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Cfo4life Group, LLC
CFO4Life Group, LLC is an SEC-registered investment adviser headquartered in Coppell, Texas. Founded in 2006 as an audit and tax firm, the firm expanded to provide comprehensive financial planning and wealth management services. In 2017, CFO4Life became a partner in Focus Financial. The firm primarily serves high-net-worth individuals, individuals, pension and profit sharing plans, charitable organizations, and businesses. The team is composed of professionals with designations such as AIF®, CRPS®, CPA, and Certified Financial Planners®. As of 2025, the firm has 24 employees.
Investment Strategy
CFO4Life Group focuses on comprehensive, personalized financial planning and wealth management. The firm positions itself as a personal CFO for clients, helping to achieve financial independence by creating custom strategies tailored to each client's unique needs and goals. CFO4Life avoids proprietary investment products to eliminate conflicts of interest and prioritizes objective, client-centric investment selection. The investment philosophy emphasizes protecting clients' futures through consistent communication, education, and disciplined execution, with a collaborative team approach involving extensive experience across financial planning, tax, and investment disciplines.
Latest 13F Filing Activity
Cfo4life Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 226 equity positions with a total 13F market value of $640M. The fund increased holdings in Vanguard Index FDS, Blackrock Etf Trust, Ishares TR among other positions. Cfo4life Group, LLC reduced exposure to United Parcel Service Inc., Apple Inc., J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (226)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 12.87% | $82.3M | 144,877 | $400.78 | $568.03 | +$9.5M |
D DYNF | BLACKROCK ETF TRUST | 6.12% | $39.1M | 718,287 | $49.31 | $54.46 | +$7.2M |
Q QUAL | ISHARES TR | 5.05% | $32.3M | 176,754 | $112.20 | $182.82 | +$2.4M |
U UPS | UNITED PARCEL SERVICE INC | 4.95% | $31.6M | 313,371 | $110.08 | $100.94 | -$3.1M |
I IEFA | ISHARES TR | 4.88% | $31.2M | 373,990 | $76.34 | $83.48 | +$6.0M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Dallas, TX , United States | |
 | Partner | Irving, TX , United States |
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