CFO4Life Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), CFO4Life Group, LLC reported 227 stock positions worth $639.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.9% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 6.1%) and iShares MSCI USA Quality Fac (QUAL, 5.1%). Compared with Q1 2025, it opened 24 new positions, sold out of 17, added to 100 and reduced 80. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +10%) and the biggest sale United Parcel Service Class B (UPS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- COPPELL, TX
- CIK
- 0001706351
- Portfolio Value
- $639.3M (Q2 2025)
- SEC Filing
- 0001765380-25-000315 ↗ filed Aug 8, 2025
Holdings Value
Holdings 227 stocks · $639.3M
| VOO Vanguard S&P 500 ETF | 12.87% | 144,877 | $82.3M | Add +2.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.12% | 718,287 | $39.1M | Add +9.8% |
| QUAL iShares MSCI USA Quality Fac | 5.05% | 176,754 | $32.3M | Add +0.8% |
| UPS United Parcel Service Class B | 4.95% | 313,371 | $31.6M | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 4.88% | 373,990 | $31.2M | Add +12.1% |
| AAPL Apple Inc. | 4.01% | 125,035 | $25.7M | Reduce -2.2% |
| MSFT Microsoft Corp. | 3.24% | 41,584 | $20.7M | Add +1.9% |
| WMT Walmart Inc. | 2.67% | 174,617 | $17.1M | Add +1.6% |
| MTUM iShares MSCI USA Momentum Fa | 2.41% | 64,097 | $15.4M | Reduce -3.4% |
| JMUB JPMorgan Municipal ETF | 2.40% | 308,920 | $15.3M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 2.05% | 59,748 | $13.1M | Add +0.5% |
| VFLO Victoryshares Free Cash Flow | 1.94% | 350,388 | $12.4M | Add +8.3% |
| VCRB Vanguard Core Bond ETF | 1.91% | 157,305 | $12.2M | Add +9.6% |
| IJR iShares Core S&P Small-Cap E | 1.62% | 94,523 | $10.3M | Reduce -0.3% |
| V Visa Inc. Class A | 1.55% | 27,938 | $9.9M | Reduce -1.9% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 1.53% | 411,040 | $9.8M | Add +26.9% |
| HD Home Depot Inc. | 1.47% | 25,612 | $9.4M | Add +12.3% |
| JEPI JPMorgan Equity Premium Inco | 1.42% | 159,564 | $9.1M | Reduce -18.7% |
| DAR Darling Ingredients Inc. | 1.33% | 224,295 | $8.5M | Reduce -7.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.26% | 26,429 | $8.0M | Add +0.2% |
| VLUE iShares MSCI USA Value Facto | 1.23% | 69,402 | $7.9M | Reduce -8.3% |
| IEI iShares 3-7 Year Treasury Bo | 1.19% | 63,790 | $7.6M | Reduce -15.7% |
| MA Mastercard Inc. Class A | 1.17% | 13,283 | $7.5M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.11% | 45,103 | $7.1M | Add +9.4% |
| GSLC Goldman Activebeta US LC ETF | 1.11% | 58,662 | $7.1M | Add +3.5% |
| IXUS iShares Core Intl Stock ETF | 1.00% | 82,856 | $6.4M | Add +0.7% |
| WM Waste Management Inc. | 0.96% | 26,689 | $6.1M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 0.90% | 7,759 | $5.7M | Add +2.6% |
| GSIE Goldman Sachs Activebeta Int | 0.88% | 141,903 | $5.6M | Add +1.1% |
| FBND Fidelity Total Bond ETF | 0.81% | 113,616 | $5.2M | Reduce -1.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.81% | 101,230 | $5.2M | Reduce -7.2% |
| GOOG Alphabet Inc. Class C | 0.77% | 27,614 | $4.9M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 0.76% | 27,525 | $4.9M | Reduce -0.0% |
| VPLS Vanguard Core-Plus Bond ETF | 0.64% | 52,431 | $4.1M | Reduce -2.0% |
| HTRB Hartford TTL RTRN BND ETF | 0.64% | 120,132 | $4.1M | Reduce -1.7% |
| FIXD First Trust Smith Opportunis | 0.56% | 82,195 | $3.6M | Reduce -11.1% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 70,804 | $3.5M | Reduce -4.4% |
| CSX CSX Corp. | 0.48% | 93,985 | $3.1M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.46% | 27,320 | $2.9M | Reduce -1.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 4 | $2.9M | No change |
| BLK BlackRock Inc. | 0.45% | 2,770 | $2.9M | Reduce -9.2% |
| AVGO Broadcom Inc. | 0.45% | 10,538 | $2.9M | Add +1.9% |
| PG The Procter & Gamble Co. | 0.44% | 17,638 | $2.8M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.43% | 9,592 | $2.8M | Reduce -3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 5,074 | $2.5M | Reduce -5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 3,772 | $2.3M | Reduce -0.1% |
| APP AppLovin Corp. Class A | 0.35% | 6,438 | $2.3M | Reduce -27.2% |
| TMUS T-Mobile US Inc. | 0.32% | 8,612 | $2.1M | Reduce -0.6% |
| JPST JPMorgan Ultra-Short Income | 0.32% | 40,426 | $2.0M | Reduce -13.7% |
| PB Prosperity Bancshares Inc. | 0.32% | 29,094 | $2.0M | Add +0.2% |
| LII Lennox International Inc. | 0.31% | 3,431 | $2.0M | Add +0.1% |
| BXSL Blackstone Secured Lending F | 0.30% | 62,903 | $1.9M | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.30% | 27,713 | $1.9M | Reduce -2.2% |
| PEP Pepsico Inc. | 0.28% | 13,337 | $1.8M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 3,151 | $1.7M | Reduce -1.6% |
| TXN Texas Instruments Inc. | 0.26% | 8,065 | $1.7M | Add +5.5% |
| JNJ Johnson & Johnson | 0.26% | 10,676 | $1.6M | Add +16.6% |
| IUSV iShares Core S&P U.S. Value | 0.23% | 15,423 | $1.5M | No change |
| LLY Eli Lilly & Co. | 0.22% | 1,828 | $1.4M | Reduce -1.5% |
| TSLA Tesla Inc. | 0.22% | 4,341 | $1.4M | Add +3.8% |
| DIVO Amplify CWP Enhan Divid ETF | 0.21% | 31,022 | $1.3M | Add +6.6% |
| BKNG Booking Holdings Inc. | 0.19% | 213 | $1.2M | Reduce -41.0% |
| TFLO iShares Treasury Floating Ra | 0.19% | 24,188 | $1.2M | Add +2.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.18% | 12,209 | $1.1M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 19,839 | $1.1M | Add +0.4% |
| KO The Coca-Cola Co. | 0.17% | 15,729 | $1.1M | Reduce -2.7% |
| COST Costco Wholesale Corp. | 0.17% | 1,110 | $1.1M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 0.17% | 1,738 | $1.1M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 7,908 | $1.1M | Add +8.9% |
| COP Conocophillips | 0.16% | 11,576 | $1.0M | Reduce -2.8% |
| AXP American Express Co. | 0.16% | 3,247 | $1.0M | Add +3.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 7,802 | $968K | Add +5.7% |
| MPLX MPLX LP | 0.15% | 18,704 | $963K | Reduce -2.6% |
| PGR Progressive Corp. | 0.15% | 3,524 | $940K | Reduce -2.6% |
| BOND PIMCO Active Bond Exchange-T | 0.15% | 10,073 | $929K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 18,789 | $921K | Add +0.2% |
| ETB Eaton Vance T/M Buy-WRT Inc. | 0.14% | 60,570 | $875K | Add +2.1% |
| KLAC KLA Corp. | 0.14% | 974 | $872K | Add +224.7% |
| EPD Enterprise Products Partners | 0.14% | 27,919 | $866K | Reduce -3.9% |
| UNP Union Pacific Corp. | 0.13% | 3,708 | $853K | Add +3.8% |
| CB Chubb Ltd. | 0.13% | 2,876 | $833K | Add +2.0% |
| EME Emcor Group Inc. | 0.13% | 1,551 | $830K | Reduce -3.4% |
| T AT&T Inc. | 0.13% | 28,244 | $817K | Reduce -18.5% |
| UBER Uber Technologies Inc. | 0.13% | 8,729 | $814K | New |
| IWF iShares Russell 1000 Growth | 0.12% | 1,861 | $790K | Add +0.1% |
| NTRS Northern Trust Corp. | 0.12% | 6,212 | $788K | Add +1.8% |
| PM Philip Morris International | 0.12% | 4,239 | $772K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 16,041 | $759K | Reduce -2.6% |
| HIG Hartford Insurance Group Inc. | 0.12% | 5,956 | $756K | Reduce -0.1% |
| ORCL Oracle Corp. | 0.12% | 3,441 | $752K | Add +33.8% |
| CI The Cigna Group | 0.12% | 2,254 | $745K | New |
| UNH Unitedhealth Group Inc. | 0.12% | 2,378 | $742K | Reduce -6.1% |
| QCOM Qualcomm Inc. | 0.11% | 4,439 | $707K | Add +9.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.11% | 15,088 | $697K | Reduce -44.1% |
| CII BlackRock Enhan LRG Cap Core | 0.11% | 32,557 | $695K | Add +0.7% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.11% | 29,697 | $692K | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 1,579 | $692K | No change |
| VEEV Veeva Systems Inc. Class A | 0.11% | 2,378 | $685K | New |
| APH Amphenol Corp. Class A | 0.11% | 6,901 | $681K | New |
| RMD Resmed Inc. | 0.11% | 2,640 | $681K | Add +4.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $206K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 19,015 | $206K | No change |
Total filed on the 13F, all lines: $639.5M.
Portfolio Sells Q1 2025 → Q2 2025
| UPS United Parcel Service Class B | Reduce -0.7% | 4.95% | −0.90 |
| AAPL Apple Inc. | Reduce -2.2% | 4.01% | −0.77 |
| JEPI JPMorgan Equity Premium Inco | Reduce -18.7% | 1.42% | −0.47 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -15.7% | 1.19% | −0.32 |
| JMUB JPMorgan Municipal ETF | Reduce -1.5% | 2.40% | −0.24 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.15 |
| VLUE iShares MSCI USA Value Facto | Reduce -8.3% | 1.23% | −0.13 |
| V Visa Inc. Class A | Reduce -1.9% | 1.55% | −0.13 |
| BALT Inn Defined Wealth Shield | Reduce -68.7% | 0.05% | −0.13 |
| JMST JPM Ultra-Short Muni Income | Reduce -7.2% | 0.81% | −0.13 |
| FIXD First Trust Smith Opportunis | Reduce -11.1% | 0.56% | −0.12 |
| WM Waste Management Inc. | Reduce -2.4% | 0.96% | −0.11 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -6.1% | 0.12% | −0.11 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.10 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -44.1% | 0.11% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.5% | 0.39% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 0.46% | −0.09 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.09 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -41.0% | 0.19% | −0.09 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.44% | −0.09 |
| JPST JPMorgan Ultra-Short Income | Reduce -13.7% | 0.32% | −0.08 |
| FBND Fidelity Total Bond ETF | Reduce -1.8% | 0.81% | −0.08 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.07 |
| TMUS T-Mobile US Inc. | Reduce -0.6% | 0.32% | −0.07 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.28% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 1.17% | −0.06 |
| HTRB Hartford TTL RTRN BND ETF | Reduce -1.7% | 0.64% | −0.06 |
| VPLS Vanguard Core-Plus Bond ETF | Reduce -2.0% | 0.64% | −0.06 |
| TJAN Inv E D PRT ETF - 2Y T JAN27 | Sold out | 0.00% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -54.8% | 0.04% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 1.62% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.05 |
| COP Conocophillips | Reduce -2.8% | 0.16% | −0.05 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.04 |
| APP AppLovin Corp. Class A | Reduce -27.2% | 0.35% | −0.04 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Reduce -18.5% | 0.13% | −0.04 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 0.22% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.03 |
| PAGP Plains GP Holdings LP | Sold out | 0.00% | −0.03 |
| CVX Chevron Corp. | Reduce -6.5% | 0.10% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -38.2% | 0.04% | −0.03 |
| EPD Enterprise Products Partners | Reduce -3.9% | 0.14% | −0.03 |
| BLK BlackRock Inc. | Reduce -9.2% | 0.45% | −0.03 |
| MLN Vaneck Long Muni ETF | Reduce -13.9% | 0.09% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +9.8% | 6.12% | +0.75 |
| MSFT Microsoft Corp. | Add +1.9% | 3.24% | +0.66 |
| IEFA iShares Core MSCI Eafe ETF | Add +12.1% | 4.88% | +0.64 |
| VOO Vanguard S&P 500 ETF | Add +2.3% | 12.87% | +0.62 |
| NVDA Nvidia Corp. | Add +9.4% | 1.11% | +0.36 |
| MMIT Nylim Mackay Muni Intermedia | Add +26.9% | 1.53% | +0.23 |
| AVGO Broadcom Inc. | Add +1.9% | 0.45% | +0.16 |
| META Meta Platforms Inc. Class A | Add +2.6% | 0.90% | +0.16 |
| AMZN Amazon.com Inc. | Add +0.5% | 2.05% | +0.15 |
| WMT Walmart Inc. | Add +1.6% | 2.67% | +0.13 |
| UBER Uber Technologies Inc. | New | 0.13% | +0.13 |
| CI The Cigna Group | New | 0.12% | +0.12 |
| VEEV Veeva Systems Inc. Class A | New | 0.11% | +0.11 |
| APH Amphenol Corp. Class A | New | 0.11% | +0.11 |
| EQT Eqt Corp. | New | 0.11% | +0.11 |
| KLAC KLA Corp. | Add +224.7% | 0.14% | +0.10 |
| PAYC Paycom Software Inc. | New | 0.09% | +0.09 |
| VFLO Victoryshares Free Cash Flow | Add +8.3% | 1.94% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +8.9% | 0.17% | +0.07 |
| GSLC Goldman Activebeta US LC ETF | Add +3.5% | 1.11% | +0.06 |
| HD Home Depot Inc. | Add +12.3% | 1.47% | +0.06 |
| TIDAL TRUST II | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +33.8% | 0.12% | +0.06 |
| LOW Lowe's Cos Inc. | New | 0.06% | +0.06 |
| NOW ServiceNow Inc. | New | 0.06% | +0.06 |
| BIZD Vaneck BDC Income ETF | Add +154.3% | 0.10% | +0.05 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.77% | +0.05 |
| DELL Dell Technologies -C | New | 0.05% | +0.05 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.05% | +0.05 |
| AMAT Applied Materials Inc. | New | 0.04% | +0.04 |
| PFF iShares Preferred & Income S | New | 0.04% | +0.04 |
| GME Gamestop Corp. Class A | New | 0.04% | +0.04 |
| GSIE Goldman Sachs Activebeta Int | Add +1.1% | 0.88% | +0.04 |
| VCRB Vanguard Core Bond ETF | Add +9.6% | 1.91% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 1.26% | +0.04 |
| MS Morgan Stanley | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| IXUS iShares Core Intl Stock ETF | Add +0.7% | 1.00% | +0.04 |
| HON Honeywell International Inc. | New | 0.04% | +0.04 |
| BOTZ Global X Robotics & Artifici | New | 0.03% | +0.03 |
| BE Bloom Energy Corp. Class A | New | 0.03% | +0.03 |
| BA The Boeing Co. | Add +60.5% | 0.07% | +0.03 |
| TSLA Tesla Inc. | Add +3.8% | 0.22% | +0.03 |
| LPLA LPL Financial Holdings Inc. | New | 0.03% | +0.03 |
| EFV iShares MSCI Eafe Value ETF | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | Add +5.5% | 0.26% | +0.03 |
| DIS The Walt Disney Co. | Add +5.7% | 0.15% | +0.03 |
| NFLX Netflix Inc. | Add +1.2% | 0.09% | +0.02 |
| IBM Intl Business Machines Corp. | Add +52.4% | 0.06% | +0.02 |
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 |