CFO4Life Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), CFO4Life Group, LLC reported 234 stock positions worth $688.0 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, 6.3%) and iShares MSCI USA Quality Fac (QUAL, 5.0%). Compared with Q2 2025, it opened 16 new positions, sold out of 9, added to 133 and reduced 55. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale United Parcel Service Class B (UPS, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- COPPELL, TX
- CIK
- 0001706351
- Portfolio Value
- $688.0M (Q3 2025)
- SEC Filing
- 0001765380-25-000451 ↗ filed Nov 7, 2025
Holdings Value
Holdings 234 stocks · $688.0M
| VOO Vanguard S&P 500 ETF | 12.95% | 145,447 | $89.1M | Add +0.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.32% | 734,491 | $43.5M | Add +2.3% |
| QUAL iShares MSCI USA Quality Fac | 5.04% | 178,347 | $34.7M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 4.89% | 385,438 | $33.7M | Add +3.1% |
| AAPL Apple Inc. | 4.64% | 125,441 | $31.9M | Add +0.3% |
| UPS United Parcel Service Class B | 3.79% | 312,084 | $26.1M | Reduce -0.4% |
| MSFT Microsoft Corp. | 3.55% | 47,151 | $24.4M | Add +13.4% |
| WMT Walmart Inc. | 2.61% | 173,950 | $17.9M | Reduce -0.4% |
| JMUB JPMorgan Municipal ETF | 2.42% | 330,165 | $16.7M | Add +6.9% |
| MTUM iShares MSCI USA Momentum Fa | 2.35% | 62,935 | $16.1M | Reduce -1.8% |
| VFLO Victoryshares Free Cash Flow | 1.95% | 358,354 | $13.4M | Add +2.3% |
| AMZN Amazon.com Inc. | 1.94% | 60,682 | $13.3M | Add +1.6% |
| VCRB Vanguard Core Bond ETF | 1.82% | 159,930 | $12.5M | Add +1.7% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 1.67% | 473,236 | $11.5M | Add +15.1% |
| IJR iShares Core S&P Small-Cap E | 1.64% | 95,198 | $11.3M | Add +0.7% |
| HD Home Depot Inc. | 1.51% | 25,558 | $10.4M | Reduce -0.2% |
| V Visa Inc. Class A | 1.45% | 29,165 | $10.0M | Add +4.4% |
| JEPI JPMorgan Equity Premium Inco | 1.29% | 154,897 | $8.8M | Reduce -2.9% |
| NVDA Nvidia Corp. | 1.27% | 46,929 | $8.8M | Add +4.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.26% | 26,456 | $8.7M | Add +0.1% |
| VLUE iShares MSCI USA Value Facto | 1.24% | 68,084 | $8.5M | Reduce -1.9% |
| GSLC Goldman Activebeta US LC ETF | 1.12% | 59,299 | $7.7M | Add +1.1% |
| MA Mastercard Inc. Class A | 1.09% | 13,196 | $7.5M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 1.04% | 29,415 | $7.2M | Add +6.5% |
| IXUS iShares Core Intl Stock ETF | 1.01% | 84,379 | $7.0M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 1.01% | 28,643 | $7.0M | Add +4.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.96% | 55,522 | $6.6M | Reduce -13.0% |
| DAR Darling Ingredients Inc. | 0.96% | 213,212 | $6.6M | Reduce -4.9% |
| META Meta Platforms Inc. Class A | 0.87% | 8,162 | $6.0M | Add +5.2% |
| GSIE Goldman Sachs Activebeta Int | 0.86% | 143,474 | $5.9M | Add +1.1% |
| WM Waste Management Inc. | 0.85% | 26,500 | $5.9M | Reduce -0.7% |
| FBND Fidelity Total Bond ETF | 0.79% | 118,219 | $5.5M | Add +4.0% |
| APP AppLovin Corp. Class A | 0.75% | 7,155 | $5.1M | Add +11.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.73% | 99,044 | $5.1M | Reduce -2.2% |
| VPLS Vanguard Core-Plus Bond ETF | 0.63% | 55,086 | $4.3M | Add +5.1% |
| HTRB Hartford TTL RTRN BND ETF | 0.63% | 125,515 | $4.3M | Add +4.5% |
| VWO Vanguard Ftse Emerging Marke | 0.57% | 71,934 | $3.9M | Add +1.6% |
| AVGO Broadcom Inc. | 0.52% | 10,885 | $3.6M | Add +3.3% |
| FIXD First Trust Smith Opportunis | 0.52% | 80,097 | $3.6M | Reduce -2.5% |
| CSX CSX Corp. | 0.49% | 93,994 | $3.3M | Add +0.0% |
| BLK BlackRock Inc. | 0.47% | 2,774 | $3.2M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 6,412 | $3.2M | Add +26.4% |
| TSLA Tesla Inc. | 0.45% | 6,981 | $3.1M | Add +60.8% |
| XOM Exxon Mobil Corp. | 0.45% | 27,318 | $3.1M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.44% | 9,684 | $3.1M | Add +1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.44% | 4 | $3.0M | No change |
| PG The Procter & Gamble Co. | 0.40% | 17,768 | $2.7M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 3,783 | $2.5M | Add +0.3% |
| TMUS T-Mobile US Inc. | 0.30% | 8,565 | $2.1M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.29% | 10,855 | $2.0M | Add +1.7% |
| JPST JPMorgan Ultra-Short Income | 0.29% | 39,610 | $2.0M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 3,317 | $2.0M | Add +5.3% |
| CSCO Cisco Systems Inc. | 0.28% | 28,311 | $1.9M | Add +2.2% |
| PEP Pepsico Inc. | 0.28% | 13,754 | $1.9M | Add +3.1% |
| PB Prosperity Bancshares Inc. | 0.28% | 29,096 | $1.9M | Add +0.0% |
| LII Lennox International Inc. | 0.26% | 3,433 | $1.8M | Add +0.1% |
| BXSL Blackstone Secured Lending F | 0.25% | 66,943 | $1.7M | Add +6.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.22% | 34,675 | $1.5M | Add +11.8% |
| IUSV iShares Core S&P U.S. Value | 0.22% | 15,423 | $1.5M | No change |
| TXN Texas Instruments Inc. | 0.22% | 8,377 | $1.5M | Add +3.9% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 24,978 | $1.5M | Add +25.9% |
| LLY Eli Lilly & Co. | 0.20% | 1,841 | $1.4M | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 7,555 | $1.4M | Reduce -4.5% |
| TFLO iShares Treasury Floating Ra | 0.18% | 24,206 | $1.2M | Add +0.1% |
| BKNG Booking Holdings Inc. | 0.17% | 217 | $1.2M | Add +1.9% |
| IVV iShares Core S&P 500 ETF | 0.17% | 1,738 | $1.2M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 12,221 | $1.2M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.16% | 1,226 | $1.1M | Add +10.4% |
| COP Conocophillips | 0.16% | 11,626 | $1.1M | Add +0.4% |
| AXP American Express Co. | 0.16% | 3,285 | $1.1M | Add +1.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 21,651 | $1.1M | Add +15.2% |
| KLAC KLA Corp. | 0.15% | 987 | $1.1M | Add +1.3% |
| KO The Coca-Cola Co. | 0.15% | 15,796 | $1.0M | Add +0.4% |
| EME Emcor Group Inc. | 0.15% | 1,546 | $1.0M | Reduce -0.3% |
| ORCL Oracle Corp. | 0.15% | 3,564 | $1.0M | Add +3.6% |
| BOND PIMCO Active Bond Exchange-T | 0.14% | 10,008 | $934K | Reduce -0.7% |
| ETB Eaton Vance T/M Buy-WRT Inc. | 0.13% | 61,769 | $927K | Add +2.0% |
| MPLX MPLX LP | 0.13% | 18,500 | $924K | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 7,894 | $904K | Add +1.2% |
| UNH Unitedhealth Group Inc. | 0.13% | 2,589 | $894K | Add +8.9% |
| UNP Union Pacific Corp. | 0.13% | 3,754 | $887K | Add +1.2% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,862 | $872K | Add +0.1% |
| EPD Enterprise Products Partners | 0.12% | 27,449 | $858K | Reduce -1.7% |
| UBER Uber Technologies Inc. | 0.12% | 8,752 | $857K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 16,425 | $847K | Add +2.4% |
| APH Amphenol Corp. Class A | 0.12% | 6,834 | $846K | Reduce -1.0% |
| PGR Progressive Corp. | 0.12% | 3,417 | $844K | Reduce -3.0% |
| NTRS Northern Trust Corp. | 0.12% | 6,250 | $841K | Add +0.6% |
| T AT&T Inc. | 0.12% | 28,391 | $802K | Add +0.5% |
| HIG Hartford Insurance Group Inc. | 0.12% | 5,962 | $795K | Add +0.1% |
| ABBV Abbvie Inc. | 0.11% | 3,378 | $782K | Add +2.6% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.11% | 32,441 | $772K | Add +9.2% |
| BALT Inn Defined Wealth Shield | 0.11% | 23,161 | $760K | Add +113.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 1,580 | $758K | Add +0.1% |
| CII BlackRock Enhan LRG Cap Core | 0.11% | 32,758 | $753K | Add +0.6% |
| C Citigroup Inc. | 0.11% | 7,199 | $731K | Reduce -0.4% |
| NVS Novartis AG-Sponsored ADR | 0.11% | 5,697 | $731K | Add +2.6% |
| CVX Chevron Corp. | 0.11% | 4,689 | $728K | Add +7.0% |
| RMD Resmed Inc. | 0.11% | 2,649 | $725K | Add +0.3% |
| VEEV Veeva Systems Inc. Class A | 0.10% | 2,335 | $696K | Reduce -1.8% |
Options reported separately and not counted above: GME calls ($6K).
Portfolio Sells Q2 2025 → Q3 2025
| UPS United Parcel Service Class B | Reduce -0.4% | 3.79% | −1.16 |
| DAR Darling Ingredients Inc. | Reduce -4.9% | 0.96% | −0.37 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -13.0% | 0.96% | −0.22 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.9% | 1.29% | −0.13 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.13 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.11 |
| WM Waste Management Inc. | Reduce -0.7% | 0.85% | −0.10 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 1.09% | −0.08 |
| JMST JPM Ultra-Short Muni Income | Reduce -2.2% | 0.73% | −0.07 |
| WMT Walmart Inc. | Reduce -0.4% | 2.61% | −0.07 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -1.8% | 2.35% | −0.06 |
| FIXD First Trust Smith Opportunis | Reduce -2.5% | 0.52% | −0.05 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.04 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.04 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.04 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.0% | 0.29% | −0.03 |
| PGR Progressive Corp. | Reduce -3.0% | 0.12% | −0.02 |
| CI The Cigna Group | Reduce -2.2% | 0.09% | −0.02 |
| PM Philip Morris International | Reduce -2.1% | 0.10% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -0.6% | 0.30% | −0.02 |
| GSBD Goldman Sachs BDC Inc. | Sold out | 0.00% | −0.02 |
| BA The Boeing Co. | Reduce -20.0% | 0.06% | −0.02 |
| MPLX MPLX LP | Reduce -1.1% | 0.13% | −0.02 |
| PAYC Paycom Software Inc. | Reduce -0.1% | 0.07% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -7.1% | 0.10% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.0% | 0.45% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -7.9% | 0.07% | −0.01 |
| EPD Enterprise Products Partners | Reduce -1.7% | 0.12% | −0.01 |
| INTU Intuit Inc. | Reduce -1.3% | 0.04% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -25.3% | 0.03% | −0.01 |
| AMT American Tower Corp. | Reduce -1.0% | 0.04% | −0.01 |
| BOND PIMCO Active Bond Exchange-T | Reduce -0.7% | 0.14% | −0.01 |
| VST Vistra Corp. | Reduce -9.7% | 0.05% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -0.3% | 0.06% | −0.01 |
| CTAS Cintas Corp. | Reduce -5.2% | 0.03% | −0.01 |
| SBUX Starbucks Corp. | Reduce -1.3% | 0.04% | −0.01 |
| VEEV Veeva Systems Inc. Class A | Reduce -1.8% | 0.10% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -5.8% | 0.04% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.04% | −0.00 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -5.9% | 0.05% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -4.1% | 0.10% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -4.0% | 0.06% | −0.00 |
| LAMR Lamar Advertising Co. Class A | Reduce -0.6% | 0.05% | −0.00 |
| IWV iShares Russell 3000 ETF | Reduce -6.7% | 0.03% | −0.00 |
| ERIC Ericsson (lm) Tel-SP ADR | Reduce -1.4% | 0.02% | −0.00 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -2.0% | 0.05% | −0.00 |
| DUK Duke Energy Corp. | Reduce -0.6% | 0.05% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +0.3% | 4.64% | +0.63 |
| APP AppLovin Corp. Class A | Add +11.1% | 0.75% | +0.39 |
| MSFT Microsoft Corp. | Add +13.4% | 3.55% | +0.31 |
| GOOG Alphabet Inc. Class C | Add +6.5% | 1.04% | +0.28 |
| GOOGL Alphabet Inc. Class A | Add +4.1% | 1.01% | +0.25 |
| TSLA Tesla Inc. | Add +60.8% | 0.45% | +0.24 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +2.3% | 6.32% | +0.20 |
| NVDA Nvidia Corp. | Add +4.0% | 1.27% | +0.16 |
| MMIT Nylim Mackay Muni Intermedia | Add +15.1% | 1.67% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +26.4% | 0.47% | +0.08 |
| CORZ Core Scientific Inc. | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 12.95% | +0.07 |
| UGI Ugi Corp. | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | Add +3.3% | 0.52% | +0.07 |
| BALT Inn Defined Wealth Shield | Add +113.3% | 0.11% | +0.06 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +25.9% | 0.22% | +0.04 |
| JNJ Johnson & Johnson | Add +1.7% | 0.29% | +0.04 |
| URI United Rentals Inc. | New | 0.03% | +0.03 |
| SLV iShares Silver Trust | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| FMB First Trust Managed Municipa | New | 0.03% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | New | 0.03% | +0.03 |
| PANW Palo Alto Networks Inc. | New | 0.03% | +0.03 |
| FQAL Fidelity Quality Factor ETF | New | 0.03% | +0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Add +68.5% | 0.08% | +0.03 |
| VBTX Veritex Holdings Inc. | New | 0.03% | +0.03 |
| MRVL Marvell Technology Inc. | New | 0.03% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +0.7% | 1.64% | +0.03 |
| ORCL Oracle Corp. | Add +3.6% | 0.15% | +0.03 |
| JMUB JPMorgan Municipal ETF | Add +6.9% | 2.42% | +0.02 |
| DX Dynex Capital Inc. | New | 0.02% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +43.9% | 0.07% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 0.57% | +0.02 |
| KLAC KLA Corp. | Add +1.3% | 0.15% | +0.02 |
| DIVO Amplify CWP Enhan Divid ETF | Add +11.8% | 0.22% | +0.02 |
| ABBV Abbvie Inc. | Add +2.6% | 0.11% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.3% | 0.29% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.8% | 0.08% | +0.02 |
| VFLO Victoryshares Free Cash Flow | Add +2.3% | 1.95% | +0.02 |
| BLK BlackRock Inc. | Add +0.1% | 0.47% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +8.9% | 0.13% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +15.2% | 0.16% | +0.01 |
| AMD Advanced Micro Devices | Add +16.1% | 0.06% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +1.8% | 1.01% | +0.01 |
| GSLC Goldman Activebeta US LC ETF | Add +1.1% | 1.12% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 0.44% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.1% | 4.89% | +0.01 |
Options Activity Q2 2025 → Q3 2025
| GME Gamestop Corp. Class A | call | New | 10,000 | $6K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2025 → Q3 2025
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | Sold out | 19,015 | $206Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |