13F HOLDINGS REPORT

CFO4Life Group, LLC

Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001765380-25-000451

Total Value

$688.0M

Positions

236

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (236)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	145,447	$89.1M	12.95%
2	BLACKROCK ETF TRUST	BLK	734,491	$43.5M	6.32%
3	ISHARES TR	46432F339	178,347	$34.7M	5.04%
4	ISHARES TR	46432F842	385,438	$33.7M	4.89%
5	APPLE INC	AAPL	125,441	$31.9M	4.64%
6	UNITED PARCEL SERVICE INC	UPS	312,084	$26.1M	3.79%
7	MICROSOFT CORP	MSFT	47,151	$24.4M	3.55%
8	WALMART INC	WMT	173,950	$17.9M	2.61%
9	J P MORGAN EXCHANGE TRADED F	46641Q647	330,165	$16.7M	2.42%
10	ISHARES TR	46432F396	62,935	$16.1M	2.35%
11	VICTORY PORTFOLIOS II	92647X830	358,354	$13.4M	1.95%
12	AMAZON COM INC	AMZN	60,682	$13.3M	1.94%
13	VANGUARD MALVERN FDS	922020748	159,930	$12.5M	1.82%
14	NEW YORK LIFE INVTS ACTIVE E	45409F827	473,236	$11.5M	1.67%
15	ISHARES TR	464287804	95,198	$11.3M	1.64%
16	HOME DEPOT INC	HD	25,558	$10.4M	1.51%
17	VISA INC	V	29,165	$10.0M	1.45%
18	J P MORGAN EXCHANGE TRADED F	46641Q332	154,897	$8.8M	1.29%
19	NVIDIA CORPORATION	NVDA	46,929	$8.8M	1.27%
20	VANGUARD INDEX FDS	922908769	26,456	$8.7M	1.26%
21	ISHARES TR	46432F388	68,084	$8.5M	1.24%
22	GOLDMAN SACHS ETF TR	NVGLF	59,299	$7.7M	1.12%
23	MASTERCARD INCORPORATED	MA	13,196	$7.5M	1.09%
24	ALPHABET INC	GOOG	29,415	$7.2M	1.04%
25	ISHARES TR	46432F834	84,379	$7.0M	1.01%
26	ALPHABET INC	GOOG	28,643	$7.0M	1.01%
27	ISHARES TR	464288661	55,522	$6.6M	0.96%
28	DARLING INGREDIENTS INC	DAR	213,212	$6.6M	0.96%
29	META PLATFORMS INC	META	8,162	$6.0M	0.87%
30	GOLDMAN SACHS ETF TR	NVGLF	143,474	$5.9M	0.86%
31	WASTE MGMT INC DEL	94106L109	26,500	$5.9M	0.85%
32	FIDELITY MERRIMACK STR TR	316188309	118,219	$5.5M	0.79%
33	APPLOVIN CORP	APP	7,155	$5.1M	0.75%
34	J P MORGAN EXCHANGE TRADED F	46641Q654	99,044	$5.1M	0.73%
35	VANGUARD MALVERN FDS	922020755	55,086	$4.3M	0.63%
36	HARTFORD FDS EXCHANGE TRADED	41653L305	125,515	$4.3M	0.63%
37	VANGUARD INTL EQUITY INDEX F	922042858	71,934	$3.9M	0.57%
38	BROADCOM INC	AVGO	10,885	$3.6M	0.52%
39	FIRST TR EXCHNG TRADED FD VI	33740F805	80,097	$3.6M	0.52%
40	CSX CORP	CSX	93,994	$3.3M	0.49%
41	BLACKROCK INC	BLK	2,774	$3.2M	0.47%
42	BERKSHIRE HATHAWAY INC DEL	BRK-A	6,412	$3.2M	0.47%
43	TESLA INC	TSLA	6,981	$3.1M	0.45%
44	EXXON MOBIL CORP	XOM	27,318	$3.1M	0.45%
45	JPMORGAN CHASE & CO.	VYLD	9,684	$3.1M	0.44%
46	BERKSHIRE HATHAWAY INC DEL	BRK-A	4	$3.0M	0.44%
47	PROCTER AND GAMBLE CO	742718109	17,768	$2.7M	0.40%
48	SPDR S&P 500 ETF TR	SPY	3,783	$2.5M	0.37%
49	T-MOBILE US INC	TMUSZ	8,565	$2.1M	0.30%
50	JOHNSON & JOHNSON	JNJ	10,855	$2.0M	0.29%
51	J P MORGAN EXCHANGE TRADED F	46641Q837	39,610	$2.0M	0.29%
52	INVESCO QQQ TR	IVZ	3,317	$2.0M	0.29%
53	CISCO SYS INC	CSCO	28,311	$1.9M	0.28%
54	PEPSICO INC	PEP	13,754	$1.9M	0.28%
55	PROSPERITY BANCSHARES INC	PB	29,096	$1.9M	0.28%
56	LENNOX INTL INC	526107107	3,433	$1.8M	0.26%
57	BLACKSTONE SECD LENDING FD	BX	66,943	$1.7M	0.25%
58	AMPLIFY ETF TR	032108409	34,675	$1.5M	0.22%
59	ISHARES TR	464287663	15,423	$1.5M	0.22%
60	TEXAS INSTRS INC	882508104	8,377	$1.5M	0.22%
61	VANGUARD TAX-MANAGED FDS	921943858	24,978	$1.5M	0.22%
62	ELI LILLY & CO	LLY	1,841	$1.4M	0.20%
63	PALANTIR TECHNOLOGIES INC	PLTR	7,555	$1.4M	0.20%
64	ISHARES TR	46434V860	24,206	$1.2M	0.18%
65	BOOKING HOLDINGS INC	BKNG	217	$1.2M	0.17%
66	ISHARES TR	464287200	1,738	$1.2M	0.17%
67	ISHARES TR	46429B697	12,221	$1.2M	0.17%
68	COSTCO WHSL CORP NEW	22160K105	1,226	$1.1M	0.16%
69	CONOCOPHILLIPS	COP	11,626	$1.1M	0.16%
70	AMERICAN EXPRESS CO	AXP	3,285	$1.1M	0.16%
71	VANGUARD MUN BD FDS	922907746	21,651	$1.1M	0.16%
72	KLA CORP	KLAC	987	$1.1M	0.15%
73	COCA COLA CO	KO	15,796	$1.0M	0.15%
74	EMCOR GROUP INC	EME	1,546	$1.0M	0.15%
75	ORACLE CORP	ORCL-PD	3,564	$1.0M	0.15%
76	PIMCO ETF TR	72201R775	10,008	$934,247	0.14%
77	EATON VANCE TAX MNGED BUY WR	ETN	61,769	$926,538	0.13%
78	MPLX LP	MPLXP	18,500	$924,075	0.13%
79	DISNEY WALT CO	254687106	7,894	$903,820	0.13%
80	UNITEDHEALTH GROUP INC	UNH	2,589	$894,064	0.13%
81	UNION PAC CORP	UNP	3,754	$887,449	0.13%
82	ISHARES TR	464287614	1,862	$872,229	0.13%
83	ENTERPRISE PRODS PARTNERS L	293792107	27,449	$858,339	0.12%
84	UBER TECHNOLOGIES INC	UBER	8,752	$857,433	0.12%
85	BANK AMERICA CORP	060505104	16,425	$847,358	0.12%
86	AMPHENOL CORP NEW	032095101	6,834	$845,708	0.12%
87	PROGRESSIVE CORP	743315103	3,417	$843,945	0.12%
88	NORTHERN TR CORP	NTRSO	6,250	$841,309	0.12%
89	AT&T INC	T-PC	28,391	$801,751	0.12%
90	HARTFORD INSURANCE GROUP INC	HIG-PG	5,962	$795,223	0.12%
91	ABBVIE INC	ABBV	3,378	$782,142	0.11%
92	NEW YORK LIFE INVTS ACTIVE E	45409F843	32,441	$772,424	0.11%
93	INNOVATOR ETFS TRUST	INHD	23,161	$760,144	0.11%
94	VANGUARD INDEX FDS	922908736	1,580	$757,885	0.11%
95	BLACKROCK ENHANCED LARGE CAP	BLK	32,758	$753,434	0.11%
96	CITIGROUP INC	C-PR	7,199	$730,688	0.11%
97	NOVARTIS AG	NVSEF	5,697	$730,636	0.11%
98	CHEVRON CORP NEW	CVX	4,689	$728,127	0.11%
99	RESMED INC	RSMDF	2,649	$725,237	0.11%
100	VEEVA SYS INC	VEEV	2,335	$695,620	0.10%
101	REDDIT INC	RDDT	3,005	$691,120	0.10%
102	PFIZER INC	PFE	26,803	$682,931	0.10%
103	WELLS FARGO CO NEW	949746101	8,049	$674,708	0.10%
104	PHILIP MORRIS INTL INC	718172109	4,151	$673,304	0.10%
105	ENBRIDGE INC	ENNPF	13,324	$672,321	0.10%
106	LOCKHEED MARTIN CORP	LMT	1,346	$671,816	0.10%
107	ISHARES TR	464287150	4,600	$669,990	0.10%
108	ALTRIA GROUP INC	MO	10,043	$663,423	0.10%
109	ISHARES TR	46434V613	14,018	$654,772	0.10%
110	EQT CORP	EQT	11,909	$648,196	0.09%
111	BLOOM ENERGY CORP	BE	7,541	$637,742	0.09%
112	THE CIGNA GROUP	125523100	2,204	$635,248	0.09%
113	ISHARES TR	464288414	5,912	$629,569	0.09%
114	VANECK ETF TRUST	92189F536	35,830	$626,308	0.09%
115	VANECK ETF TRUST	92189F411	41,650	$622,252	0.09%
116	PINTEREST INC	PINS	18,493	$594,920	0.09%
117	SPDR GOLD TR	GLD	1,622	$576,572	0.08%
118	TAIWAN SEMICONDUCTOR MFG LTD	874039100	2,008	$560,806	0.08%
119	INTEL CORP	INTC	16,419	$550,847	0.08%
120	AMGEN INC	AMGN	1,940	$547,331	0.08%
121	NETFLIX INC	NFLX	454	$544,310	0.08%
122	SOUTHSTATE BK CORP	84472E102	5,485	$542,267	0.08%
123	FIDELITY WISE ORIGIN BITCOIN	FBTC	5,223	$521,308	0.08%
124	CORE SCIENTIFIC INC NEW	21874A106	29,037	$520,924	0.08%
125	VERIZON COMMUNICATIONS INC	VZ	11,595	$509,606	0.07%
126	MCDONALDS CORP	MCD	1,669	$507,270	0.07%
127	INVESCO EXCH TRADED FD TR II	IVZ	6,884	$505,859	0.07%
128	PAYCOM SOFTWARE INC	PAYC	2,392	$497,935	0.07%
129	CARRIER GLOBAL CORPORATION	CARR	8,001	$477,669	0.07%
130	UGI CORP NEW	902681105	14,261	$474,321	0.07%
131	VANECK ETF TRUST	92189F643	4,685	$464,368	0.07%
132	GOLDMAN SACHS ETF TR	NVGLF	8,848	$464,168	0.07%
133	VANGUARD INTL EQUITY INDEX F	922042742	3,326	$458,372	0.07%
134	GOLDMAN SACHS GROUP INC	GSCE	570	$453,648	0.07%
135	BAIN CAP SPECIALTY FIN INC	05684B107	31,813	$453,342	0.07%
136	ISHARES BITCOIN TRUST ETF	IBIT	6,937	$450,905	0.07%
137	INVESCO EXCHANGE TRADED FD T	IVZ	6,152	$450,880	0.07%
138	KINDER MORGAN INC DEL	EP-PC	15,238	$431,388	0.06%
139	ADVANCED MICRO DEVICES INC	AMD	2,662	$430,685	0.06%
140	LOWES COS INC	548661107	1,675	$420,878	0.06%
141	GILEAD SCIENCES INC	GILD	3,780	$419,576	0.06%
142	CENCORA INC	COR	1,313	$410,488	0.06%
143	ISHARES INC	46434G103	5,978	$394,058	0.06%
144	FEDEX CORP	FDX	1,669	$393,565	0.06%
145	BOEING CO	BA-PA	1,820	$392,821	0.06%
146	INTERNATIONAL BUSINESS MACHS	INTR	1,382	$389,965	0.06%
147	PIMCO DYNAMIC INCOME FD	72201Y101	19,632	$388,714	0.06%
148	GE AEROSPACE	369604301	1,287	$387,297	0.06%
149	SCHWAB CHARLES CORP	SCHW-PJ	4,014	$383,200	0.06%
150	ISHARES TR	464289875	7,935	$377,547	0.05%
151	DUKE ENERGY CORP NEW	DUKB	2,979	$368,655	0.05%
152	SCHWAB STRATEGIC TR	808524201	13,962	$367,766	0.05%
153	RTX CORPORATION	RTX	2,172	$363,512	0.05%
154	SERVICENOW INC	NOW	389	$357,989	0.05%
155	INVESCO EXCHANGE TRADED FD T	IVZ	1,864	$353,592	0.05%
156	DELL TECHNOLOGIES INC	DELL	2,493	$353,415	0.05%
157	VANGUARD SPECIALIZED FUNDS	921908844	1,635	$352,885	0.05%
158	VANGUARD STAR FDS	921909768	4,781	$351,178	0.05%
159	VISTRA CORP	VST	1,770	$346,832	0.05%
160	GOLDMAN SACHS ETF TR	NVGLF	6,366	$332,496	0.05%
161	DBX ETF TR	233051200	7,079	$328,602	0.05%
162	GLOBAL X FDS	37954Y657	16,888	$328,138	0.05%
163	PHILLIPS 66	PSX	2,394	$325,684	0.05%
164	INDEPENDENCE RLTY TR INC	45378A106	19,471	$319,132	0.05%
165	LINDE PLC	LIN	669	$317,775	0.05%
166	LAMAR ADVERTISING CO NEW	LAMR	2,550	$312,115	0.05%
167	FS KKR CAP CORP	FSK	20,676	$308,688	0.04%
168	LAM RESEARCH CORP	LRCX	2,288	$306,414	0.04%
169	ABBOTT LABS	ABLZF	2,288	$306,392	0.04%
170	TIDAL TRUST II	88634T493	21,614	$301,727	0.04%
171	KITE RLTY GROUP TR	49803T300	13,379	$298,353	0.04%
172	CATERPILLAR INC	CAT	611	$291,539	0.04%
173	APPLIED MATLS INC	038222105	1,413	$289,298	0.04%
174	BLUE OWL CAPITAL CORPORATION	OWL	22,546	$287,909	0.04%
175	VALERO ENERGY CORP	VLO	1,685	$286,874	0.04%
176	ISHARES TR	46434V381	3,961	$284,956	0.04%
177	FIDELITY COVINGTON TRUST	316092782	4,132	$284,601	0.04%
178	GAMESTOP CORP NEW	GME-WT	10,201	$278,283	0.04%
179	ISHARES TR	464288687	8,709	$275,373	0.04%
180	STARBUCKS CORP	SBUX	3,233	$273,506	0.04%
181	VANGUARD BD INDEX FDS	921937835	3,663	$272,420	0.04%
182	J P MORGAN EXCHANGE TRADED F	46654Q203	4,715	$271,197	0.04%
183	ISHARES TR	464287168	1,900	$269,990	0.04%
184	INVESCO EXCH TRADED FD TR II	IVZ	6,552	$269,364	0.04%
185	HOME BANCSHARES INC	HOMB	9,511	$269,161	0.04%
186	MORGAN STANLEY	MS-PQ	1,688	$268,350	0.04%
187	INTUIT	INTU	390	$266,335	0.04%
188	SELECT SECTOR SPDR TR	81369Y803	944	$266,076	0.04%
189	VANGUARD INDEX FDS	922908637	845	$260,142	0.04%
190	MCKESSON CORP	MCK	336	$259,573	0.04%
191	AMERICAN TOWER CORP NEW	03027X100	1,346	$258,931	0.04%
192	AGNC INVT CORP	00123Q104	26,129	$255,803	0.04%
193	FIRST TR EXCH TRADED FD III	33739P301	5,375	$255,366	0.04%
194	SCHWAB STRATEGIC TR	808524755	5,908	$253,787	0.04%
195	PIMCO CORPORATE & INCOME OPP	PTY	17,458	$252,094	0.04%
196	SOUTHERN CO	SOMN	2,653	$251,462	0.04%
197	ENERGY TRANSFER L P	ET-PI	14,635	$251,137	0.04%
198	OXFORD LANE CAP CORP	OXLCZ	14,682	$248,566	0.04%
199	REPUBLIC SVCS INC	760759100	1,073	$246,232	0.04%
200	GLOBAL X FDS	37954Y715	6,744	$238,953	0.03%
201	ISHARES TR	464287655	982	$237,711	0.03%
202	ISHARES TR	464287689	615	$233,048	0.03%
203	UNITED RENTALS INC	URI	240	$229,118	0.03%
204	BLACKROCK ENHANCED EQUITY DI	BLK	25,125	$228,887	0.03%
205	MERCK & CO INC	MRK	2,721	$228,374	0.03%
206	ISHARES SILVER TR	SLV	5,390	$228,374	0.03%
207	AMERICAN AIRLS GROUP INC	02376R102	20,261	$227,734	0.03%
208	ISHARES TR	464288877	3,352	$227,366	0.03%
209	ASML HOLDING N V	ASMLF	230	$222,661	0.03%
210	GE VERNOVA INC	GEV	360	$221,364	0.03%
211	FIRST TR EXCH TRADED FD III	33739N108	4,355	$220,818	0.03%
212	CINTAS CORP	CTAS	1,075	$220,655	0.03%
213	THERMO FISHER SCIENTIFIC INC	TMO	450	$218,259	0.03%
214	ISHARES TR	464287606	2,250	$215,753	0.03%
215	PALO ALTO NETWORKS INC	PANW	1,037	$211,154	0.03%
216	FIDELITY COVINGTON TRUST	316092790	2,793	$208,699	0.03%
217	VERITEX HLDGS INC	923451108	6,202	$207,963	0.03%
218	XAI OCTAGN FLT RAT & ALT INM	98400T106	38,800	$205,640	0.03%
219	MARVELL TECHNOLOGY INC	MRVL	2,402	$201,936	0.03%
220	SLR INVESTMENT CORP	SLRC	12,000	$183,480	0.03%
221	GOLUB CAP BDC INC	38173M102	12,752	$174,573	0.03%
222	CUSHMAN WAKEFIELD PLC	CWK	10,305	$164,056	0.02%
223	EAGLE POINT CREDIT COMPANY I	ECCW	23,475	$155,170	0.02%
224	DYNEX CAP INC	DX-PC	11,875	$145,944	0.02%
225	LLOYDS BANKING GROUP PLC	LLOBF	30,263	$137,393	0.02%
226	SACHEM CAP CORP	SCCG	118,940	$132,023	0.02%
227	EATON VANCE TAX-MANAGED GLOB	ETN	14,222	$128,712	0.02%
228	TELEFONAKTIEBOLAGET LM ERICS	294821608	14,413	$119,196	0.02%
229	BRIGHTSPIRE CAPITAL INC	BRSP	14,500	$78,735	0.01%
230	TRIPLEPOINT VENTURE GROWTH B	TPVG	13,610	$78,530	0.01%
231	ARES COML REAL ESTATE CORP	04013V108	17,000	$76,670	0.01%
232	AMC ENTMT HLDGS INC	00165C302	10,649	$30,882	0.00%
233	MUSTANG BIO INC	MBIO	10,461	$15,901	0.00%
234	GENIUS GROUP LTD	GNS	15,000	$14,475	0.00%
235	GAMESTOP CORP NEW	GME-WT	5,000	$3,498	0.00%
236	GAMESTOP CORP NEW	GME-WT	5,000	$2,925	0.00%