CFO4Life Group
CFO4Life Group reported 236 stocks worth $742M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VOO (13.3%), DYNF (6.7%) and QUAL (5.2%). Compared with Q1 2026, the fund opened new positions in SCHB, IVW and SPTL, added to QUAL, AAPL and JMUB, trimmed VOO, DYNF and IEFA and sold out of SPHQ, SCHX and PFFD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $99M | 13.3% | 144K | −345 (−0%) | 8 of 8 | |
| 2 |  DYNF Blackrock ETF Trust | $49.5M | 6.7% | 728K | −1,385 (−0%) | 8 of 8 | |
| 3 |  QUAL Ishares TR | $38.6M | 5.2% | 176K | +601 (+0%) | 8 of 8 | |
| 4 |  IEFA Ishares TR | $36.3M | 4.9% | 376K | −3,342 (−1%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $34.8M | 4.7% | 120K | +658 (+1%) | 8 of 8 | |
| 6 |  UPS United Parcel Service Inc | $33.4M | 4.5% | 311K | No change | 8 of 8 | |
| 7 |  MTUM Ishares Msci USA Momntum | $20.8M | 2.8% | 61K | −282 (−0%) | 8 of 8 | |
| 8 |  JMUB J P Morgan Exchange Traded F | $16.8M | 2.3% | 332K | +6,275 (+2%) | 8 of 8 | |
| 9 |  VFLO Victory Portfolios II | $16.2M | 2.2% | 353K | +652 (+0%) | 6 of 8 | |
| 10 |  MSFT Microsoft Corp | $15.3M | 2.1% | 41K | −933 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPHQ Invesco Exchange Traded FD T | $400K | 5,325 |
 SCHX Schwab US Large Cap ETF | $357K | 14K |
 PFFD Global X Fds | $311K | 17K |
 IBIT Ishares Bitcoin Trust ETF | $257K | 6,682 |
 PTC Ptc Inc | $236K | 1,655 |
🔒 Free account: see all 8.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 GME Gamestop Corp | Put | $662K | 30K | +30,000 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →CFO4Life Group 13F FAQ
What does CFO4Life Group own?
CFO4Life Group reported 236 stocks worth $742M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VOO (13.3%), DYNF (6.7%) and QUAL (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did CFO4Life Group buy and sell in Q2 2026?
Compared with Q1 2026: 34 new positions, 104 added to, 71 trimmed and 8 sold out. New positions include SCHB, IVW and SPTL. It sold all of SPHQ, SCHX and PFFD.
When will CFO4Life Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is CFO4Life Group's portfolio worth?
The Q2 2026 filing reports $742M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.