LifeSteps Financial, Inc.

DOSSIER · 13F-HR · Q2 2026

LifeSteps Financial, Inc.

$215M in tracked AUM across 792 positions as of Q2 2026.

LF

CIK 0001801373 · last filed Jun 30, 2026

Total AUM

$215M

as of Q2 2026

Holdings

792

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

LifeSteps Financial, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

QQQ

INVESCO QQQ TRUST SERIES I

$33M44K15.3%02

SPY

STATE STREET SPDR S&P 500 ETF

$31M41K14.3%03

NVDA

NVIDIA CORPORATION COM

$10M51K4.7%04

AAPL

APPLE INC COM

$8M29K3.8%05

IJH

ISHARES CORE S&P MID-CAP ETF

$6M84K3.0%06

MSFT

MICROSOFT CORP COM

$5M14K2.5%07

VTV

VANGUARD VALUE ETF

$5M24K2.4%08

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

$5M27K2.4%09

SDY

STATE STREET SPDR S&P DIVIDEND ETF

$5M31K2.2%10

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF