CFO4Life Group, LLC

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CIK 1706351

13F portfolio (2026-Q1)

$656M

Positions

210

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

210

Top 5

34.7%

Top 10

48.5%

Effective N

26.4

HHI

0.038

This quarter

6 new · 0 exit →

By sector

Unclassified62.3%

Information Technology10.8%

Industrials7.5%

Consumer Discretionary5.1%

Financials5.0%

Communication Services3.5%

Consumer Staples2.5%

Energy1.4%

Other2.0%

By market cap

Unknown62.6%

Mega (>$200B)23.5%

Large ($10–200B)11.4%

Mid ($2–10B)2.4%

Micro (<$300M)0.0%

By region

Other62.3%

North America37.5%

Europe0.1%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	62.58%	91
Road & Rail	5.36%	3
Technology Hardware & Equipment	5.24%	5
Specialty Retail	4.46%	6
Software & IT Services	3.37%	4
Commercial Services & Supplies	3.30%	5
Software	2.66%	6
Semiconductors & Semiconductor Equipment	2.28%	8
Food Products	1.82%	1
Banks	1.51%	13
Oil, Gas & Consumable Fuels	1.35%	8
Pharmaceuticals & Biotechnology	1.09%	9
Capital Markets	0.54%	5
Machinery	0.46%	4
Beverages	0.43%	2
Insurance	0.40%	4
Diversified Telecommunication Services	0.40%	3
Automobiles & Components	0.36%	1
Chemicals	0.36%	1
Utilities	0.30%	5
Aerospace & Defense	0.25%	4
Electrical Equipment & Components	0.21%	3
Tobacco	0.20%	2
Construction & Engineering	0.17%	1
Equity Real Estate Investment Trusts (REITs)	0.14%	3
Transportation Infrastructure	0.14%	1
Distributors	0.11%	2
Airlines	0.11%	2
Hotels, Restaurants & Leisure	0.11%	2
Entertainment	0.10%	2
Health Care Equipment & Supplies	0.08%	1
Media & Entertainment	0.04%	1
Metals & Mining	0.03%	1
Leisure Products	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	13.16%
2	DYNF	BLACKROCK ETF TRUST	Unclassified	6.47%
3	IEFA	ISHARES TR	Unclassified	5.23%
4	QUAL	ISHARES TR	Unclassified	5.13%
5	UPS	UNITED PARCEL SERVICE INC	Industrials	4.66%
6	AAPL	Apple Inc.	Information Technology	4.62%
7	JMUB	JPMORGAN MUNICIPAL ETF	Unclassified	2.48%
8	MSFT	MICROSOFT CORP	Information Technology	2.37%
9	MTUM	ISHARES TR	Unclassified	2.23%
10	VFLO	VICTORY PORTFOLIOS II	Unclassified	2.12%

120/210 names classified · sector 37.7% of weight · industry 37.4% · mkt cap 37.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 37 quarters

IndustrialsUPS, LII, WM, CSX, MMM · other

Information TechnologyAAPL, MSFT, CSCO, NVDA, INTC · other

FinancialsV, MA, JPM, PB, WFC · other

Consumer StaplesDAR, PEP, KO, MO, PM · other

Consumer DiscretionaryAMZN, HD, WMT, XHR, LEA · other

Communication ServicesGOOG, GOOGL, META, T, DIS · other

Health CareJNJ, PFE, AMGN, GILD, NVS · other

EnergyXOM, CVX, COP, ENB, BP · other

MaterialsPG, OC, CMP, CC, WLK · other

UtilitiesEPD, DUK, SO, AEP, UGI · other

Real EstateLAMR, WELL, O, VTR, ABR · other

UnclassifiedVOO, MTUM, USMV, SPTM, VBR · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 37.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 37% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (109 classified)CFO4Life Group, LLC centroid (Large Core)

Information TechnologyIndustrialsConsumer DiscretionaryFinancialsCommunication ServicesConsumer StaplesEnergyHealth CareMaterialsUtilitiesReal Estate

Style box summary for CFO4Life Group, LLC: centroid Large Core. Heaviest cells: Large Growth 14.4%, Large Core 9.3%, Large Value 9.0%.

Classified: 36.9% of book weight (109/210 names) · unclassified 63.1%: VOO, DYNF, IEFA, QUAL, JMUB, MTUM, VFLO, VCRB, VUSB, MMIT +91 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 210 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	144,500	$86M	13.2%	HOLD
2	DYNFBLACKROCK ETF TRUST	729,026	$42M	6.5%	HOLD
3	IEFAISHARES TR	379,195	$34M	5.2%	HOLD
4	QUALISHARES TR	175,287	$34M	5.1%	HOLD
5	UPSUNITED PARCEL SERVICE INC	311,009	$31M	4.7%	HOLD
6	AAPLAPPLE INC	119,496	$30M	4.6%	TRIM −4%
7	JMUBJPMORGAN MUNICIPAL ETF	325,661	$16M	2.5%	HOLD
8	MSFTMICROSOFT CORP	41,932	$16M	2.4%	TRIM −8%
9	MTUMISHARES TR	60,865	$15M	2.2%	HOLD
10	VFLOVICTORY PORTFOLIOS II	352,701	$14M	2.1%	HOLD
11	VCRBVANGUARD MALVERN FDS	165,869	$13M	2.0%	HOLD
12	AMZNAMAZON COM INC	58,942	$12M	1.9%	TRIM −4%
13	VUSBVANGUARD BD INDEX FDS	244,431	$12M	1.9%	TRIM −17%
14	MMITNEW YORK LIFE INVTS ACTIVE E	498,899	$12M	1.8%	ADD 5%
15	DARDARLING INGREDIENTS INC	193,470	$12M	1.8%	TRIM −8%
16	IJRISHARES TR	88,204	$11M	1.7%	TRIM −5%
17	VLUEISHARES TR	63,281	$9M	1.4%	TRIM −2%
18	VVISA INC	28,099	$8M	1.3%	TRIM −2%
19	VTIVANGUARD INDEX FDS	26,373	$8M	1.3%	HOLD
20	JEPIJPMorgan Equity Premium Income ETF	143,649	$8M	1.2%	HOLD
21	HDHOME DEPOT INC	24,606	$8M	1.2%	TRIM −2%
22	GOOGALPHABET INC	26,693	$8M	1.2%	TRIM −10%
23	GOOGLALPHABET INC	26,216	$8M	1.1%	TRIM −10%
24	WMTWALMART INC	57,136	$7M	1.1%	TRIM −4%
25	GSLCGOLDMAN SACHS ETF TR	55,683	$7M	1.1%	TRIM −2%
26	IXUSISHARES TR	79,901	$7M	1.1%	HOLD
27	NVDANVIDIA CORPORATION	39,486	$7M	1.0%	TRIM −13%
28	MAMASTERCARD INCORPORATED	12,604	$6M	1.0%	TRIM −5%
29	WMWASTE MGMT INC DEL	26,137	$6M	0.9%	HOLD
30	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	134,709	$6M	0.9%	HOLD
31	IEIISHARES TR	48,680	$6M	0.9%	TRIM −4%
32	FBNDFIDELITY TOTAL BOND ETF	115,899	$5M	0.8%	ADD 3%
33	METAMETA PLATFORMS INC	7,870	$5M	0.7%	TRIM −5%
34	JMSTJ P MORGAN EXCHANGE TRADED F	88,092	$4M	0.7%	TRIM −6%
35	XOMEXXON MOBIL CORP	26,086	$4M	0.7%	TRIM −3%
36	VPLSVANGUARD MALVERN FDS	55,059	$4M	0.7%	ADD 4%
37	HTRBHARTFORD FDS EXCHANGE TRADED	124,353	$4M	0.6%	ADD 4%
38	CSXCSX CORP	94,006	$4M	0.6%	HOLD
39	VWOVANGUARD INTL EQUITY INDEX F	69,924	$4M	0.6%	HOLD
40	AVGOBROADCOM INC	11,656	$4M	0.5%	TRIM −12%
41	FIXDFIRST TR EXCHNG TRADED FD VI	73,699	$3M	0.5%	TRIM −2%
42	BRK.ABERKSHIRE HATHAWAY INC DEL	4	$3M	0.4%	HOLD
43	VGSHVANGUARD SHORT-TERM TREASURY ETF	46,348	$3M	0.4%	ADD 30%
44	BLKBLACKROCK INC	2,726	$3M	0.4%	HOLD
45	JNJJOHNSON & JOHNSON	10,398	$3M	0.4%	TRIM −3%
46	SPYSTATE STR SPDR S&P 500 ETF T	3,758	$2M	0.4%	HOLD
47	APPAPPLOVIN CORP	6,029	$2M	0.4%	TRIM −5%
48	TSLATESLA INC	6,422	$2M	0.4%	TRIM −9%
49	PGPROCTER AND GAMBLE CO	16,283	$2M	0.4%	TRIM −5%
50	JPMJPMORGAN CHASE & CO	7,488	$2M	0.3%	TRIM −23%
51	CSCOCISCO SYS INC	26,515	$2M	0.3%	TRIM −7%
52	JPSTJ P MORGAN EXCHANGE TRADED F	40,362	$2M	0.3%	ADD 2%
53	PBPROSPERITY BANCSHARES INC	28,844	$2M	0.3%	HOLD
54	BRK.BBERKSHIRE HATHAWAY INC DEL	3,876	$2M	0.3%	TRIM −18%
55	DIVOAMPLIFY ETF TR	41,165	$2M	0.3%	ADD 16%
56	PEPPEPSICO INC	11,151	$2M	0.3%	TRIM −18%
57	LIILENNOX INTL INC	3,607	$2M	0.3%	TRIM −31%
58	IUSVISHARES TR	15,566	$2M	0.2%	HOLD
59	VEAVANGUARD TAX-MANAGED FDS	24,107	$2M	0.2%	TRIM −5%
60	COPCONOCOPHILLIPS	11,384	$2M	0.2%	HOLD
61	TMUST-MOBILE US INC	7,045	$1M	0.2%	TRIM −5%
62	LLYELI LILLY & CO	1,547	$1M	0.2%	TRIM −17%
63	QQQINVESCO QQQ TR	2,294	$1M	0.2%	TRIM −22%
64	BXSLBLACKSTONE SECD LENDING FD	54,973	$1M	0.2%	TRIM −19%
65	KLACKLA CORP	810	$1M	0.2%	TRIM −15%
66	COSTCOSTCO WHSL CORP NEW	1,163	$1M	0.2%	TRIM −21%
67	VTEBVANGUARD MUN BD FDS	22,568	$1M	0.2%	HOLD
68	USMVISHARES TR	11,776	$1M	0.2%	HOLD
69	EMEEMCOR GROUP INC	1,472	$1M	0.2%	TRIM −3%
70	KOCOCA COLA CO	14,284	$1M	0.2%	TRIM −8%
71	TXNTEXAS INSTRS INC	5,376	$1M	0.2%	TRIM −35%
72	PLTRPALANTIR TECHNOLOGIES INC	6,399	$936,017	0.1%	TRIM −8%
73	AXPAMERICAN EXPRESS CO	3,093	$935,463	0.1%	HOLD
74	BONDPIMCO ETF TR	9,999	$922,708	0.1%	HOLD
75	TFLOISHARES TR	18,174	$920,136	0.1%	ADD 4%
76	BKNGBOOKING HOLDINGS INC	211	$886,903	0.1%	TRIM −2%
77	CVXCHEVRON CORP NEW	4,285	$886,466	0.1%	TRIM −7%
78	APHAMPHENOL CORP	6,679	$843,945	0.1%	HOLD
79	NTRSNORTHERN TR CORP	5,802	$809,787	0.1%	TRIM −3%
80	MMINNEW YORK LIFE INVTS ACTIVE E	33,694	$798,888	0.1%	HOLD
81	CCITIGROUP INC	6,976	$791,112	0.1%	TRIM −5%
82	HIGHARTFORD INSURANCE GROUP INC	5,842	$790,064	0.1%	HOLD
83	MUMICRON TECHNOLOGY INC	2,315	$782,105	0.1%	ADD 4%
84	NVSNOVARTIS AG	5,010	$765,341	0.1%	TRIM −12%
85	VTVANGUARD INTL EQUITY INDEX F	5,463	$755,603	0.1%	ADD 63%
86	BEBLOOM ENERGY CORP	5,541	$750,750	0.1%	TRIM −15%
87	CIIBLACKROCK ENHANCED LARGE CAP	35,321	$742,446	0.1%	ADD 7%
88	INTCINTEL CORP	16,683	$736,221	0.1%	HOLD
89	IVVISHARES TR	1,116	$729,055	0.1%	ADD 11%
90	PGRPROGRESSIVE CORP	3,644	$722,387	0.1%	HOLD
91	PFEPFIZER INC	25,583	$718,373	0.1%	TRIM −5%
92	VUGVANGUARD INDEX FDS	1,604	$700,802	0.1%	HOLD
93	LMTLOCKHEED MARTIN CORP	1,156	$698,716	0.1%	TRIM −3%
94	PMPHILIP MORRIS INTL INC	4,143	$684,996	0.1%	HOLD
95	UNPUNION PAC CORP	2,783	$675,139	0.1%	TRIM −26%
96	BALTINNOVATOR ETFS TRUST	20,106	$672,847	0.1%	TRIM −38%
97	ETBEATON VANCE TAX MNGED BUY WR	46,237	$666,741	0.1%	TRIM −4%
98	EPDENTERPRISE PRODS PARTNERS L	17,338	$656,073	0.1%	TRIM −37%
99	ITOTISHARES TR	4,600	$655,178	0.1%	HOLD
100	BIZDVANECK ETF TRUST	51,103	$654,122	0.1%	ADD 57%
101	MOALTRIA GROUP INC	9,768	$644,604	0.1%	HOLD
102	BACBANK AMERICA CORP	13,191	$643,047	0.1%	TRIM −12%
103	WFCWELLS FARGO CO NEW	8,070	$642,457	0.1%	ADD 12%
104	DISDISNEY WALT CO	6,651	$641,068	0.1%	TRIM −9%
105	TAT&T INC	21,682	$628,557	0.1%	TRIM −23%
106	MLNVANECK ETF TRUST	35,830	$624,875	0.1%	HOLD
107	UBERUBER TECHNOLOGIES INC	8,617	$619,821	0.1%	TRIM −6%
108	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,834	$619,800	0.1%	HOLD
109	IUSBISHARES TR	13,418	$619,771	0.1%	HOLD
110	VXUSVANGUARD STAR FDS	7,849	$605,251	0.1%	ADD 63%
111	MUBISHARES TR	5,587	$593,060	0.1%	TRIM −5%
112	FBTCFIDELITY WISE ORIGIN BITCOIN	9,788	$577,772	0.1%	ADD 26%
113	IWFISHARES TR	1,349	$575,182	0.1%	HOLD
114	LRCXLAM RESEARCH CORP	2,661	$568,630	0.1%	TRIM −29%
115	CITHE CIGNA GROUP	2,111	$563,109	0.1%	TRIM −2%
116	ENBENBRIDGE INC	10,110	$547,346	0.1%	TRIM −24%
117	FDXFEDEX CORP	1,513	$538,909	0.1%	TRIM −9%
118	GOVTISHARES TR	23,479	$537,904	0.1%	NEW
119	UNHUNITEDHEALTH GROUP INC	1,943	$525,756	0.1%	TRIM −24%
120	RMDRESMED INC	2,324	$521,794	0.1%	TRIM −9%
121	SSBSOUTHSTATE BK CORP	5,509	$509,726	0.1%	HOLD
122	SPLVINVESCO EXCH TRADED FD TR II	6,900	$504,685	0.1%	HOLD
123	CORZCORE SCIENTIFIC INC NEW	33,078	$494,847	0.1%	ADD 14%
124	VZVERIZON COMMUNICATIONS INC	9,709	$487,396	0.1%	TRIM −14%
125	KMIKINDER MORGAN INC DEL	14,261	$478,171	0.1%	TRIM −6%
126	GLDSPDR GOLD TR	1,111	$478,052	0.1%	HOLD
127	MCDMCDONALDS CORP	1,537	$477,577	0.1%	TRIM −8%
128	ABBVABBVIE INC	2,150	$467,604	0.1%	TRIM −36%
129	AMGNAMGEN INC	1,306	$459,406	0.1%	TRIM −33%
130	MOATVANECK ETF TRUST	4,714	$455,848	0.1%	HOLD
131	CARRCARRIER GLOBAL CORPORATION	8,044	$452,961	0.1%	HOLD
132	AMDADVANCED MICRO DEVICES INC	2,205	$448,563	0.1%	TRIM −4%
133	EQTEQT CORP	6,922	$440,535	0.1%	TRIM −8%
134	GILDGILEAD SCIENCES INC	3,154	$439,586	0.1%	TRIM −16%
135	DELLDELL TECHNOLOGIES INC	2,667	$437,677	0.1%	ADD 9%
136	PSXPHILLIPS 66	2,388	$435,033	0.1%	HOLD
137	BCSFBAIN CAP SPECIALTY FIN INC	33,895	$420,299	0.1%	ADD 3%
138	IEMGISHARES INC	6,009	$419,151	0.1%	HOLD
139	VLOVALERO ENERGY CORP	1,680	$415,075	0.1%	HOLD
140	CORCENCORA INC	1,308	$410,820	0.1%	HOLD
141	SPHQINVESCO EXCHANGE TRADED FD T	5,325	$400,387	0.1%	TRIM −13%
142	GDGENERAL DYNAMICS CORP	1,147	$393,673	0.1%	TRIM −13%
143	VEEVVEEVA SYS INC	2,190	$384,695	0.1%	HOLD
144	AOMISHARES TR	7,935	$375,881	0.1%	HOLD
145	LOWLOWES COS INC	1,571	$371,196	0.1%	TRIM −5%
146	SLVISHARES SILVER TR	5,390	$367,275	0.1%	HOLD
147	ORCLORACLE CORP	2,496	$367,187	0.1%	TRIM −14%
148	RSPINVESCO EXCHANGE TRADED FD T	1,879	$360,675	0.1%	HOLD
149	VIGVANGUARD SPECIALIZED FUNDS	1,675	$360,200	0.1%	ADD 2%
150	SCHXSCHWAB U.S. LARGE-CAP ETF	13,931	$357,199	0.1%	HOLD
151	GSGOLDMAN SACHS GROUP INC	413	$349,803	0.1%	TRIM −25%
152	CATCATERPILLAR INC	483	$342,186	0.1%	TRIM −23%
153	IBMINTERNATIONAL BUSINESS MACHS	1,398	$338,743	0.1%	TRIM −11%
154	GEVGE VERNOVA INC	386	$336,939	0.1%	ADD 7%
155	DUKDUKE ENERGY CORP NEW	2,573	$336,900	0.1%	TRIM −3%
156	DBEFDBX ETF TR	6,815	$336,649	0.1%	HOLD
157	KRGKITE RLTY GROUP TR	13,683	$335,926	0.1%	HOLD
158	BABOEING CO	1,653	$328,997	0.1%	TRIM −5%
159	LAMRLAMAR ADVERTISING CO	2,582	$327,031	0.0%	HOLD
160	TELTE CONNECTIVITY PLC	1,543	$322,454	0.0%	HOLD
161	GPIXGOLDMAN SACHS ETF TR	6,366	$318,555	0.0%	HOLD
162	PFFDGLOBAL X FDS	16,888	$310,743	0.0%	HOLD
163	SCHWSCHWAB CHARLES CORP	3,182	$299,028	0.0%	TRIM −17%
164	FNDFSCHWAB STRATEGIC TR	6,084	$297,690	0.0%	HOLD
165	NFLXNETFLIX INC	3,048	$293,065	0.0%	TRIM −33%
166	COFCAPITAL ONE FINL CORP	1,595	$291,030	0.0%	TRIM −3%
167	MRKMERCK & CO INC	2,411	$290,019	0.0%	TRIM −5%
168	PDNINVESCO EXCH TRADED FD TR II	6,672	$289,354	0.0%	HOLD
169	FVALFIDELITY COVINGTON TRUST	4,123	$286,151	0.0%	HOLD
170	GEGE AEROSPACE	1,005	$285,053	0.0%	TRIM −18%
171	HBANHUNTINGTON BANCSHARES INC	17,528	$274,320	0.0%	ADD 32%
172	XTISHARES TR	3,961	$269,938	0.0%	HOLD
173	PFFISHARES TR	8,862	$268,701	0.0%	HOLD
174	ZOCTINNOVATOR ETFS TRUST	9,927	$265,527	0.0%	HOLD
175	BNDVANGUARD BD INDEX FDS	3,506	$258,185	0.0%	TRIM −2%
176	IBITISHARES BITCOIN TRUST ETF	6,682	$256,722	0.0%	HOLD
177	UGIUGI CORP NEW	7,046	$256,600	0.0%	TRIM −8%
178	FMHIFIRST TR EXCH TRADED FD III	5,375	$255,528	0.0%	HOLD
179	HOMBHOME BANCSHARES INC	9,462	$254,812	0.0%	HOLD
180	VVVANGUARD INDEX FDS	845	$252,528	0.0%	HOLD
181	VSTVISTRA CORP	1,672	$251,398	0.0%	TRIM −6%
182	RTXRTX CORPORATION	1,291	$249,018	0.0%	TRIM −40%
183	FMBFirst Trust Managed Municipal ETF	4,896	$248,031	0.0%	HOLD
184	IRTINDEPENDENCE RLTY TR INC	16,289	$242,541	0.0%	TRIM −17%
185	SBUXSTARBUCKS CORP	2,688	$240,801	0.0%	TRIM −7%
186	EFVISHARES TR	3,231	$240,225	0.0%	HOLD
187	GMEGAMESTOP CORP	10,300	$237,312	0.0%	HOLD
188	PTCPTC INC	1,655	$235,821	0.0%	HOLD
189	RSGREPUBLIC SVCS INC	1,048	$229,533	0.0%	ADD 3%
190	BDJBLACKROCK ENHANCED EQUITY DI	26,459	$228,075	0.0%	ADD 2%
191	PAGPPLAINS GP HLDGS L P	9,339	$226,742	0.0%	NEW
192	FSKFS KKR CAP CORP	22,185	$225,841	0.0%	TRIM −6%
193	BOTZGLOBAL X FDS	6,753	$224,337	0.0%	HOLD
194	NEMNEWMONT CORP	2,048	$221,696	0.0%	TRIM −13%
195	MATMATTEL INC	14,696	$213,533	0.0%	HOLD
196	VBRVANGUARD INDEX FDS	952	$206,813	0.0%	HOLD
197	MSDLMORGAN STANLEY DIRECT LENDIN	14,813	$206,789	0.0%	NEW
198	FQALFIDELITY COVINGTON TRUST	2,811	$204,091	0.0%	HOLD
199	MSMORGAN STANLEY	1,238	$203,738	0.0%	TRIM −26%
200	JEPQJ P MORGAN EXCHANGE TRADED F	3,622	$201,068	0.0%	TRIM −8%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

87K

142K

145K

143K

145K

$86M

DYNFBLACKROCK ETF TRUST

19K

654K

718K

734K

727K

729K

$42M

IEFAISHARES TR

334K

374K

385K

379K

$34M

QUALISHARES TR

178K

175K

177K

178K

176K

175K

$34M

UPSUNITED PARCEL SERVICE INC

316K

313K

312K

311K

$31M

AAPLAPPLE INC

128K

125K

119K

$30M

JMUBJPMORGAN MUNICIPAL ETF

246K

314K

309K

330K

323K

326K

$16M

MSFTMICROSOFT CORP

41K

42K

47K

46K

42K

$16M

MTUMISHARES TR

124K

66K

64K

63K

61K

$15M

VFLOVICTORY PORTFOLIOS II

—

323K

350K

358K

356K

353K

$14M

VCRBVANGUARD MALVERN FDS

—

144K

157K

160K

163K

166K

$13M

AMZNAMAZON COM INC

58K

59K

60K

61K

59K

$12M

VUSBVANGUARD BD INDEX FDS

—

296K

244K

$12M

MMITNEW YORK LIFE INVTS ACTIVE E

—

324K

411K

473K

477K

499K

$12M

DARDARLING INGREDIENTS INC

237K

243K

224K

213K

211K

193K

$12M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆CFO4Life Group, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 210 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

CFO4Life Group, LLC