CFO4Life Group, LLC

CIK 0001706351 · Q1 2026

13F Equity AUM

$656.0M

-6.5% QoQ

Positions

210

-32 QoQ

AUM Rank

#3,667

Top 30%

Skill Alpha (FF)

-2.7%/yr^ns

No Clear Edge

Rank #6,043 · Top 74%

vs S&P -5.9%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 34.6%Top 10: 48.5%Top 20: 64.7%

VOO13.2%

DYNF6.5%

IEFA5.2%

QUAL5.1%

UPS4.7%

AAPL4.6%

JMUB2.5%

MSFT2.4%

MTUM2.2%

VFLO2.1%

Others (200)51.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services66.5%

Technology10.8%

Industrials7.4%

Consumer Defensive4.0%

Consumer Cyclical3.8%

Communication Services3.5%

Other4.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 210Median: 0.10%Avg: 0.48%

0–0.5%

170(18.0%)

0.5–1%

13(9.5%)

1–3%

21(33.2%)

3–5%

2(9.3%)

5%+

4(30.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 206Unique: 4vs 20 funds

2.8%Low

210

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

4.3%

3.8%

3.9%

5.6%

4.1%

3.7%

VANGUARD CAPITAL MANAGEMENT LLC

3.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

3.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New6Increased55Decreased130Exited38

New Positions

GOVT0.1%

+23K

MSDL0.0%

+15K

PAGPEUR0.0%

+9K

CGBD0.0%

+12K

OWL0.0%

+11K

VENU0.0%

+10K

Increased

MMIT1.8%

+22K(+5%)

BIZD0.1%

+19K(+57%)

VGSH0.4%

+11K(+30%)

MBIO0.0%

+8K(+58%)

DIVO0.3%

+6K(+16%)

HTRB0.6%

+5K(+4%)

HBAN0.0%

+4K(+32%)

CORZ0.1%

+4K(+14%)

VXUS0.1%

+3K(+63%)

FBND0.8%

+3K(+3%)

Decreased

VUSB1.9%

-51,671(-17%)

DAR1.8%

-17,615(-8%)

BXSL0.2%

-12,600(-19%)

BALT0.1%

-12,305(-38%)

EPD0.1%

-10,196(-37%)

T0.1%

-6,305(-23%)

IEFA5.2%

-6,291(-2%)

NVDA1.1%

-6,094(-13%)

JMST0.7%

-5,384(-6%)

AAPL4.6%

-5,350(-4%)

Exited

-18,500

-2,600

-8,879

-1,378

-19,632

-444

-327

-19,282

-26,129

-3,653

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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