CFO4Life Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), CFO4Life Group, LLC reported 236 stock positions worth $742.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.3% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 6.7%) and iShares MSCI USA Quality Fac (QUAL, 5.2%). Compared with Q1 2026, it opened 34 new positions, sold out of 8, added to 109 and reduced 79. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +94%) and the biggest sale Vanguard Ultra Short Bond Et (VUSB, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- COPPELL, TX
- CIK
- 0001706351
- Portfolio Value
- $742.1M (Q2 2026)
- SEC Filing
- 0001765380-26-000360 ↗ filed Aug 12, 2026
Holdings Value
Holdings 236 stocks · $742.1M
| VOO Vanguard S&P 500 ETF | 13.34% | 144,155 | $99.0M | Reduce -0.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.67% | 727,641 | $49.5M | Reduce -0.2% |
| QUAL iShares MSCI USA Quality Fac | 5.20% | 175,888 | $38.6M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.89% | 375,853 | $36.3M | Reduce -0.9% |
| AAPL Apple Inc. | 4.68% | 120,154 | $34.8M | Add +0.6% |
| UPS United Parcel Service Class B | 4.50% | 310,836 | $33.4M | Reduce -0.1% |
| MTUM iShares MSCI USA Momentum Fa | 2.80% | 60,583 | $20.8M | Reduce -0.5% |
| JMUB JPMorgan Municipal ETF | 2.27% | 331,936 | $16.8M | Add +1.9% |
| VFLO Victoryshares Free Cash Flow | 2.18% | 353,353 | $16.2M | Add +0.2% |
| MSFT Microsoft Corp. | 2.06% | 40,999 | $15.3M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 1.91% | 59,349 | $14.1M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 1.73% | 86,515 | $12.8M | Reduce -1.9% |
| VCRB Vanguard Core Bond ETF | 1.73% | 165,823 | $12.8M | Reduce -0.0% |
| VLUE iShares MSCI USA Value Facto | 1.70% | 63,250 | $12.6M | Reduce -0.1% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 1.66% | 505,504 | $12.3M | Add +1.3% |
| VUSB Vanguard Ultra Short Bond Et | 1.47% | 219,320 | $10.9M | Reduce -10.3% |
| DAR Darling Ingredients Inc. | 1.46% | 198,358 | $10.8M | Add +2.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.31% | 26,362 | $9.8M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 1.31% | 27,287 | $9.8M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 1.29% | 27,146 | $9.6M | Add +1.7% |
| V Visa Inc. Class A | 1.29% | 27,858 | $9.6M | Reduce -0.9% |
| NVDA Nvidia Corp. | 1.17% | 43,211 | $8.6M | Add +9.4% |
| HD Home Depot Inc. | 1.16% | 24,383 | $8.6M | Reduce -0.9% |
| JEPI JPMorgan Equity Premium Inco | 1.09% | 143,665 | $8.1M | Add +0.0% |
| GSLC Goldman Activebeta US LC ETF | 1.02% | 53,464 | $7.6M | Reduce -4.0% |
| IXUS iShares Core Intl Stock ETF | 0.99% | 77,266 | $7.4M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.88% | 12,704 | $6.5M | Add +0.8% |
| WMT Walmart Inc. | 0.87% | 57,309 | $6.5M | Add +0.3% |
| GSIE Goldman Sachs Activebeta Int | 0.80% | 130,080 | $5.9M | Reduce -3.4% |
| WM Waste Management Inc. | 0.78% | 26,126 | $5.8M | Reduce -0.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.73% | 46,421 | $5.5M | Reduce -4.6% |
| VGSH Vanguard Short-Term Treasury | 0.70% | 89,736 | $5.2M | Add +93.6% |
| FBND Fidelity Total Bond ETF | 0.70% | 114,545 | $5.2M | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.63% | 12,380 | $4.7M | Add +6.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.60% | 87,863 | $4.5M | Reduce -0.3% |
| CSX CSX Corp. | 0.60% | 94,036 | $4.5M | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.59% | 7,758 | $4.4M | Reduce -1.4% |
| VPLS Vanguard Core-Plus Bond ETF | 0.57% | 54,803 | $4.3M | Reduce -0.5% |
| HTRB Hartford TTL RTRN BND ETF | 0.56% | 123,973 | $4.2M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 68,603 | $4.1M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.48% | 26,140 | $3.6M | Add +0.2% |
| FIXD First Trust Smith Opportunis | 0.44% | 75,387 | $3.3M | Add +2.3% |
| APP AppLovin Corp. Class A | 0.42% | 6,033 | $3.1M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.42% | 26,425 | $3.1M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.41% | 7,216 | $3.0M | Add +12.4% |
| MU Micron Technology Inc. | 0.41% | 2,618 | $3.0M | Add +13.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 4 | $3.0M | No change |
| JNJ Johnson & Johnson | 0.36% | 10,539 | $2.7M | Add +1.4% |
| BLK BlackRock Inc. | 0.35% | 2,724 | $2.6M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.33% | 7,557 | $2.5M | Add +0.9% |
| KLAC KLA Corp. | 0.33% | 8,179 | $2.5M | Add +1.0% |
| INTC Intel Corp. | 0.33% | 17,632 | $2.5M | Add +5.7% |
| PG The Procter & Gamble Co. | 0.32% | 16,166 | $2.4M | Reduce -0.7% |
| DIVO Amplify CWP Enhan Divid ETF | 0.28% | 46,078 | $2.1M | Add +11.9% |
| LII Lennox International Inc. | 0.28% | 3,614 | $2.1M | Add +0.2% |
| JPST JPMorgan Ultra-Short Income | 0.28% | 40,365 | $2.0M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 2,595 | $1.9M | Reduce -30.9% |
| LLY Eli Lilly & Co. | 0.26% | 1,589 | $1.9M | Add +2.7% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 24,212 | $1.7M | Add +0.4% |
| GOVT iShares US Treasury Bond ETF | 0.23% | 73,689 | $1.7M | Add +213.8% |
| BE Bloom Energy Corp. Class A | 0.22% | 5,513 | $1.7M | Reduce -0.5% |
| SCHB Schwab US Broad Market ETF | 0.22% | 56,853 | $1.6M | New |
| TXN Texas Instruments Inc. | 0.21% | 5,283 | $1.6M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 3,061 | $1.5M | Reduce -21.0% |
| PEP Pepsico Inc. | 0.20% | 11,025 | $1.5M | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.20% | 2,543 | $1.5M | Add +15.3% |
| BXSL Blackstone Secured Lending F | 0.18% | 56,186 | $1.3M | Add +2.2% |
| PB Prosperity Bancshares Inc. | 0.18% | 17,922 | $1.3M | Reduce -37.9% |
| LRCX Lam Research Corp. | 0.17% | 2,834 | $1.2M | Add +6.5% |
| EME Emcor Group Inc. | 0.16% | 1,474 | $1.2M | Add +0.1% |
| IUSV iShares Core S&P U.S. Value | 0.16% | 10,996 | $1.2M | Reduce -29.4% |
| COP Conocophillips | 0.16% | 11,443 | $1.2M | Add +0.5% |
| APH Amphenol Corp. Class A | 0.16% | 6,711 | $1.2M | Add +0.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.16% | 12,176 | $1.2M | Add +3.4% |
| DELL Dell Technologies -C | 0.16% | 2,713 | $1.2M | Add +1.7% |
| KO The Coca-Cola Co. | 0.16% | 14,224 | $1.2M | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 22,647 | $1.1M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.14% | 1,138 | $1.1M | Reduce -2.1% |
| AXP American Express Co. | 0.14% | 3,110 | $1.1M | Add +0.6% |
| TMUS T-Mobile US Inc. | 0.14% | 6,098 | $1.0M | Reduce -13.4% |
| NTRS Northern Trust Corp. | 0.14% | 5,803 | $1.0M | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 7,317 | $1.0M | New |
| C Citigroup Inc. | 0.13% | 7,048 | $986K | Add +1.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.13% | 36,423 | $955K | New |
| CII BlackRock Enhan LRG Cap Core | 0.13% | 35,525 | $929K | Add +0.6% |
| BKNG Booking Holdings Inc. | 0.12% | 5,164 | $920K | Reduce -2.1% |
| TFLO iShares Treasury Floating Ra | 0.12% | 18,109 | $917K | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 0.12% | 4,021 | $913K | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.12% | 19,501 | $913K | New |
| BOND PIMCO Active Bond Exchange-T | 0.12% | 9,833 | $907K | Reduce -1.7% |
| VT Vanguard Tot World STK ETF | 0.12% | 5,515 | $866K | Add +0.9% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 7,204 | $840K | Add +12.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 9,634 | $830K | Add +0.1% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.11% | 34,014 | $823K | Add +0.9% |
| PGR Progressive Corp. | 0.11% | 3,602 | $787K | Reduce -1.1% |
| HIG Hartford Insurance Group Inc. | 0.11% | 5,914 | $784K | Add +1.2% |
| BAC Bank of America Corp. | 0.11% | 13,723 | $782K | Add +4.0% |
| BAI Ishrs AI in and Tech Act ETF | 0.11% | 14,828 | $782K | New |
| NVS Novartis AG-Sponsored ADR | 0.10% | 4,916 | $771K | Reduce -1.9% |
| UNP Union Pacific Corp. | 0.10% | 2,814 | $766K | Add +1.1% |
Options reported separately and not counted above: GME puts ($662K).
Portfolio Sells Q1 2026 → Q2 2026
| VUSB Vanguard Ultra Short Bond Et | Reduce -10.3% | 1.47% | −0.38 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.9% | 4.89% | −0.34 |
| MSFT Microsoft Corp. | Reduce -2.2% | 2.06% | −0.31 |
| VCRB Vanguard Core Bond ETF | Reduce -0.0% | 1.73% | −0.23 |
| UPS United Parcel Service Class B | Reduce -0.1% | 4.50% | −0.16 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -4.6% | 0.73% | −0.15 |
| WM Waste Management Inc. | Reduce -0.0% | 0.78% | −0.13 |
| PB Prosperity Bancshares Inc. | Reduce -37.9% | 0.18% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -62.4% | 0.09% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -30.9% | 0.26% | −0.11 |
| FBND Fidelity Total Bond ETF | Reduce -1.2% | 0.70% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 0.59% | −0.10 |
| TMUS T-Mobile US Inc. | Reduce -13.4% | 0.14% | −0.09 |
| GSIE Goldman Sachs Activebeta Int | Reduce -3.4% | 0.80% | −0.08 |
| JMST JPM Ultra-Short Muni Income | Reduce -0.3% | 0.60% | −0.08 |
| IUSV iShares Core S&P U.S. Value | Reduce -29.4% | 0.16% | −0.08 |
| VPLS Vanguard Core-Plus Bond ETF | Reduce -0.5% | 0.57% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -21.0% | 0.21% | −0.08 |
| HTRB Hartford TTL RTRN BND ETF | Reduce -0.3% | 0.56% | −0.08 |
| HD Home Depot Inc. | Reduce -0.9% | 1.16% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -75.7% | 0.03% | −0.07 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.20% | −0.06 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.3% | 0.99% | −0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −0.06 |
| PFE Pfizer Inc. | Reduce -39.8% | 0.05% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.05 |
| PFFD Global X US Preferred ETF | Sold out | 0.00% | −0.05 |
| BLK BlackRock Inc. | Reduce -0.1% | 0.35% | −0.05 |
| T AT&T Inc. | Reduce -14.2% | 0.05% | −0.04 |
| CVX Chevron Corp. | Reduce -0.7% | 0.10% | −0.04 |
| GSLC Goldman Activebeta US LC ETF | Reduce -4.0% | 1.02% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.32% | −0.04 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -54.0% | 0.03% | −0.04 |
| PTC PTC Inc. | Sold out | 0.00% | −0.04 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 0.14% | −0.03 |
| CORZ Core Scientific Inc. | Reduce -60.6% | 0.04% | −0.03 |
| AAL American Airlines Group Inc. | Sold out | 0.00% | −0.03 |
| BALT Inn Defined Wealth Shield | Reduce -18.9% | 0.08% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.9% | 0.55% | −0.02 |
| RMD Resmed Inc. | Reduce -2.2% | 0.06% | −0.02 |
| BIZD Vaneck BDC Income ETF | Reduce -8.0% | 0.08% | −0.02 |
| MCD McDonald's Corp. | Reduce -4.2% | 0.05% | −0.02 |
| BOND PIMCO Active Bond Exchange-T | Reduce -1.7% | 0.12% | −0.02 |
| EQT Eqt Corp. | Reduce -1.6% | 0.05% | −0.02 |
| PM Philip Morris International | Reduce -14.7% | 0.09% | −0.02 |
| TFLO iShares Treasury Floating Ra | Reduce -0.4% | 0.12% | −0.02 |
| BCSF Bain Capital Specialty Finan | Reduce -16.7% | 0.05% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -8.8% | 0.04% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VGSH Vanguard Short-Term Treasury | Add +93.6% | 0.70% | +0.29 |
| MU Micron Technology Inc. | Add +13.1% | 0.41% | +0.29 |
| SCHB Schwab US Broad Market ETF | New | 0.22% | +0.22 |
| INTC Intel Corp. | Add +5.7% | 0.33% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +4.1% | 1.31% | +0.16 |
| KLAC KLA Corp. | Add +1.0% | 0.33% | +0.15 |
| GOVT iShares US Treasury Bond ETF | Add +213.8% | 0.23% | +0.14 |
| IVW iShares S&P 500 Growth ETF | New | 0.14% | +0.14 |
| AMD Advanced Micro Devices | Add +15.3% | 0.20% | +0.13 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +1.7% | 1.29% | +0.13 |
| IVE iShares S&P 500 Value ETF | New | 0.12% | +0.12 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.12% | +0.12 |
| NVDA Nvidia Corp. | Add +9.4% | 1.17% | +0.12 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.11% | +0.11 |
| DELL Dell Technologies -C | Add +1.7% | 0.16% | +0.09 |
| AVGO Broadcom Inc. | Add +6.2% | 0.63% | +0.08 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.08% | +0.08 |
| LRCX Lam Research Corp. | Add +6.5% | 0.17% | +0.08 |
| QUAL iShares MSCI USA Quality Fac | Add +0.3% | 5.20% | +0.08 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.07% | +0.07 |
| MRVL Marvell Technology Inc. | New | 0.07% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +0.6% | 4.68% | +0.06 |
| VFLO Victoryshares Free Cash Flow | Add +0.2% | 2.18% | +0.06 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.05% | +0.05 |
| APP AppLovin Corp. Class A | Add +0.1% | 0.42% | +0.05 |
| PANW Palo Alto Networks Inc. | New | 0.05% | +0.05 |
| SHLD Global X Defense Tech ETF | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +12.4% | 0.41% | +0.04 |
| SNDK Sandisk Corp. | New | 0.04% | +0.04 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.04% | +0.04 |
| IAGG iShares Intl Aggregate Bond | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +2.7% | 0.26% | +0.04 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +84.9% | 0.09% | +0.04 |
| SMH Vaneck Semiconductor ETF | New | 0.04% | +0.04 |
| PHYS Sprott Physical Gold Trust | New | 0.04% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.04% | +0.04 |
| GLW Corning Inc. | New | 0.04% | +0.04 |
| INMU iShares Intermediate Muni Inc. | New | 0.04% | +0.04 |
| WDC Western Digital Corp. | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.7% | 1.91% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| FETH Fidelity Ethereum Fund | New | 0.03% | +0.03 |
| TRI Thomson Reuters Corp. | New | 0.03% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | New | 0.03% | +0.03 |
| AMT American Tower Corp. | New | 0.03% | +0.03 |
| EW Edwards Lifesciences Corp. | New | 0.03% | +0.03 |
| APH Amphenol Corp. Class A | Add +0.5% | 0.16% | +0.03 |
| PZA Invesco National Amt-Free Mu | New | 0.03% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| GME Gamestop Corp. Class A | put | New | 30,000 | $662K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 236 | $742.1M | VOO, DYNF, QUAL, IEFA, AAPL |
| Q1 2026 | 210 | $656.0M | VOO, DYNF, IEFA, QUAL, UPS |
| Q4 2025 | 242 | $701.5M | VOO, DYNF, QUAL, IEFA, AAPL |
| Q3 2025 | 234 | $688.0M | VOO, DYNF, QUAL, IEFA, AAPL |
| Q2 2025 | 227 | $639.3M | VOO, DYNF, QUAL, UPS, IEFA |
| Q1 2025 | 220 | $594.1M | VOO, UPS, DYNF, QUAL, AAPL |
| Q4 2024 | 218 | $569.1M | VOO, UPS, JEPI, AAPL, QUAL |
| Q3 2024 | 219 | $564.9M | VOO, UPS, JEPI, QUAL, AAPL |
| Q2 2024 | 204 | $531.8M | UPS, VOO, JEPI, QUAL, AAPL |
| Q1 2024 | 198 | $551.0M | UPS, VOO, JEPI, QUAL, VLUE |