Institutional Fund
Cfo4life Group, LLC
Coppell, TXCIK 17063515 filings on record
Portfolio Value
$655.98M
Q1 2026
Holdings
210
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-6.5%
from $701.54M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.2%
- Blackrock ETF Trust6.5%
- Ishares Tr5.2%
- Ishares Tr5.1%
- United Parcel Service Inc4.7%
- Apple Inc4.6%
- Other60.7%
Portfolio Holdings
210 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 144.5K | $86.35M | 13.2% | +1.1K | Added |
| 2 | Blackrock ETF Trust | 729.0K | $42.41M | 6.5% | +2.2K | Added |
| 3 | Ishares Tr | 379.2K | $34.33M | 5.2% | −6.3K | Reduced |
| 4 | Ishares Tr | 175.3K | $33.62M | 5.1% | −943 | Reduced |
| 5 | United Parcel Service Inc | 311.0K | $30.60M | 4.7% | −751 | Reduced |
| 6 | Apple Inc | 119.5K | $30.33M | 4.6% | −5.3K | Reduced |
| 7 | J P Morgan Exchange Traded F | 325.7K | $16.28M | 2.5% | +2.5K | Added |
| 8 | Microsoft Corp | 41.9K | $15.52M | 2.4% | −3.7K | Reduced |
| 9 | Ishares Tr | 60.9K | $14.61M | 2.2% | −360 | Reduced |
| 10 | Victory Portfolios II | 352.7K | $13.92M | 2.1% | −3.8K | Reduced |
200 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio