CFO4Life Group, LLC
All 13F Filings
- Location
- Coppell, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 742,792
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 237 | 742,792 | 13F-HR | CFO4Life Group, LLC |
| 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)
Derivatives reported exposure ($000):
662
(0.1% of total reported value)
· QoQ Δ:
+662
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 302.5 K | 40.8% | 16.58 K | 0 | 16.58 K |
| ETFs | 438.7 K | 59.2% | 69.56 K | 0 | 69.56 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
742,792
Holdings
237
QoQ value change ($000)
86,809
(13.2%)
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.