CFO4Life Group, LLC
Long book
$656.0M
Q1 2026
Positions
210
Top-10 weight
48%
concentration
Last quarter
+12.3%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsCFO4Life Group, LLC is a wealth-management firm allocating client money, running a $656.0M US long book across 210 positions.
The portfolio is moderately concentrated (top 10 ≈ 48% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD S&P 500 ETF, ISHRS US E F R A ETF-USD INC, ISHARES CORE MSCI EAFE ETF, ISHARES MSCI USA QUALITY FAC, UNITED PARCEL SERVICE-CL B.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.2%
Q2 2024
+5.1%
Q3 2024
+1.7%
Q4 2024
-3.1%
Q1 2025
+7.0%
Q2 2025
+5.9%
Q3 2025
+3.3%
Q4 2025
-2.2%
Q1 2026
+12.3%
Sector allocation
Technology 35%
Industrials 19%
Consumer discretionary 12%
Financials 8%
Services media 7%
Consumer staples 6%
Energy 3%
Utilities 3%
Long book by quarter
What does CFO4Life Group, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 311.0K | $30.6M | 4.7% | -0.2% |
| AAPL APPLE INC | Technology | 119.5K | $30.3M | 4.6% | -4.3% |
| MSFT MICROSOFT CORP | Technology | 41.9K | $15.5M | 2.4% | -8.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 58.9K | $12.3M | 1.9% | -3.7% |
| DAR DARLING INGREDIENTS INC | Consumer staples | 193.5K | $12.0M | 1.8% | -8.3% |
| V VISA INC-CLASS A SHARES | Services media | 28.1K | $8.5M | 1.3% | -2.2% |
| HD HOME DEPOT INC | Consumer discretionary | 24.6K | $8.1M | 1.2% | -2.3% |
| GOOG ALPHABET INC-CL C | Technology | 26.7K | $7.7M | 1.2% | -9.7% |
| GOOGL ALPHABET INC-CL A | Technology | 26.2K | $7.5M | 1.1% | -9.6% |
| WMT WALMART INC | Consumer discretionary | 57.1K | $7.1M | 1.1% | -3.5% |
| NVDA NVIDIA CORP | Technology | 39.5K | $6.9M | 1.0% | -13.4% |
| MA MASTERCARD INC - A | Services media | 12.6K | $6.3M | 1.0% | -4.5% |
| WM WASTE MANAGEMENT INC | Utilities | 26.1K | $6.0M | 0.9% | -1.2% |
| META META PLATFORMS INC-CLASS A | Technology | 7.9K | $4.5M | 0.7% | -5.2% |
| XOM EXXON MOBIL CORP | Energy | 26.1K | $4.4M | 0.7% | -2.7% |
| CSX CSX CORP | Industrials | 94.0K | $3.9M | 0.6% | 0.0% |
| AVGO BROADCOM INC | Technology | 11.7K | $3.6M | 0.5% | -11.5% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 4 | $2.9M | 0.4% | Held |
| BLK BLACKROCK INC | Financials | 2.7K | $2.6M | 0.4% | -1.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 10.4K | $2.5M | 0.4% | -3.0% |
| APP APPLOVIN CORP-CLASS A | Technology | 6.0K | $2.4M | 0.4% | -4.5% |
| TSLA TESLA INC | Industrials | 6.4K | $2.4M | 0.4% | -9.5% |
| PG PROCTER & GAMBLE CO/THE | Other | 16.3K | $2.4M | 0.4% | -4.7% |
| JPM JPMORGAN CHASE & CO | Financials | 7.5K | $2.2M | 0.3% | -23.0% |
| CSCO CISCO SYSTEMS INC | Technology | 26.5K | $2.1M | 0.3% | -6.6% |
| PB PROSPERITY BANCSHARES INC | Financials | 28.8K | $1.9M | 0.3% | -1.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.9K | $1.9M | 0.3% | -18.1% |
| PEP PEPSICO INC | Consumer staples | 11.2K | $1.7M | 0.3% | -17.9% |
| LII LENNOX INTERNATIONAL INC | Industrials | 3.6K | $1.7M | 0.3% | -31.0% |
| COP CONOCOPHILLIPS | Energy | 11.4K | $1.5M | 0.2% | -0.8% |
| TMUS T-MOBILE US INC | Communications | 7.0K | $1.5M | 0.2% | -4.7% |
| LLY ELI LILLY & CO | Healthcare | 1.5K | $1.4M | 0.2% | -17.5% |
| BXSL BLACKSTONE SECURED LENDING F | — | 55.0K | $1.3M | 0.2% | -18.6% |
| KLAC KLA CORP | Other | 810 | $1.2M | 0.2% | -15.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.2K | $1.2M | 0.2% | -20.7% |
| EME EMCOR GROUP INC | Industrials | 1.5K | $1.1M | 0.2% | -2.5% |
| KO COCA-COLA CO/THE | Consumer staples | 14.3K | $1.1M | 0.2% | -7.6% |
| TXN TEXAS INSTRUMENTS INC | Technology | 5.4K | $1.0M | 0.2% | -35.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 6.4K | $936K | 0.1% | -7.9% |
| AXP AMERICAN EXPRESS CO | Financials | 3.1K | $935K | 0.1% | -0.8% |
| BKNG BOOKING HOLDINGS INC | Industrials | 211 | $887K | 0.1% | -2.3% |
| CVX CHEVRON CORP | Energy | 4.3K | $886K | 0.1% | -6.8% |
| APH AMPHENOL CORP-CL A | Technology | 6.7K | $844K | 0.1% | -0.4% |
| NTRS NORTHERN TRUST CORP | Financials | 5.8K | $810K | 0.1% | -2.7% |
| C CITIGROUP INC | Financials | 7.0K | $791K | 0.1% | -4.8% |
| HIG HARTFORD INSURANCE GROUP INC | Financials | 5.8K | $790K | 0.1% | -0.8% |
| MU MICRON TECHNOLOGY INC | Technology | 2.3K | $782K | 0.1% | +4.0% |
| BE BLOOM ENERGY CORP- A | Industrials | 5.5K | $751K | 0.1% | -15.3% |
| INTC INTEL CORP | Technology | 16.7K | $736K | 0.1% | -1.1% |
| PGR PROGRESSIVE CORP | Financials | 3.6K | $722K | 0.1% | -0.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 210 | $656.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 242 | $701.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 7, 2025 | 236 | $688.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 228 | $639.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 221 | $594.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 219 | $569.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 220 | $565.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 31, 2024 | 205 | $531.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 6, 2024 | 200 | $551.0M | canonical | SEC ↗ |