13F Insight
DOSSIER · 13F-HR · Q2 2026

CFO4Life Group, LLC

$743M in tracked AUM across 237 positions as of Q2 2026.

CG
CIK 0001706351 · last filed Jun 30, 2026
Total AUM
$743M
as of Q2 2026
Holdings
237
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CFO4Life Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$99M144K13.3%02
DYNF
BLACKROCK ETF TRUST
$49M728K6.7%03
QUAL
ISHARES TR
$39M176K5.2%04
IEFA
ISHARES TR
$36M376K4.9%05
AAPL
APPLE INC
$35M120K4.7%06
UPS
UNITED PARCEL SVCS INC
$33M311K4.5%07
MTUM
ISHARES TR
$21M61K2.8%08
JMUB
J P MORGAN EXCHANGE TRADED F
$17M332K2.3%09
VFLO
VICTORY PORTFOLIOS II
$16M353K2.2%10
MSFT
MICROSOFT CORP
$15M41K2.1%

Filing history

2026Q2Jun 30
$743M▲ 13.2%
237 positionsView →2026Q1Mar 31
$656M▼ 6.5%
210 positionsView →2025Q4Dec 31
$702M▲ 2.0%
242 positionsView →2025Q3Sep 30
$688M▲ 7.6%
236 positionsLocked2025Q2Jun 30
$640M▲ 7.6%
228 positionsLocked2025Q1Mar 31
$594M▲ 4.4%
221 positionsLocked2024Q4Dec 31
$569M▲ 0.7%
219 positionsLocked2024Q3Sep 30
$565M▲ 6.2%
220 positionsLocked2024Q2Jun 30
$532M▼ 3.5%
205 positionsLocked2024Q1Mar 31
$551M▲ 5.2%
200 positionsLocked2023Q4Dec 31
$524M▲ 20.9%
183 positionsLocked2023Q3Sep 30
$433M▼ 7.1%
171 positionsLocked
Showing 12 of 36