CFO4Life Group, LLC
All 13F Filings
- Location
- Coppell, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 701,544
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 242 | 701,544 | 13F-HR | CFO4Life Group, LLC |
| Q3 2025 | 11/7/2025 | 235 | 688,041 | 13F-HR | CFO4Life Group, LLC |
| Q2 2025 | 8/8/2025 | 228 | 639,548 | 13F-HR | CFO4Life Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 482.6 K | 68.9% | 0 | 703 | -703 |
| ETFs | 217.4 K | 31.0% | 14.58 K | 0 | 14.58 K |
| Other | 632 | 0.1% | 0 | 23 | -23 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
701,544
Holdings
242
QoQ value change ($000)
13,503
(2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.