Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CFO4Life Group, LLC (CIK 1706351) reported $656.0M across 209 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($86.3M, 13.16%), DYNF ($42.4M, 6.47%), IEFA ($34.3M, 5.23%), QUAL ($33.6M, 5.13%), UPS ($30.6M, 4.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $86.3M | 13.16% | 144,500 | Added |
| 2 | DYNF | BLACKROCK ETF TRUST | $42.4M | 6.47% | 729,026 | Added |
| 3 | IEFA | ISHARES TR | $34.3M | 5.23% | 379,195 | Trimmed |
| 4 | QUAL | ISHARES TR | $33.6M | 5.13% | 175,287 | Trimmed |
| 5 | UPS | UNITED PARCEL SVCS INC | $30.6M | 4.66% | 311,009 | Trimmed |
| 6 | AAPL | APPLE INC | $30.3M | 4.62% | 119,496 | Trimmed |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | $16.3M | 2.48% | 325,661 | Added |
| 8 | MSFT | MICROSOFT CORP | $15.5M | 2.37% | 41,932 | Trimmed |
| 9 | MTUM | ISHARES TR | $14.6M | 2.23% | 60,865 | Trimmed |
| 10 | VFLO | VICTORY PORTFOLIOS II | $13.9M | 2.12% | 352,701 | Trimmed |
| 11 | VCRB | VANGUARD MALVERN FDS | $12.8M | 1.96% | 165,869 | Added |
| 12 | AMZN | AMAZON COM INC | $12.3M | 1.87% | 58,942 | Trimmed |
| 13 | VUSB | VANGUARD BD INDEX FDS | $12.2M | 1.86% | 244,431 | Trimmed |
| 14 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $12.0M | 1.83% | 498,899 | Added |
| 15 | DAR | DARLING INGREDIENTS INC | $12.0M | 1.82% | 193,470 | Trimmed |
| 16 | IJR | ISHARES TR | $11.0M | 1.67% | 88,204 | Trimmed |
| 17 | VLUE | ISHARES TR | $9.0M | 1.37% | 63,281 | Trimmed |
| 18 | V | VISA INC | $8.5M | 1.29% | 28,099 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $8.5M | 1.29% | 26,373 | Trimmed |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.1M | 1.24% | 143,649 | Added |
| 21 | HD | HOME DEPOT INC | $8.1M | 1.23% | 24,606 | Trimmed |
| 22 | GOOG | ALPHABET INC | $7.7M | 1.17% | 26,693 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $7.5M | 1.15% | 26,216 | Trimmed |
| 24 | WMT | WALMART INC | $7.1M | 1.08% | 57,136 | Trimmed |
| 25 | GSLC | GOLDMAN SACHS ETF TR | $7.0M | 1.06% | 55,683 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31