LifeSteps Financial, Inc.

DOSSIER · 13F-HR · Q3 2026

LifeSteps Financial, Inc.

$210M in tracked AUM across 111 positions as of Q3 2026.

LF

CIK 0001801373 · last filed Sep 30, 2026

Total AUM

$210M

as of Q3 2026

Holdings

111

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

LifeSteps Financial, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

QQQ

INVESCO QQQ TRUST SERIES I

$31M42K14.8%02

SPY

STATE STREET SPDR S&P 500 ETF

$30M39K14.2%03

NVDA

NVIDIA CORPORATION COM

$10M43K4.7%04

AAPL

APPLE INC COM

$9M28K4.5%05

MSFT

MICROSOFT CORP COM

$7M14K3.4%06

IJH

ISHARES CORE S&P MID-CAP ETF

$6M78K2.7%07

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

$5M27K2.5%08

VTV

VANGUARD MORNINGSTAR VALUE ETF

$5M23K2.4%09

IVV

ISHARES CORE S&P 500 ETF

$5M6K2.3%10

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF