13F HOLDINGS REPORT

CFO4Life Group, LLC

Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001765380-26-000075

Total Value

$701.5M

Positions

242

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (242)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	143,379	$89.9M	12.82%
2	BLACKROCK ETF TRUST	BLK	726,833	$44.2M	6.30%
3	ISHARES TR	46432F339	176,230	$35.0M	4.99%
4	ISHARES TR	46432F842	385,486	$34.5M	4.92%
5	APPLE INC	AAPL	124,846	$33.9M	4.84%
6	UNITED PARCEL SERVICE INC	UPS	311,760	$30.9M	4.41%
7	MICROSOFT CORP	MSFT	45,612	$22.1M	3.14%
8	J P MORGAN EXCHANGE TRADED F	46641Q647	323,198	$16.3M	2.33%
9	ISHARES TR	46432F396	61,225	$15.3M	2.18%
10	VANGUARD BD INDEX FDS	92203C303	296,102	$14.8M	2.10%
11	AMAZON COM INC	AMZN	61,186	$14.1M	2.01%
12	VICTORY PORTFOLIOS II	92647X830	356,476	$14.0M	2.00%
13	VANGUARD MALVERN FDS	922020748	163,312	$12.7M	1.81%
14	NEW YORK LIFE INVTS ACTIVE E	45409F827	476,879	$11.6M	1.65%
15	ISHARES TR	464287804	93,237	$11.2M	1.60%
16	VISA INC	V	28,739	$10.1M	1.44%
17	ALPHABET INC	GOOG	29,560	$9.3M	1.32%
18	ALPHABET INC	GOOG	28,996	$9.1M	1.29%
19	VANGUARD INDEX FDS	922908769	26,461	$8.9M	1.26%
20	ISHARES TR	46432F388	64,733	$8.9M	1.26%
21	HOME DEPOT INC	HD	25,180	$8.7M	1.24%
22	NVIDIA CORPORATION	NVDA	45,580	$8.5M	1.21%
23	J P MORGAN EXCHANGE TRADED F	46641Q332	143,531	$8.2M	1.17%
24	DARLING INGREDIENTS INC	DAR	211,085	$7.6M	1.08%
25	MASTERCARD INCORPORATED	MA	13,198	$7.5M	1.07%
26	GOLDMAN SACHS ETF TR	NVGLF	56,836	$7.5M	1.07%
27	ISHARES TR	46432F834	80,369	$6.8M	0.97%
28	WALMART INC	WMT	59,221	$6.6M	0.94%
29	ISHARES TR	464288661	50,689	$6.0M	0.86%
30	GOLDMAN SACHS ETF TR	NVGLF	136,991	$5.9M	0.84%
31	WASTE MGMT INC DEL	94106L109	26,462	$5.8M	0.83%
32	META PLATFORMS INC	META	8,306	$5.5M	0.78%
33	FIDELITY MERRIMACK STR TR	316188309	112,949	$5.2M	0.74%
34	J P MORGAN EXCHANGE TRADED F	46641Q654	93,476	$4.8M	0.68%
35	BROADCOM INC	AVGO	13,173	$4.6M	0.65%
36	APPLOVIN CORP	APP	6,314	$4.3M	0.61%
37	VANGUARD MALVERN FDS	922020755	53,148	$4.2M	0.59%
38	HARTFORD FDS EXCHANGE TRADED	41653L305	119,821	$4.1M	0.58%
39	VANGUARD INTL EQUITY INDEX F	922042858	70,461	$3.8M	0.54%
40	CSX CORP	CSX	94,037	$3.4M	0.49%
41	FIRST TR EXCHNG TRADED FD VI	33740F805	75,543	$3.3M	0.48%
42	EXXON MOBIL CORP	XOM	26,811	$3.2M	0.46%
43	TESLA INC	TSLA	7,095	$3.2M	0.45%
44	JPMORGAN CHASE & CO.	VYLD	9,729	$3.1M	0.45%
45	BERKSHIRE HATHAWAY INC DEL	BRK-A	4	$3.0M	0.43%
46	BLACKROCK INC	BLK	2,768	$3.0M	0.42%
47	SPDR S&P 500 ETF TR	SPY	3,767	$2.6M	0.37%
48	LENNOX INTL INC	526107107	5,230	$2.5M	0.36%
49	PROCTER AND GAMBLE CO	742718109	17,080	$2.4M	0.35%
50	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,733	$2.4M	0.34%
51	JOHNSON & JOHNSON	JNJ	10,715	$2.2M	0.32%
52	CISCO SYS INC	CSCO	28,374	$2.2M	0.31%
53	VANGUARD SCOTTSDALE FDS	92206C102	35,742	$2.1M	0.30%
54	PROSPERITY BANCSHARES INC	PB	29,202	$2.0M	0.29%
55	ELI LILLY & CO	LLY	1,875	$2.0M	0.29%
56	J P MORGAN EXCHANGE TRADED F	46641Q837	39,466	$2.0M	0.28%
57	PEPSICO INC	PEP	13,588	$2.0M	0.28%
58	INVESCO QQQ TR	IVZ	2,927	$1.8M	0.26%
59	BLACKSTONE SECD LENDING FD	BX	67,573	$1.8M	0.25%
60	ISHARES TR	464287663	15,506	$1.6M	0.23%
61	VANGUARD TAX-MANAGED FDS	921943858	25,335	$1.6M	0.23%
62	AMPLIFY ETF TR	032108409	35,458	$1.6M	0.22%
63	T-MOBILE US INC	TMUSZ	7,391	$1.5M	0.21%
64	TEXAS INSTRS INC	882508104	8,288	$1.4M	0.20%
65	COSTCO WHSL CORP NEW	22160K105	1,467	$1.3M	0.18%
66	PALANTIR TECHNOLOGIES INC	PLTR	6,951	$1.2M	0.18%
67	KLA CORP	KLAC	958	$1.2M	0.17%
68	BOOKING HOLDINGS INC	BKNG	216	$1.2M	0.17%
69	AMERICAN EXPRESS CO	AXP	3,119	$1.2M	0.16%
70	VANGUARD MUN BD FDS	922907746	22,561	$1.1M	0.16%
71	ISHARES TR	46429B697	11,768	$1.1M	0.16%
72	INNOVATOR ETFS TRUST	INHD	32,411	$1.1M	0.15%
73	COCA COLA CO	KO	15,460	$1.1M	0.15%
74	CONOCOPHILLIPS	COP	11,471	$1.1M	0.15%
75	MPLX LP	MPLXP	18,500	$987,345	0.14%
76	PIMCO ETF TR	72201R775	10,008	$931,545	0.13%
77	EMCOR GROUP INC	EME	1,510	$923,538	0.13%
78	AMPHENOL CORP NEW	032095101	6,707	$906,384	0.13%
79	ISHARES TR	46434V860	17,552	$885,674	0.13%
80	ENTERPRISE PRODS PARTNERS L	293792107	27,534	$882,740	0.13%
81	UNION PAC CORP	UNP	3,744	$865,992	0.12%
82	CITIGROUP INC	C-PR	7,324	$854,678	0.12%
83	UNITEDHEALTH GROUP INC	UNH	2,545	$840,258	0.12%
84	PROGRESSIVE CORP	743315103	3,656	$832,461	0.12%
85	DISNEY WALT CO	254687106	7,280	$828,218	0.12%
86	BANK AMERICA CORP	060505104	15,054	$827,951	0.12%
87	NORTHERN TR CORP	NTRSO	5,965	$814,755	0.12%
88	HARTFORD INSURANCE GROUP INC	HIG-PG	5,889	$811,516	0.12%
89	NEW YORK LIFE INVTS ACTIVE E	45409F843	33,441	$800,589	0.11%
90	NOVARTIS AG	NVSEF	5,709	$787,157	0.11%
91	BLACKROCK ENHANCED LARGE CAP	BLK	33,115	$773,887	0.11%
92	VANGUARD INDEX FDS	922908736	1,583	$772,260	0.11%
93	ABBVIE INC	ABBV	3,345	$764,299	0.11%
94	UBER TECHNOLOGIES INC	UBER	9,195	$751,323	0.11%
95	EATON VANCE TAX MNGED BUY WR	ETN	47,987	$732,755	0.10%
96	CHEVRON CORP NEW	CVX	4,600	$701,139	0.10%
97	AT&T INC	T-PC	27,987	$695,201	0.10%
98	ISHARES TR	464287200	1,002	$686,309	0.10%
99	ISHARES TR	464287150	4,600	$683,974	0.10%
100	PHILIP MORRIS INTL INC	718172109	4,212	$675,562	0.10%
101	PFIZER INC	PFE	26,996	$672,210	0.10%
102	WELLS FARGO CO NEW	949746101	7,197	$670,755	0.10%
103	LAM RESEARCH CORP	LRCX	3,728	$638,217	0.09%
104	ISHARES TR	464287614	1,348	$638,038	0.09%
105	ENBRIDGE INC	ENNPF	13,331	$637,614	0.09%
106	MICRON TECHNOLOGY INC	MU	2,227	$635,608	0.09%
107	AMGEN INC	AMGN	1,935	$633,388	0.09%
108	ISHARES TR	464288414	5,912	$633,234	0.09%
109	ISHARES TR	46434V613	13,587	$632,348	0.09%
110	VANECK ETF TRUST	92189F536	35,830	$628,136	0.09%
111	INTEL CORP	INTC	16,870	$622,491	0.09%
112	RESMED INC	RSMDF	2,549	$614,027	0.09%
113	REDDIT INC	RDDT	2,600	$597,662	0.09%
114	THE CIGNA GROUP	125523100	2,161	$594,772	0.08%
115	FIDELITY WISE ORIGIN BITCOIN	FBTC	7,794	$594,119	0.08%
116	LOCKHEED MARTIN CORP	LMT	1,193	$577,060	0.08%
117	ALTRIA GROUP INC	MO	9,878	$569,586	0.08%
118	BLOOM ENERGY CORP	BE	6,542	$568,434	0.08%
119	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,865	$566,755	0.08%
120	ORACLE CORP	ORCL-PD	2,886	$562,572	0.08%
121	SOUTHSTATE BK CORP	84472E102	5,506	$518,209	0.07%
122	MCDONALDS CORP	MCD	1,670	$510,256	0.07%
123	VEEVA SYS INC	VEEV	2,221	$495,794	0.07%
124	INVESCO EXCH TRADED FD TR II	IVZ	6,892	$492,249	0.07%
125	ADVANCED MICRO DEVICES INC	AMD	2,291	$490,641	0.07%
126	VANECK ETF TRUST	92189F643	4,714	$488,187	0.07%
127	GOLDMAN SACHS GROUP INC	GSCE	552	$485,626	0.07%
128	FEDEX CORP	FDX	1,658	$478,873	0.07%
129	VANGUARD INTL EQUITY INDEX F	922042742	3,343	$471,512	0.07%
130	GOLDMAN SACHS ETF TR	NVGLF	8,879	$469,446	0.07%
131	INTERNATIONAL BUSINESS MACHS	INTR	1,563	$462,831	0.07%
132	VERIZON COMMUNICATIONS INC	VZ	11,348	$462,206	0.07%
133	INVESCO EXCHANGE TRADED FD T	IVZ	6,152	$461,708	0.07%
134	VANECK ETF TRUST	92189F411	32,548	$461,535	0.07%
135	GILEAD SCIENCES INC	GILD	3,741	$459,186	0.07%
136	BAIN CAP SPECIALTY FIN INC	05684B107	32,775	$455,903	0.06%
137	CENCORA INC	COR	1,310	$442,490	0.06%
138	GENERAL DYNAMICS CORP	GD	1,312	$441,545	0.06%
139	SPDR GOLD TR	GLD	1,111	$440,300	0.06%
140	NETFLIX INC	NFLX	4,542	$425,858	0.06%
141	CARRIER GLOBAL CORPORATION	CARR	8,037	$424,671	0.06%
142	CORE SCIENTIFIC INC NEW	21874A106	29,078	$423,376	0.06%
143	KINDER MORGAN INC DEL	EP-PC	15,156	$416,638	0.06%
144	ISHARES INC	46434G103	6,019	$404,621	0.06%
145	EQT CORP	EQT	7,503	$402,163	0.06%
146	LOWES COS INC	548661107	1,656	$399,367	0.06%
147	CAPITAL ONE FINL CORP	14040H105	1,647	$399,200	0.06%
148	RTX CORPORATION	RTX	2,136	$391,804	0.06%
149	SCHWAB CHARLES CORP	SCHW-PJ	3,827	$382,339	0.05%
150	ISHARES TR	464289875	7,935	$378,738	0.05%
151	BOEING CO	BA-PA	1,736	$376,920	0.05%
152	GE AEROSPACE	369604301	1,222	$376,563	0.05%
153	SCHWAB STRATEGIC TR	808524201	13,971	$375,957	0.05%
154	VANGUARD STAR FDS	921909768	4,812	$362,986	0.05%
155	VANGUARD SPECIALIZED FUNDS	921908844	1,640	$360,467	0.05%
156	CATERPILLAR INC	CAT	626	$358,617	0.05%
157	INVESCO EXCHANGE TRADED FD T	IVZ	1,871	$358,466	0.05%
158	APPLIED MATLS INC	038222105	1,378	$354,132	0.05%
159	FS KKR CAP CORP	FSK	23,620	$349,808	0.05%
160	PIMCO DYNAMIC INCOME FD	72201Y101	19,632	$347,683	0.05%
161	ISHARES SILVER TR	SLV	5,390	$347,224	0.05%
162	TE CONNECTIVITY PLC	TEL	1,526	$347,110	0.05%
163	INDEPENDENCE RLTY TR INC	45378A106	19,625	$343,036	0.05%
164	GOLDMAN SACHS ETF TR	NVGLF	6,366	$336,125	0.05%
165	ISHARES BITCOIN TRUST ETF	IBIT	6,607	$328,038	0.05%
166	DBX ETF TR	233051200	6,815	$327,858	0.05%
167	KITE RLTY GROUP TR	49803T300	13,542	$324,590	0.05%
168	LAMAR ADVERTISING CO NEW	LAMR	2,559	$323,932	0.05%
169	GLOBAL X FDS	37954Y657	16,888	$319,356	0.05%
170	EDWARDS LIFESCIENCES CORP	EW	3,653	$311,418	0.04%
171	DUKE ENERGY CORP NEW	DUKB	2,645	$309,999	0.04%
172	PHILLIPS 66	PSX	2,390	$308,401	0.04%
173	DELL TECHNOLOGIES INC	DELL	2,444	$307,617	0.04%
174	FIDELITY COVINGTON TRUST	316092782	4,108	$296,869	0.04%
175	MORGAN STANLEY	MS-PQ	1,665	$295,587	0.04%
176	MATTEL INC	MAT	14,618	$290,021	0.04%
177	AMERICAN AIRLS GROUP INC	02376R102	18,798	$288,173	0.04%
178	VISTRA CORP	VST	1,775	$286,407	0.04%
179	UGI CORP NEW	902681105	7,650	$286,340	0.04%
180	PTC INC	PTC	1,626	$283,265	0.04%
181	OXFORD LANE CAP CORP	OXLCZ	19,282	$282,288	0.04%
182	AGNC INVT CORP	00123Q104	26,129	$280,103	0.04%
183	INVESCO EXCH TRADED FD TR II	IVZ	6,629	$279,632	0.04%
184	ISHARES TR	46434V381	3,961	$276,239	0.04%
185	SCHWAB STRATEGIC TR	808524755	6,084	$275,057	0.04%
186	VALERO ENERGY CORP	VLO	1,681	$273,637	0.04%
187	SERVICENOW INC	NOW	1,784	$273,291	0.04%
188	ISHARES TR	464288687	8,814	$272,880	0.04%
189	SELECT SECTOR SPDR TR	81369Y803	1,888	$271,815	0.04%
190	MCKESSON CORP	MCK	327	$268,235	0.04%
191	MERCK & CO INC	MRK	2,548	$268,202	0.04%
192	ISHARES TR	464287168	1,900	$268,166	0.04%
193	INNOVATOR ETFS TRUST	INHD	9,927	$266,398	0.04%
194	INTUIT	INTU	402	$266,293	0.04%
195	VANGUARD INDEX FDS	922908637	845	$266,006	0.04%
196	VANGUARD BD INDEX FDS	921937835	3,589	$265,817	0.04%
197	HOME BANCSHARES INC	HOMB	9,511	$264,216	0.04%
198	THERMO FISHER SCIENTIFIC INC	TMO	447	$259,014	0.04%
199	ABBOTT LABS	ABLZF	2,064	$258,596	0.04%
200	FIRST TR EXCH TRADED FD III	33739P301	5,375	$257,647	0.04%
201	INTUITIVE SURGICAL INC	ISRG	444	$251,464	0.04%
202	FIRST TR EXCH TRADED FD III	33739N108	4,884	$249,719	0.04%
203	BLACKROCK ENHANCED EQUITY DI	BLK	25,936	$245,869	0.04%
204	ENERGY TRANSFER L P	ET-PI	14,847	$244,828	0.03%
205	GLOBAL X FDS	37954Y715	6,744	$244,348	0.03%
206	STARBUCKS CORP	SBUX	2,884	$242,863	0.03%
207	GE VERNOVA INC	GEV	362	$236,592	0.03%
208	NEWMONT CORP	NEMCL	2,348	$234,448	0.03%
209	ISHARES TR	464287689	600	$232,110	0.03%
210	ISHARES TR	464288877	3,231	$230,726	0.03%
211	PINTEREST INC	PINS	8,883	$229,981	0.03%
212	HUNTINGTON BANCSHARES INC	HBANP	13,254	$229,957	0.03%
213	J P MORGAN EXCHANGE TRADED F	46654Q203	3,952	$229,712	0.03%
214	AMERICAN TOWER CORP NEW	03027X100	1,303	$228,792	0.03%
215	PIMCO CORPORATE & INCOME OPP	PTY	17,458	$225,208	0.03%
216	CINTAS CORP	CTAS	1,174	$220,794	0.03%
217	LINDE PLC	LIN	517	$220,444	0.03%
218	ISHARES TR	464287606	2,250	$217,980	0.03%
219	PALO ALTO NETWORKS INC	PANW	1,180	$217,356	0.03%
220	PAYCOM SOFTWARE INC	PAYC	1,356	$216,158	0.03%
221	REPUBLIC SVCS INC	760759100	1,018	$215,745	0.03%
222	FIDELITY COVINGTON TRUST	316092790	2,801	$211,736	0.03%
223	EAGLE POINT CREDIT COMPANY I	ECCW	36,175	$208,368	0.03%
224	LPL FINL HLDGS INC	50212V100	583	$208,230	0.03%
225	GAMESTOP CORP NEW	GME-WT	10,300	$206,824	0.03%
226	VANGUARD INDEX FDS	922908611	947	$200,603	0.03%
227	DANAHER CORPORATION	235851102	876	$200,431	0.03%
228	XAI OCTAGN FLT RAT & ALT INM	98400T106	38,800	$186,240	0.03%
229	SLR INVESTMENT CORP	SLRC	12,000	$185,520	0.03%
230	BLUE OWL CAPITAL CORPORATION	OWL	14,310	$177,869	0.03%
231	GOLUB CAP BDC INC	38173M102	13,066	$177,308	0.03%
232	DYNEX CAP INC	DX-PC	11,875	$166,369	0.02%
233	CUSHMAN AND WAKEFIELD LTD	G2717C106	10,000	$161,900	0.02%
234	LLOYDS BANKING GROUP PLC	LLOBF	27,159	$143,941	0.02%
235	EATON VANCE TAX-MANAGED GLOB	ETN	14,534	$134,005	0.02%
236	SACHEM CAP CORP	SCCG	118,940	$123,698	0.02%
237	TRIPLEPOINT VENTURE GROWTH B	TPVG	13,610	$89,009	0.01%
238	ARES COML REAL ESTATE CORP	04013V108	17,000	$81,260	0.01%
239	BRIGHTSPIRE CAPITAL INC	BRSP	14,500	$81,200	0.01%
240	MUSTANG BIO INC	MBIO	12,961	$12,715	0.00%
241	WM TECHNOLOGY INC	MAPSW	12,539	$10,346	0.00%
242	GENIUS GROUP LTD	GNS	15,000	$8,618	0.00%