MondegarAI
CFO4Life Group, LLC

Q2 2025 · 13F-HR

CFO4Life Group, LLCholdings as filed

Filed 2025-08-08 · accession 0001765380-25-000315

$639.5M
Reported value
228
Positions
2025-06-30
Period end
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The Brief · CFO4Life Group, LLC · Q2 2025

AI · grounded in 13F

CFO4Life Group, LLC established a new position in VOO valued at $82.3M. The fund also initiated new stakes in DYNF for $39.1M and QUAL for $32.3M. Additional new positions include UPS at $31.6M, IEFA at $31.2M, and AAPL at $25.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$82.3M12.9%144,877CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$39.1M6.12%718,287CommonNONE
46432F339QUALISHARES TR$32.3M5.05%176,754CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$31.6M4.95%313,371CommonNONE
46432F842IEFAISHARES TR$31.2M4.88%373,990CommonNONE
037833100AAPLAPPLE INC$25.7M4.01%125,035CommonNONE
594918104MSFTMICROSOFT CORP$20.7M3.23%41,584CommonNONE
931142103WMTWALMART INC$17.1M2.67%174,617CommonNONE
46432F396MTUMISHARES TR$15.4M2.41%64,097CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$15.3M2.40%308,920CommonNONE
023135106AMZNAMAZON COM INC$13.1M2.05%59,748CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$12.4M1.94%350,388CommonNONE
922020748VCRBVANGUARD MALVERN FDS$12.2M1.91%157,305CommonNONE
464287804IJRISHARES TR$10.3M1.62%94,523CommonNONE
92826C839VVISA INC$9.9M1.55%27,938CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$9.8M1.53%411,040CommonNONE
437076102HDHOME DEPOT INC$9.4M1.47%25,612CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$9.1M1.42%159,564CommonNONE
237266101DARDARLING INGREDIENTS INC$8.5M1.33%224,295CommonNONE
922908769VTIVANGUARD INDEX FDS$8.0M1.26%26,429CommonNONE
46432F388VLUEISHARES TR$7.9M1.23%69,402CommonNONE
464288661IEIISHARES TR$7.6M1.19%63,790CommonNONE
57636Q104MAMASTERCARD INCORPORATED$7.5M1.17%13,283CommonNONE
67066G104NVDANVIDIA CORPORATION$7.1M1.11%45,103CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$7.1M1.11%58,662CommonNONE
46432F834IXUSISHARES TR$6.4M1.00%82,856CommonNONE
94106L109WMWASTE MGMT INC DEL$6.1M0.95%26,689CommonNONE
30303M102METAMETA PLATFORMS INC$5.7M0.90%7,759CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$5.6M0.88%141,903CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$5.2M0.81%113,616CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$5.2M0.81%101,230CommonNONE
02079K107GOOGALPHABET INC$4.9M0.77%27,614CommonNONE
02079K305GOOGLALPHABET INC$4.9M0.76%27,525CommonNONE
922020755VPLSVANGUARD MALVERN FDS$4.1M0.64%52,431CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$4.1M0.64%120,132CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$3.6M0.56%82,195CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.5M0.55%70,804CommonNONE
126408103CSXCSX CORP$3.1M0.48%93,985CommonNONE
30231G102XOMEXXON MOBIL CORP$2.9M0.46%27,320CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.9M0.46%4CommonNONE
09290D101BLKBLACKROCK INC$2.9M0.45%2,770CommonNONE
11135F101AVGOBROADCOM INC$2.9M0.45%10,538CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.8M0.44%17,638CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.8M0.43%9,592CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.5M0.39%5,074CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.3M0.36%3,772CommonNONE
03831W108APPAPPLOVIN CORP$2.3M0.35%6,438CommonNONE
872590104TMUST-MOBILE US INC$2.1M0.32%8,612CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.0M0.32%40,426CommonNONE
743606105PBPROSPERITY BANCSHARES INC$2.0M0.32%29,094CommonNONE
526107107LIILENNOX INTL INC$2.0M0.31%3,431CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$1.9M0.30%62,903CommonNONE
17275R102CSCOCISCO SYS INC$1.9M0.30%27,713CommonNONE
713448108PEPPEPSICO INC$1.8M0.28%13,337CommonNONE
46090E103QQQINVESCO QQQ TR$1.7M0.27%3,151CommonNONE
882508104TXNTEXAS INSTRS INC$1.7M0.26%8,065CommonNONE
478160104JNJJOHNSON & JOHNSON$1.6M0.25%10,676CommonNONE
464287663IUSVISHARES TR$1.5M0.23%15,423CommonNONE
532457108LLYELI LILLY & CO$1.4M0.22%1,828CommonNONE
88160R101TSLATESLA INC$1.4M0.22%4,341CommonNONE
032108409DIVOAMPLIFY ETF TR$1.3M0.21%31,022CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.2M0.19%213CommonNONE
46434V860TFLOISHARES TR$1.2M0.19%24,188CommonNONE
46429B697USMVISHARES TR$1.1M0.18%12,209CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.1M0.18%19,839CommonNONE
191216100KOCOCA COLA CO$1.1M0.17%15,729CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.17%1,110CommonNONE
464287200IVVISHARES TR$1.1M0.17%1,738CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.17%7,908CommonNONE
20825C104COPCONOCOPHILLIPS$1.0M0.16%11,576CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.0M0.16%3,247CommonNONE
254687106DISDISNEY WALT CO$967,5030.15%7,802CommonNONE
55336V100MPLXMPLX LP$963,4270.15%18,704CommonNONE
743315103PGRPROGRESSIVE CORP$940,4870.15%3,524CommonNONE
72201R775BONDPIMCO ETF TR$928,5290.15%10,073CommonNONE
922907746VTEBVANGUARD MUN BD FDS$921,2440.14%18,789CommonNONE
27828X100ETBEATON VANCE TAX MNGED BUY WR$874,6380.14%60,570CommonNONE
482480100KLACKLA CORP$872,4510.14%974CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$865,7780.14%27,919CommonNONE
907818108UNPUNION PAC CORP$853,2340.13%3,708CommonNONE
H1467J104CBCHUBB LIMITED$833,1530.13%2,876CommonNONE
29084Q100EMEEMCOR GROUP INC$829,7400.13%1,551CommonNONE
00206R102TAT&T INC$817,3700.13%28,244CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$814,4160.13%8,729CommonNONE
464287614IWFISHARES TR$790,2400.12%1,861CommonNONE
665859104NTRSNORTHERN TR CORP$787,6280.12%6,212CommonNONE
718172109PMPHILIP MORRIS INTL INC$772,0880.12%4,239CommonNONE
060505104BACBANK AMERICA CORP$759,0490.12%16,041CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$755,5790.12%5,956CommonNONE
68389X105ORCLORACLE CORP$752,2700.12%3,441CommonNONE
125523100CITHE CIGNA GROUP$745,0650.12%2,254CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$741,9390.12%2,378CommonNONE
747525103QCOMQUALCOMM INC$706,9030.11%4,439CommonNONE
46434V613IUSBISHARES TR$697,4960.11%15,088CommonNONE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$695,0960.11%32,557CommonNONE
45409F843MMINNEW YORK LIFE INVTS ACTIVE E$692,2310.11%29,697CommonNONE
922908736VUGVANGUARD INDEX FDS$692,0930.11%1,579CommonNONE
922475108VEEVVEEVA SYS INC$684,8160.11%2,378CommonNONE
032095101APHAMPHENOL CORP NEW$681,4740.11%6,901CommonNONE
761152107RMDRESMED INC$681,0530.11%2,640CommonNONE
26884L109EQTEQT CORP$673,9880.11%11,557CommonNONE
66987V109NVSNOVARTIS AG$671,7770.11%5,551CommonNONE
72352L106PINSPINTEREST INC$659,4300.10%18,389CommonNONE
539830109LMTLOCKHEED MARTIN CORP$649,8290.10%1,403CommonNONE
717081103PFEPFIZER INC$631,2360.10%26,041CommonNONE
949746101WMT2WELLS FARGO CO NEW$631,0980.10%7,877CommonNONE
166764100CVXCHEVRON CORP NEW$627,3990.10%4,382CommonNONE
464287150ITOTISHARES TR$621,1840.10%4,600CommonNONE
464288414MUBISHARES TR$617,6860.10%5,912CommonNONE
172967424CCITIGROUP INC$615,0220.10%7,225CommonNONE
00287Y109ABBVABBVIE INC$610,8750.10%3,291CommonNONE
29250N105ENBENBRIDGE INC$609,8640.10%13,457CommonNONE
92189F411BIZDVANECK ETF TRUST$608,9920.10%37,407CommonNONE
92189F536MLNVANECK ETF TRUST$605,1690.09%35,830CommonNONE
64110L106NFLXNETFLIX INC$585,2000.09%437CommonNONE
02209S103MOALTRIA GROUP INC$582,5130.09%9,935CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$579,3840.09%7,916CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$554,0210.09%2,394CommonNONE
023608102AEEAMEREN CORP$546,5440.09%5,691CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$544,6800.09%12,588CommonNONE
031162100AMGNAMGEN INC$537,6390.08%1,926CommonNONE
78463V107GLDSPDR GOLD TR$499,3120.08%1,638CommonNONE
840441109SSBUSDSOUTHSTATE CORPORATION$498,7330.08%5,419CommonNONE
580135101MCDMCDONALDS CORP$477,7140.07%1,635CommonNONE
097023105BABOEING CO$476,9010.07%2,276CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$469,4490.07%6,447CommonNONE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$464,8610.07%30,908CommonNONE
75734B100RDDTREDDIT INC$456,0770.07%3,029CommonNONE
49456B101KMIKINDER MORGAN INC DEL$449,4380.07%15,287CommonNONE
92189F643MOATVANECK ETF TRUST$439,4420.07%4,685CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$438,3920.07%6,152CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$438,3770.07%8,801CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$418,0940.07%1,846CommonNONE
302635206FSKFS KKR CAP CORP$416,6750.07%20,081CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$416,3060.07%3,239CommonNONE
375558103GILDGILEAD SCIENCES INC$415,3660.06%3,746CommonNONE
03073E105CORCENCORA INC$392,0610.06%1,308CommonNONE
88634T493TIDAL TR II$390,0560.06%17,594CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$388,3870.06%549CommonNONE
808513105SCHWSCHWAB CHARLES CORP$381,3680.06%4,180CommonNONE
92840M102VSTVISTRA CORP$379,8460.06%1,960CommonNONE
31428X106FDXFEDEX CORP$372,6060.06%1,639CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$372,4190.06%19,632CommonNONE
458140100INTCINTEL CORP$372,0340.06%16,609CommonNONE
464289875AOMISHARES TR$365,3270.06%7,935CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$364,3690.06%1,236CommonNONE
81762P102NOWSERVICENOW INC$363,9400.06%354CommonNONE
548661107LOWLOWES COS INC$363,8080.06%1,640CommonNONE
46434G103IEMGISHARES INC$356,6270.06%5,941CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$353,5940.06%2,997CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$348,2600.05%10,856CommonNONE
45378A106IRTINDEPENDENCE RLTY TR INC$342,0970.05%19,338CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$341,0420.05%13,954CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$337,2830.05%1,856CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$337,0820.05%6,766CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$334,1820.05%1,633CommonNONE
921909768VXUSVANGUARD STAR FDS$328,7500.05%4,758CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$325,2350.05%2,292CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$321,8470.05%22,444CommonNONE
369604301GEGE AEROSPACE$319,2760.05%1,240CommonNONE
37954Y657PFFDGLOBAL X FDS$318,0050.05%16,888CommonNONE
233051200DBEFDBX ETF TR$315,9580.05%7,222CommonNONE
002824100ABTABBOTT LABS$312,8560.05%2,300CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$311,1370.05%2,564CommonNONE
461202103INTUINTUIT$311,1140.05%395CommonNONE
691543102OXLCOXFORD LANE CAP CORP$308,3220.05%73,410CommonNONE
75513E101RTXRTX CORPORATION$308,3080.05%2,111CommonNONE
G54950103LINLINDE PLC$306,3750.05%653CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$300,5830.05%1,360CommonNONE
855244109SBUXSTARBUCKS CORP$300,0150.05%3,274CommonNONE
49803T300KRGKITE RLTY GROUP TR$299,4410.05%13,220CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$298,9810.05%2,439CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$295,0930.05%4,821CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$291,2750.05%3,099CommonNONE
921937835BNDVANGUARD BD INDEX FDS$286,3500.04%3,889CommonNONE
464287655IWMISHARES TR$283,5950.04%1,314CommonNONE
718546104PSXPHILLIPS 66$283,3110.04%2,375CommonNONE
436893200HOMBHOME BANCSHARES INC$270,6830.04%9,511CommonNONE
038222105AMATAPPLIED MATLS INC$265,2680.04%1,449CommonNONE
464288687PFFISHARES TR$265,2150.04%8,645CommonNONE
29273V100ETENERGY TRANSFER L P$265,1920.04%14,627CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$263,0360.04%4,118CommonNONE
760759100RSGREPUBLIC SVCS INC$259,4340.04%1,052CommonNONE
46434V381XTISHARES TR$258,4540.04%3,961CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$254,3090.04%4,675CommonNONE
46138E735PDNINVESCO EXCH TRADED FD TR II$253,3390.04%6,510CommonNONE
172908105CTASCINTAS CORP$252,7350.04%1,134CommonNONE
464287168DVYISHARES TR$252,3390.04%1,900CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$251,0550.04%462CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$251,0130.04%5,375CommonNONE
36467W109GMEGAMESTOP CORP NEW$248,7780.04%10,200CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$242,8410.04%17,458CommonNONE
922908637VVVANGUARD INDEX FDS$241,0790.04%845CommonNONE
00123Q104AGNCAGNC INVT CORP$240,4750.04%26,167CommonNONE
58155Q103MCKMCKESSON CORP$240,3520.04%328CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$239,0490.04%944CommonNONE
20030N101CMCSACOMCAST CORP NEW$238,5040.04%6,683CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$236,4190.04%5,908CommonNONE
842587107SOSOUTHERN CO$234,2940.04%2,551CommonNONE
464287689IWVISHARES TR$231,3090.04%659CommonNONE
617446448MSMORGAN STANLEY$229,6240.04%1,630CommonNONE
149123101CATCATERPILLAR INC$227,4910.04%586CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$224,6810.04%20,025CommonNONE
91913Y100VLOVALERO ENERGY CORP$224,4710.04%1,670CommonNONE
438516106HONHONEYWELL INTL INC$223,9530.04%962CommonNONE
37954Y715BOTZGLOBAL X FDS$220,0360.03%6,739CommonNONE
98400T106XAI OCTAGN FLT RAT & ALT INM$219,2200.03%38,800CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$218,8170.03%24,614CommonNONE
093712107BEBLOOM ENERGY CORP$217,6720.03%9,100CommonNONE
50212V100LPLALPL FINL HLDGS INC$211,8580.03%565CommonNONE
79466L302CRMSALESFORCE INC$211,0620.03%774CommonNONE
464288877EFVISHARES TR$209,1670.03%3,295CommonNONE
21874A114CORZWCORE SCIENTIFIC INC NEW$206,1230.03%19,015CommonNONE
464287606IJKISHARES TR$204,7050.03%2,250CommonNONE
83413U100SLRCSLR INVESTMENT CORP$193,6800.03%12,000CommonNONE
38173M102GBDCGOLUB CAP BDC INC$182,4120.03%12,451CommonNONE
269808101ECCEAGLE POINT CREDIT COMPANY I$179,8190.03%23,475CommonNONE
78590A109SACHSACHEM CAP CORP$142,7280.02%118,940CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$133,9560.02%31,519CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$132,1040.02%11,743CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$123,9270.02%14,614CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$120,3050.02%13,908CommonNONE
G2717B108CUSHMAN WAKEFIELD PLC$114,0760.02%10,305CommonNONE
89677Y100TPVGTRIPLEPOINT VENTURE GROWTH B$95,4060.01%13,610CommonNONE
04013V108ACREARES COML REAL ESTATE CORP$81,0900.01%17,000CommonNONE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$73,2250.01%14,500CommonNONE
00165C302AMCAMC ENTMT HLDGS INC$33,0120.01%10,649CommonNONE
Y3005A117GNSGENIUS GROUP LTD$13,6000.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.