Institutional Manager · CIK 0001706351
CFO4Life Group, LLC
Coppell, TX · File #028-18043
Latest AUM
$701.5M
Positions
242
Top-10 Concentration
56.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025242 pos · $701.5M
- 13F HOLDINGS REPORTQ/E Sep 2025236 pos · $688.0M
- 13F HOLDINGS REPORTQ/E Jun 2025228 pos · $639.5M
- 13F HOLDINGS REPORTQ/E Mar 2025221 pos · $594.1M
- 13F HOLDINGS REPORTQ/E Dec 2024219 pos · $569.2M
- 13F HOLDINGS REPORTQ/E Sep 2024220 pos · $565.0M
- 13F HOLDINGS REPORTQ/E Jun 2024205 pos · $531.9M
- 13F HOLDINGS REPORTQ/E Mar 2024200 pos · $551.0M
- 13F HOLDINGS REPORTQ/E Dec 2023171 pos · $433.2M
- 13F HOLDINGS REPORTQ/E Sep 2023179 pos · $466.0M
- 13F HOLDINGS REPORTQ/E Jun 2023165 pos · $440.1M
- 13F HOLDINGS REPORTQ/E Mar 2023176 pos · $470.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 143,379 | $89.9M | 15.13% |
| 2 | BLACKROCK ETF TRUST | BLK | 726,833 | $44.2M | 7.43% |
| 3 | ISHARES TR | 46432F339 | 176,230 | $35.0M | 5.89% |
| 4 | ISHARES TR | 46432F842 | 385,486 | $34.5M | 5.80% |
| 5 | APPLE INC | AAPL | 124,846 | $33.9M | 5.71% |
| 6 | UNITED PARCEL SERVICE INC | UPS | 311,760 | $30.9M | 5.20% |
| 7 | MICROSOFT CORP | MSFT | 45,612 | $22.1M | 3.71% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 323,198 | $16.3M | 2.75% |
| 9 | ISHARES TR | 46432F396 | 61,225 | $15.3M | 2.58% |
| 10 | VANGUARD BD INDEX FDS | 92203C303 | 296,102 | $14.8M | 2.48% |
| 11 | AMAZON COM INC | AMZN | 61,186 | $14.1M | 2.38% |
| 12 | VICTORY PORTFOLIOS II | 92647X830 | 356,476 | $14.0M | 2.36% |
| 13 | VANGUARD MALVERN FDS | 922020748 | 163,312 | $12.7M | 2.14% |
| 14 | NEW YORK LIFE INVTS ACTIVE E | 45409F827 | 476,879 | $11.6M | 1.95% |
| 15 | ISHARES TR | 464287804 | 93,237 | $11.2M | 1.88% |
| 16 | VISA INC | V | 28,739 | $10.1M | 1.70% |
| 17 | ALPHABET INC | GOOG | 29,560 | $9.3M | 1.56% |
| 18 | ALPHABET INC | GOOG | 28,996 | $9.1M | 1.53% |
| 19 | VANGUARD INDEX FDS | 922908769 | 26,461 | $8.9M | 1.49% |
| 20 | ISHARES TR | 46432F388 | 64,733 | $8.9M | 1.49% |