LifeSteps Financial, Inc.

Name: LifeSteps Financial, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001801373 · CLAREMONT, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗

LifeSteps Financial, Inc. reported 792 positions worth $214.5M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: QQQ (15.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$214.5M

2026 Q2

Positions

792

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

52.7%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 792 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	QQQ	INVESCO QQQ TRUST SERIES I	SH	$32.7M	15.26%	44,460	—	—
▸ 2	SPY	STATE STREET SPDR S&P 500 ETF	SH	$30.6M	14.26%	40,973	—	—
▸ 3	NVDA	NVIDIA CORPORATION COM	SH	$10.1M	4.72%	50,647	—	—
▸ 4	AAPL	APPLE INC COM	SH	$8.3M	3.85%	28,528	—	—
▸ 5	IJH	ISHARES CORE S&P MID-CAP ETF	SH	$6.5M	3.03%	84,255	—	—
▸ 6	MSFT	MICROSOFT CORP COM	SH	$5.3M	2.47%	14,179	—	—
▸ 7	VTV	VANGUARD VALUE ETF	SH	$5.2M	2.43%	23,880	—	—
▸ 8	XLK	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	SH	$5.2M	2.42%	27,240	—	—
▸ 9	SDY	STATE STREET SPDR S&P DIVIDEND ETF	SH	$4.7M	2.19%	30,887	—	—
▸ 10	VYM	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	SH	$4.5M	2.11%	28,617	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LifeSteps Financial, Inc. hold as of Q2 2026?

LifeSteps Financial, Inc. reported 792 positions worth $214.5M in its Q2 2026 13F filing. Largest positions: QQQ (15.3%), SPY (14.3%), NVDA (4.7%), AAPL (3.8%) and IJH (3.0%).

What did LifeSteps Financial, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LifeSteps Financial, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.