CFO4Life Group, LLC

Q4 2025 13F-HR Holdings

Location
Coppell, TX
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
242
Total value ($000)
$701,544
Net value change ($000)
+13,503 (2.0%)
New positions
18
Sold out positions
10
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VUSB 14,758 NEW
UPS 4,855 18.6%
GOOGL 2,113 30.3%
GOOGL 2,112 29.5%
VGSH 2,099 NEW
AAPL 2,000 6.3%
DAR 1,017 15.5%
AVGO 968 27.0%
VOO 848 1.0%
IEFA 833 2.5%
Top Reduces (Value $000, Stocks/ETFs)
WMT -11,329 -63.2%
MSFT -2,363 -9.7%
HD -1,692 -16.3%
APP -887 -17.3%
BRK-B -845 -26.2%
MTUM -815 -5.0%
JEPI -629 -7.1%
IEI -585 -8.8%
TMUS -549 -26.8%
META -511 -8.5%
Instrument mix + QoQ Δ (ex-options)
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