2026 Q2 Portfolio Activity
In 2026 Q2, CFO4Life Group, LLC maintained a portfolio of 245 distinct positions. The most significant new addition was SCHWAB STRATEGIC TR, now representing 0.22% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE FDS, increasing the position by 93.6%.
Position History
hover any row below to update
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Total Positions
245
Quarter
2026 Q2
Top Holding
VOO (13.3%)
Top 10 Concentration
48.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 245
CFO4Life Group, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 13.33% | 13.16% |
#1
Prev: #1
|
6.5 |
—
|
-345 | -0.2% |
P
S
|
144,155 | $99,007,246 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 6.66% | 6.47% |
#2
Prev: #2
|
4.7 |
—
|
-1,385 | -0.2% |
P
S
|
727,641 | $49,486,856 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
QUAL
ISHARES TR
|
ETF | 5.20% | 5.13% |
#3
1
Prev: #4
|
3.6 |
—
|
601 | 0.3% |
P
S
|
175,888 | $38,595,019 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IEFA
ISHARES TR
|
ETF | 4.89% | 5.23% |
#4
1
Prev: #3
|
3.0 |
—
|
-3,342 | -0.9% |
P
S
|
375,853 | $36,299,895 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AAPL
APPLE INC
|
Technology | 4.68% | 4.62% |
#5
1
Prev: #6
|
2.9 |
—
|
658 | 0.6% |
P
S
|
120,154 | $34,767,623 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 4.50% | 4.66% |
#6
1
Prev: #5
|
2.3 |
—
|
-173 | -0.1% |
P
S
|
310,836 | $33,414,911 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 2.80% | 2.23% |
#7
2
Prev: #9
|
1.6 |
—
|
-282 | -0.5% |
P
S
|
60,583 | $20,769,533 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 2.26% | 2.48% |
#8
1
Prev: #7
|
1.4 |
—
|
6,275 | 1.9% |
P
S
|
331,936 | $16,814,211 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VFLO
VICTORY PORTFOL...
|
ETF | 2.18% | 2.12% |
#9
1
Prev: #10
|
1.4 |
—
|
652 | 0.2% |
P
S
|
353,353 | $16,165,917 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.06% | 2.37% |
#10
2
Prev: #8
|
1.3 |
—
|
-933 | -2.2% |
P
S
|
40,999 | $15,293,280 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.90% | 1.87% |
#11
1
Prev: #12
|
1.3 |
—
|
407 | 0.7% |
P
S
|
59,349 | $14,145,232 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IJR
ISHARES TR
|
ETF | 1.73% | 1.67% |
#12
4
Prev: #16
|
1.2 |
—
|
-1,689 | -1.9% |
P
S
|
86,515 | $12,830,990 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 1.72% | 1.96% |
#13
2
Prev: #11
|
1.2 |
—
|
-46 | -0.0% |
P
S
|
165,823 | $12,806,935 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VLUE
ISHARES TR
|
ETF | 1.70% | 1.37% |
#14
3
Prev: #17
|
1.2 |
—
|
-31 | -0.0% |
P
S
|
63,250 | $12,638,057 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MMIT
NEW YORK LIFE I...
|
Bond/Debt | 1.66% | 1.83% |
#15
1
Prev: #14
|
1.2 |
—
|
6,605 | 1.3% |
P
S
|
505,504 | $12,309,034 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 1.47% | 1.86% |
#16
3
Prev: #13
|
1.1 |
—
|
-25,111 | -10.3% |
P
S
|
219,320 | $10,917,766 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DAR
DARLING INGREDI...
|
Consumer Defensive | 1.46% | 1.82% |
#17
2
Prev: #15
|
1.1 |
—
|
4,888 | 2.5% |
P
S
|
198,358 | $10,834,314 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.31% | 1.29% |
#18
1
Prev: #19
|
1.0 |
—
|
-11 | -0.0% |
P
S
|
26,362 | $9,754,811 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.31% | 1.15% |
#19
4
Prev: #23
|
1.0 |
—
|
1,071 | 4.1% |
P
S
|
27,287 | $9,751,643 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.29% | 1.17% |
#20
2
Prev: #22
|
1.0 |
—
|
453 | 1.7% |
P
S
|
27,146 | $9,591,471 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
V
VISA INC
|
Financial Services | 1.29% | 1.29% |
#21
3
Prev: #18
|
1.0 |
—
|
-241 | -0.9% |
P
S
|
27,858 | $9,557,670 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.16% | 1.05% |
#22
5
Prev: #27
|
2.5 |
—
|
3,725 | 9.4% |
P
S
|
43,211 | $8,646,159 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.16% | 1.23% |
#23
2
Prev: #21
|
1.0 |
—
|
-223 | -0.9% |
P
S
|
24,383 | $8,599,439 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 1.09% | 1.24% |
#24
4
Prev: #20
|
0.9 |
—
|
16 | 0.0% |
P
S
|
143,665 | $8,114,204 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GSLC
GOLDMAN SACHS E...
|
ETF | 1.02% | 1.06% |
#25
Prev: #25
|
0.9 |
—
|
-2,219 | -4.0% |
P
S
|
53,464 | $7,586,048 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IXUS
ISHARES TR
|
ETF | 0.99% | 1.06% |
#26
Prev: #26
|
0.9 |
—
|
-2,635 | -3.3% |
P
S
|
77,266 | $7,374,254 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.88% | 0.96% |
#27
1
Prev: #28
|
0.9 |
—
|
100 | 0.8% |
P
S
|
12,704 | $6,524,626 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.87% | 1.08% |
#28
4
Prev: #24
|
0.8 |
—
|
173 | 0.3% |
P
S
|
57,309 | $6,490,803 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 0.80% | 0.89% |
#29
1
Prev: #30
|
0.8 |
—
|
-4,629 | -3.4% |
P
S
|
130,080 | $5,944,662 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.78% | 0.92% |
#30
1
Prev: #29
|
0.8 |
—
|
-11 | -0.0% |
P
S
|
26,126 | $5,822,923 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IEI
ISHARES TR
|
ETF | 0.73% | 0.88% |
#31
Prev: #31
|
0.8 |
—
|
-2,259 | -4.6% |
P
S
|
46,421 | $5,452,104 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.70% | 0.41% |
#32
11
Prev: #43
|
3.3 |
—
|
43,388 | 93.6% |
P
S
|
89,736 | $5,222,635 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 0.70% | 0.81% |
#33
1
Prev: #32
|
0.8 |
—
|
-1,354 | -1.2% |
P
S
|
114,545 | $5,210,648 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.63% | 0.55% |
#34
6
Prev: #40
|
2.3 |
—
|
724 | 6.2% |
P
S
|
12,380 | $4,676,408 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.60% | 0.68% |
#35
1
Prev: #34
|
0.7 |
—
|
-229 | -0.3% |
P
S
|
87,863 | $4,481,029 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CSX
CSX CORP
|
Industrials | 0.60% | 0.59% |
#36
2
Prev: #38
|
0.7 |
—
|
30 | 0.0% |
P
S
|
94,036 | $4,469,523 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.59% | 0.69% |
#37
4
Prev: #33
|
0.7 |
—
|
-112 | -1.4% |
P
S
|
7,758 | $4,370,083 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VPLS
VANGUARD MALVER...
|
ETF | 0.57% | 0.65% |
#38
2
Prev: #36
|
0.7 |
—
|
-256 | -0.5% |
P
S
|
54,803 | $4,251,362 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
HTRB
HARTFORD FDS EX...
|
ETF | 0.56% | 0.64% |
#39
2
Prev: #37
|
0.7 |
—
|
-380 | -0.3% |
P
S
|
123,973 | $4,182,218 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.55% | 0.58% |
#40
1
Prev: #39
|
0.7 |
—
|
-1,321 | -1.9% |
P
S
|
68,603 | $4,094,909 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.48% | 0.67% |
#41
6
Prev: #35
|
0.7 |
—
|
54 | 0.2% |
P
S
|
26,140 | $3,573,905 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FIXD
FIRST TR EXCHNG...
|
ETF | 0.44% | 0.49% |
#42
1
Prev: #41
|
0.7 |
—
|
1,688 | 2.3% |
P
S
|
75,387 | $3,287,627 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.42% | 0.37% |
#43
4
Prev: #47
|
0.7 |
—
|
4 | 0.1% |
P
S
|
6,033 | $3,108,383 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.42% | 0.31% |
#44
7
Prev: #51
|
0.7 |
—
|
-90 | -0.3% |
P
S
|
26,425 | $3,103,872 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.41% | 0.36% |
#45
3
Prev: #48
|
2.2 |
—
|
794 | 12.4% |
P
S
|
7,216 | $3,035,245 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.41% | 0.12% |
#46
37
Prev: #83
|
2.2 |
—
|
303 | 13.1% |
P
S
|
2,618 | $3,022,174 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.40% | 0.44% |
#47
5
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
4 | $2,995,400 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.36% | 0.39% |
#48
3
Prev: #45
|
0.6 |
—
|
141 | 1.4% |
P
S
|
10,539 | $2,676,584 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.35% | 0.40% |
#49
5
Prev: #44
|
0.6 |
—
|
-2 | -0.1% |
P
S
|
2,724 | $2,619,160 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.33% | 0.34% |
#50
Prev: #50
|
0.6 |
—
|
69 | 0.9% |
P
S
|
7,557 | $2,473,538 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-50 of 245 holdings