CFO4Life Group, LLC
CIK 1706351
13F filing for Q2 2026・No. 3,098
- Holdings
- US$742.79M
- Quarter change
- +US$86.81M
- Entries
- 237
- Net bought (estimate)
- +US$11.94M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 34
- Sold out 8
- Cut 78
- Added 111
- Corporate actions 0
- Unchanged 13
Largest holdings
236 stocks worth US$742.13M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 144,155 | US$99.01M | 13.34% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 727,641 | US$49.49M | 6.67% |
| ISHARES TRMSCI USA QLT FCT | Added | 175,888 | US$38.6M | 5.20% |
| ISHARES TRCORE MSCI EAFE | Cut | 375,853 | US$36.3M | 4.89% |
| AAPLAppleCOM | Added | 120,154 | US$34.77M | 4.68% |
| UPSUNITED PARCEL SVCS INCCL B | Cut | 310,836 | US$33.41M | 4.50% |
| ISHARES TRMSCI USA MMENTM | Cut | 60,583 | US$20.77M | 2.80% |
| J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | Added | 331,936 | US$16.81M | 2.27% |
| VICTORY PORTFOLIOS IISHS FR CA FL ETF | Added | 353,353 | US$16.17M | 2.18% |
| MSFTMicrosoftCOM | Cut | 40,999 | US$15.29M | 2.06% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.