CFO4Life Group, LLC: 13F holdings
CIK 17063512026Q2
| Positions | 236 |
|---|
| Reported value | $742.8m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 236 (+26 vs prior quarter) |
|---|
| Reported value | $742.8m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 144,155 | $99.0m | 13.3% |
| DYNF BLACKROCK ETF TRUST | 727,641 | $49.5m | 6.7% |
| QUAL ISHARES TR | 175,888 | $38.6m | 5.2% |
| IEFA ISHARES TR | 375,853 | $36.3m | 4.9% |
| AAPL APPLE INC | 120,154 | $34.8m | 4.7% |
| UPS UNITED PARCEL SVCS INC | 310,836 | $33.4m | 4.5% |
| MTUM ISHARES TR | 60,583 | $20.8m | 2.8% |
| JMUB J P MORGAN EXCHANGE TRADED F | 331,936 | $16.8m | 2.3% |
| ACT VICTORY PORTFOLIOS II | 353,353 | $16.2m | 2.2% |
| MSFT MICROSOFT CORP | 40,999 | $15.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1706351")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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