CFO4Life Group, LLC
RIA/Wealth
CFO4Life Group, LLC is a RIA/Wealth based in Fairfield, CT led by Levi Glenn Mcmellian, reporting $1.7B in AUM as of Q3 2025 with 58% ETF concentration.
CEOLevi Glenn Mcmellian
- Portfolio Value
- $688.0M
- Positions
- 234
- Top Holding
- VOO at 12.95%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CFO4Life Group, LLC's portfolio (48.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $89.1M | 12.95% | +$349.1K Bought | — 145.4K shares | |
ETF ETF | $43.5M | 6.32% | +$959.3K Bought | — 734.5K shares | |
ETF ETF | $34.7M | 5.04% | +$309.8K Bought | — 178.3K shares | |
ETF ETF | $33.7M | 4.89% | +$999.5K Bought | — 385.4K shares | |
Consumer Electronics Technology | $31.9M | 4.64% | +$103.4K Bought | 0.00% 125.4K shares | |
Integrated Freight & Logistics Industrials | $26.1M | 3.79% | -$107.5K Sold | 0.04% 312.1K shares | |
Software - Infrastructure Technology | $24.4M | 3.55% | +$2.9M Bought | 0.00% 47.2K shares | |
Discount Stores Consumer Defensive | $17.9M | 2.61% | -$68.7K Sold | 0.00% 174.0K shares | |
ETF ETF | $16.7M | 2.42% | +$1.1M Bought | — 330.2K shares | |
ETF ETF | $16.1M | 2.35% | -$298.0K Sold | — 62.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CFO4Life Group, LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for CFO4Life Group, LLC
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