Institutions / LifeSteps Financial, Inc.
LifeSteps Financial, Inc.
CIK 1801373 · Institution · as of Dec 31, 2025
Portfolio value
$156.25M
Positions
90
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 90 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Trust Series I | $24.40M | 15.6% |
| SPDR S&P 500 ETF Trust | $23.01M | 14.7% |
| NVIDIA Corp | $9.29M | 5.9% |
| Apple Inc. | $7.53M | 4.8% |
| Microsoft Corp | $6.74M | 4.3% |
| Vanguard Value ETF | $4.73M | 3.0% |
| iShares Core S&P Mid-Cap ETF | $4.19M | 2.7% |
| Vanguard High Dividend Yield Index ETF | $4.17M | 2.7% |
| State Street Technology Select Sector SPDR ETF | $4.15M | 2.7% |
| State Street SPDR S&P Dividend ETF | $4.04M | 2.6% |
| JPMorgan Chase & Co | $3.23M | 2.1% |
| Schwab US Dividend Equity ETF | $3.13M | 2.0% |
| iShares Russell 2000 ETF | $2.94M | 1.9% |
| Schwab U.S. Mid-Cap ETF | $2.77M | 1.8% |
| US Bancorp \De | $2.69M | 1.7% |
| Amazon.com Inc | $2.38M | 1.5% |
| iShares S&P Small-Cap 600 Value ETF | $2.29M | 1.5% |
| Vanguard Growth ETF | $1.92M | 1.2% |
| AbbVie Inc. | $1.67M | 1.1% |
| Warren E. Buffett | $1.56M | 1.0% |
| Home Depot, Inc. | $1.56M | 1.0% |
| Vanguard Mega Cap Growth ETF | $1.53M | 1.0% |
| Exxon Mobil Corp | $1.51M | 1.0% |
| iShares S&P 500 Growth ETF | $1.42M | 0.9% |
| Costco Wholesale Corp /New | $1.35M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.