Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $99M | 13.3% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $49.5M | 6.7% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $38.6M | 5.2% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $36.3M | 4.9% |
| Apple Inc.COM | COM | $34.8M | 4.7% |
| United Parcel Svcs Inc.CL B | CL B | $33.4M | 4.5% |
| iShares TRMSCI USA MMENTM | MSCI USA MMENTM | $20.8M | 2.8% |
| J P Morgan Exchange Traded FMUNICIPAL ETF | MUNICIPAL ETF | $16.8M | 2.3% |
| Victory Portfolios IISHS FR CA FL ETF | SHS FR CA FL ETF | $16.2M | 2.2% |
| Microsoft Corp.COM | COM | $15.3M | 2.1% |
| Amazon Com Inc.COM | COM | $14.1M | 1.9% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $12.8M | 1.7% |
| Vanguard Malvern FdsCORE BD ETF | CORE BD ETF | $12.8M | 1.7% |
| iShares TRMSCI USA VALUE | MSCI USA VALUE | $12.6M | 1.7% |
| New York Life Invts Active EMACKAY MUN INTER | MACKAY MUN INTER | $12.3M | 1.7% |
| Vanguard BD Index FdsVANGUARD ULTRA | VANGUARD ULTRA | $10.9M | 1.5% |
| Darling Ingredients Inc.COM | COM | $10.8M | 1.5% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $9.75M | 1.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $9.75M | 1.3% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $9.59M | 1.3% |
| Visa Inc.COM CL A | COM CL A | $9.56M | 1.3% |
| Nvidia CorporationCOM | COM | $8.65M | 1.2% |
| Home Depot Inc.COM | COM | $8.6M | 1.2% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $8.11M | 1.1% |
| Goldman Sachs ETF TRACTIVEBETA US LG | ACTIVEBETA US LG | $7.59M | 1.0% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $7.37M | 1.0% |
| Mastercard IncorporatedCL A | CL A | $6.52M | 0.9% |
| Walmart Inc.COM | COM | $6.49M | 0.9% |
| Goldman Sachs ETF TRACTIVEBETA INT | ACTIVEBETA INT | $5.94M | 0.8% |
| Waste Mgmt Inc. DelCOM | COM | $5.82M | 0.8% |
| iShares TR3 7 YR TREAS BD | 3 7 YR TREAS BD | $5.45M | 0.7% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $5.22M | 0.7% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $5.21M | 0.7% |
| Broadcom Inc.COM | COM | $4.68M | 0.6% |
| J P Morgan Exchange Traded FULTRA SHT MUNCPL | ULTRA SHT MUNCPL | $4.48M | 0.6% |
| CSX Corp.COM | COM | $4.47M | 0.6% |
| Meta Platforms Inc.CL A | CL A | $4.37M | 0.6% |
| Vanguard Malvern FdsCORE-PLUS BD ETF | CORE-PLUS BD ETF | $4.25M | 0.6% |
| Hartford Fds Exchange TradedTOTAL RTRN ETF | TOTAL RTRN ETF | $4.18M | 0.6% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $4.09M | 0.6% |
| Exxon Mobil Corp.COM | COM | $3.57M | 0.5% |
| First TR Exchng Traded FD VISMITH OPPORT FXD | SMITH OPPORT FXD | $3.29M | 0.4% |
| Applovin Corp.COM CL A | COM CL A | $3.11M | 0.4% |
| Cisco Sys Inc.COM | COM | $3.1M | 0.4% |
| Tesla Inc.COM | COM | $3.04M | 0.4% |
| Micron Technology Inc.COM | COM | $3.02M | 0.4% |
| Berkshire Hathaway Inc. DelCL A | CL A | $3M | 0.4% |
| Johnson & JohnsonCOM | COM | $2.68M | 0.4% |
| Blackrock Inc.COM | COM | $2.62M | 0.4% |
| JPMORGAN Chase & COCOM | COM | $2.47M | 0.3% |
Vanguard Index FdsS&P 500 ETF SHS$99M
- Class
- S&P 500 ETF SHS
- Share
- 13.3%
Blackrock ETF TrustISHARES US EQUIT$49.5M
- Class
- ISHARES US EQUIT
- Share
- 6.7%
iShares TRMSCI USA QLT FCT$38.6M
- Class
- MSCI USA QLT FCT
- Share
- 5.2%
iShares TRCORE MSCI EAFE$36.3M
- Class
- CORE MSCI EAFE
- Share
- 4.9%
Apple Inc.COM$34.8M
- Class
- COM
- Share
- 4.7%
United Parcel Svcs Inc.CL B$33.4M
- Class
- CL B
- Share
- 4.5%
iShares TRMSCI USA MMENTM$20.8M
- Class
- MSCI USA MMENTM
- Share
- 2.8%
J P Morgan Exchange Traded FMUNICIPAL ETF$16.8M
- Class
- MUNICIPAL ETF
- Share
- 2.3%
Victory Portfolios IISHS FR CA FL ETF$16.2M
- Class
- SHS FR CA FL ETF
- Share
- 2.2%
Microsoft Corp.COM$15.3M
- Class
- COM
- Share
- 2.1%
Amazon Com Inc.COM$14.1M
- Class
- COM
- Share
- 1.9%
iShares TRCORE S&P SCP ETF$12.8M
- Class
- CORE S&P SCP ETF
- Share
- 1.7%
Vanguard Malvern FdsCORE BD ETF$12.8M
- Class
- CORE BD ETF
- Share
- 1.7%
iShares TRMSCI USA VALUE$12.6M
- Class
- MSCI USA VALUE
- Share
- 1.7%
New York Life Invts Active EMACKAY MUN INTER$12.3M
- Class
- MACKAY MUN INTER
- Share
- 1.7%
Vanguard BD Index FdsVANGUARD ULTRA$10.9M
- Class
- VANGUARD ULTRA
- Share
- 1.5%
Darling Ingredients Inc.COM$10.8M
- Class
- COM
- Share
- 1.5%
Vanguard Index FdsTOTAL STK MKT$9.75M
- Class
- TOTAL STK MKT
- Share
- 1.3%
Alphabet Inc.CAP STK CL A$9.75M
- Class
- CAP STK CL A
- Share
- 1.3%
Alphabet Inc.CAP STK CL C$9.59M
- Class
- CAP STK CL C
- Share
- 1.3%
Visa Inc.COM CL A$9.56M
- Class
- COM CL A
- Share
- 1.3%
Nvidia CorporationCOM$8.65M
- Class
- COM
- Share
- 1.2%
Home Depot Inc.COM$8.6M
- Class
- COM
- Share
- 1.2%
J P Morgan Exchange Traded FEQUITY PREMIUM$8.11M
- Class
- EQUITY PREMIUM
- Share
- 1.1%
Goldman Sachs ETF TRACTIVEBETA US LG$7.59M
- Class
- ACTIVEBETA US LG
- Share
- 1.0%
iShares TRCORE MSCI TOTAL$7.37M
- Class
- CORE MSCI TOTAL
- Share
- 1.0%
Mastercard IncorporatedCL A$6.52M
- Class
- CL A
- Share
- 0.9%
Walmart Inc.COM$6.49M
- Class
- COM
- Share
- 0.9%
Goldman Sachs ETF TRACTIVEBETA INT$5.94M
- Class
- ACTIVEBETA INT
- Share
- 0.8%
Waste Mgmt Inc. DelCOM$5.82M
- Class
- COM
- Share
- 0.8%
iShares TR3 7 YR TREAS BD$5.45M
- Class
- 3 7 YR TREAS BD
- Share
- 0.7%
Vanguard Scottsdale FdsSHORT TERM TREAS$5.22M
- Class
- SHORT TERM TREAS
- Share
- 0.7%
Fidelity Merrimack Str TRTOTAL BD ETF$5.21M
- Class
- TOTAL BD ETF
- Share
- 0.7%
Broadcom Inc.COM$4.68M
- Class
- COM
- Share
- 0.6%
J P Morgan Exchange Traded FULTRA SHT MUNCPL$4.48M
- Class
- ULTRA SHT MUNCPL
- Share
- 0.6%
CSX Corp.COM$4.47M
- Class
- COM
- Share
- 0.6%
Meta Platforms Inc.CL A$4.37M
- Class
- CL A
- Share
- 0.6%
Vanguard Malvern FdsCORE-PLUS BD ETF$4.25M
- Class
- CORE-PLUS BD ETF
- Share
- 0.6%
Hartford Fds Exchange TradedTOTAL RTRN ETF$4.18M
- Class
- TOTAL RTRN ETF
- Share
- 0.6%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$4.09M
- Class
- FTSE EMR MKT ETF
- Share
- 0.6%
Exxon Mobil Corp.COM$3.57M
- Class
- COM
- Share
- 0.5%
First TR Exchng Traded FD VISMITH OPPORT FXD$3.29M
- Class
- SMITH OPPORT FXD
- Share
- 0.4%
Applovin Corp.COM CL A$3.11M
- Class
- COM CL A
- Share
- 0.4%
Cisco Sys Inc.COM$3.1M
- Class
- COM
- Share
- 0.4%
Tesla Inc.COM$3.04M
- Class
- COM
- Share
- 0.4%
Micron Technology Inc.COM$3.02M
- Class
- COM
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL A$3M
- Class
- CL A
- Share
- 0.4%
Johnson & JohnsonCOM$2.68M
- Class
- COM
- Share
- 0.4%
Blackrock Inc.COM$2.62M
- Class
- COM
- Share
- 0.4%
JPMORGAN Chase & COCOM$2.47M
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 237 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1706351
- File number
- 028-18043
- Options
- 0 call, 1 put
- In the 25 largest
- 69.8%
- Prior quarter
- $656M at 31 March 2026
- Positions opened
- 35
- Positions closed
- 8
Common questions
What are Cfo4life Group’s 13F holdings worth?
$743 million across 237 positions for the quarter ended 30 June 2026.
What is Cfo4life Group’s largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $99 million, or 13.3% of reported 13F value, as of 30 June 2026.
How concentrated is Cfo4life Group’s 13F portfolio?
The ten largest positions accounted for 48.5% of reported value and the twenty-five largest for 69.8%, across 237 positions as of 30 June 2026.
Does Form 13F show everything Cfo4life Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Cfo4life Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.