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CFO4Life Group, LLC
hedge fundUpdated 29 days agoManaged by Cfo4Life Group, Llc • Latest filing Q2 2026
Portfolio value
$742.8M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
-3.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $440.1M |
| Q2 2023 | $466M |
| Q3 2023 | $433.2M |
| Q4 2023 | $523.7M |
| Q1 2024 | $551M |
| Q2 2024 | $531.9M |
| Q3 2024 | $565M |
| Q4 2024 | $569.2M |
| Q1 2025 | $594.1M |
| Q2 2025 | $639.5M |
| Q3 2025 | $688M |
| Q4 2025 | $701.5M |
| Q1 2026 | $656M |
| Q2 2026 | $742.8M |
Top holdings
237 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $99M | 144.2K | 13.33% | — |
| 2 | E ETHA BLACKROCK ETF TRUST | $49.5M | 727.6K | 6.66% | — |
| 3 | E ETHA ISHARES TR | $38.6M | 175.9K | 5.20% | — |
| 4 | E ETHA ISHARES TR | $36.3M | 375.9K | 4.89% | — |
| 5 | A AAPL APPLE INC | $34.8M | 120.2K | 4.68% | — |
| 6 | U UPS UNITED PARCEL SVCS INC | $33.4M | 310.8K | 4.50% | — |
| 7 | E ETHA ISHARES TR | $20.8M | 60.6K | 2.80% | — |
| 8 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $16.8M | 331.9K | 2.26% | — |
| 9 | V VCTR VICTORY PORTFOLIOS II | $16.2M | 353.4K | 2.18% | — |
| 10 | M MSFT MICROSOFT CORP | $15.3M | 41.0K | 2.06% | — |
| 11 | A AMZN AMAZON COM INC | $14.1M | 59.3K | 1.90% | — |
| 12 | E ETHA ISHARES TR | $12.8M | 86.5K | 1.73% | — |
| 13 | ? N/A VANGUARD MALVERN FDS | $12.8M | 165.8K | 1.72% | — |
| 14 | E ETHA ISHARES TR | $12.6M | 63.3K | 1.70% | — |
| 15 | M MMD NEW YORK LIFE INVTS ACTIVE E | $12.3M | 505.5K | 1.66% | — |
| 16 | V VGES VANGUARD BD INDEX FDS | $10.9M | 219.3K | 1.47% | — |
| 17 | D DAR DARLING INGREDIENTS INC | $10.8M | 198.4K | 1.46% | — |
| 18 | V VGES VANGUARD INDEX FDS | $9.8M | 26.4K | 1.31% | — |
| 19 | G GOOGN ALPHABET INC | $9.8M | 27.3K | 1.31% | — |
| 20 | G GOOGN ALPHABET INC | $9.6M | 27.1K | 1.29% | — |