CFO4Life Group, LLC

Q3 2026 13F-HR Holdings

Location
Coppell, TX
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
241
Total value ($000)
$747,466
Net value change ($000)
+4,674 (0.6%)
New positions
12
Sold out positions
8
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
AAPL 5,100 14.7%
MSFT 4,938 32.3%
XOM 4,204 NEW
VOO 3,556 3.6%
VFLO 2,141 13.2%
DYNF 1,698 3.4%
GPIX 1,139 174.2%
META 1,124 25.7%
IVW 1,056 105.0%
DAR 989 9.1%
Top Reduces (Value $000, Stocks/ETFs)
UPS -4,476 -13.4%
XOM -3,574 -100.0%
HD -2,051 -23.9%
APP -1,490 -47.9%
MTUM -1,482 -7.1%
IJR -1,451 -11.3%
VUSB -1,104 -10.1%
JMUB -979 -5.8%
KLAC -942 -38.2%
TSLA -826 -27.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 123 (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