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Livermore
Livermore
ZHEN

CFO4Life Group, LLC

SEC CIK
0001706351
Latest filing
Aug 12, 2026

The latest 13F from CFO4Life Group, LLC covers Q2 2026 (filed Aug 12, 2026): 236 long positions worth $742.1M. The top 10 holdings make up 48.6% of the portfolio, and the largest is Vanguard S&P 500 ETF at 13.3%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
34
Est. +$14.6M
Added
108
Est. +$9.47M
Reduced
79
Est. −$10.7M
Sold out
8
Est. −$1.98M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    13.3%$99.0M
  2. BlackRock ETF Trust09290C103
    6.7%$49.5M
  3. iShares MSCI USA Quality Factor ETF46432F339
    5.2%$38.6M
  4. iShares Core MSCI Eafe ETF46432F842
    4.9%$36.3M
  5. AAPLApple Inc.
    4.7%$34.8MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Scottsdale FDS92206C102
    +$2.53MAdded
  2. Schwab U.S. Broad Market ETF808524102
    +$1.65MNew
  3. iShares U.S. Treasury Bond ETF46429B267
    +$1.14MAdded
  4. iShares S&P 500 Growth ETF464287309
    +$1.01MNew
  5. SPDR Series Trust78464A664
    +$955.4KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Scottsdale FDS92206C102
    +0.29 pp0.4% → 0.7%
  2. MUMicron Technology Inc
    +0.29 pp0.1% → 0.4%History
  3. Schwab U.S. Broad Market ETF808524102
    +0.22 pp0.0% → 0.2%
  4. INTCIntel Corp
    +0.22 pp0.1% → 0.3%History
  5. GOOGLAlphabet Inc.
    +0.16 pp1.1% → 1.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard BD Index FDS92203C303
    −$1.25MReduced
  2. Invesco QQQ Trust Series I46090E103
    −$1.05MReduced
  3. SPYSPDR S&P 500 ETF Trust
    −$868.6KReducedHistory
  4. PBProsperity Bancshares Inc
    −$797.6KReducedHistory
  5. TSMTaiwan Semiconductor Manufacturing Co Ltd
    −$663.3KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard BD Index FDS92203C303
    −0.38 pp1.9% → 1.5%
  2. iShares Core MSCI Eafe ETF46432F842
    −0.34 pp5.2% → 4.9%
  3. MSFTMicrosoft Corp
    −0.31 pp2.4% → 2.1%History
  4. Vanguard Malvern FDS922020748
    −0.23 pp2.0% → 1.7%
  5. UPSUnited Parcel Service Inc
    −0.16 pp4.7% → 4.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$742.1M
+$86.1M (+13.1%) vs. prior quarter
Positions
236
+26 vs. prior quarter
Top 10 concentration
48.6%
Top 10 as share of value
Turnover
1.8%
Q2 2026, one quarter
Average holding period
16.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $742.1M (Q2 2026)

Q1 2021: $402.2MQ2 2021: $433.3MQ3 2021: $429.6MQ4 2021: $483.7MQ1 2022: $476.5MQ2 2022: $402.9MQ3 2022: $375.7MQ4 2022: $470.5MQ1 2023: $440.1MQ2 2023: $466.0MQ3 2023: $433.2MQ4 2023: $523.7MQ1 2024: $551.0MQ2 2024: $531.9MQ3 2024: $565.0MQ4 2024: $569.2MQ1 2025: $594.1MQ2 2025: $639.5MQ3 2025: $688.0MQ4 2025: $701.5MQ1 2026: $656.0MQ2 2026: $742.1M
Q1 2021Q2 2026
13F filings of CFO4Life Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026236$742.1MVanguard S&P 500 ETFBlackRock ETF TrustiShares MSCI USA Quality Factor ETFvs. Q1 2026SEC
Q1 2026May 11, 2026210$656.0MVanguard S&P 500 ETFBlackRock ETF TrustiShares Core MSCI Eafe ETFvs. Q4 2025SEC
Q4 2025Feb 6, 2026242$701.5MVanguard S&P 500 ETFBlackRock ETF TrustiShares MSCI USA Quality Factor ETFvs. Q3 2025SEC
Q3 2025Nov 7, 2025234$688.0MVanguard S&P 500 ETFBlackRock ETF TrustiShares MSCI USA Quality Factor ETFvs. Q2 2025SEC
Q2 2025Aug 8, 2025228$639.5MVanguard S&P 500 ETFBlackRock ETF TrustiShares MSCI USA Quality Factor ETFvs. Q1 2025SEC
Q1 2025Apr 30, 2025221$594.1MVanguard S&P 500 ETFUPSBlackRock ETF Trustvs. Q4 2024SEC
Q4 2024Feb 10, 2025219$569.2MVanguard S&P 500 ETFUPSJ P Morgan Exchange Traded Fvs. Q3 2024SEC
Q3 2024Nov 12, 2024220$565.0MVanguard S&P 500 ETFUPSJ P Morgan Exchange Traded Fvs. Q2 2024SEC
Q2 2024Jul 31, 2024205$531.9MUPSVanguard S&P 500 ETFJ P Morgan Exchange Traded Fvs. Q1 2024SEC
Q1 2024May 6, 2024200$551.0MUPSVanguard S&P 500 ETFJ P Morgan Exchange Traded Fvs. Q4 2023SEC
Q4 2023Feb 12, 2024Amended183$523.7MUPSVanguard S&P 500 ETFJ P Morgan Exchange Traded Fvs. Q3 2023SEC
Q3 2023Oct 30, 2023171$433.2MUPSVanguard S&P 500 ETFJ P Morgan Exchange Traded Fvs. Q2 2023SEC
Q2 2023Aug 7, 2023179$466.0MUPSVanguard S&P 500 ETFDARvs. Q1 2023SEC
Q1 2023May 3, 2023165$440.1MUPSVanguard S&P 500 ETFDARvs. Q4 2022SEC
Q4 2022Feb 3, 2023176$470.5MUPSVanguard S&P 500 ETFDARvs. Q3 2022SEC
Q3 2022Oct 19, 2022154$375.7MUPSVanguard S&P 500 ETFDARvs. Q2 2022SEC
Q2 2022Jul 20, 2022145$402.9MUPSVanguard S&P 500 ETFDARvs. Q1 2022SEC
Q1 2022May 2, 2022155$476.5MUPSVanguard S&P 500 ETFDARvs. Q4 2021SEC
Q4 2021Feb 10, 2022154$483.7MUPSVanguard S&P 500 ETFDARvs. Q3 2021SEC
Q3 2021Oct 12, 2021142$429.6MUPSVanguard S&P 500 ETFDARvs. Q2 2021SEC
Q2 2021Jul 14, 2021141$433.3MUPSVanguard S&P 500 ETFDARvs. Q1 2021SEC
Q1 2021Apr 20, 2021145$402.2MUPSVanguard S&P 500 ETFDAR–SEC