CFO4Life Group, LLC
SEC Form 13F institutional filer · CIK 0001706351
13F-HR · 107 reported holdings · 2026-03-31
Reported long-US-equity value
$0.40B
Top-10 concentration
67.3%
CFO4Life Group, LLC — $402M AUM allocation strategy
CFO4Life Group, LLC files SEC Form 13F and reports $402M of long US equity value across 107 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.0%, followed by Industrials 10.0% and Financials 7.0%.
The top 10 holdings account for 67% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
CFO4Life Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$402M
total across 107 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
67% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MS +14.4K sh · +$115K+$IVV +11.7K sh · +$275K+$HBAN +4.27K sh · +$44.4K
Biggest trims (shares)
−$GS −12.5K sh · −$1.25M−$T −6.3K sh · −$66.6K−$NVDA −6.09K sh · −$1.61M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$MPC ($987K last qtr)$CRM ($598K last qtr)$AMAT ($354K last qtr)$EW ($311K last qtr)$NOW ($273K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Air Freight & Logistics7.6%—
- Technology Hardware, Storage & Peripherals7.5%—
- Interactive Media & Services4.9%—
- Systems Software3.8%—
- Transaction & Payment Processing Services3.7%—
- Investment Banking & Brokerage3.3%—
- Broadline Retail3.0%—
- Semiconductors2.6%—
- Other holdings63.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $UPS | United Parcel Service Inc | 311K | $30.6M | -751 | 7.6% |
| $AAPL | Apple Inc | 119K | $30.3M | -5.35K | 7.5% |
| $MSFT | Microsoft Corporation | 41.9K | $15.5M | -3.68K | 3.9% |
| $GS | Goldman Sachs Group Inc | 197K | $13.4M | -12.5K | 3.3% |
| $AMZN | Amazon.com Inc | 58.9K | $12.3M | -2.24K | 3.1% |
| $V | Visa Inc | 28.1K | $8.49M | -640 | 2.1% |
| $HD | Home Depot Inc | 24.6K | $8.09M | -574 | 2.0% |
…and 100 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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