CFO4Life Group, LLC

Q3 2025 13F-HR Holdings

Location
Coppell, TX
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
235
Total value ($000)
$688,041
Net value change ($000)
+48,493 (7.6%)
New positions
18
Sold out positions
11
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 6,775 8.2%
AAPL 6,288 24.5%
DYNF 4,364 11.2%
MSFT 3,738 18.1%
APP 2,887 128.1%
IEFA 2,432 7.8%
QUAL 2,374 7.3%
GOOGL 2,266 46.3%
GOOGL 2,112 43.5%
TSLA 1,726 125.2%
Top Reduces (Value $000, Stocks/ETFs)
UPS -5,564 -17.6%
DAR -1,928 -22.7%
IEI -962 -12.7%
CB -833 -100.0%
QCOM -707 -100.0%
AEE -547 -100.0%
SSB -499 -100.0%
OXLC -308 -100.0%
WM -255 -4.2%
ISRG -251 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type