What does LifeSteps Financial, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

LifeSteps Financial, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STATE STREET SPDR S&P 500 ETF

$24M36K14.9%

INVESCO QQQ TRUST SERIES I

$24M41K14.9%

NVIDIA CORPORATION COM

$9M49K5.4%

APPLE INC COM

$7M28K4.4%

MICROSOFT CORP COM

$5M14K3.3%

VANGUARD VALUE ETF

$5M24K3.0%

ISHARES CORE S&P MID-CAP ETF

$5M69K3.0%

STATE STREET SPDR S&P DIVIDEND ETF

$5M31K2.9%

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

$4M29K2.7%

SCHWAB US DIVIDEND EQUITY ETF

$4M121K2.4%

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