CORP | 2348 | 234448 | COM |
| ISHARES TR | 600 | 232110 | RUSSELL 3000 ETF |
| ISHARES TR | 3231 | 230726 | EAFE VALUE ETF |
| PINTEREST INC | 8883 | 229981 | CL A |
| HUNTINGTON BANCSHARES INC | 13254 | 229957 | COM |
| J P MORGAN EXCHANGE TRADED F | 3952 | 229712 | NASDAQ EQT PREM |
| AMERICAN TOWER CORP NEW | 1303 | 228792 | COM |
| PIMCO CORPORATE & INCOME OPP | 17458 | 225208 | COM |
| CINTAS CORP | 1174 | 220794 | COM |
| LINDE PLC | 517 | 220444 | SHS |
| ISHARES TR | 2250 | 217980 | S&P MC 400GR ETF |
| PALO ALTO NETWORKS INC | 1180 | 217356 | COM |
| PAYCOM SOFTWARE INC | 1356 | 216158 | COM |
| REPUBLIC SVCS INC | 1018 | 215745 | COM |
| FIDELITY COVINGTON TRUST | 2801 | 211736 | QLTY FCTOR ETF |
| EAGLE POINT CREDIT COMPANY I | 36175 | 208368 | COM |
| LPL FINL HLDGS INC | 583 | 208230 | COM |
| GAMESTOP CORP NEW | 10300 | 206824 | CL A |
| VANGUARD INDEX FDS | 947 | 200603 | SM CP VAL ETF |
| DANAHER CORPORATION | 876 | 200431 | COM |
| XAI OCTAGN FLT RAT & ALT INM | 38800 | 186240 | COM |
| SLR INVESTMENT CORP | 12000 | 185520 | COM |
| BLUE OWL CAPITAL CORPORATION | 14310 | 177869 | COM |
| GOLUB CAP BDC INC | 13066 | 177308 | COM |
| DYNEX CAP INC | 11875 | 166369 | COM |
| CUSHMAN AND WAKEFIELD LTD | 10000 | 161900 | COMMON SHARES |
| LLOYDS BANKING GROUP PLC | 27159 | 143941 | SPONSORED ADR |
| EATON VANCE TAX-MANAGED GLOB | 14534 | 134005 | COM |
| SACHEM CAP CORP | 118940 | 123698 | COM |
| TRIPLEPOINT VENTURE GROWTH B | 13610 | 89009 | COM |
| ARES COML REAL ESTATE CORP | 17000 | 81260 | COM |
| BRIGHTSPIRE CAPITAL INC | 14500 | 81200 | COM CL A |
| MUSTANG BIO INC | 12961 | 12715 | COM |
| WM TECHNOLOGY INC | 12539 | 10346 | COM |
| GENIUS GROUP LTD | 15000 | 8618 | SHS NEW |
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