2026 Q1 Portfolio Activity
In 2026 Q1, CFO4Life Group, LLC maintained a portfolio of 248 distinct positions. The most significant new addition was ISHARES TR, now representing 0.08% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE FDS, increasing the position by 29.7%.
Position History
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Total Positions
248
Quarter
2026 Q1
Top Holding
VOO (13.2%)
Top 10 Concentration
48.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 248
CFO4Life Group, LLC Full Holdings List — 2026 Q1
| 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 | 13.16% | 12.82% |
#1
Prev: #1
|
6.5 |
—
|
1,121 | 0.8% |
P
S
|
144,500 | $86,345,996 |
$357.89
+88.5%
|
2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
DYNF
BLACKROCK ETF T...
|
ETF | 6.47% | 6.30% |
#2
Prev: #2
|
4.6 |
—
|
2,193 | 0.3% |
P
S
|
729,026 | $42,414,707 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IEFA
ISHARES TR
|
ETF | 5.23% | 4.92% |
#3
1
Prev: #4
|
3.6 |
—
|
-6,291 | -1.6% |
P
S
|
379,195 | $34,328,519 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QUAL
ISHARES TR
|
ETF | 5.13% | 4.99% |
#4
1
Prev: #3
|
3.1 |
—
|
-943 | -0.5% |
P
S
|
175,287 | $33,621,868 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 4.66% | 4.41% |
#5
1
Prev: #6
|
2.9 |
—
|
-751 | -0.2% |
P
S
|
311,009 | $30,597,110 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 4.62% | 4.84% |
#6
1
Prev: #5
|
2.3 |
—
|
-5,350 | -4.3% |
P
S
|
119,496 | $30,326,880 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 2.48% | 2.33% |
#7
1
Prev: #8
|
1.5 |
—
|
2,463 | 0.8% |
P
S
|
325,661 | $16,279,790 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.37% | 3.14% |
#8
1
Prev: #7
|
1.4 |
—
|
-3,680 | -8.1% |
P
S
|
41,932 | $15,521,906 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 2.23% | 2.18% |
#9
Prev: #9
|
1.4 |
—
|
-360 | -0.6% |
P
S
|
60,865 | $14,607,029 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VFLO
VICTORY PORTFOL...
|
Unknown | 2.12% | 2.00% |
#10
2
Prev: #12
|
1.3 |
—
|
-3,775 | -1.1% |
P
S
|
352,701 | $13,924,628 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 1.96% | 1.81% |
#11
2
Prev: #13
|
1.3 |
—
|
2,557 | 1.6% |
P
S
|
165,869 | $12,834,980 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.87% | 2.01% |
#12
1
Prev: #11
|
1.2 |
—
|
-2,244 | -3.7% |
P
S
|
58,942 | $12,275,843 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 1.86% | 2.10% |
#13
3
Prev: #10
|
1.2 |
—
|
-51,671 | -17.5% |
P
S
|
244,431 | $12,169,002 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MMIT
NEW YORK LIFE I...
|
ETF | 1.83% | 1.65% |
#14
Prev: #14
|
1.2 |
—
|
22,020 | 4.6% |
P
S
|
498,899 | $12,025,960 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DAR
DARLING INGREDI...
|
Consumer Defensive | 1.82% | 1.08% |
#15
9
Prev: #24
|
1.2 |
—
|
-17,615 | -8.3% |
P
S
|
193,470 | $11,966,120 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJR
ISHARES TR
|
ETF | 1.67% | 1.60% |
#16
1
Prev: #15
|
1.2 |
—
|
-5,033 | -5.4% |
P
S
|
88,204 | $10,964,656 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VLUE
ISHARES TR
|
ETF | 1.37% | 1.26% |
#17
3
Prev: #20
|
1.0 |
—
|
-1,452 | -2.2% |
P
S
|
63,281 | $8,997,991 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
V
VISA INC
|
Financial Services | 1.29% | 1.44% |
#18
2
Prev: #16
|
1.0 |
—
|
-640 | -2.2% |
P
S
|
28,099 | $8,492,737 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.29% | 1.26% |
#19
Prev: #19
|
1.0 |
—
|
-88 | -0.3% |
P
S
|
26,373 | $8,460,806 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 1.24% | 1.17% |
#20
3
Prev: #23
|
1.0 |
—
|
118 | 0.1% |
P
S
|
143,649 | $8,142,012 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.23% | 1.24% |
#21
Prev: #21
|
1.0 |
—
|
-574 | -2.3% |
P
S
|
24,606 | $8,092,695 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.17% | 1.32% |
#22
5
Prev: #17
|
1.0 |
—
|
-2,867 | -9.7% |
P
S
|
26,693 | $7,657,109 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.15% | 1.29% |
#23
5
Prev: #18
|
1.0 |
—
|
-2,780 | -9.6% |
P
S
|
26,216 | $7,538,718 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.08% | 0.94% |
#24
4
Prev: #28
|
0.9 |
—
|
-2,085 | -3.5% |
P
S
|
57,136 | $7,100,858 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GSLC
GOLDMAN SACHS E...
|
ETF | 1.06% | 1.07% |
#25
1
Prev: #26
|
0.9 |
—
|
-1,153 | -2.0% |
P
S
|
55,683 | $6,967,656 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IXUS
ISHARES TR
|
ETF | 1.06% | 0.97% |
#26
1
Prev: #27
|
0.9 |
—
|
-468 | -0.6% |
P
S
|
79,901 | $6,922,636 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.05% | 1.21% |
#27
5
Prev: #22
|
0.9 |
—
|
-6,094 | -13.4% |
P
S
|
39,486 | $6,886,284 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.96% | 1.07% |
#28
3
Prev: #25
|
0.9 |
—
|
-594 | -4.5% |
P
S
|
12,604 | $6,297,893 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.92% | 0.83% |
#29
2
Prev: #31
|
0.9 |
—
|
-325 | -1.2% |
P
S
|
26,137 | $6,006,025 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 0.89% | 0.84% |
#30
Prev: #30
|
0.9 |
—
|
-2,282 | -1.7% |
P
S
|
134,709 | $5,810,003 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IEI
ISHARES TR
|
ETF | 0.88% | 0.86% |
#31
2
Prev: #29
|
0.9 |
—
|
-2,009 | -4.0% |
P
S
|
48,680 | $5,773,494 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 0.81% | 0.74% |
#32
1
Prev: #33
|
0.8 |
—
|
2,950 | 2.6% |
P
S
|
115,899 | $5,287,292 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.69% | 0.78% |
#33
1
Prev: #32
|
0.8 |
—
|
-436 | -5.2% |
P
S
|
7,870 | $4,502,719 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.68% | 0.68% |
#34
Prev: #34
|
0.8 |
—
|
-5,384 | -5.8% |
P
S
|
88,092 | $4,490,953 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.67% | 0.46% |
#35
7
Prev: #42
|
0.8 |
—
|
-725 | -2.7% |
P
S
|
26,086 | $4,425,765 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VPLS
VANGUARD MALVER...
|
ETF | 0.65% | 0.59% |
#36
1
Prev: #37
|
0.8 |
—
|
1,911 | 3.6% |
P
S
|
55,059 | $4,271,977 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HTRB
HARTFORD FDS EX...
|
ETF | 0.64% | 0.58% |
#37
1
Prev: #38
|
0.8 |
—
|
4,532 | 3.8% |
P
S
|
124,353 | $4,195,684 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CSX
CSX CORP
|
Industrials | 0.59% | 0.49% |
#38
2
Prev: #40
|
0.7 |
—
|
-31 | -0.0% |
P
S
|
94,006 | $3,858,948 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.58% | 0.54% |
#39
Prev: #39
|
0.7 |
—
|
-537 | -0.8% |
P
S
|
69,924 | $3,779,391 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.55% | 0.65% |
#40
5
Prev: #35
|
0.7 |
—
|
-1,517 | -11.5% |
P
S
|
11,656 | $3,607,561 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FIXD
FIRST TR EXCHNG...
|
ETF | 0.49% | 0.48% |
#41
Prev: #41
|
0.7 |
—
|
-1,844 | -2.4% |
P
S
|
73,699 | $3,212,530 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.44% | 0.43% |
#42
3
Prev: #45
|
1.2 |
—
|
no change | no change |
P
S
|
4 | $2,872,560 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.41% | 0.30% |
#43
10
Prev: #53
|
2.7 |
—
|
10,606 | 29.7% |
P
S
|
46,348 | $2,713,185 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.40% | 0.42% |
#44
2
Prev: #46
|
0.7 |
—
|
-42 | -1.5% |
P
S
|
2,726 | $2,621,577 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.39% | 0.32% |
#45
6
Prev: #51
|
0.7 |
—
|
-317 | -3.0% |
P
S
|
10,398 | $2,541,741 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.37% | 0.37% |
#46
1
Prev: #47
|
0.6 |
—
|
-9 | -0.2% |
P
S
|
3,758 | $2,444,090 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.37% | 0.61% |
#47
11
Prev: #36
|
0.6 |
—
|
-285 | -4.5% |
P
S
|
6,029 | $2,399,542 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.36% | 0.45% |
#48
5
Prev: #43
|
0.6 |
—
|
-673 | -9.5% |
P
S
|
6,422 | $2,387,551 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.36% | 0.35% |
#49
Prev: #49
|
0.6 |
—
|
-797 | -4.7% |
P
S
|
16,283 | $2,351,907 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.34% | 0.45% |
#50
6
Prev: #44
|
0.1 |
—
|
-2,241 | -23.0% |
P
S
|
7,488 | $2,202,645 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 248 holdings