CFO4Life Group, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$701.5M
Holdings
242
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (242 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 143,379 | $89.9M | 12.82% | |
| 2 | DYNFBLACKROCK ETF TRUST | 726,833 | $44.2M | 6.30% | |
| 3 | QUALISHARES TR | 176,230 | $35.0M | 4.99% | |
| 4 | AQLTISHARES TR | 385,486 | $34.5M | 4.92% | |
| 5 | AAPLAPPLE INC | 124,846 | $33.9M | 4.84% | |
| 6 | UPSUNITED PARCEL SERVICE INC | 311,760 | $30.9M | 4.41% | |
| 7 | MSFTMICROSOFT CORP | 45,612 | $22.1M | 3.14% | |
| 8 | JMUBJ P MORGAN EXCHANGE TRADED F | 323,198 | $16.3M | 2.33% | |
| 9 | MTUMISHARES TR | 61,225 | $15.3M | 2.18% | |
| 10 | VUSBVANGUARD BD INDEX FDS | 296,102 | $14.8M | 2.10% | |
| 11 | AMZNAMAZON COM INC | 61,186 | $14.1M | 2.01% | |
| 12 | VFLOVICTORY PORTFOLIOS II | 356,476 | $14.0M | 2.00% | |
| 13 | VCRBVANGUARD MALVERN FDS | 163,312 | $12.7M | 1.81% | |
| 14 | MMITNEW YORK LIFE INVTS ACTIVE E | 476,879 | $11.6M | 1.65% | |
| 15 | IJRISHARES TR | 93,237 | $11.2M | 1.60% | |
| 16 | VVISA INC | 28,739 | $10.1M | 1.44% | |
| 17 | GOOGALPHABET INC | 29,560 | $9.3M | 1.32% | |
| 18 | GOOGLALPHABET INC | 28,996 | $9.1M | 1.29% | |
| 19 | VTIVANGUARD INDEX FDS | 26,461 | $8.9M | 1.26% | |
| 20 | VLUEISHARES TR | 64,733 | $8.8M | 1.26% | |
| 21 | HDHOME DEPOT INC | 25,180 | $8.7M | 1.23% | |
| 22 | NVDANVIDIA CORPORATION | 45,580 | $8.5M | 1.21% | |
| 23 | JEPIJ P MORGAN EXCHANGE TRADED F | 143,531 | $8.2M | 1.17% | |
| 24 | DARDARLING INGREDIENTS INC | 211,085 | $7.6M | 1.08% | |
| 25 | MAMASTERCARD INCORPORATED | 13,198 | $7.5M | 1.07% | |
| 26 | GSLCGOLDMAN SACHS ETF TR | 56,836 | $7.5M | 1.07% | |
| 27 | IXUSISHARES TR | 80,369 | $6.8M | 0.97% | |
| 28 | WMTWALMART INC | 59,221 | $6.6M | 0.94% | |
| 29 | IEIISHARES TR | 50,689 | $6.0M | 0.86% | |
| 30 | GSIEGOLDMAN SACHS ETF TR | 136,991 | $5.9M | 0.84% | |
| 31 | WMWASTE MGMT INC DEL | 26,462 | $5.8M | 0.83% | |
| 32 | METAMETA PLATFORMS INC | 8,306 | $5.5M | 0.78% | |
| 33 | FBNDFIDELITY MERRIMACK STR TR | 112,949 | $5.2M | 0.74% | |
| 34 | JMSTJ P MORGAN EXCHANGE TRADED F | 93,476 | $4.8M | 0.68% | |
| 35 | AVGOBROADCOM INC | 13,173 | $4.6M | 0.65% | |
| 36 | APPAPPLOVIN CORP | 6,314 | $4.3M | 0.61% | |
| 37 | VPLSVANGUARD MALVERN FDS | 53,148 | $4.2M | 0.59% | |
| 38 | HTRBHARTFORD FDS EXCHANGE TRADED | 119,821 | $4.1M | 0.58% | |
| 39 | VWOVANGUARD INTL EQUITY INDEX F | 70,461 | $3.8M | 0.54% | |
| 40 | CSXCSX CORP | 94,037 | $3.4M | 0.49% | |
| 41 | FIXDFIRST TR EXCHNG TRADED FD VI | 75,543 | $3.3M | 0.48% | |
| 42 | XOMEXXON MOBIL CORP | 26,811 | $3.2M | 0.46% | |
| 43 | TSLATESLA INC | 7,095 | $3.2M | 0.45% | |
| 44 | JPMJPMORGAN CHASE & CO. | 9,729 | $3.1M | 0.45% | |
| 45 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.0M | 0.43% | |
| 46 | BLKBLACKROCK INC | 2,768 | $3.0M | 0.42% | |
| 47 | SPYSPDR S&P 500 ETF TR | 3,767 | $2.6M | 0.37% | |
| 48 | LIILENNOX INTL INC | 5,230 | $2.5M | 0.36% | |
| 49 | PGPROCTER AND GAMBLE CO | 17,080 | $2.4M | 0.35% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,733 | $2.4M | 0.34% | |
| 51 | JNJJOHNSON & JOHNSON | 10,715 | $2.2M | 0.32% | |
| 52 | CSCOCISCO SYS INC | 28,374 | $2.2M | 0.31% | |
| 53 | VGSHVANGUARD SCOTTSDALE FDS | 35,742 | $2.1M | 0.30% | |
| 54 | PBPROSPERITY BANCSHARES INC | 29,202 | $2.0M | 0.29% | |
| 55 | LLYELI LILLY & CO | 1,875 | $2.0M | 0.29% | |
| 56 | JPSTJ P MORGAN EXCHANGE TRADED F | 39,466 | $2.0M | 0.28% | |
| 57 | PEPPEPSICO INC | 13,588 | $1.9M | 0.28% | |
| 58 | NDQINVESCO QQQ TR | 2,927 | $1.8M | 0.26% | |
| 59 | BXSLBLACKSTONE SECD LENDING FD | 67,573 | $1.8M | 0.25% | |
| 60 | IUSVISHARES TR | 15,506 | $1.6M | 0.23% | |
| 61 | VEAVANGUARD TAX-MANAGED FDS | 25,335 | $1.6M | 0.23% | |
| 62 | DIVOAMPLIFY ETF TR | 35,458 | $1.6M | 0.22% | |
| 63 | TMUST-MOBILE US INC | 7,391 | $1.5M | 0.21% | |
| 64 | TXNTEXAS INSTRS INC | 8,288 | $1.4M | 0.20% | |
| 65 | COSTCOSTCO WHSL CORP NEW | 1,467 | $1.3M | 0.18% | |
| 66 | PLTRPALANTIR TECHNOLOGIES INC | 6,951 | $1.2M | 0.18% | |
| 67 | KLACKLA CORP | 958 | $1.2M | 0.17% | |
| 68 | BKNGBOOKING HOLDINGS INC | 216 | $1.2M | 0.17% | |
| 69 | AXPAMERICAN EXPRESS CO | 3,119 | $1.2M | 0.16% | |
| 70 | VTEBVANGUARD MUN BD FDS | 22,561 | $1.1M | 0.16% | |
| 71 | USMVISHARES TR | 11,768 | $1.1M | 0.16% | |
| 72 | DDTOINNOVATOR ETFS TRUST | 32,411 | $1.1M | 0.15% | |
| 73 | KOCOCA COLA CO | 15,460 | $1.1M | 0.15% | |
| 74 | COPCONOCOPHILLIPS | 11,471 | $1.1M | 0.15% | |
| 75 | MPLXMPLX LP | 18,500 | $987K | 0.14% | |
| 76 | BONDPIMCO ETF TR | 10,008 | $931K | 0.13% | |
| 77 | EMEEMCOR GROUP INC | 1,510 | $923K | 0.13% | |
| 78 | APHAMPHENOL CORP NEW | 6,707 | $906K | 0.13% | |
| 79 | TFLOISHARES TR | 17,552 | $885K | 0.13% | |
| 80 | EPDENTERPRISE PRODS PARTNERS L | 27,534 | $882K | 0.13% | |
| 81 | UNPUNION PAC CORP | 3,744 | $865K | 0.12% | |
| 82 | TRVCCITIGROUP INC | 7,324 | $854K | 0.12% | |
| 83 | UNHUNITEDHEALTH GROUP INC | 2,545 | $840K | 0.12% | |
| 84 | PGRPROGRESSIVE CORP | 3,656 | $832K | 0.12% | |
| 85 | DISDISNEY WALT CO | 7,280 | $828K | 0.12% | |
| 86 | BACBANK AMERICA CORP | 15,054 | $827K | 0.12% | |
| 87 | NTRSNORTHERN TR CORP | 5,965 | $814K | 0.12% | |
| 88 | HIGHARTFORD INSURANCE GROUP INC | 5,889 | $811K | 0.12% | |
| 89 | MMINNEW YORK LIFE INVTS ACTIVE E | 33,441 | $800K | 0.11% | |
| 90 | NVSNNOVARTIS AG | 5,709 | $787K | 0.11% | |
| 91 | CIIBLACKROCK ENHANCED LARGE CAP | 33,115 | $773K | 0.11% | |
| 92 | VUGVANGUARD INDEX FDS | 1,583 | $772K | 0.11% | |
| 93 | ABBVABBVIE INC | 3,345 | $764K | 0.11% | |
| 94 | UBERUBER TECHNOLOGIES INC | 9,195 | $751K | 0.11% | |
| 95 | ETBEATON VANCE TAX MNGED BUY WR | 47,987 | $732K | 0.10% | |
| 96 | CVXCHEVRON CORP NEW | 4,600 | $701K | 0.10% | |
| 97 | TAT&T INC | 27,987 | $695K | 0.10% | |
| 98 | IVVISHARES TR | 1,002 | $686K | 0.10% | |
| 99 | ITOTISHARES TR | 4,600 | $683K | 0.10% | |
| 100 | 4I1PHILIP MORRIS INTL INC | 4,212 | $675K | 0.10% |
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