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 |
|---|---|---|---|---|---|
| 201 | ISRGINTUITIVE SURGICAL INC | 444 | $251K | 0.04% | |
| 202 | FMBFIRST TR EXCH TRADED FD III | 4,884 | $249K | 0.04% | |
| 203 | BDJBLACKROCK ENHANCED EQUITY DI | 25,936 | $245K | 0.03% | |
| 204 | BOTZGLOBAL X FDS | 6,744 | $244K | 0.03% | |
| 205 | ETENERGY TRANSFER L P | 14,847 | $244K | 0.03% | |
| 206 | SBUXSTARBUCKS CORP | 2,884 | $242K | 0.03% | |
| 207 | GEVGE VERNOVA INC | 362 | $236K | 0.03% | |
| 208 | NEMNEWMONT CORP | 2,348 | $234K | 0.03% | |
| 209 | IWVISHARES TR | 600 | $232K | 0.03% | |
| 210 | EFVISHARES TR | 3,231 | $230K | 0.03% | |
| 211 | PINSPINTEREST INC | 8,883 | $229K | 0.03% | |
| 212 | HBANHUNTINGTON BANCSHARES INC | 13,254 | $229K | 0.03% | |
| 213 | JEPQJ P MORGAN EXCHANGE TRADED F | 3,952 | $229K | 0.03% | |
| 214 | AMTAMERICAN TOWER CORP NEW | 1,303 | $228K | 0.03% | |
| 215 | PTYPIMCO CORPORATE & INCOME OPP | 17,458 | $225K | 0.03% | |
| 216 | LINLINDE PLC | 517 | $220K | 0.03% | |
| 217 | CITCINTAS CORP | 1,174 | $220K | 0.03% | |
| 218 | IJKISHARES TR | 2,250 | $217K | 0.03% | |
| 219 | PANWPALO ALTO NETWORKS INC | 1,180 | $217K | 0.03% | |
| 220 | PAYCPAYCOM SOFTWARE INC | 1,356 | $216K | 0.03% | |
| 221 | RSGREPUBLIC SVCS INC | 1,018 | $215K | 0.03% | |
| 222 | FQALFIDELITY COVINGTON TRUST | 2,801 | $211K | 0.03% | |
| 223 | LPLALPL FINL HLDGS INC | 583 | $208K | 0.03% | |
| 224 | ECCEAGLE POINT CREDIT COMPANY I | 36,175 | $208K | 0.03% | |
| 225 | GMEGAMESTOP CORP NEW | 10,300 | $206K | 0.03% | |
| 226 | DHRDANAHER CORPORATION | 876 | $200K | 0.03% | |
| 227 | VBRVANGUARD INDEX FDS | 947 | $200K | 0.03% | |
| 228 | XFLTXAI OCTAGN FLT RAT & ALT INM | 38,800 | $186K | 0.03% | |
| 229 | SLRCSLR INVESTMENT CORP | 12,000 | $185K | 0.03% | |
| 230 | GBDCGOLUB CAP BDC INC | 13,066 | $177K | 0.03% | |
| 231 | OBDCBLUE OWL CAPITAL CORPORATION | 14,310 | $177K | 0.03% | |
| 232 | DYT1DYNEX CAP INC | 11,875 | $166K | 0.02% | |
| 233 | CWKCUSHMAN AND WAKEFIELD LTD | 10,000 | $161K | 0.02% | |
| 234 | LYGLLOYDS BANKING GROUP PLC | 27,159 | $143K | 0.02% | |
| 235 | ETWEATON VANCE TAX-MANAGED GLOB | 14,534 | $134K | 0.02% | |
| 236 | SACHSACHEM CAP CORP | 118,940 | $123K | 0.02% | |
| 237 | TPVGTRIPLEPOINT VENTURE GROWTH B | 13,610 | $89K | 0.01% | |
| 238 | BRSPBRIGHTSPIRE CAPITAL INC | 14,500 | $81K | 0.01% | |
| 239 | ACREARES COML REAL ESTATE CORP | 17,000 | $81K | 0.01% | |
| 240 | MBIOMUSTANG BIO INC | 12,961 | $12K | 0.00% | |
| 241 | MAPSWM TECHNOLOGY INC | 12,539 | $10K | 0.00% | |
| 242 | GNSGENIUS GROUP LTD | 15,000 | $8K | 0.00% |
PreviousPage 3 of 3