13F Insight
DOSSIER · 13F-HR · Q1 2026

CFO4Life Group, LLC

$656M in tracked AUM across 210 positions as of Q1 2026.

CG
CIK 0001706351 · last filed Mar 31, 2026
Total AUM
$656M
as of Q1 2026
Holdings
210
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

CFO4Life Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$86M145K13.2%02
DYNF
BLACKROCK ETF TRUST
$42M729K6.5%03
IEFA
ISHARES TR
$34M379K5.2%04
QUAL
ISHARES TR
$34M175K5.1%05
UPS
UNITED PARCEL SVCS INC
$31M311K4.7%06
AAPL
APPLE INC
$30M119K4.6%07
JMUB
J P MORGAN EXCHANGE TRADED F
$16M326K2.5%08
MSFT
MICROSOFT CORP
$16M42K2.4%09
MTUM
ISHARES TR
$15M61K2.2%10
VFLO
VICTORY PORTFOLIOS II
$14M353K2.1%

Filing history

2026Q1Mar 31
$656M▼ 6.5%
210 positionsView →2025Q4Dec 31
$702M▲ 2.0%
242 positionsView →2025Q3Sep 30
$688M▲ 7.6%
236 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$466M▲ 5.9%
179 positionsLocked
Showing 12 of 35