StockDriftsStockDriftsTop 50 Cfo4life Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.34% | 144.2K | $99.0M | -0.24%(-345) | $410.21(+73.34%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.67% | 727.6K | $49.5M | -0.19%(-1.39K) | $50.60(+38.38%) | 2026-06-30 | |
| QUAL | ISHARES TR | 5.2% | 175.9K | $38.6M | +0.34%(+601) | $108.31(+108.89%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.89% | 375.9K | $36.3M | -0.88%(-3.34K) | $73.97(+36.60%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.68% | 120.2K | $34.8M | +0.55%(+658) | $47.26(+548.90%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 4.5% | 310.8K | $33.4M | -0.06%(-173) | $111.63(-5.64%) | 2026-06-30 | |
| MTUM | ISHARES TR | 2.8% | 60.6K | $20.8M | -0.46%(-282) | $111.79(+176.17%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.27% | 331.9K | $16.8M | +1.93%(+6.28K) | $50.03(-0.27%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 2.18% | 353.4K | $16.2M | +0.18%(+652) | $34.29(+54.26%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.06% | 41.0K | $15.3M | -2.23%(-933) | $177.38(+183.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.59% | +28.06% | +3.31% | +17.67% |
| Top 20 Holdings Unweighted | +9.27% | +30.47% | +3.99% | +21.60% |
Cfo4life Group LLC reports $742.79M in US-listed equity holdings across 236 positions in its most recent 13F filing. Its largest disclosed positions are VOO (13.3%), DYNF (6.7%) and QUAL (5.2%). The top 20 holdings account for 64.16% of reported assets. Its disclosed equity book has returned +28.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cfo4life Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1706351). View Cfo4life Group LLC’s 13F filings on SEC