CFO4Life Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), CFO4Life Group, LLC reported 210 stock positions worth $656.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.2% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 6.5%) and iShares Core MSCI Eafe ETF (IEFA, 5.2%). Compared with Q4 2025, it opened 6 new positions, sold out of 38, added to 55 and reduced 130. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +1%) and the biggest sale Microsoft (MSFT, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- COPPELL, TX
- CIK
- 0001706351
- Portfolio Value
- $656.0M (Q1 2026)
- SEC Filing
- 0001765380-26-000199 ↗ filed May 11, 2026
Holdings Value
Holdings 210 stocks · $656.0M
| VOO Vanguard S&P 500 ETF | 13.16% | 144,500 | $86.3M | Add +0.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.47% | 729,026 | $42.4M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 5.23% | 379,195 | $34.3M | Reduce -1.6% |
| QUAL iShares MSCI USA Quality Fac | 5.13% | 175,287 | $33.6M | Reduce -0.5% |
| UPS United Parcel Service Class B | 4.66% | 311,009 | $30.6M | Reduce -0.2% |
| AAPL Apple Inc. | 4.62% | 119,496 | $30.3M | Reduce -4.3% |
| JMUB JPMorgan Municipal ETF | 2.48% | 325,661 | $16.3M | Add +0.8% |
| MSFT Microsoft Corp. | 2.37% | 41,932 | $15.5M | Reduce -8.1% |
| MTUM iShares MSCI USA Momentum Fa | 2.23% | 60,865 | $14.6M | Reduce -0.6% |
| VFLO Victoryshares Free Cash Flow | 2.12% | 352,701 | $13.9M | Reduce -1.1% |
| VCRB Vanguard Core Bond ETF | 1.96% | 165,869 | $12.8M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.87% | 58,942 | $12.3M | Reduce -3.7% |
| VUSB Vanguard Ultra Short Bond Et | 1.86% | 244,431 | $12.2M | Reduce -17.4% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 1.83% | 498,899 | $12.0M | Add +4.6% |
| DAR Darling Ingredients Inc. | 1.82% | 193,470 | $12.0M | Reduce -8.3% |
| IJR iShares Core S&P Small-Cap E | 1.67% | 88,204 | $11.0M | Reduce -5.4% |
| VLUE iShares MSCI USA Value Facto | 1.37% | 63,281 | $9.0M | Reduce -2.2% |
| V Visa Inc. Class A | 1.29% | 28,099 | $8.5M | Reduce -2.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.29% | 26,373 | $8.5M | Reduce -0.3% |
| JEPI JPMorgan Equity Premium Inco | 1.24% | 143,649 | $8.1M | Add +0.1% |
| HD Home Depot Inc. | 1.23% | 24,606 | $8.1M | Reduce -2.3% |
| GOOG Alphabet Inc. Class C | 1.17% | 26,693 | $7.7M | Reduce -9.7% |
| GOOGL Alphabet Inc. Class A | 1.15% | 26,216 | $7.5M | Reduce -9.6% |
| WMT Walmart Inc. | 1.08% | 57,136 | $7.1M | Reduce -3.5% |
| GSLC Goldman Activebeta US LC ETF | 1.06% | 55,683 | $7.0M | Reduce -2.0% |
| IXUS iShares Core Intl Stock ETF | 1.06% | 79,901 | $6.9M | Reduce -0.6% |
| NVDA Nvidia Corp. | 1.05% | 39,486 | $6.9M | Reduce -13.4% |
| MA Mastercard Inc. Class A | 0.96% | 12,604 | $6.3M | Reduce -4.5% |
| WM Waste Management Inc. | 0.92% | 26,137 | $6.0M | Reduce -1.2% |
| GSIE Goldman Sachs Activebeta Int | 0.89% | 134,709 | $5.8M | Reduce -1.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.88% | 48,680 | $5.8M | Reduce -4.0% |
| FBND Fidelity Total Bond ETF | 0.81% | 115,899 | $5.3M | Add +2.6% |
| META Meta Platforms Inc. Class A | 0.69% | 7,870 | $4.5M | Reduce -5.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.68% | 88,092 | $4.5M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.67% | 26,086 | $4.4M | Reduce -2.7% |
| VPLS Vanguard Core-Plus Bond ETF | 0.65% | 55,059 | $4.3M | Add +3.6% |
| HTRB Hartford TTL RTRN BND ETF | 0.64% | 124,353 | $4.2M | Add +3.8% |
| CSX CSX Corp. | 0.59% | 94,006 | $3.9M | Reduce -0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.58% | 69,924 | $3.8M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.55% | 11,656 | $3.6M | Reduce -11.5% |
| FIXD First Trust Smith Opportunis | 0.49% | 73,699 | $3.2M | Reduce -2.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.44% | 4 | $2.9M | No change |
| VGSH Vanguard Short-Term Treasury | 0.41% | 46,348 | $2.7M | Add +29.7% |
| BLK BlackRock Inc. | 0.40% | 2,726 | $2.6M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.39% | 10,398 | $2.5M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 3,758 | $2.4M | Reduce -0.2% |
| APP AppLovin Corp. Class A | 0.37% | 6,029 | $2.4M | Reduce -4.5% |
| TSLA Tesla Inc. | 0.36% | 6,422 | $2.4M | Reduce -9.5% |
| PG The Procter & Gamble Co. | 0.36% | 16,283 | $2.4M | Reduce -4.7% |
| JPM JPMorgan Chase & Co. | 0.34% | 7,488 | $2.2M | Reduce -23.0% |
| CSCO Cisco Systems Inc. | 0.31% | 26,515 | $2.1M | Reduce -6.5% |
| JPST JPMorgan Ultra-Short Income | 0.31% | 40,362 | $2.0M | Add +2.3% |
| PB Prosperity Bancshares Inc. | 0.30% | 28,844 | $1.9M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 3,876 | $1.9M | Reduce -18.1% |
| DIVO Amplify CWP Enhan Divid ETF | 0.28% | 41,165 | $1.8M | Add +16.1% |
| PEP Pepsico Inc. | 0.26% | 11,151 | $1.7M | Reduce -17.9% |
| LII Lennox International Inc. | 0.26% | 3,607 | $1.7M | Reduce -31.0% |
| IUSV iShares Core S&P U.S. Value | 0.24% | 15,566 | $1.6M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 24,107 | $1.5M | Reduce -4.8% |
| COP Conocophillips | 0.23% | 11,384 | $1.5M | Reduce -0.8% |
| TMUS T-Mobile US Inc. | 0.23% | 7,045 | $1.5M | Reduce -4.7% |
| LLY Eli Lilly & Co. | 0.22% | 1,547 | $1.4M | Reduce -17.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 2,294 | $1.3M | Reduce -21.6% |
| BXSL Blackstone Secured Lending F | 0.20% | 54,973 | $1.3M | Reduce -18.6% |
| KLAC KLA Corp. | 0.18% | 810 | $1.2M | Reduce -15.4% |
| COST Costco Wholesale Corp. | 0.18% | 1,163 | $1.2M | Reduce -20.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 22,568 | $1.1M | Add +0.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 11,776 | $1.1M | Add +0.1% |
| EME Emcor Group Inc. | 0.17% | 1,472 | $1.1M | Reduce -2.5% |
| KO The Coca-Cola Co. | 0.17% | 14,284 | $1.1M | Reduce -7.6% |
| TXN Texas Instruments Inc. | 0.16% | 5,376 | $1.0M | Reduce -35.1% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 6,399 | $936K | Reduce -7.9% |
| AXP American Express Co. | 0.14% | 3,093 | $935K | Reduce -0.8% |
| BOND PIMCO Active Bond Exchange-T | 0.14% | 9,999 | $923K | Reduce -0.1% |
| TFLO iShares Treasury Floating Ra | 0.14% | 18,174 | $920K | Add +3.5% |
| BKNG Booking Holdings Inc. | 0.14% | 211 | $887K | Reduce -2.3% |
| CVX Chevron Corp. | 0.14% | 4,285 | $886K | Reduce -6.8% |
| APH Amphenol Corp. Class A | 0.13% | 6,679 | $844K | Reduce -0.4% |
| NTRS Northern Trust Corp. | 0.12% | 5,802 | $810K | Reduce -2.7% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.12% | 33,694 | $799K | Add +0.8% |
| C Citigroup Inc. | 0.12% | 6,976 | $791K | Reduce -4.8% |
| HIG Hartford Insurance Group Inc. | 0.12% | 5,842 | $790K | Reduce -0.8% |
| MU Micron Technology Inc. | 0.12% | 2,315 | $782K | Add +4.0% |
| NVS Novartis AG-Sponsored ADR | 0.12% | 5,010 | $765K | Reduce -12.2% |
| VT Vanguard Tot World STK ETF | 0.12% | 5,463 | $756K | Add +63.4% |
| BE Bloom Energy Corp. Class A | 0.11% | 5,541 | $751K | Reduce -15.3% |
| CII BlackRock Enhan LRG Cap Core | 0.11% | 35,321 | $742K | Add +6.7% |
| INTC Intel Corp. | 0.11% | 16,683 | $736K | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,116 | $729K | Add +11.4% |
| PGR Progressive Corp. | 0.11% | 3,644 | $722K | Reduce -0.3% |
| PFE Pfizer Inc. | 0.11% | 25,583 | $718K | Reduce -5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 1,604 | $701K | Add +1.3% |
| LMT Lockheed Martin Corp. | 0.11% | 1,156 | $699K | Reduce -3.1% |
| PM Philip Morris International | 0.10% | 4,143 | $685K | Reduce -1.6% |
| UNP Union Pacific Corp. | 0.10% | 2,783 | $675K | Reduce -25.7% |
| BALT Inn Defined Wealth Shield | 0.10% | 20,106 | $673K | Reduce -38.0% |
| ETB Eaton Vance T/M Buy-WRT Inc. | 0.10% | 46,237 | $667K | Reduce -3.6% |
| EPD Enterprise Products Partners | 0.10% | 17,338 | $656K | Reduce -37.0% |
| ITOT iShares Core S&P Total U.S. | 0.10% | 4,600 | $655K | No change |
| BIZD Vaneck BDC Income ETF | 0.10% | 51,103 | $654K | Add +57.0% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -8.1% | 2.37% | −0.78 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -17.4% | 1.86% | −0.25 |
| APP AppLovin Corp. Class A | Reduce -4.5% | 0.37% | −0.24 |
| AAPL Apple Inc. | Reduce -4.3% | 4.62% | −0.21 |
| NVDA Nvidia Corp. | Reduce -13.4% | 1.05% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -9.7% | 1.17% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -9.6% | 1.15% | −0.14 |
| V Visa Inc. Class A | Reduce -2.2% | 1.29% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -3.7% | 1.87% | −0.14 |
| MPLX MPLX LP | Sold out | 0.00% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -4.5% | 0.96% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -23.0% | 0.34% | −0.11 |
| LII Lennox International Inc. | Reduce -31.0% | 0.26% | −0.11 |
| AVGO Broadcom Inc. | Reduce -11.5% | 0.55% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -5.3% | 0.69% | −0.10 |
| TSLA Tesla Inc. | Reduce -9.5% | 0.36% | −0.09 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -17.5% | 0.22% | −0.07 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Sold out | 0.00% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -18.1% | 0.28% | −0.06 |
| BXSL Blackstone Secured Lending F | Reduce -18.6% | 0.20% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -21.6% | 0.20% | −0.05 |
| BALT Inn Defined Wealth Shield | Reduce -38.0% | 0.10% | −0.05 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.05 |
| PDI PIMCO Dynamic Income Fund | Sold out | 0.00% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -35.1% | 0.16% | −0.05 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.04 |
| OXLC Oxford Lane Capital Corp. | Sold out | 0.00% | −0.04 |
| AGNC AGNC Investment Corp. | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -23.6% | 0.08% | −0.04 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.04 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.04 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.04 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.04 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.04 |
| ABBV Abbvie Inc. | Reduce -35.7% | 0.07% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.04 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -7.9% | 0.14% | −0.03 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.03 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.03 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.03 |
| PTY PIMCO Corporate & Income Opp | Sold out | 0.00% | −0.03 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.03 |
| LIN Linde PLC | Sold out | 0.00% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.03 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.03 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Add +0.8% | 13.16% | +0.35 |
| MMIT Nylim Mackay Muni Intermedia | Add +4.6% | 1.83% | +0.18 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +0.3% | 6.47% | +0.17 |
| JMUB JPMorgan Municipal ETF | Add +0.8% | 2.48% | +0.16 |
| VCRB Vanguard Core Bond ETF | Add +1.6% | 1.96% | +0.14 |
| VGSH Vanguard Short-Term Treasury | Add +29.7% | 0.41% | +0.11 |
| GOVT iShares US Treasury Bond ETF | New | 0.08% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +0.1% | 1.24% | +0.07 |
| FBND Fidelity Total Bond ETF | Add +2.6% | 0.81% | +0.06 |
| VPLS Vanguard Core-Plus Bond ETF | Add +3.6% | 0.65% | +0.06 |
| DIVO Amplify CWP Enhan Divid ETF | Add +16.1% | 0.28% | +0.06 |
| HTRB Hartford TTL RTRN BND ETF | Add +3.8% | 0.64% | +0.06 |
| VT Vanguard Tot World STK ETF | Add +63.4% | 0.12% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +63.1% | 0.09% | +0.04 |
| PAGP Plains GP Holdings LP | New | 0.03% | +0.03 |
| BIZD Vaneck BDC Income ETF | Add +57.0% | 0.10% | +0.03 |
| MSDL Morgan Stanley Direct Lendin | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | Add +4.0% | 0.12% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +2.3% | 0.31% | +0.03 |
| DELL Dell Technologies -C | Add +9.1% | 0.07% | +0.02 |
| CGBD Carlyle Secured Lending Inc. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +6.6% | 0.05% | +0.02 |
| IUSV iShares Core S&P U.S. Value | Add +0.4% | 0.24% | +0.02 |
| CORZ Core Scientific Inc. | Add +13.8% | 0.08% | +0.02 |
| OWL Blue Owl Capital Inc. | New | 0.01% | +0.01 |
| TFLO iShares Treasury Floating Ra | Add +3.5% | 0.14% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +11.4% | 0.11% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.0% | 0.17% | +0.01 |
| HBAN Huntington Bancshares Inc. | Add +32.3% | 0.04% | +0.01 |
| CARR Carrier Global Corp. | Add +0.1% | 0.07% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 0.17% | +0.01 |
| MMIN Nylim Mackay Muni Insured Et | Add +0.8% | 0.12% | +0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.1% | 0.08% | +0.01 |
| VENU Venu Holding Corp. | New | 0.01% | +0.01 |
| KRG Kite Realty Group Trust | Add +1.0% | 0.05% | +0.00 |
| PDN Inv Rafi Dev MKT US SM-Usdin | Add +0.7% | 0.04% | +0.00 |
| RSG Republic Services Inc. | Add +3.0% | 0.04% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.06% | +0.00 |
| SSB Southstate Bank Corp. | Add +0.1% | 0.08% | +0.00 |
| LAMR Lamar Advertising Co. Class A | Add +0.9% | 0.05% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +2.1% | 0.05% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +25.6% | 0.09% | +0.00 |
| CII BlackRock Enhan LRG Cap Core | Add +6.7% | 0.11% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 0.03% | +0.00 |
| WFC Wells Fargo & Co. | Add +12.1% | 0.10% | +0.00 |
| FMB First Trust Managed Municipa | Add +0.3% | 0.04% | +0.00 |
| PFF iShares Preferred & Income S | Add +0.5% | 0.04% | +0.00 |
| FVAL Fidelity Value Factor ETF | Add +0.4% | 0.04% | +0.00 |
| FQAL Fidelity Quality Factor ETF | Add +0.4% | 0.03% | +0.00 |
| ETW Eaton Vance T/M GLBL Buy-WR | Add +2.2% | 0.02% | +0.00 |
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 |