CFO4Life Group, LLC
All 13F Filings
- Location
- Coppell, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 655,983
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 210 | 655,983 | 13F-HR | CFO4Life Group, LLC |
| Q4 2025 | 2/6/2026 | 242 | 701,544 | 13F-HR | CFO4Life Group, LLC |
| Q3 2025 | 11/7/2025 | 235 | 688,041 | 13F-HR | CFO4Life Group, LLC |
| Q2 2025 | 8/8/2025 | 228 | 639,548 | 13F-HR | CFO4Life Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 285.9 K | 43.6% | 0 | 196.7 K | -196.7 K |
| ETFs | 369.2 K | 56.4% | 151.8 K | 0 | 151.8 K |
| Other | 0 | 0.0% | 0 | 632 | -632 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
655,983
Holdings
210
QoQ value change ($000)
-45,561
(-6.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.