CFO4Life Group, LLC

Q1 2026 13F-HR Holdings

Location
Coppell, TX
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
210
Total value ($000)
$655,983
Net value change ($000)
-45,561 (-6.5%)
New positions
6
Sold out positions
38
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DAR 4,367 57.5%
XOM 1,200 37.2%
VGSH 614 29.3%
GOVT 538 NEW
WMT 503 7.6%
CSX 450 13.2%
COP 429 39.9%
MMIT 424 3.7%
JNJ 324 14.6%
VT 284 60.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -6,537 -29.6%
AAPL -3,614 -10.6%
VOO -3,571 -4.0%
VUSB -2,589 -17.5%
APP -1,854 -43.6%
AMZN -1,847 -13.1%
DYNF -1,784 -4.0%
GOOGL -1,619 -17.5%
NVDA -1,615 -19.0%
V -1,586 -15.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type