CFO4Life Group, LLC holds a focused book of 236 stocks worth $742.1M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Schwab US Broad Market ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 13% of the equity book. They also disclosed $662K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +13% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning CFO4Life Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
38% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as CFO4Life Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $596.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $421.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $163.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $105.6B |
| LPL Financial LLC | 80 / 80 | $86.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $85.6B |
| HighTower Advisors, LLC | 80 / 80 | $31.8B |
| FIFTH THIRD BANCORP | 80 / 80 | $23.2B |
Ranked by how many of CFO4Life Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $99.0M | 144.2K | 13.3% | ▼−0.2% Reduced · −345 sh | |
| 2 | BlackRock ETF Trust ISHARES US EQUIT | $49.5M | 727.6K | 6.7% | ▼−0.2% Reduced · −1K sh | |
| 3 | Ishares TR MSCI USA QLT FCT | $38.6M | 175.9K | 5.2% | ▲+0.3% Added · +601 sh | |
| 4 | Ishares TR CORE MSCI EAFE | $36.3M | 375.9K | 4.9% | ▼−0.9% Reduced · −3K sh | |
| 5 | Apple Inc COM | $34.8M | 120.2K | 4.7% | ▲+0.6% Added · +658 sh | |
| 6 | United Parcel Svcs Inc CL B | $33.4M | 310.8K | 4.5% | ▼−0.1% Reduced · −173 sh | |
| 7 | Ishares TR MSCI USA MMENTM | $20.8M | 60.6K | 2.8% | ▼−0.5% Reduced · −282 sh | |
| 8 | J P Morgan Exchange Traded F MUNICIPAL ETF | $16.8M | 331.9K | 2.3% | ▲+1.9% Added · +6K sh | |
| 9 | Victory Portfolios II SHS FR CA FL ETF | $16.2M | 353.4K | 2.2% | ▲+0.2% Added · +652 sh | |
| 10 | Microsoft Corp COM | $15.3M | 41.0K | 2.1% | ▼−2.2% Reduced · −933 sh | |
| 11 | Amazon Com Inc COM | $14.1M | 59.3K | 1.9% | ▲+0.7% Added · +407 sh | |
| 12 | Ishares TR CORE S&P SCP ETF | $12.8M | 86.5K | 1.7% | ▼−1.9% Reduced · −2K sh | |
| 13 | Vanguard Malvern FDS CORE BD ETF | $12.8M | 165.8K | 1.7% | ▼~0% Reduced · −46 sh | |
| 14 | Ishares TR MSCI USA VALUE | $12.6M | 63.3K | 1.7% | ▼~0% Reduced · −31 sh | |
| 15 | New York Life Invts Active E MACKAY MUN INTER | $12.3M | 505.5K | 1.7% | ▲+1.3% Added · +7K sh | |
| 16 | Vanguard BD Index FDS VANGUARD ULTRA | $10.9M | 219.3K | 1.5% | ▼−10% Reduced · −25K sh | |
| 17 | Darling Ingredients Inc COM | $10.8M | 198.4K | 1.5% | ▲+2.5% Added · +5K sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $9.8M | 26.4K | 1.3% | ▼~0% Reduced · −11 sh | |
| 19 | Alphabet Inc CAP STK CL A | $9.8M | 27.3K | 1.3% | ▲+4.1% Added · +1K sh | |
| 20 | Alphabet Inc CAP STK CL C | $9.6M | 27.1K | 1.3% | ▲+1.7% Added · +453 sh | |
| 21 | Visa Inc COM CL A | $9.6M | 27.9K | 1.3% | ▼−0.8% Reduced · −241 sh | |
| 22 | Nvidia Corporation COM | $8.6M | 43.2K | 1.2% | ▲+9.4% Added · +4K sh | |
| 23 | Home Depot Inc COM | $8.6M | 24.4K | 1.2% | ▼−0.9% Reduced · −223 sh | |
| 24 | J P Morgan Exchange Traded F EQUITY PREMIUM | $8.1M | 143.7K | 1.1% | ▲~0% Added · +16 sh | |
| 25 | Goldman Sachs ETF TR ACTIVEBETA US LG | $7.6M | 53.5K | 1.0% | ▼−4.0% Reduced · −2K sh | |
| 26 | Ishares TR CORE MSCI TOTAL | $7.4M | 77.3K | 1.0% | ▼−3.3% Reduced · −3K sh | |
| 27 | Mastercard Incorporated CL A | $6.5M | 12.7K | 0.9% | ▲+0.8% Added · +100 sh | |
| 28 | Walmart Inc COM | $6.5M | 57.3K | 0.9% | ▲+0.3% Added · +173 sh | |
| 29 | Goldman Sachs ETF TR ACTIVEBETA INT | $5.9M | 130.1K | 0.8% | ▼−3.4% Reduced · −5K sh | |
| 30 | Waste Mgmt Inc Del COM | $5.8M | 26.1K | 0.8% | ▼~0% Reduced · −11 sh | |
| 31 | Ishares TR 3 7 YR TREAS BD | $5.5M | 46.4K | 0.7% | ▼−4.6% Reduced · −2K sh | |
| 32 | Vanguard Scottsdale FDS SHORT TERM TREAS | $5.2M | 89.7K | 0.7% | ▲+94% Added · +43K sh | |
| 33 | Fidelity Merrimack STR TR TOTAL BD ETF | $5.2M | 114.5K | 0.7% | ▼−1.2% Reduced · −1K sh | |
| 34 | Broadcom Inc COM | $4.7M | 12.4K | 0.6% | ▲+6.2% Added · +724 sh | |
| 35 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $4.5M | 87.9K | 0.6% | ▼−0.3% Reduced · −229 sh | |
| 36 | CSX Corp COM | $4.5M | 94.0K | 0.6% | ▲~0% Added · +30 sh | |
| 37 | Meta Platforms Inc CL A | $4.4M | 7.8K | 0.6% | ▼−1.4% Reduced · −112 sh | |
| 38 | Vanguard Malvern FDS CORE-PLUS BD ETF | $4.3M | 54.8K | 0.6% | ▼−0.5% Reduced · −256 sh | |
| 39 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $4.2M | 124.0K | 0.6% | ▼−0.3% Reduced · −380 sh | |
| 40 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.1M | 68.6K | 0.6% | ▼−1.9% Reduced · −1K sh | |
| 41 | Exxon Mobil Corp COM | $3.6M | 26.1K | 0.5% | ▲+0.2% Added · +54 sh | |
| 42 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $3.3M | 75.4K | 0.4% | ▲+2.3% Added · +2K sh | |
| 43 | Applovin Corp COM CL A | $3.1M | 6.0K | 0.4% | ▲+0.1% Added · +4 sh | |
| 44 | Cisco Sys Inc COM | $3.1M | 26.4K | 0.4% | ▼−0.3% Reduced · −90 sh | |
| 45 | Tesla Inc COM | $3.0M | 7.2K | 0.4% | ▲+12% Added · +794 sh | |
| 46 | Micron Technology Inc COM | $3.0M | 2.6K | 0.4% | ▲+13% Added · +303 sh | |
| 47 | Berkshire Hathaway Inc Del CL A | $3.0M | 4 | 0.4% | —Held | |
| 48 | Johnson & Johnson COM | $2.7M | 10.5K | 0.4% | ▲+1.4% Added · +141 sh | |
| 49 | BlackRock Inc COM | $2.6M | 2.7K | 0.4% | ▼−0.1% Reduced · −2 sh | |
| 50 | JPMorgan Chase & Co COM | $2.5M | 7.6K | 0.3% | ▲+0.9% Added · +69 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1706351/holdings"
Use Arkolith to show CFO4Life Group, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | GAMESTOP CORP-CLASS AGME | $662K | 30K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.