CFO4Life Group, LLC reported 141 positions worth $284.76M for the quarter ended Jun 30, 2026, up 12.0% on the prior quarter. It opened 15 new positions, added to 73, trimmed 51 and exited 5. Its largest holding is Apple Inc. at 12.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +3,725 | +9.4% | $745.34K | 3.04% |
| MRVL Marvell Technology, Inc. | +1,661 | – | $494.80K | 0.174% |
| AMAT Applied Materials Inc | +656 | – | $474.29K | 0.167% |
| PANW Palo Alto Networks Inc | +1,136 | – | $387.40K | 0.136% |
| GOOGL Alphabet Inc. | +1,071 | +4.1% | $382.75K | 3.42% |
| MU Micron Technology Inc | +303 | +13.1% | $349.78K | 1.06% |
| TSLA Tesla, Inc. | +794 | +12.4% | $333.98K | 1.07% |
| SNDK Sandisk Corp | +137 | – | $311.50K | 0.109% |
| PHYS Sprott Physical Gold Trust | +9,494 | – | $286.43K | 0.101% |
| ASML Asml Holding Nv | +141 | – | $280.51K | 0.099% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PB Prosperity Bancshares Inc | -10.9K | -37.9% | $797.62K | 0.46% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -1,389 | -75.7% | $663.35K | 0.075% |
| CORZ Core Scientific, Inc. | -20.0K | -60.6% | $512.67K | 0.117% |
| BRK-B Berkshire Hathaway Inc | -815 | -21.0% | $407.82K | 0.538% |
| MSFT Microsoft Corp | -933 | -2.2% | $348.02K | 5.37% |
| IBIT iShares Bitcoin Trust ETF | -6,682 | -100.0% | $256.72K | Exited |
| PFE Pfizer Inc | -10.2K | -39.8% | $245.13K | 0.13% |
| PTC Ptc Inc. | -1,655 | -100.0% | $235.82K | Exited |
| NEM NEWMONT Corp | -2,048 | -100.0% | $221.70K | Exited |
| AAL American Airlines Group Inc. | -17.8K | -100.0% | $190.82K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRVL Marvell Technology, Inc. | +1,661 | $494.80K | 0.174% |
| AMAT Applied Materials Inc | +656 | $474.29K | 0.167% |
| PANW Palo Alto Networks Inc | +1,136 | $387.40K | 0.136% |
| SNDK Sandisk Corp | +137 | $311.50K | 0.109% |
| PHYS Sprott Physical Gold Trust | +9,494 | $286.43K | 0.101% |
| ASML Asml Holding Nv | +141 | $280.51K | 0.099% |
| GLW Corning Inc | +1,050 | $268.30K | 0.094% |
| WDC Western Digital Corp | +404 | $258.04K | 0.091% |
| CRWD CrowdStrike Holdings, Inc. | +1,348 | $257.18K | 0.09% |
| FETH Fidelity Ethereum Fund | +16.1K | $253.23K | 0.089% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 120.2K | $34.77M | 12.21% | +658 | +0.6% | Added | 0% |
| 2 | UPS United Parcel Service Inc | Industrials | 310.8K | $33.41M | 11.73% | -173 | -0.1% | Reduced | 0.04% |
| 3 | MSFT Microsoft Corp | Technology | 41.0K | $15.29M | 5.37% | -933 | -2.2% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 59.3K | $14.15M | 4.97% | +407 | +0.7% | Added | 0% |
| 5 | DAR Darling Ingredients Inc. | Consumer Staples | 198.4K | $10.83M | 3.8% | +4,888 | +2.5% | Added | 0.12% |
| 6 | GOOGL Alphabet Inc. | Technology | 27.3K | $9.75M | 3.42% | +1,071 | +4.1% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 27.1K | $9.59M | 3.37% | +453 | +1.7% | Added | 0% |
| 8 | V Visa Inc. | Financial Services | 27.9K | $9.56M | 3.36% | -241 | -0.9% | Reduced | 0% |
| 9 | NVDA Nvidia Corp | Technology | 43.2K | $8.65M | 3.04% | +3,725 | +9.4% | Added | 0% |
| 10 | HD Home Depot, Inc. | Consumer Discretionary | 24.4K | $8.60M | 3.02% | -223 | -0.9% | Reduced | 0% |
| 11 | MA Mastercard Inc | Financial Services | 12.7K | $6.52M | 2.29% | +100 | +0.8% | Added | 0% |
| 12 | WMT Walmart Inc. | Consumer Staples | 57.3K | $6.49M | 2.28% | +173 | +0.3% | Added | 0% |
| 13 | WM Waste Management Inc | Industrials | 26.1K | $5.82M | 2.04% | -11 | 0.0% | Reduced | 0.01% |
| 14 | AVGO Broadcom Inc. | Technology | 12.4K | $4.68M | 1.64% | +724 | +6.2% | Added | 0% |
| 15 | CSX Csx Corp | Industrials | 94.0K | $4.47M | 1.57% | +30 | +0.0% | Added | 0.01% |
Tip. Select a row to see that position’s full history at CFO4Life.
As of its Q2 2026 13F filing, CFO4Life Group, LLC’s five largest positions were Apple Inc. (AAPL) at 12.2%, United Parcel Service Inc (UPS) at 11.7%, Microsoft Corp (MSFT) at 5.4%, Amazon Com Inc (AMZN) at 5.0%, Darling Ingredients Inc. (DAR) at 3.8% of the reported portfolio.
CFO4Life Group, LLC reported a 13F portfolio worth $284.76M across 141 positions for Q2 2026. That is up 12.0% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($745.34K), Marvell Technology, Inc. ($494.80K), Applied Materials Inc ($474.29K). It opened 15 new positions.
Its largest sales by value were Prosperity Bancshares Inc ($797.62K), Taiwan Semiconductor Manufacturing Co Ltd ($663.35K), Core Scientific, Inc. ($512.67K). It exited 5 positions entirely.
From the Form 13F-HR reports CFO4Life Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.