ETF Holders

CFO4Life Group, LLC ETF holdings

Coppell, TX

Reported $457.1M in 94 ETFs in its Form 13F for June 30, 2026.

ETF value
$457.1M
ETFs held
94
Change from prior quarter
+13.8%
With price moves
ETFs as a share of its 13F
61.6%
of $742.1M

Top 10 of 94 ETF holdings

TickerFundValueSharesChange
VOOVanguard S&P 500 ETF$99.0M144,155−345 shares
DYNFiShares U.S. Equity Factor Rotation Active ETF$49.5M727,641−1,385 shares
QUALiShares MSCI USA Quality Factor ETF$38.6M175,888+601 shares
IEFAiShares Core MSCI EAFE ETF$36.3M375,853−3,342 shares
MTUMiShares MSCI USA Momentum Factor ETF$20.8M60,583−282 shares
JMUBJPMorgan Municipal ETF$16.8M331,936+6,275 shares
VFLOVictoryshares Free Cash Flow ETF$16.2M353,353+652 shares
IJRiShares Core S&P Small-Cap ETF$12.8M86,515−1,689 shares
VCRBVanguard Core Bond ETF$12.8M165,823−46 shares
VLUEiShares MSCI USA Value Factor ETF$12.6M63,250−31 shares
84 more ETF positions

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001706351. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does CFO4Life Group, LLC own?

CFO4Life Group, LLC reported 94 ETF positions worth $457.1M in its Form 13F for June 30, 2026. The largest was VOO, at $99.0M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.