Cfo4 Life Group, LLC Portfolio Holdings
Cfo4 Life Group, LLC
- $648 Million
- Q3 2025
Cfo4 Life Group, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $648 Million distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $89.1M, Blackrock ETF Tr U S Equity Fa with a value of $43.5M, Ishares Msci Usa Quality Facto with a value of $34.7M, Ishares Tr with a value of $33.7M, and Apple Inc. with a value of $31.9M.
Examining the 13F form we can see an increase of $44.5M in the current position value, from $604M to 648M.
Below you can find more details about Cfo4 Life Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$648 Million
ETFs: $363 Million
Technology: $87 Million
Industrials: $43.5 Million
Financial Services: $42.5 Million
Consumer Defensive: $32.7 Million
Consumer Cyclical: $29.7 Million
Communication Services: $25.5 Million
Healthcare: $10.8 Million
Other: $12.8 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 236
- Current Value $648 Million
- Prior Value $604 Million
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 18 stocks
- Additional Purchases 132 stocks
- Sold out of 0 stocks
- Reduced holdings in 55 stocks