CFO4Life Group, LLC
- SEC CIK
- 0001706351
- Latest filing
- Aug 12, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 242
- +8 vs. Q3 2025
- Portfolio value
- $701.5M
- +$13.5M (+2.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GNSGenius Group Ltd | SHS NEW | 15,000 | $8.62K | <0.1% | 00.0% | Unchanged | History |
| MAPSWM Technology, Inc. | COM | 12,539 | $10.3K | <0.1% | +12,539 | New | History |
| MBIOMustang Bio, Inc. | COM | 12,961 | $12.7K | <0.1% | +2,500+23.9% | Added | History |
| BRSPBrightSpire Capital, Inc. | COM CL A | 14,500 | $81.2K | <0.1% | 00.0% | Unchanged | History |
| ACREAres Commercial Real Estate Corp | COM | 17,000 | $81.3K | <0.1% | 00.0% | Unchanged | History |
| TPVGTriplePoint Venture Growth BDC Corp. | COM | 13,610 | $89.0K | <0.1% | 00.0% | Unchanged | History |
| SACHSachem Capital Corp. | COM | 118,940 | $123.7K | <0.1% | 00.0% | Unchanged | History |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 14,534 | $134.0K | <0.1% | +312+2.2% | Added | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 27,159 | $143.9K | <0.1% | −3,104−10.3% | Reduced | History |
| CWKCushman & Wakefield Ltd. | COMMON SHARES | 10,000 | $161.9K | <0.1% | −305−3.0% | Reduced | History |
| DXDynex Capital Inc | COM | 11,875 | $166.4K | <0.1% | 00.0% | Unchanged | History |
| GBDCGolub Capital BDC, Inc. | COM | 13,066 | $177.3K | <0.1% | +314+2.5% | Added | History |
| OBDCBlue Owl Capital Corp | COM | 14,310 | $177.9K | <0.1% | −8,236−36.5% | Reduced | History |
| SLRCSLR Investment Corp. | COM | 12,000 | $185.5K | <0.1% | 00.0% | Unchanged | History |
| XFLTXAI Floating Rate & Alternative Income Trust | COM | 38,800 | $186.2K | <0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 876 | $200.4K | <0.1% | +876 | New | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 947 | $200.6K | <0.1% | +947 | New | – |
| GMEGameStop Corp. | Stock | 10,300 | $206.8K | <0.1% | +99+1.0% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 583 | $208.2K | <0.1% | +583 | New | History |
| ECCEagle Point Credit Co | COM | 36,175 | $208.4K | <0.1% | +12,700+54.1% | Added | History |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 2,801 | $211.7K | <0.1% | +8+0.3% | Added | – |
| RSGRepublic Services, Inc. | COM | 1,018 | $215.7K | <0.1% | −55−5.1% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 1,356 | $216.2K | <0.1% | −1,036−43.3% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 1,180 | $217.4K | <0.1% | +143+13.8% | Added | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,250 | $218.0K | <0.1% | 00.0% | Unchanged | – |
| LINLinde PLC | Stock | 517 | $220.4K | <0.1% | −152−22.7% | Reduced | History |
| CTASCintas Corp | Stock | 1,174 | $220.8K | <0.1% | +99+9.2% | Added | History |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 17,458 | $225.2K | <0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 1,303 | $228.8K | <0.1% | −43−3.2% | Reduced | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 3,952 | $229.7K | <0.1% | −763−16.2% | Reduced | – |
| HBANHuntington Bancshares Inc | COM | 13,254 | $230.0K | <0.1% | +13,254 | New | History |
| PINSPinterest, Inc. | CL A | 8,883 | $230.0K | <0.1% | −9,610−52.0% | Reduced | History |
| iShares Tr464288877 | EAFE VALUE ETF | 3,231 | $230.7K | <0.1% | −121−3.6% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 600 | $232.1K | <0.1% | −15−2.4% | Reduced | – |
| NEMNEWMONT Corp | Stock | 2,348 | $234.4K | <0.1% | +2,348 | New | History |
| GEVGE Vernova Inc. | Stock | 362 | $236.6K | <0.1% | +2+0.6% | Added | History |
| SBUXStarbucks Corp | Stock | 2,884 | $242.9K | <0.1% | −349−10.8% | Reduced | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 6,744 | $244.3K | <0.1% | 00.0% | Unchanged | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 14,847 | $244.8K | <0.1% | +212+1.4% | Added | History |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 25,936 | $245.9K | <0.1% | +811+3.2% | Added | History |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 4,884 | $249.7K | <0.1% | +529+12.1% | Added | – |
| ISRGIntuitive Surgical Inc | COM NEW | 444 | $251.5K | <0.1% | +444 | New | History |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 5,375 | $257.6K | <0.1% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 2,064 | $258.6K | <0.1% | −224−9.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 447 | $259.0K | <0.1% | −3−0.7% | Reduced | History |
| HOMBHome Bancshares Inc | COM | 9,511 | $264.2K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,589 | $265.8K | <0.1% | −74−2.0% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 845 | $266.0K | <0.1% | 00.0% | Unchanged | – |
| INTUIntuit Inc. | Stock | 402 | $266.3K | <0.1% | +12+3.1% | Added | History |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 9,927 | $266.4K | <0.1% | +9,927 | New | – |
| iShares Select Dividend ETF464287168 | ETF | 1,900 | $268.2K | <0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 2,548 | $268.2K | <0.1% | −173−6.4% | Reduced | History |
| MCKMcKesson Corp | Stock | 327 | $268.2K | <0.1% | −9−2.7% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,888 | $271.8K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| iShares Tr464288687 | PFD AND INCM SEC | 8,814 | $272.9K | <0.1% | +105+1.2% | Added | – |
| NOWServiceNow, Inc. | Stock | 1,784 | $273.3K | <0.1% | −161−8.3% | ReducedConverted for a 5-for-1 split | History |
| VLOValero Energy Corp | Stock | 1,681 | $273.6K | <0.1% | −4−0.2% | Reduced | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 6,084 | $275.1K | <0.1% | +176+3.0% | Added | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,961 | $276.2K | <0.1% | 00.0% | Unchanged | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 6,629 | $279.6K | <0.1% | +77+1.2% | Added | – |
| AGNCAGNC Investment Corp. | REIT | 26,129 | $280.1K | <0.1% | 00.0% | Unchanged | History |
| OXLCOxford Lane Capital Corp. | COM | 19,282 | $282.3K | <0.1% | +4,600+31.3% | Added | History |
| PTCPTC Inc. | Stock | 1,626 | $283.3K | <0.1% | +1,626 | New | History |
| UGIUgi Corp | Stock | 7,650 | $286.3K | <0.1% | −6,611−46.4% | Reduced | History |
| VSTVistra Corp. | Stock | 1,775 | $286.4K | <0.1% | +5+0.3% | Added | History |
| AALAmerican Airlines Group Inc. | Stock | 18,798 | $288.2K | <0.1% | −1,463−7.2% | Reduced | History |
| MATMattel Inc | COM | 14,618 | $290.0K | <0.1% | +14,618 | New | History |
| MSMorgan Stanley | Stock | 1,665 | $295.6K | <0.1% | −23−1.4% | Reduced | History |
| Fidelity Covington Trust316092782 | VLU FACTOR ETF | 4,108 | $296.9K | <0.1% | −24−0.6% | Reduced | – |
| DELLDell Technologies Inc. | Stock | 2,444 | $307.6K | <0.1% | −49−2.0% | Reduced | History |
| PSXPhillips 66 | Stock | 2,390 | $308.4K | <0.1% | −4−0.2% | Reduced | History |
| DUKDuke Energy CORP | Stock | 2,645 | $310.0K | <0.1% | −334−11.2% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 3,653 | $311.4K | <0.1% | +3,653 | New | History |
| Global X FDS37954Y657 | US PFD ETF | 16,888 | $319.4K | <0.1% | 00.0% | Unchanged | – |
| LAMRLamar Advertising Co | REIT | 2,559 | $323.9K | <0.1% | +9+0.4% | Added | History |
| KRGKite Realty Group Trust | COM NEW | 13,542 | $324.6K | <0.1% | +163+1.2% | Added | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 6,815 | $327.9K | <0.1% | −264−3.7% | Reduced | – |
| IBITiShares Bitcoin Trust ETF | ETF | 6,607 | $328.0K | <0.1% | −330−4.8% | Reduced | History |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 6,366 | $336.1K | <0.1% | 00.0% | Unchanged | – |
| IRTIndependence Realty Trust, Inc. | COM | 19,625 | $343.0K | <0.1% | +154+0.8% | Added | History |
| TELTE Connectivity plc | Stock | 1,526 | $347.1K | <0.1% | +1,526 | New | History |
| SLViShares Silver Trust | ETF | 5,390 | $347.2K | <0.1% | 00.0% | Unchanged | History |
| PDIPIMCO Dynamic Income Fund | SHS | 19,632 | $347.7K | <0.1% | 00.0% | Unchanged | History |
| FSKFS KKR Capital Corp | COM | 23,620 | $349.8K | <0.1% | +2,944+14.2% | Added | History |
| AMATApplied Materials Inc | Stock | 1,378 | $354.1K | 0.1% | −35−2.5% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,871 | $358.5K | 0.1% | +7+0.4% | Added | – |
| CATCaterpillar Inc | Stock | 626 | $358.6K | 0.1% | +15+2.5% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,640 | $360.5K | 0.1% | +5+0.3% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,812 | $363.0K | 0.1% | +31+0.6% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,971 | $376.0K | 0.1% | +9+0.1% | Added | – |
| GEGeneral Electric Co | Stock | 1,222 | $376.6K | 0.1% | −65−5.1% | Reduced | History |
| BABoeing Co | Stock | 1,736 | $376.9K | 0.1% | −84−4.6% | Reduced | History |
| iShares Tr464289875 | CORE 40 MODE ETF | 7,935 | $378.7K | 0.1% | 00.0% | Unchanged | – |
| SCHWSchwab Charles Corp | Stock | 3,827 | $382.3K | 0.1% | −187−4.7% | Reduced | History |
| RTXRTX Corp | Stock | 2,136 | $391.8K | 0.1% | −36−1.7% | Reduced | History |
| COFCapital One Financial Corp | Stock | 1,647 | $399.2K | 0.1% | +1,647 | New | History |
| LOWLowes Companies Inc | Stock | 1,656 | $399.4K | 0.1% | −19−1.1% | Reduced | History |
| EQTEQT Corp | Stock | 7,503 | $402.2K | 0.1% | −4,406−37.0% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,019 | $404.6K | 0.1% | +41+0.7% | Added | – |
| KMIKinder Morgan, Inc. | Stock | 15,156 | $416.6K | 0.1% | −82−0.5% | Reduced | History |
Sold out since Q3 2025 (9)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Yieldmax MSTR Option Income Strategy ETF88634T493 | ETF | 21,614 | $301.7K | <0.1% | – |
| SOSouthern Co | Stock | 2,653 | $251.5K | <0.1% | History |
| iShares Russell 2000 ETF464287655 | ETF | 982 | $237.7K | <0.1% | – |
| URIUnited Rentals, Inc. | COM | 240 | $229.1K | <0.1% | History |
| ASMLASML Holding NV | ADR | 230 | $222.7K | <0.1% | History |
| VBTXVeritex Holdings, Inc. | COM | 6,202 | $208.0K | <0.1% | History |
| MRVLMarvell Technology, Inc. | COM | 2,402 | $201.9K | <0.1% | History |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 14,413 | $119.2K | <0.1% | History |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 10,649 | $30.9K | <0.1% | History |