CFO4Life Group, LLC

13F filer · CIK 0001706351

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$743MU.S. long equity reported on 13F

Positions15519 new · 6 closed

Net flow last quarter+$2.48MBuys minus sells

Top 10 positions weight21.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026155 positions
AAPLApple Inc.	$34.8M	4.68%	0.00%	+0.6%	Q1 2017
UPSUnited Parcel Service Inc	$33.4M	4.50%	0.04%	-0.1%	Q1 2017
MSFTMicrosoft Corp	$15.3M	2.06%	0.00%	-2.2%	Q3 2017
AMZNAmazon Com Inc	$14.1M	1.90%	0.00%	+0.7%	Q4 2017
VLUEiSHARES TRUST	$12.6M	1.70%	Not reported	-0.1%	Q4 2017
DARDarling Ingredients Inc.	$10.8M	1.46%	0.12%	+2.5%	Q1 2017
GOOGLAlphabet Inc.	$9.75M	1.31%	0.00%	+4.1%	Q1 2017
GOOGAlphabet Inc.	$9.59M	1.29%	Not reported	+1.7%	Q3 2017
VVisa Inc.	$9.56M	1.29%	0.00%	-0.9%	Q2 2018
NVDANvidia Corp	$8.65M	1.16%	0.00%	+9.4%	Q3 2020
HDHome Depot, Inc.	$8.6M	1.16%	0.00%	-0.9%	Q4 2017
MAMastercard Inc	$6.52M	0.88%	0.00%	+0.8%	Q2 2018
WMTWalmart Inc.	$6.49M	0.87%	0.00%	+0.3%	Q2 2018
WMWaste Management Inc	$5.82M	0.78%	0.01%	0.0%	Q2 2018
AVGOBroadcom Inc.	$4.68M	0.63%	0.00%	+6.2%	Q2 2023
CSXCSX Corp	$4.47M	0.60%	0.01%	0.0%	Q2 2018
METAMeta Platforms, Inc.	$4.37M	0.59%	Not reported	-1.4%	Q1 2017
XOMExxonMobil Holdings Corp	$3.57M	0.48%	0.00%	+0.2%	Q1 2017
APPAppLovin Corp	$3.11M	0.42%	0.00%	+0.1%	Q1 2024
CSCOCisco Systems, Inc.	$3.1M	0.42%	0.00%	-0.3%	Q2 2018
TSLATesla, Inc.	$3.04M	0.41%	0.00%	+12.4%	Q4 2020
MUMicron Technology Inc	$3.02M	0.41%	0.00%	+13.1%	Q4 2025
BRK.ABerkshire Hathaway Inc	$3M	0.40%	Not reported	Not reported	Q1 2025
JNJJohnson & Johnson	$2.68M	0.36%	0.00%	+1.4%	Q1 2017
BLKBlackRock, Inc.	$2.62M	0.35%	0.00%	-0.1%	Q2 2018
JPMJPMorgan Chase & Co	$2.47M	0.33%	0.00%	+0.9%	Q1 2017
KLACKla Corp	$2.47M	0.33%	0.00%	+1.0%	Q2 2024
INTCIntel Corp	$2.46M	0.33%	0.00%	+5.7%	Q1 2018
PGPROCTER & GAMBLE Co	$2.37M	0.32%	0.00%	-0.7%	Q1 2017
LIILennox International Inc	$2.07M	0.28%	0.01%	+0.2%	Q1 2017
SPYSPDR S&P 500 ETF Trust	$1.94M	0.26%	Not reported	-31.0%	Q1 2017
LLYELI LILLY & Co	$1.91M	0.26%	0.00%	+2.7%	Q2 2023
BEBloom Energy Corp	$1.67M	0.22%	0.00%	-0.5%	Q1 2020
TXNTexas Instruments Inc	$1.57M	0.21%	0.00%	-1.7%	Q2 2020
BRK.BBerkshire Hathaway Inc	$1.53M	0.21%	Not reported	-21.0%	Q4 2018
PEPPepsico Inc	$1.49M	0.20%	0.00%	-1.1%	Q2 2018
AMDAdvanced Micro Devices Inc	$1.48M	0.20%	0.00%	+15.3%	Q2 2025
BXSLBlackstone Secured Lending Fund	$1.33M	0.18%	0.02%	+2.2%	Q1 2022
PBProsperity Bancshares Inc	$1.31M	0.18%	0.02%	-37.9%	Q4 2019
LRCXLam Research Corp	$1.23M	0.17%	0.00%	+6.5%	Q1 2017
EMEEMCOR Group, Inc.	$1.22M	0.16%	0.00%	+0.1%	Q2 2024
COPConocophillips	$1.19M	0.16%	0.00%	+0.5%	Q2 2018
APHAmphenol Corp	$1.18M	0.16%	0.00%	+0.5%	Q2 2025
DELLDell Technologies Inc.	$1.17M	0.16%	0.00%	+1.7%	Q4 2021
KOCoca Cola Co	$1.16M	0.16%	0.00%	-0.4%	Q1 2017
COSTCostco Wholesale Corp	$1.06M	0.14%	0.00%	-2.2%	Q3 2021
AXPAmerican Express Co	$1.05M	0.14%	0.00%	+0.6%	Q4 2022
TMUST-Mobile US, Inc.	$1.02M	0.14%	0.00%	-13.4%	Q1 2024
NTRSNorthern Trust Corp	$1.01M	0.14%	0.00%	0.0%	Q4 2024
CCitigroup Inc	$986K	0.13%	0.00%	+1.0%	Q2 2018

Q1 2026Reported May 11, 2026141 positions
UPSUnited Parcel Service Inc	$30.6M	4.66%	0.04%	-0.2%	Q1 2017
AAPLApple Inc.	$30.3M	4.62%	0.00%	-4.3%	Q1 2017
MSFTMicrosoft Corp	$15.5M	2.37%	0.00%	-8.1%	Q3 2017
AMZNAmazon Com Inc	$12.3M	1.87%	0.00%	-3.7%	Q4 2017
DARDarling Ingredients Inc.	$12M	1.82%	0.12%	-8.3%	Q1 2017
VLUEiSHARES TRUST	$9M	1.37%	Not reported	-2.2%	Q4 2017
VVisa Inc.	$8.49M	1.29%	0.00%	-2.2%	Q2 2018
HDHome Depot, Inc.	$8.09M	1.23%	0.00%	-2.3%	Q4 2017
GOOGAlphabet Inc.	$7.66M	1.17%	Not reported	-9.7%	Q3 2017
GOOGLAlphabet Inc.	$7.54M	1.15%	0.00%	-9.6%	Q1 2017
WMTWalmart Inc.	$7.1M	1.08%	0.00%	-3.5%	Q2 2018
NVDANvidia Corp	$6.89M	1.05%	0.00%	-13.4%	Q3 2020
MAMastercard Inc	$6.3M	0.96%	0.00%	-4.5%	Q2 2018
WMWaste Management Inc	$6.01M	0.92%	0.01%	-1.2%	Q2 2018
METAMeta Platforms, Inc.	$4.5M	0.69%	Not reported	-5.3%	Q1 2017
XOMExxonMobil Holdings Corp	$4.43M	0.67%	0.00%	-2.7%	Q1 2017
CSXCSX Corp	$3.86M	0.59%	0.01%	0.0%	Q2 2018
AVGOBroadcom Inc.	$3.61M	0.55%	0.00%	-11.5%	Q2 2023
BRK.ABerkshire Hathaway Inc	$2.87M	0.44%	Not reported	Not reported	Q1 2025
BLKBlackRock, Inc.	$2.62M	0.40%	0.00%	-1.5%	Q2 2018
JNJJohnson & Johnson	$2.54M	0.39%	0.00%	-3.0%	Q1 2017
SPYSPDR S&P 500 ETF Trust	$2.44M	0.37%	Not reported	-0.2%	Q1 2017
APPAppLovin Corp	$2.4M	0.37%	0.00%	-4.5%	Q1 2024
TSLATesla, Inc.	$2.39M	0.36%	0.00%	-9.5%	Q4 2020
PGPROCTER & GAMBLE Co	$2.35M	0.36%	0.00%	-4.7%	Q1 2017
JPMJPMorgan Chase & Co	$2.2M	0.34%	0.00%	-23.0%	Q1 2017
CSCOCisco Systems, Inc.	$2.06M	0.31%	0.00%	-6.6%	Q2 2018
PBProsperity Bancshares Inc	$1.94M	0.30%	0.03%	-1.2%	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.86M	0.28%	Not reported	-18.1%	Q4 2018
PEPPepsico Inc	$1.73M	0.26%	0.00%	-17.9%	Q2 2018
LIILennox International Inc	$1.67M	0.26%	0.01%	-31.0%	Q1 2017
COPConocophillips	$1.5M	0.23%	0.00%	-0.8%	Q2 2018
TMUST-Mobile US, Inc.	$1.48M	0.23%	0.00%	-4.7%	Q1 2024
LLYELI LILLY & Co	$1.42M	0.22%	0.00%	-17.5%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$1.32M	0.20%	Not reported	-21.6%	Q3 2019
BXSLBlackstone Secured Lending Fund	$1.3M	0.20%	0.02%	-18.7%	Q1 2022
KLACKla Corp	$1.19M	0.18%	0.00%	-15.5%	Q2 2024
COSTCostco Wholesale Corp	$1.16M	0.18%	0.00%	-20.7%	Q3 2021
EMEEMCOR Group, Inc.	$1.09M	0.17%	0.00%	-2.5%	Q2 2024
KOCoca Cola Co	$1.09M	0.17%	0.00%	-7.6%	Q1 2017
TXNTexas Instruments Inc	$1.04M	0.16%	0.00%	-35.1%	Q2 2020
PLTRPalantir Technologies Inc.	$936K	0.14%	0.00%	-7.9%	Q3 2024
AXPAmerican Express Co	$935K	0.14%	0.00%	-0.8%	Q4 2022
BKNGBooking Holdings Inc.	$887K	0.14%	0.00%	-2.3%	Q3 2018
CVXChevron Corp	$886K	0.14%	0.00%	-6.9%	Q1 2017
APHAmphenol Corp	$844K	0.13%	0.00%	-0.4%	Q2 2025
NTRSNorthern Trust Corp	$810K	0.12%	0.00%	-2.7%	Q4 2024
CCitigroup Inc	$791K	0.12%	0.00%	-4.8%	Q2 2018
HIGHartford Insurance Group, Inc.	$790K	0.12%	0.00%	-0.8%	Q1 2024
MUMicron Technology Inc	$782K	0.12%	0.00%	+4.0%	Q4 2025

Q4 2025Reported Feb 6, 2026169 positions
AAPLApple Inc.	$33.9M	4.84%	0.00%	-0.5%	Q1 2017
UPSUnited Parcel Service Inc	$30.9M	4.41%	0.04%	-0.1%	Q1 2017
MSFTMicrosoft Corp	$22.1M	3.14%	0.00%	-3.3%	Q3 2017
AMZNAmazon Com Inc	$14.1M	2.01%	0.00%	+0.8%	Q4 2017
VVisa Inc.	$10.1M	1.44%	0.00%	-1.5%	Q2 2018
GOOGAlphabet Inc.	$9.28M	1.32%	Not reported	+0.5%	Q3 2017
GOOGLAlphabet Inc.	$9.08M	1.29%	0.00%	+1.2%	Q1 2017
VLUEiSHARES TRUST	$8.85M	1.26%	Not reported	-4.9%	Q4 2017
HDHome Depot, Inc.	$8.66M	1.24%	0.00%	-1.5%	Q4 2017
NVDANvidia Corp	$8.5M	1.21%	0.00%	-2.9%	Q3 2020
DARDarling Ingredients Inc.	$7.6M	1.08%	0.13%	-1.0%	Q1 2017
MAMastercard Inc	$7.53M	1.07%	0.00%	0.0%	Q2 2018
WMTWalmart Inc.	$6.6M	0.94%	0.00%	-66.0%	Q2 2018
WMWaste Management Inc	$5.81M	0.83%	0.01%	-0.1%	Q2 2018
METAMeta Platforms, Inc.	$5.48M	0.78%	Not reported	+1.8%	Q1 2017
AVGOBroadcom Inc.	$4.56M	0.65%	0.00%	+21.0%	Q2 2023
APPAppLovin Corp	$4.25M	0.61%	0.00%	-11.8%	Q1 2024
CSXCSX Corp	$3.41M	0.49%	0.01%	+0.1%	Q2 2018
XOMExxonMobil Holdings Corp	$3.23M	0.46%	0.00%	-1.9%	Q1 2017
TSLATesla, Inc.	$3.19M	0.45%	0.00%	+1.6%	Q4 2020
JPMJPMorgan Chase & Co	$3.13M	0.45%	0.00%	+0.5%	Q1 2017
BRK.ABerkshire Hathaway Inc	$3.02M	0.43%	Not reported	Not reported	Q1 2025
BLKBlackRock, Inc.	$2.96M	0.42%	0.00%	-0.2%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$2.57M	0.37%	Not reported	-0.4%	Q1 2017
LIILennox International Inc	$2.54M	0.36%	0.01%	+52.3%	Q1 2017
PGPROCTER & GAMBLE Co	$2.45M	0.35%	0.00%	-3.9%	Q1 2017
BRK.BBerkshire Hathaway Inc	$2.38M	0.34%	Not reported	-26.2%	Q4 2018
JNJJohnson & Johnson	$2.22M	0.32%	0.00%	-1.3%	Q1 2017
CSCOCisco Systems, Inc.	$2.19M	0.31%	0.00%	+0.2%	Q2 2018
PBProsperity Bancshares Inc	$2.02M	0.29%	0.03%	+0.4%	Q4 2019
LLYELI LILLY & Co	$2.02M	0.29%	0.00%	+1.9%	Q2 2023
PEPPepsico Inc	$1.95M	0.28%	0.00%	-1.2%	Q2 2018
QQQInvesco QQQ Trust, Series 1	$1.8M	0.26%	Not reported	-11.8%	Q3 2019
BXSLBlackstone Secured Lending Fund	$1.78M	0.25%	0.03%	+0.9%	Q1 2022
TMUST-Mobile US, Inc.	$1.5M	0.21%	0.00%	-13.7%	Q1 2024
TXNTexas Instruments Inc	$1.44M	0.20%	0.00%	-1.1%	Q2 2020
COSTCostco Wholesale Corp	$1.26M	0.18%	0.00%	+19.7%	Q3 2021
PLTRPalantir Technologies Inc.	$1.24M	0.18%	0.00%	-8.0%	Q3 2024
KLACKla Corp	$1.16M	0.17%	0.00%	-2.9%	Q2 2024
BKNGBooking Holdings Inc.	$1.16M	0.17%	0.00%	-0.5%	Q3 2018
AXPAmerican Express Co	$1.15M	0.16%	0.00%	-5.1%	Q4 2022
BALTBaltic Trading Ltd	$1.09M	0.15%	Not reported	+39.9%	Q1 2025
KOCoca Cola Co	$1.08M	0.15%	0.00%	-2.1%	Q1 2017
COPConocophillips	$1.07M	0.15%	0.00%	-1.3%	Q2 2018
MPLXMPLX LP	$987K	0.14%	0.00%	Not reported	Q3 2022
EMEEMCOR Group, Inc.	$924K	0.13%	0.00%	-2.3%	Q2 2024
APHAmphenol Corp	$906K	0.13%	0.00%	-1.9%	Q2 2025
EPDEnterprise Products Partners L.P.	$883K	0.13%	0.00%	+0.3%	Q1 2017
UNPUnion Pacific Corp	$866K	0.12%	0.00%	-0.3%	Q1 2017
CCitigroup Inc	$855K	0.12%	0.00%	+1.7%	Q2 2018

Q3 2025Reported Nov 7, 2025163 positions
AAPLApple Inc.	$31.9M	4.64%	0.00%	+0.3%	Q1 2017
UPSUnited Parcel Service Inc	$26.1M	3.79%	0.04%	-0.4%	Q1 2017
MSFTMicrosoft Corp	$24.4M	3.55%	0.00%	+13.4%	Q3 2017
WMTWalmart Inc.	$17.9M	2.61%	0.00%	-0.4%	Q2 2018
AMZNAmazon Com Inc	$13.3M	1.94%	0.00%	+1.6%	Q4 2017
HDHome Depot, Inc.	$10.4M	1.51%	0.00%	-0.2%	Q4 2017
VVisa Inc.	$9.96M	1.45%	0.00%	+4.4%	Q2 2018
NVDANvidia Corp	$8.76M	1.27%	0.00%	+4.1%	Q3 2020
VLUEiSHARES TRUST	$8.51M	1.24%	Not reported	-1.9%	Q4 2017
MAMastercard Inc	$7.51M	1.09%	0.00%	-0.7%	Q2 2018
GOOGAlphabet Inc.	$7.16M	1.04%	Not reported	+6.5%	Q3 2017
GOOGLAlphabet Inc.	$6.96M	1.01%	0.00%	+4.1%	Q1 2017
DARDarling Ingredients Inc.	$6.58M	0.96%	0.13%	-4.9%	Q1 2017
METAMeta Platforms, Inc.	$5.99M	0.87%	Not reported	+5.2%	Q1 2017
WMWaste Management Inc	$5.85M	0.85%	0.01%	-0.7%	Q2 2018
APPAppLovin Corp	$5.14M	0.75%	0.00%	+11.1%	Q1 2024
AVGOBroadcom Inc.	$3.59M	0.52%	0.00%	+3.3%	Q2 2023
CSXCSX Corp	$3.34M	0.49%	0.01%	0.0%	Q2 2018
BLKBlackRock, Inc.	$3.23M	0.47%	0.00%	+0.1%	Q2 2018
BRK.BBerkshire Hathaway Inc	$3.22M	0.47%	Not reported	+26.4%	Q4 2018
TSLATesla, Inc.	$3.1M	0.45%	0.00%	+60.8%	Q4 2020
XOMExxonMobil Holdings Corp	$3.08M	0.45%	0.00%	0.0%	Q1 2017
JPMJPMorgan Chase & Co	$3.05M	0.44%	0.00%	+1.0%	Q1 2017
BRK.ABerkshire Hathaway Inc	$3.02M	0.44%	Not reported	Not reported	Q1 2025
PGPROCTER & GAMBLE Co	$2.73M	0.40%	0.00%	+0.7%	Q1 2017
SPYSPDR S&P 500 ETF Trust	$2.52M	0.37%	Not reported	+0.3%	Q1 2017
TMUST-Mobile US, Inc.	$2.05M	0.30%	0.00%	-0.6%	Q1 2024
JNJJohnson & Johnson	$2.01M	0.29%	0.00%	+1.7%	Q1 2017
QQQInvesco QQQ Trust, Series 1	$1.99M	0.29%	Not reported	+5.3%	Q3 2019
CSCOCisco Systems, Inc.	$1.94M	0.28%	0.00%	+2.2%	Q2 2018
PEPPepsico Inc	$1.93M	0.28%	0.00%	+3.1%	Q2 2018
PBProsperity Bancshares Inc	$1.93M	0.28%	0.03%	0.0%	Q4 2019
LIILennox International Inc	$1.82M	0.26%	0.01%	+0.1%	Q1 2017
BXSLBlackstone Secured Lending Fund	$1.75M	0.25%	0.03%	+6.4%	Q1 2022
TXNTexas Instruments Inc	$1.54M	0.22%	0.00%	+3.9%	Q2 2020
LLYELI LILLY & Co	$1.4M	0.20%	0.00%	+0.7%	Q2 2023
PLTRPalantir Technologies Inc.	$1.38M	0.20%	0.00%	-4.5%	Q3 2024
BKNGBooking Holdings Inc.	$1.17M	0.17%	0.00%	+1.9%	Q3 2018
COSTCostco Wholesale Corp	$1.13M	0.16%	0.00%	+10.5%	Q3 2021
COPConocophillips	$1.1M	0.16%	0.00%	+0.4%	Q2 2018
AXPAmerican Express Co	$1.09M	0.16%	0.00%	+1.2%	Q4 2022
KLACKla Corp	$1.06M	0.15%	0.00%	+1.3%	Q2 2024
KOCoca Cola Co	$1.05M	0.15%	0.00%	+0.4%	Q1 2017
EMEEMCOR Group, Inc.	$1M	0.15%	0.00%	-0.3%	Q2 2024
ORCLOracle Corp	$1M	0.15%	0.00%	+3.6%	Q1 2024
ETBEaton Vance Tax-Managed Buy-Write Income Fund	$927K	0.13%	Not reported	+2.0%	Q1 2017
MPLXMPLX LP	$924K	0.13%	0.00%	-1.1%	Q3 2022
DISWalt Disney Co	$904K	0.13%	0.00%	+1.2%	Q1 2017
UNHUnitedhealth Group Inc	$894K	0.13%	0.00%	+8.9%	Q2 2018
UNPUnion Pacific Corp	$887K	0.13%	0.00%	+1.2%	Q1 2017

Premium opens every quarter this fund has filed