Investor
CFO4Life Group, LLC
CIK 0001706351 · filed 2026-05-11 · SEC filing
13F book
$656M
Positions
210
6 new · 38 sold
Largest name
13.2%
Vanguard Index Fds
Est. mark
−$16.7M
Price effect on 204 names still held. Flow −$28.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 144.5K | $86.3M | 13.2% | −$4.24M | Added−$3.57M |
| Blackrock Etf Trust | — | 729K | $42.4M | 6.5% | −$1.91M | Added−$1.78M |
| Ishares Tr | — | 379.2K | $34.3M | 5.2% | $405.7K | Cut−$157.1K |
| Ishares Tr | — | 175.3K | $33.6M | 5.1% | −$1.19M | Cut−$1.38M |
| United Parcel Service Inc | UPS | 311K | $30.6M | 4.7% | −$251.9K | Cut−$326.4K |
| Apple Inc. | AAPL | 119.5K | $30.3M | 4.6% | −$2.16M | Cut−$3.61M |
| J P Morgan Exchange Traded F | — | 325.7K | $16.3M | 2.5% | −$164.8K | Added−$41.7K |
| Microsoft Corp | MSFT | 41.9K | $15.5M | 2.4% | −$4.76M | Cut−$6.54M |
| Ishares Tr | — | 60.9K | $14.6M | 2.2% | −$628.2K | Cut−$718.3K |
| Victory Portfolios Ii | — | 352.7K | $13.9M | 2.1% | $35.3K | Cut−$113.4K |
| Vanguard Malvern Fds | — | 165.9K | $12.8M | 2.0% | −$84.1K | Added$113.8K |
| Amazon Com Inc | AMZN | 58.9K | $12.3M | 1.9% | −$1.33M | Cut−$1.85M |
| Vanguard Bd Index Fds | — | 244.4K | $12.2M | 1.9% | −$13.4K | Cut−$2.59M |
| New York Life Invts Active E | — | 498.9K | $12M | 1.8% | −$107.3K | Added$423.5K |
| Darling Ingredients Inc. | DAR | 193.5K | $12M | 1.8% | $5M | Cut$4.37M |
| Ishares Tr | — | 88.2K | $11M | 1.7% | $364.3K | Cut−$240.5K |
| Ishares Tr | — | 63.3K | $9M | 1.4% | $345.5K | Cut$147K |
| Visa Inc. | V | 28.1K | $8.49M | 1.3% | −$1.36M | Cut−$1.59M |
| Vanguard Index Fds | — | 26.4K | $8.46M | 1.3% | −$381.4K | Cut−$410.9K |
| J P Morgan Exchange Traded F | — | 143.6K | $8.14M | 1.2% | −$80.4K | Added−$73.7K |
| Home Depot, Inc. | HD | 24.6K | $8.09M | 1.2% | −$374.2K | Cut−$571.7K |
| Alphabet Inc | — | 26.7K | $7.66M | 1.2% | −$719.2K | Cut−$1.62M |
| Alphabet Inc | — | 26.2K | $7.54M | 1.1% | −$666.9K | Cut−$1.54M |
| Walmart Inc. | WMT | 57.1K | $7.1M | 1.1% | $735.4K | Cut$503.1K |
| Goldman Sachs Etf Tr | — | 55.7K | $6.97M | 1.1% | −$403K | Cut−$555.7K |
| Ishares Tr | — | 79.9K | $6.92M | 1.1% | $159.8K | Cut$120.2K |
| Nvidia Corp | NVDA | 39.5K | $6.89M | 1.1% | −$477.8K | Cut−$1.61M |
| Mastercard Inc | MA | 12.6K | $6.3M | 1.0% | −$897.6K | Cut−$1.24M |
| Waste Mgmt Inc Del | — | 26.1K | $6.01M | 0.9% | $263.5K | Cut$192.1K |
| Goldman Sachs Etf Tr | — | 134.7K | $5.81M | 0.9% | $25.6K | Cut−$72.4K |
| Ishares Tr | — | 48.7K | $5.77M | 0.9% | −$36.5K | Cut−$276.3K |
| Fidelity Merrimack Str Tr | — | 115.9K | $5.29M | 0.8% | −$47.5K | Added$87.1K |
| Meta Platforms, Inc. | META | 7.87K | $4.5M | 0.7% | −$692.2K | Cut−$980K |
| J P Morgan Exchange Traded F | — | 88.1K | $4.49M | 0.7% | $3.55K | Cut−$270.7K |
| Exxon Mobil Corp | — | 26.1K | $4.43M | 0.7% | $1.29M | Cut$1.2M |
| Vanguard Malvern Fds | — | 55.1K | $4.27M | 0.7% | −$28K | Added$120.3K |
| Hartford Fds Exchange Traded | — | 124.4K | $4.2M | 0.6% | −$49.1K | Added$103.8K |
| Csx Corp | CSX | 94K | $3.86M | 0.6% | $451.2K | Cut$450.1K |
| Vanguard Intl Equity Index F | — | 69.9K | $3.78M | 0.6% | $20.3K | Cut−$8.58K |
| Broadcom Inc. | AVGO | 11.7K | $3.61M | 0.5% | −$426.6K | Cut−$951.6K |
| First Tr Exchng Traded Fd Vi | — | 73.7K | $3.21M | 0.5% | −$53.8K | Cut−$135.6K |
| Berkshire Hathaway Inc Del | — | 4 | $2.87M | 0.4% | −$146.6K | Held |
| Vanguard Scottsdale Fds | — | 46.3K | $2.71M | 0.4% | −$6.81K | Added$614.1K |
| BlackRock, Inc. | BLK | 2.73K | $2.62M | 0.4% | −$296.2K | Cut−$341.1K |
| Johnson & Johnson | JNJ | 10.4K | $2.54M | 0.4% | $389.8K | Cut$324.2K |
| Spdr S&P 500 Etf Tr | — | 3.76K | $2.44M | 0.4% | −$118.7K | Cut−$124.8K |
| Applovin Corp | APP | 6.03K | $2.4M | 0.4% | −$1.66M | Cut−$1.85M |
| Tesla, Inc. | TSLA | 6.42K | $2.39M | 0.4% | −$500.7K | Cut−$803.4K |
| Procter And Gamble Co | PG | 16.3K | $2.35M | 0.4% | $18.4K | Cut−$95.8K |
| Jpmorgan Chase & Co. | — | 7.49K | $2.2M | 0.3% | −$210.2K | Cut−$932.3K |
| Cisco Sys Inc | — | 26.5K | $2.06M | 0.3% | $14.8K | Cut−$128.4K |
| J P Morgan Exchange Traded F | — | 40.4K | $2.04M | 0.3% | $784 | Added$46.1K |
| Prosperity Bancshares Inc | PB | 28.8K | $1.94M | 0.3% | −$55.7K | Cut−$80.4K |
| Berkshire Hathaway Inc Del | — | 3.88K | $1.86M | 0.3% | −$90.9K | Cut−$521.7K |
| Amplify Etf Tr | — | 41.2K | $1.85M | 0.3% | $12.4K | Added$268.3K |
| Pepsico Inc | PEP | 11.2K | $1.73M | 0.3% | $131.3K | Cut−$218.5K |
| Lennox Intl Inc | — | 3.61K | $1.67M | 0.3% | −$77.4K | Cut−$865.4K |
| Ishares Tr | — | 15.6K | $1.59M | 0.2% | −$4.48K | Added$1.65K |
| Vanguard Tax-Managed Fds | — | 24.1K | $1.54M | 0.2% | $38.9K | Cut−$37.9K |
| Conocophillips | COP | 11.4K | $1.5M | 0.2% | $437K | Cut$428.9K |
| T-Mobile Us Inc | — | 7.04K | $1.48M | 0.2% | $49.4K | Cut−$20.9K |
| Eli Lilly & Co | LLY | 1.55K | $1.42M | 0.2% | −$239.6K | Cut−$592.1K |
| Invesco Qqq Tr | — | 2.29K | $1.32M | 0.2% | −$85.3K | Cut−$474.1K |
| Blackstone Secd Lending Fd | — | 55K | $1.3M | 0.2% | −$145.1K | Cut−$476.9K |
| Kla Corp | KLAC | 810 | $1.19M | 0.2% | $208.7K | Cut$28.9K |
| Costco Whsl Corp New | — | 1.16K | $1.16M | 0.2% | $155.8K | Cut−$106.3K |
| Vanguard Mun Bd Fds | — | 22.6K | $1.13M | 0.2% | −$9.04K | Added−$8.69K |
| Ishares Tr | — | 11.8K | $1.09M | 0.2% | −$16.8K | Added−$16K |
| EMCOR Group, Inc. | EME | 1.47K | $1.09M | 0.2% | $186.4K | Cut$163.1K |
| Coca Cola Co | KO | 14.3K | $1.09M | 0.2% | $87.7K | Cut$5.46K |
| Texas Instrs Inc | — | 5.38K | $1.04M | 0.2% | $111K | Cut−$394.2K |
| Palantir Technologies Inc. | PLTR | 6.4K | $936K | 0.1% | −$201.4K | Cut−$299.5K |
| American Express Co | AXP | 3.09K | $935.5K | 0.1% | −$208.8K | Cut−$218.5K |
| Pimco Etf Tr | — | 10K | $922.7K | 0.1% | −$8K | Cut−$8.84K |
| Ishares Tr | — | 18.2K | $920.1K | 0.1% | $2.97K | Added$34.5K |
| Booking Holdings Inc. | BKNG | 211 | $886.9K | 0.1% | −$244.7K | Cut−$271.5K |
| Chevron Corp New | CVX | 4.29K | $886.5K | 0.1% | $233.3K | Cut$185.3K |
| Amphenol Corp New | — | 6.68K | $843.9K | 0.1% | −$58.7K | Cut−$62.4K |
| Northern Tr Corp | — | 5.8K | $809.8K | 0.1% | $17.3K | Cut−$4.97K |
| New York Life Invts Active E | — | 33.7K | $798.9K | 0.1% | −$7.7K | Added−$1.7K |
| Citigroup Inc | — | 6.98K | $791.1K | 0.1% | −$23K | Cut−$63.6K |
| Hartford Insurance Group Inc | — | 5.84K | $790.1K | 0.1% | −$15K | Cut−$21.5K |
| Micron Technology Inc | MU | 2.31K | $782.1K | 0.1% | $116.8K | Added$146.5K |
| Novartis Ag | — | 5.01K | $765.3K | 0.1% | $74.6K | Cut−$21.8K |
| Vanguard Intl Equity Index F | — | 5.46K | $755.6K | 0.1% | −$9.13K | Added$284.1K |
| Bloom Energy Corp | BE | 5.54K | $750.8K | 0.1% | $269.3K | Cut$182.3K |
| Blackrock Enhanced Large Cap | — | 35.3K | $742.4K | 0.1% | −$77.8K | Added−$31.4K |
| Intel Corp | INTC | 16.7K | $736.2K | 0.1% | $120.6K | Cut$113.7K |
| Ishares Tr | — | 1.12K | $729.1K | 0.1% | −$31.7K | Added$42.7K |
| Progressive Corp | — | 3.64K | $722.4K | 0.1% | −$107.3K | Cut−$110.1K |
| Pfizer Inc | PFE | 25.6K | $718.4K | 0.1% | $81.3K | Cut$46.2K |
| Vanguard Growth Etf | — | 1.6K | $700.8K | 0.1% | −$80.6K | Added−$71.5K |
| Lockheed Martin Corp | LMT | 1.16K | $698.7K | 0.1% | $139.6K | Cut$121.7K |
| Philip Morris Intl Inc | — | 4.14K | $685K | 0.1% | $20.5K | Cut$9.43K |
| Union Pac Corp | — | 2.78K | $675.1K | 0.1% | $31.4K | Cut−$190.9K |
| Innovator Etfs Trust | — | 20.1K | $672.8K | 0.1% | −$905 | Cut−$413.2K |
| Eaton Vance Tax Mnged Buy Wr | — | 46.2K | $666.7K | 0.1% | −$39.3K | Cut−$66K |
| Enterprise Prods Partners L | — | 17.3K | $656.1K | 0.1% | $100.2K | Cut−$226.7K |
| Ishares Tr | — | 4.6K | $655.2K | 0.1% | −$28.8K | Held |
| Vaneck Etf Trust | — | 51.1K | $654.1K | 0.1% | −$44.9K | Added$192.6K |
| Altria Group, Inc. | MO | 9.77K | $644.6K | 0.1% | $81.4K | Cut$75K |
| Bank America Corp | — | 13.2K | $643K | 0.1% | −$82.4K | Cut−$184.9K |
| Wells Fargo Co New | — | 8.07K | $642.5K | 0.1% | −$97.8K | Added−$28.3K |
| Disney Walt Co | — | 6.65K | $641.1K | 0.1% | −$115.6K | Cut−$187.2K |
| At&T Inc | — | 21.7K | $628.6K | 0.1% | $90K | Cut−$66.6K |
| Vaneck Etf Trust | — | 35.8K | $624.9K | 0.1% | −$3.26K | Held |
| Uber Technologies, Inc | UBER | 8.62K | $619.8K | 0.1% | −$84.3K | Cut−$131.5K |
| Taiwan Semiconductor Mfg Ltd | — | 1.83K | $619.8K | 0.1% | $62.5K | Cut$53K |
| Ishares Tr | — | 13.4K | $619.8K | 0.1% | −$4.71K | Cut−$12.6K |
| Vanguard Star Fds | — | 7.85K | $605.3K | 0.1% | $8.08K | Added$242.3K |
| Ishares Tr | — | 5.59K | $593.1K | 0.1% | −$5.36K | Cut−$40.2K |
| Fidelity Wise Origin Bitcoin | — | 9.79K | $577.8K | 0.1% | −$134.1K | Added−$16.3K |
| Ishares Tr | — | 1.35K | $575.2K | 0.1% | −$63.3K | Added−$62.9K |
| Lam Research Corp | LRCX | 2.66K | $568.6K | 0.1% | $113.1K | Cut−$69.6K |
| Cigna Group | CI | 2.11K | $563.1K | 0.1% | −$17.9K | Cut−$31.7K |
| Enbridge Inc | — | 10.1K | $547.3K | 0.1% | $63.8K | Cut−$90.3K |
| Fedex Corp | FDX | 1.51K | $538.9K | 0.1% | $101.9K | Cut$60K |
| Ishares Tr | — | 23.5K | $537.9K | 0.1% | — | New |
| Unitedhealth Group Inc | UNH | 1.94K | $525.8K | 0.1% | −$115.7K | Cut−$314.5K |
| Resmed Inc | — | 2.32K | $521.8K | 0.1% | −$38K | Cut−$92.2K |
| Southstate Bk Corp | — | 5.51K | $509.7K | 0.1% | −$8.76K | Added−$8.48K |
| Invesco Exch Traded Fd Tr Ii | — | 6.9K | $504.7K | 0.1% | $11.9K | Added$12.4K |
| Core Scientific Inc New | — | 33.1K | $494.8K | 0.1% | $11.6K | Added$71.5K |
| Verizon Communications Inc | VZ | 9.71K | $487.4K | 0.1% | $91.9K | Cut$25.2K |
| Kinder Morgan Inc Del | — | 14.3K | $478.2K | 0.1% | $86.1K | Cut$61.5K |
| Spdr Gold Tr | — | 1.11K | $478.1K | 0.1% | $37.8K | Held |
| Mcdonalds Corp | MCD | 1.54K | $477.6K | 0.1% | $7.96K | Cut−$32.7K |
| AbbVie Inc. | ABBV | 2.15K | $467.6K | 0.1% | −$23.6K | Cut−$296.7K |
| Amgen Inc | AMGN | 1.31K | $459.4K | 0.1% | $31.9K | Cut−$174K |
| Vaneck Etf Trust | — | 4.71K | $455.8K | 0.1% | −$32.3K | Held |
| CARRIER GLOBAL Corp | CARR | 8.04K | $453K | 0.1% | $27.9K | Added$28.3K |
| Advanced Micro Devices Inc | AMD | 2.21K | $448.6K | 0.1% | −$23.7K | Cut−$42.1K |
| Eqt Corp | EQT | 6.92K | $440.5K | 0.1% | $69.5K | Cut$38.4K |
| Gilead Sciences, Inc. | GILD | 3.15K | $439.6K | 0.1% | $52.5K | Cut−$19.6K |
| Dell Technologies Inc. | DELL | 2.67K | $437.7K | 0.1% | $93.5K | Added$130.1K |
| Phillips 66 | PSX | 2.39K | $435K | 0.1% | $126.9K | Cut$126.6K |
| Bain Cap Specialty Fin Inc | — | 33.9K | $420.3K | 0.1% | −$49.5K | Added−$35.6K |
| Ishares Inc | — | 6.01K | $419.2K | 0.1% | $15.2K | Cut$14.5K |
| Valero Energy Corp | — | 1.68K | $415.1K | 0.1% | $141.6K | Cut$141.4K |
| Cencora, Inc. | COR | 1.31K | $410.8K | 0.1% | −$31K | Cut−$31.7K |
| Invesco Exchange Traded Fd T | — | 5.33K | $400.4K | 0.1% | $745 | Cut−$61.3K |
| General Dynamics Corp | GD | 1.15K | $393.7K | 0.1% | $7.66K | Cut−$47.9K |
| Veeva Sys Inc | — | 2.19K | $384.7K | 0.1% | −$104.2K | Cut−$111.1K |
| Ishares Tr | — | 7.93K | $375.9K | 0.1% | −$2.86K | Held |
| Lowes Cos Inc | — | 1.57K | $371.2K | 0.1% | −$7.67K | Cut−$28.2K |
| Ishares Silver Tr | — | 5.39K | $367.3K | 0.1% | $20.1K | Held |
| Oracle Corp | — | 2.5K | $367.2K | 0.1% | −$119.4K | Cut−$195.4K |
| Invesco Exchange Traded Fd T | — | 1.88K | $360.7K | 0.1% | $673 | Added$2.21K |
| Vanguard Specialized Funds | — | 1.68K | $360.2K | 0.1% | −$7.79K | Added−$267 |
| Schwab Strategic Tr | — | 13.9K | $357.2K | 0.1% | −$17.7K | Cut−$18.8K |
| Goldman Sachs Group Inc | — | 413 | $349.8K | 0.1% | −$13.5K | Cut−$135.8K |
| Caterpillar Inc | CAT | 483 | $342.2K | 0.1% | $65.5K | Cut−$16.4K |
| International Business Machs | — | 1.4K | $338.7K | 0.1% | −$75.2K | Cut−$124.1K |
| GE Vernova Inc. | GEV | 386 | $336.9K | 0.1% | $79.4K | Added$100.3K |
| Duke Energy Corp New | — | 2.57K | $336.9K | 0.1% | $35.3K | Cut$26.9K |
| Dbx Etf Tr | — | 6.82K | $336.6K | 0.1% | $8.79K | Held |
| Kite Rlty Group Tr | KRG | 13.7K | $335.9K | 0.1% | $7.87K | Added$11.3K |
| Boeing Co | — | 1.65K | $329K | 0.1% | −$29.9K | Cut−$47.9K |
| Lamar Advertising Co/New | LAMR | 2.58K | $327K | 0.1% | $186 | Added$3.1K |
| Te Connectivity Plc | TEL | 1.54K | $322.5K | 0.0% | −$28.2K | Added−$24.7K |
| Goldman Sachs Etf Tr | — | 6.37K | $318.6K | 0.0% | −$17.6K | Held |
| Global X Fds | — | 16.9K | $310.7K | 0.0% | −$8.61K | Held |
| Schwab Charles Corp | — | 3.18K | $299K | 0.0% | −$18.9K | Cut−$83.3K |
| Schwab Strategic Tr | — | 6.08K | $297.7K | 0.0% | $22.6K | Held |
| Netflix Inc | NFLX | 3.05K | $293.1K | 0.0% | $7.28K | Cut−$132.8K |
| Capital One Finl Corp | — | 1.59K | $291K | 0.0% | −$95.6K | Cut−$108.2K |
| Merck & Co., Inc. | MRK | 2.41K | $290K | 0.0% | $36.2K | Cut$21.8K |
| Invesco Exch Traded Fd Tr Ii | — | 6.67K | $289.4K | 0.0% | $7.86K | Added$9.72K |
| Fidelity Covington Trust | — | 4.12K | $286.2K | 0.0% | −$11.8K | Added−$10.7K |
| Ge Aerospace | — | 1K | $285.1K | 0.0% | −$24.6K | Cut−$91.5K |
| Huntington Bancshares Inc | — | 17.5K | $274.3K | 0.0% | −$22.5K | Added$44.4K |
| Ishares Tr | — | 3.96K | $269.9K | 0.0% | −$6.3K | Held |
| Ishares Tr | — | 8.86K | $268.7K | 0.0% | −$5.63K | Added−$4.18K |
| Innovator Etfs Trust | — | 9.93K | $265.5K | 0.0% | −$871 | Held |
| Vanguard Bd Index Fds | — | 3.51K | $258.2K | 0.0% | −$1.48K | Cut−$7.63K |
| Ishares Bitcoin Trust Etf | IBIT | 6.68K | $256.7K | 0.0% | −$74.2K | Added−$71.3K |
| Ugi Corp New | — | 7.05K | $256.6K | 0.0% | −$7.13K | Cut−$29.7K |
| First Tr Exch Traded Fd Iii | — | 5.38K | $255.5K | 0.0% | −$2.12K | Held |
| Home Bancshares Inc | HOMB | 9.46K | $254.8K | 0.0% | −$8.04K | Cut−$9.4K |
| Vanguard Index Fds | — | 845 | $252.5K | 0.0% | −$13.5K | Held |
| Vistra Corp. | VST | 1.67K | $251.4K | 0.0% | −$18.4K | Cut−$35K |
| RTX Corp | RTX | 1.29K | $249K | 0.0% | $12.2K | Cut−$142.8K |
| First Tr Exch Traded Fd Iii | — | 4.9K | $248K | 0.0% | −$2.3K | Added−$1.69K |
| Independence Rlty Tr Inc | — | 16.3K | $242.5K | 0.0% | −$42.2K | Cut−$100.5K |
| Starbucks Corp | SBUX | 2.69K | $240.8K | 0.0% | $14.4K | Cut−$2.06K |
| Ishares Tr | — | 3.23K | $240.2K | 0.0% | $9.5K | Held |
| Gamestop Corp New | — | 10.3K | $237.3K | 0.0% | $30.5K | Held |
| Ptc Inc. | PTC | 1.66K | $235.8K | 0.0% | −$51.6K | Added−$47.4K |
| Republic Svcs Inc | — | 1.05K | $229.5K | 0.0% | $7.22K | Added$13.8K |
| Blackrock Enhanced Equity Di | — | 26.5K | $228.1K | 0.0% | −$22.3K | Added−$17.8K |
| Plains Gp Hldgs L P | — | 9.34K | $226.7K | 0.0% | — | New |
| Fs Kkr Cap Corp | — | 22.2K | $225.8K | 0.0% | −$102.7K | Cut−$124K |
| Global X Fds | — | 6.75K | $224.3K | 0.0% | −$20.3K | Added−$20K |
| Newmont Corp | — | 2.05K | $221.7K | 0.0% | $17.2K | Cut−$12.8K |
| Mattel Inc | — | 14.7K | $213.5K | 0.0% | −$77.6K | Added−$76.5K |
| Vanguard Index Fds | — | 952 | $206.8K | 0.0% | $5.12K | Added$6.21K |
| Morgan Stanley Direct Lendin | — | 14.8K | $206.8K | 0.0% | — | New |
| Fidelity Covington Trust | — | 2.81K | $204.1K | 0.0% | −$8.37K | Added−$7.64K |
| Morgan Stanley | — | 1.24K | $203.7K | 0.0% | −$16K | Cut−$91.8K |
| J P Morgan Exchange Traded F | — | 3.62K | $201.1K | 0.0% | −$9.46K | Cut−$28.6K |
| American Airls Group Inc | AAL | 17.8K | $190.8K | 0.0% | −$81.5K | Cut−$97.4K |
| Golub Cap Bdc Inc | — | 13.4K | $170.2K | 0.0% | −$11.9K | Added−$7.12K |
| Carlyle Secured Lending, Inc. | CGBD | 12.1K | $132.2K | 0.0% | — | New |
| Eaton Vance Tax-Managed Glob | — | 14.9K | $130.4K | 0.0% | −$6.39K | Added−$3.6K |
| Lloyds Banking Group Plc | — | 22.8K | $114.8K | 0.0% | −$6.16K | Cut−$29.1K |
| Blue Owl Capital Inc | — | 10.7K | $97.4K | 0.0% | — | New |
| Venu Hldg Corp | — | 10K | $33.1K | 0.0% | — | New |
| Mustang Bio, Inc. | MBIO | 20.5K | $14.9K | 0.0% | −$3.28K | Added$2.18K |
| Wm Technology, Inc. | MAPS | 12.5K | $8.26K | 0.0% | −$2.09K | Held |
| Genius Group Ltd | GNS | 15K | $4.88K | 0.0% | −$3.74K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.