1y return+16.6%S&P 500 +20.9%
3y return+35.4%S&P 500 +68.5%
5y return+24.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2017: $217 against $317 in the S&P 500.2
CFO4Life Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $99.0M | 13.3% | |
| DYNFBlackrock Etf Trust | $49.5M | 6.7% | |
| QUALIshares Tr | $38.6M | 5.2% | |
| IEFAIshares Tr | $36.3M | 4.9% | |
| AAPLApple Inc | $34.8M | 4.7% | |
| UPSUnited Parcel Svcs Inc | $33.4M | 4.5% | |
| MTUMIshares Tr | $20.8M | 2.8% | |
| JMUBJ P Morgan Exchange Traded F | $16.8M | 2.3% | +1.9% |
| VFLOVictory Portfolios II | $16.2M | 2.2% | |
| MSFTMicrosoft Corp | $15.3M | 2.1% | −2.2% |
| AMZNAmazon Com Inc | $14.1M | 1.9% | |
| IJRIshares Tr | $12.8M | 1.7% | −1.9% |
| VCRBVanguard Malvern Fds | $12.8M | 1.7% | |
| VLUEIshares Tr | $12.6M | 1.7% | |
| MMITNew York Life Invts Active E | $12.3M | 1.7% | +1.3% |
| VUSBVanguard Bd Index Fds | $10.9M | 1.5% | −10.3% |
| DARDarling Ingredients Inc | $10.8M | 1.5% | +2.5% |
| VTIVanguard Index Fds | $9.8M | 1.3% | |
| GOOGLAlphabet Inc | $9.8M | 1.3% | +4.1% |
| GOOGAlphabet Inc | $9.6M | 1.3% | +1.7% |
| VVisa Inc | $9.6M | 1.3% | |
| NVDANvidia Corporation | $8.6M | 1.2% | +9.4% |
| HDHome Depot Inc | $8.6M | 1.2% | |
| JEPIJ P Morgan Exchange Traded F | $8.1M | 1.1% | |
| GSLCGoldman Sachs Etf Tr | $7.6M | 1.0% | −4.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $8.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $9.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $9.6M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $4.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $34.8M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $6.5M |
| MTUMIshares Tr | June 30, 2020 | +161.7% | $20.8M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $4.4M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $99.0M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $9.8M |
Sold off last quarter
- SPHQInvesco Exchange Traded Fd T was $400K
- SCHXSchwab Strategic Tr was $357K
- PFFDGlobal X Fds was $311K
- IBITIshares Bitcoin Trust Etf was $257K
- PTCPtc Inc was $236K
- NEMNewmont Corp was $222K
- AALAmerican Airlines Group Inc was $191K
- MAPSWm Technology Inc was $8,256
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +4.8% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | −5.7% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +5.7% | +7.1% |
| September 30, 2022 | −7.3% | −5.3% |
| June 30, 2022 | −16.2% | −16.5% |
| March 31, 2022 | −3.6% | −4.9% |
| December 31, 2021 | +8.6% | +10.7% |
| September 30, 2021 | −2.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: CFO4Life Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1706351&type=13F-HR&dateb=&owner=include&count=40CIK 1706351
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1706351/000176538026000360/Filed August 12, 2026 · accession 0001765380-26-000360