CFO4Life

CFO4Life Group as of June 30, 2026

Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 236 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.3 $99M 144k 686.81
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.7 $50M 728k 68.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.2 $39M 176k 219.43
Ishares Tr Core Msci Eafe (IEFA) 4.9 $36M 376k 96.58
Apple (AAPL) 4.7 $35M 120k 289.36
United Parcel Svcs CL B (UPS) 4.5 $33M 311k 107.50
Ishares Tr Msci Usa Mmentm (MTUM) 2.8 $21M 61k 342.83
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.3 $17M 332k 50.66
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) 2.2 $16M 353k 45.75
Microsoft Corporation (MSFT) 2.1 $15M 41k 373.02
Amazon (AMZN) 1.9 $14M 59k 238.34
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $13M 87k 148.31
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.7 $13M 166k 77.23
Ishares Tr Msci Usa Value (VLUE) 1.7 $13M 63k 199.81
New York Life Invts Active E Mackay Mun Inter (MMIT) 1.7 $12M 506k 24.35
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.5 $11M 219k 49.78
Darling International (DAR) 1.5 $11M 198k 54.62
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $9.8M 26k 370.03
Alphabet Cap Stk Cl A (GOOGL) 1.3 $9.8M 27k 357.37
Alphabet Cap Stk Cl C (GOOG) 1.3 $9.6M 27k 353.33
Visa Com Cl A (V) 1.3 $9.6M 28k 343.09
NVIDIA Corporation (NVDA) 1.2 $8.6M 43k 200.09
Home Depot (HD) 1.2 $8.6M 24k 352.68
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $8.1M 144k 56.48
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.0 $7.6M 54k 141.89
Ishares Tr Core Msci Total (IXUS) 1.0 $7.4M 77k 95.44
Mastercard Incorporated Cl A (MA) 0.9 $6.5M 13k 513.59
Wal-Mart Stores (WMT) 0.9 $6.5M 57k 113.26
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.8 $5.9M 130k 45.70
Waste Management (WM) 0.8 $5.8M 26k 222.88
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.7 $5.5M 46k 117.45
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $5.2M 90k 58.20
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $5.2M 115k 45.49
Broadcom (AVGO) 0.6 $4.7M 12k 377.74
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $4.5M 88k 51.00
CSX Corporation (CSX) 0.6 $4.5M 94k 47.53
Meta Platforms Cl A (META) 0.6 $4.4M 7.8k 563.30
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.6 $4.3M 55k 77.58
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.6 $4.2M 124k 33.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $4.1M 69k 59.69
Exxon Mobil Corporation (XOM) 0.5 $3.6M 26k 136.72
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.4 $3.3M 75k 43.61
Applovin Corp Com Cl A (APP) 0.4 $3.1M 6.0k 515.23
Cisco Systems (CSCO) 0.4 $3.1M 26k 117.46
Tesla Motors (TSLA) 0.4 $3.0M 7.2k 420.63
Micron Technology (MU) 0.4 $3.0M 2.6k 1154.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $3.0M 4.00 748850.00
Johnson & Johnson (JNJ) 0.4 $2.7M 11k 253.97
Blackrock (BLK) 0.4 $2.6M 2.7k 961.51
JPMorgan Chase & Co. (JPM) 0.3 $2.5M 7.6k 327.32
Kla Corp Com New (KLAC) 0.3 $2.5M 8.2k 301.73
Intel Corporation (INTC) 0.3 $2.5M 18k 139.63
Procter & Gamble Company (PG) 0.3 $2.4M 16k 146.64
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.3 $2.1M 46k 45.70
Lennox International (LII) 0.3 $2.1M 3.6k 572.96
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $2.0M 40k 50.57
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.9M 2.6k 746.82
Eli Lilly & Co. (LLY) 0.3 $1.9M 1.6k 1199.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.7M 24k 71.25
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $1.7M 74k 22.78
Bloom Energy Corp Com Cl A (BE) 0.2 $1.7M 5.5k 302.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.6M 57k 28.96
Texas Instruments Incorporated (TXN) 0.2 $1.6M 5.3k 298.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.5M 3.1k 500.39
Pepsi (PEP) 0.2 $1.5M 11k 135.40
Advanced Micro Devices (AMD) 0.2 $1.5M 2.5k 580.91
Blackstone Secd Lending Common Stock (BXSL) 0.2 $1.3M 56k 23.71
Prosperity Bancshares (PB) 0.2 $1.3M 18k 73.03
Lam Research Corp Com New (LRCX) 0.2 $1.2M 2.8k 433.39
Emcor (EME) 0.2 $1.2M 1.5k 829.92
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $1.2M 11k 110.15
ConocoPhillips (COP) 0.2 $1.2M 11k 103.96
Amphenol Corp Cl A (APH) 0.2 $1.2M 6.7k 176.31
Ishares Tr Msci Usa Min Etf (USMV) 0.2 $1.2M 12k 96.46
Dell Technologies CL C (DELL) 0.2 $1.2M 2.7k 431.52
Coca-Cola Company (KO) 0.2 $1.2M 14k 81.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M 23k 50.58
Costco Wholesale Corporation (COST) 0.1 $1.1M 1.1k 935.14
American Express Company (AXP) 0.1 $1.1M 3.1k 338.26
Metropcs Communications (TMUS) 0.1 $1.0M 6.1k 167.73
Northern Trust Corporation (NTRS) 0.1 $1.0M 5.8k 173.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.0M 7.3k 137.53
Citigroup Com New (C) 0.1 $986k 7.0k 139.96
Spdr Series Trust St Lon Treas Etf (SPTL) 0.1 $955k 36k 26.23
BlackRock Enhanced Capital and Income (CII) 0.1 $929k 36k 26.15
Booking Holdings (BKNG) 0.1 $920k 5.2k 178.23
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $917k 18k 50.63
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $913k 4.0k 227.06
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $913k 20k 46.81
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $907k 9.8k 92.21
Gamestop Corp Cl A Put Option (GME) 0.1 $892k 40k 22.08
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $866k 5.5k 156.95
Palantir Technologies Cl A (PLTR) 0.1 $841k 7.2k 116.67
Vanguard Index Fds Growth Etf (VUG) 0.1 $830k 9.6k 86.14
New York Life Invts Active E Mack Mu Insd Etf (MMIN) 0.1 $824k 34k 24.21
Progressive Corporation (PGR) 0.1 $787k 3.6k 218.48
Hartford Financial Services (HIG) 0.1 $784k 5.9k 132.52
Bank of America Corporation (BAC) 0.1 $782k 14k 56.98
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.1 $782k 15k 52.72
Novartis Sponsored Adr (NVS) 0.1 $771k 4.9k 156.73
Union Pacific Corporation (UNP) 0.1 $766k 2.8k 272.04
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $759k 15k 51.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $756k 4.6k 164.27
Ishares Tr Core S&p500 Etf (IVV) 0.1 $736k 983.00 749.06
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $732k 47k 15.54
Altria (MO) 0.1 $710k 9.9k 71.95
Chevron Corporation (CVX) 0.1 $706k 4.3k 165.74
UnitedHealth (UNH) 0.1 $687k 1.7k 415.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $675k 7.9k 85.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $670k 5.4k 124.18
Wells Fargo & Company (WFC) 0.1 $670k 8.1k 82.64
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $654k 12k 55.57
Enterprise Products Partners (EPD) 0.1 $646k 18k 36.76
Philip Morris International (PM) 0.1 $639k 3.5k 180.91
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $637k 36k 17.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $634k 862.00 736.00
Walt Disney Company (DIS) 0.1 $631k 6.6k 96.25
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $619k 13k 46.15
Uber Technologies (UBER) 0.1 $615k 8.5k 72.16
Ishares Tr National Mun Etf (MUB) 0.1 $601k 5.6k 107.62
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $595k 47k 12.66
Lockheed Martin Corporation (LMT) 0.1 $590k 1.2k 509.55
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.1 $585k 11k 52.34
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $559k 16k 34.27
Cigna Corp (CI) 0.1 $559k 2.0k 275.68
Southstate Bk Corp (SSB) 0.1 $554k 5.5k 99.91
Enbridge (ENB) 0.1 $547k 10k 54.21
Carrier Global Corporation (CARR) 0.1 $545k 7.4k 73.35
Caterpillar (CAT) 0.1 $518k 486.00 1064.90
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $517k 6.9k 74.90
Ishares Core Msci Emkt (IEMG) 0.1 $505k 6.1k 82.84
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $501k 3.1k 161.55
Marvell Technology (MRVL) 0.1 $495k 1.7k 297.89
Spdr Gold Tr Gold Shs (GLD) 0.1 $489k 1.3k 368.38
Amgen (AMGN) 0.1 $485k 1.3k 362.20
FedEx Corporation (FDX) 0.1 $475k 1.5k 313.10
Applied Materials (AMAT) 0.1 $474k 656.00 723.00
Verizon Communications (VZ) 0.1 $468k 11k 42.34
Kinder Morgan (KMI) 0.1 $465k 15k 31.97
Ge Vernova (GEV) 0.1 $458k 390.00 1174.86
ResMed (RMD) 0.1 $443k 2.3k 194.87
Abbvie (ABBV) 0.1 $439k 1.7k 251.64
Valero Energy Corporation (VLO) 0.1 $439k 1.7k 260.43
Goldman Sachs (GS) 0.1 $430k 425.00 1012.05
General Dynamics Corporation (GD) 0.1 $409k 1.2k 354.24
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $404k 7.4k 54.63
Lamar Advertising Cl A (LAMR) 0.1 $404k 2.6k 155.97
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) 0.1 $403k 8.0k 50.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $401k 1.9k 212.82
Veeva Sys Cl A Com (VEEV) 0.1 $399k 2.2k 177.47
Gilead Sciences (GILD) 0.1 $399k 3.2k 126.35
McDonald's Corporation (MCD) 0.1 $398k 1.5k 270.39
Phillips 66 (PSX) 0.1 $398k 2.4k 169.08
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $397k 1.7k 236.60
Ishares Tr Core 40 Mode Etf (AOM) 0.1 $396k 7.9k 49.89
Kite Realty Group Trust Com New (KRG) 0.1 $393k 14k 28.38
International Business Machines (IBM) 0.1 $390k 1.4k 281.11
Palo Alto Networks (PANW) 0.1 $387k 1.1k 341.02
At&t (T) 0.1 $385k 19k 20.70
Ge Aerospace Com New (GE) 0.0 $371k 994.00 373.57
Pfizer (PFE) 0.0 $371k 15k 24.08
AmerisourceBergen (COR) 0.0 $366k 1.3k 283.00
Oracle Corporation (ORCL) 0.0 $365k 2.5k 146.55
EQT Corporation (EQT) 0.0 $362k 6.8k 53.17
Boeing Company (BA) 0.0 $357k 1.6k 216.47
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $353k 28k 12.52
Global X Fds Defense Tech Etf (SHLD) 0.0 $348k 5.8k 59.71
Core Scientific (CORZ) 0.0 $334k 13k 25.59
Merck & Co (MRK) 0.0 $328k 2.5k 128.50
Ishares Tr Futu Expo Te Etf (XT) 0.0 $327k 4.0k 82.63
Te Connectivity Ord Shs (TEL) 0.0 $327k 1.6k 201.57
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $323k 6.1k 52.76
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $322k 4.1k 77.93
Duke Energy Corp Com New (DUK) 0.0 $322k 2.5k 126.56
Capital One Financial (COF) 0.0 $321k 1.6k 200.68
Lowe's Companies (LOW) 0.0 $316k 1.4k 220.49
Huntington Bancshares Incorporated (HBAN) 0.0 $313k 18k 17.73
Sandisk Corp (SNDK) 0.0 $312k 137.00 2273.73
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.0 $305k 6.1k 50.37
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.0 $303k 6.7k 44.99
Ishares Tr Core Intl Aggr (IAGG) 0.0 $301k 5.9k 50.60
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $293k 447.00 655.89
Vanguard Index Fds Large Cap Etf (VV) 0.0 $291k 845.00 343.91
Ishares Silver Tr Ishares (SLV) 0.0 $288k 5.4k 53.47
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $286k 9.5k 30.17
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $281k 141.00 1989.44
Starbucks Corporation (SBUX) 0.0 $276k 2.7k 102.18
Charles Schwab Corporation (SCHW) 0.0 $275k 3.0k 92.26
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.0 $274k 9.9k 27.61
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $274k 9.0k 30.49
Independence Realty Trust In (IRT) 0.0 $273k 16k 16.69
Morgan Stanley Com New (MS) 0.0 $272k 1.3k 209.04
Home BancShares (HOMB) 0.0 $270k 9.5k 28.55
Corning Incorporated (GLW) 0.0 $268k 1.1k 255.52
Ishares Tr Eafe Value Etf (EFV) 0.0 $268k 3.5k 76.55
Netflix (NFLX) 0.0 $266k 3.7k 71.40
Vistra Energy (VST) 0.0 $264k 1.7k 158.66
Blackrock Etf Trust Ii Ishar Inter Etf (INMU) 0.0 $262k 11k 24.25
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $261k 5.4k 48.49
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $258k 27k 9.57
Western Digital (WDC) 0.0 $258k 404.00 638.72
Crowdstrike Hldgs Cl A (CRWD) 0.0 $257k 337.00 763.14
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $256k 6.8k 37.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $256k 3.5k 73.41
Fidelity Ethereum SHS (FETH) 0.0 $253k 16k 15.74
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $252k 4.9k 51.36
Raytheon Technologies Corp (RTX) 0.0 $250k 1.3k 189.71
Fs Kkr Capital Corp (FSK) 0.0 $243k 23k 10.50
Thomsoncorp (TRI) 0.0 $239k 2.9k 81.67
UGI Corporation (UGI) 0.0 $237k 6.9k 34.54
Robinhood Mkts Com Cl A (HOOD) 0.0 $237k 2.4k 100.28
American Tower Reit (AMT) 0.0 $234k 1.4k 163.52
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $232k 956.00 242.92
Edwards Lifesciences (EW) 0.0 $231k 2.5k 90.47
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $230k 9.5k 24.27
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $229k 2.8k 81.36
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $228k 9.7k 23.52
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.0 $226k 15k 15.12
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $225k 2.2k 103.96
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $224k 3.6k 61.46
Republic Services (RSG) 0.0 $222k 1.0k 213.08
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $213k 445.00 477.57
Global X Fds Artificial Etf (AIQ) 0.0 $211k 3.2k 65.61
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $210k 401.00 522.67
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $204k 3.2k 64.51
Ishares Tr Russell 3000 Etf (IWV) 0.0 $202k 474.00 426.40
Mattel (MAT) 0.0 $202k 15k 13.88
Blue Owl Capital Com Cl A (OWL) 0.0 $197k 23k 8.75
Golub Capital BDC (GBDC) 0.0 $176k 14k 12.88
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $146k 15k 9.64
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $136k 23k 5.83
Tcg Bdc (CGBD) 0.0 $129k 12k 10.53
Goldman Sachs Bdc SHS (GSBD) 0.0 $96k 10k 9.48
Venu Hldg Corp (VENU) 0.0 $45k 20k 2.27
Mustang Bio (MBIO) 0.0 $24k 34k 0.70
Genius Group Shs New (GNS) 0.0 $2.8k 15k 0.19