CFO4Life Group, LLC
•CIK: 1706351•Filing: Q4 2025
**CFO4Life Group, LLC** manages $702M across a diversified portfolio of 242 positions. The fund exhibits significant exposure to core market indices and technology leaders, notably holding VOO at $89.9M and AAPL at $33.9M. Key allocations also include international exposure via IEFA ($34.5M) and substantial positions in industrials and specialized sectors like DYNF ($44.2M) and UPS ($30.9M). This structure suggests a tactical, large-cap growth orientation within its current mandate.
Total AUM
$701.5M
QoQ Performance
+2.0%
Positions
195
Top 10 Concentration
48.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
DYNF
VOO12.8%
DYNF6.3%
QUAL5.0%
IEFA4.9%
AAPL4.8%
UPS4.4%
MSFT3.1%
JMUB2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.1%
Technology14.4%
ETF13.4%
Consumer5.3%
Industrial5.0%
Financial4.8%
Healthcare1.3%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
—
TIDAL TRUST II
SOLD
$301.7K
+39 more exited positions
Changes from Q3 2025
NEW10 new positions
↑67 increased
↓105 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023