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LifeSteps Financial

Latest statistics and disclosures from LifeSteps Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, SPY, NVDA, AAPL, IJH, and represent 41.13% of LifeSteps Financial's stock portfolio.
Added to shares of these 10 stocks: SPY, QQQ, DFAX, Exxon Mobil Corp, VUG, IJH, MGK, DFUS, DFLV, DFCF.
Started 697 new stock positions in VVX, SCHZ, ICVT, DSI, AAL, TRV, BBCA, BNDX, CRM, GRID.
Reduced shares in these 10 stocks: , VTI, , VTV, SCHM, SCHD, XLK, AMGN, CSCO, USMV.
Sold out of its positions in XOM, SPTS.
LifeSteps Financial was a net buyer of stock by $36M.
LifeSteps Financial has $215M in assets under management (AUM), dropping by 35.86%.
Central Index Key (CIK): 0001801373

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Portfolio Holdings for LifeSteps Financial

LifeSteps Financial holds 792 positions in its portfolio as reported in the June 2026 quarterly 13F filing

LifeSteps Financial has 792 total positions. Only the first 250 positions are shown.

Sign up to view all of the LifeSteps Financial June 30, 2026 positions
Download the LifeSteps Financial June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Trust Series I Etf (QQQ)	15.3	$33M	+9%	45k	736.40	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	14.3	$31M	+13%	41k	746.76	View chart
Nvidia Corporation Stock (NVDA)	4.7	$10M	+3%	51k	200.09	View chart
Apple Stock (AAPL)	3.8	$8.3M	+3%	29k	289.36	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	3.0	$6.5M	+22%	84k	77.11	View chart
Microsoft Corp Stock (MSFT)	2.5	$5.3M		14k	373.01	View chart
Vanguard Value Etf Etf (VTV)	2.4	$5.2M		24k	217.93	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	2.4	$5.2M		27k	190.52	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	2.2	$4.7M		31k	152.18	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	2.1	$4.5M		29k	158.03	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	1.8	$3.8M	+13%	28k	136.68	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.7	$3.7M	-2%	118k	31.71	View chart
Jpmorgan Chase & Co Stock (JPM)	1.7	$3.7M	+8%	11k	327.32	View chart
Ishares Russell 2000 Etf Etf (IWM)	1.6	$3.5M	+2%	12k	300.46	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	1.6	$3.5M	-2%	94k	36.87	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	1.5	$3.2M	+128%	87k	36.84	View chart
Us Bancorp Stock (USB)	1.4	$3.0M		50k	60.40	View chart
Amazon Stock (AMZN)	1.2	$2.5M		10k	238.34	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	1.1	$2.4M	+79%	29k	81.94	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	1.0	$2.1M	+88%	54k	39.54	View chart
Abbvie Stock (ABBV)	0.9	$1.8M		7.3k	251.63	View chart
Caterpillar Stock (CAT)	0.9	$1.8M		1.7k	1064.90	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$1.7M	+492%	19k	86.14	View chart
Exxonmobil Holdings Corp Stock	0.8	$1.6M	NEW	12k	136.72	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.8	$1.6M	+3%	12k	137.53	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$1.6M		3.1k	500.39	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$1.5M	+16%	4.3k	353.33	View chart
Costco Wholesale Corporation Stock (COST)	0.7	$1.5M		1.6k	935.21	View chart
Home Depot Stock (HD)	0.7	$1.5M	-3%	4.2k	352.64	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.7	$1.5M	+378%	17k	87.91	View chart
Walmart Stock (WMT)	0.6	$1.4M	+7%	12k	113.26	View chart
Tesla Stock (TSLA)	0.5	$1.2M	+7%	2.8k	420.60	View chart
Coca Cola Stock (KO)	0.5	$1.2M		14k	81.27	View chart
Wells Fargo & Co Stock (WFC)	0.5	$1.2M		14k	82.64	View chart
Johnson & Johnson Stock (JNJ)	0.5	$1.0M		4.1k	253.99	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.5	$1.0M	+259%	25k	42.21	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$977k	+71%	1.3k	748.89	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.4	$945k		475.00	1989.44	View chart
Automatic Data Processing Stock (ADP)	0.4	$940k		4.2k	223.96	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$862k	+34%	1.7k	513.61	View chart
Emerson Elec Stock (EMR)	0.4	$821k		5.7k	143.15	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$821k		2.3k	357.37	View chart
Nextera Energy Stock (NEE)	0.4	$816k	-2%	9.3k	87.77	View chart
Broadcom Stock (AVGO)	0.4	$781k	+38%	2.1k	377.75	View chart
Cisco Sys Stock (CSCO)	0.4	$771k	-7%	6.6k	117.46	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.3	$747k	-5%	22k	33.84	View chart
International Business Machs Stock (IBM)	0.3	$743k	+67%	2.6k	281.16	View chart
Chevron Corporation Stock (CVX)	0.3	$730k	+2%	4.4k	165.75	View chart
Illinois Tool Wks Stock (ITW)	0.3	$720k		2.7k	270.52	View chart
Applied Matls Stock (AMAT)	0.3	$686k	+2%	949.00	723.00	View chart
Micron Technology Stock (MU)	0.3	$683k	NEW	592.00	1154.29	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$666k		969.00	686.81	View chart
Ge Aerospace Stock (GE)	0.3	$645k		1.7k	373.73	View chart
Qualcomm Stock (QCOM)	0.3	$615k		3.3k	184.79	View chart
Procter & Gamble Stock (PG)	0.3	$608k	+2%	4.1k	146.64	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$579k		1.0k	563.29	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.3	$559k		1.6k	342.88	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$534k	-4%	3.6k	148.31	View chart
Ge Vernova Stock (GEV)	0.2	$532k		453.00	1174.86	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$500k	-10%	5.2k	96.47	View chart
Lam Research Corp Stock (LRCX)	0.2	$490k	-3%	1.1k	433.33	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.2	$436k	-2%	5.6k	77.25	View chart
Uber Technologies Stock (UBER)	0.2	$435k		6.0k	72.16	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.2	$421k	-4%	12k	36.13	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$411k	-6%	14k	28.96	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$406k	-6%	7.6k	53.61	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$386k	-11%	11k	34.81	View chart
Visa Inc Com Cl A Stock (V)	0.2	$380k	-3%	1.1k	343.09	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$377k	-4%	13k	29.43	View chart
Netflix Stock (NFLX)	0.2	$372k		5.2k	71.40	View chart
Genelux Corporation Stock (GNLX)	0.2	$367k	+2%	122k	3.01	View chart
Novo-nordisk A S Adr (NVO)	0.2	$357k		7.4k	47.94	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$344k	+49%	1.5k	227.06	View chart
Advanced Micro Devices Stock (AMD)	0.2	$323k	NEW	556.00	580.91	View chart
Verizon Communications Stock (VZ)	0.1	$317k	+2%	7.5k	42.34	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$316k	NEW	6.8k	46.15	View chart
Eli Lilly & Co Stock (LLY)	0.1	$316k	+3%	263.00	1199.43	View chart
Pepsico Stock (PEP)	0.1	$311k	-5%	2.3k	135.40	View chart
Mcdonalds Corp Stock (MCD)	0.1	$309k		1.1k	270.27	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.1	$297k		3.3k	89.92	View chart
Amgen Stock (AMGN)	0.1	$294k	-22%	813.00	362.12	View chart
Goldman Sachs Group Stock (GS)	0.1	$289k		286.00	1011.37	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$277k		2.5k	109.77	View chart
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$268k	+5%	214.00	1253.78	View chart
Disney Walt Stock (DIS)	0.1	$265k		2.8k	96.25	View chart
Servisfirst Bancshares Stock (SFBS)	0.1	$260k		3.0k	86.75	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$249k	+13%	4.1k	60.29	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$247k	+17%	3.2k	76.70	View chart
Tractor Supply Stock (TSCO)	0.1	$244k		7.7k	31.61	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$244k	NEW	320.00	763.14	View chart
Sempra Stock (SRE)	0.1	$238k		2.6k	92.71	View chart
Boeing Stock (BA)	0.1	$225k		1.0k	216.47	View chart
Oracle Corp Stock (ORCL)	0.1	$224k	-4%	1.5k	146.58	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$213k	NEW	520.00	409.50	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$208k	NEW	3.1k	68.01	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$207k	-15%	693.00	299.01	View chart
Pulte Group Stock (PHM)	0.1	$199k	NEW	1.4k	137.23	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$191k	NEW	775.00	246.21	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$190k	NEW	1.5k	124.13	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.1	$187k	NEW	1.4k	130.40	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$185k	+6%	1.6k	116.67	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$180k	NEW	1.8k	102.30	View chart
Fidelity International Multifactor Etf Etf (FDEV)	0.1	$177k	NEW	5.0k	35.50	View chart
Cummins Stock (CMI)	0.1	$173k	NEW	243.00	713.21	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$173k	NEW	7.6k	22.78	View chart
Cvb Finl Corp Stock (CVBF)	0.1	$169k	NEW	7.5k	22.55	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$169k	NEW	6.1k	27.70	View chart
Rtx Corporation Stock (RTX)	0.1	$167k	NEW	878.00	189.73	View chart
Sterling Infrastructure Stock (STRL)	0.1	$165k	NEW	196.00	839.36	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$161k	NEW	337.00	477.57	View chart
Ishares Us Transportation Etf Etf (IYT)	0.1	$160k	NEW	1.8k	86.75	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.1	$159k	NEW	3.4k	46.63	View chart
Abbott Laboratories Stock (ABT)	0.1	$157k	NEW	1.7k	90.74	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$155k		305.00	509.31	View chart
Cardinal Health Stock (CAH)	0.1	$151k	NEW	637.00	237.56	View chart
Comfort Sys Usa Stock (FIX)	0.1	$147k	NEW	74.00	1981.95	View chart
Williams Cos Stock (WMB)	0.1	$146k	NEW	2.0k	74.34	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.1	$143k	NEW	2.7k	52.11	View chart
Corning Stock (GLW)	0.1	$141k	NEW	551.00	255.43	View chart
Edison Intl Stock (EIX)	0.1	$141k	NEW	1.9k	74.45	View chart
Duke Energy Corp Stock (DUK)	0.1	$139k	NEW	1.1k	126.58	View chart
General Dynamics Corp Stock (GD)	0.1	$139k	NEW	392.00	354.24	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$139k	NEW	486.00	285.58	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$137k	-61%	371.00	370.04	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.1	$136k	NEW	1.4k	99.54	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$134k	NEW	1.1k	124.42	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$131k	NEW	520.00	252.23	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$131k	NEW	1.5k	87.86	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$130k	NEW	256.00	509.22	View chart
Pfizer Stock (PFE)	0.1	$128k	NEW	5.3k	24.08	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.1	$128k	NEW	2.8k	44.99	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$126k	NEW	809.00	156.30	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$125k	NEW	1.5k	82.84	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$123k	NEW	550.00	222.88	View chart
Intuit Stock (INTU)	0.1	$121k		465.00	261.00	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$120k	NEW	2.1k	57.84	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$115k	NEW	484.00	236.62	View chart
Intel Corp Stock (INTC)	0.1	$113k	NEW	808.00	139.55	View chart
Spdr Gold Shares Etf (GLD)	0.1	$112k	NEW	303.00	368.38	View chart
Consolidated Edison Stock (ED)	0.1	$111k	NEW	1.0k	110.63	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.1	$110k	NEW	2.1k	52.72	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.1	$110k	NEW	645.00	170.86	View chart
Honeywell Intl Stock (HON)	0.1	$110k	NEW	489.00	223.90	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$109k	NEW	1.4k	77.91	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$109k	NEW	1.9k	56.99	View chart
Honeywell Aerospace Stock (HONA)	0.1	$108k	NEW	489.00	221.08	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$107k	NEW	1.0k	106.97	View chart
Ford Mtr Stock (F)	0.0	$106k	NEW	7.6k	13.90	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$105k	NEW	1.8k	59.70	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$105k	NEW	200.00	522.39	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$104k	NEW	1.2k	85.49	View chart
Merck & Co Stock (MRK)	0.0	$103k	NEW	805.00	128.50	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$102k	NEW	445.00	228.94	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$100k	NEW	996.00	100.35	View chart
Mueller Inds Stock (MLI)	0.0	$98k	NEW	800.00	122.93	View chart
Nuveen Pfd & Income Opportunit Cef (JPC)	0.0	$97k	+6%	12k	7.88	View chart
Starbucks Corp Stock (SBUX)	0.0	$97k	NEW	946.00	102.19	View chart
Dominion Energy Stock (D)	0.0	$93k	NEW	1.4k	68.29	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.0	$92k	NEW	1.9k	48.18	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$90k	NEW	415.00	216.60	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$90k	NEW	2.1k	43.14	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$89k	NEW	1.1k	83.75	View chart
Unitedhealth Group Stock (UNH)	0.0	$87k	NEW	209.00	415.63	View chart
Sandisk Corp Stock (SNDK)	0.0	$86k	NEW	38.00	2273.74	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$86k	NEW	1.5k	57.62	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$82k	NEW	720.00	114.18	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$82k	NEW	499.00	164.74	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$81k	NEW	1.1k	76.13	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$81k	NEW	1.5k	55.01	View chart
Ishares Large Cap Core Active Etf Etf (BLCR)	0.0	$78k	NEW	1.6k	50.37	View chart
Analog Devices Stock (ADI)	0.0	$78k	NEW	197.00	397.17	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.0	$77k	NEW	1.1k	71.81	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$77k	NEW	3.3k	23.13	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	0.0	$76k	NEW	2.1k	36.60	View chart
At&t Stock (T)	0.0	$75k	NEW	3.6k	20.70	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$75k	NEW	928.00	80.57	View chart
Trane Technologies Stock (TT)	0.0	$74k	NEW	151.00	491.16	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$74k	NEW	783.00	94.52	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$74k	NEW	199.00	370.59	View chart
American Express Stock (AXP)	0.0	$74k	NEW	218.00	338.25	View chart
Ishares Defense Industrials Active Etf Etf (IDEF)	0.0	$72k	NEW	2.3k	31.78	View chart
Rocket Lab Corp Stock (RKLB)	0.0	$72k	NEW	703.00	101.65	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$70k	NEW	3.0k	23.68	View chart
Blackstone Stock (BX)	0.0	$70k	NEW	596.00	117.63	View chart
Price T Rowe Group Stock (TROW)	0.0	$68k	NEW	600.00	113.69	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$68k	NEW	1.3k	51.88	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$67k	NEW	1.2k	57.67	View chart
Morgan Stanley Stock (MS)	0.0	$66k	NEW	314.00	209.04	View chart
National Fuel Gas Stock (NFG)	0.0	$66k	NEW	850.00	77.21	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$64k	NEW	832.00	76.55	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$63k	NEW	438.00	144.48	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$63k	NEW	1.7k	36.77	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$62k	NEW	256.00	242.47	View chart
Ishares Systematic Alternatives Active Etf Etf (IALT)	0.0	$62k	NEW	2.2k	28.05	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$62k	NEW	203.00	303.12	View chart
Arista Networks Stock (ANET)	0.0	$61k	NEW	360.00	169.88	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$60k	NEW	1.1k	54.02	View chart
Fidelity Enhanced Mid Cap Core Etf Etf (FMDE)	0.0	$60k	NEW	1.5k	40.58	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$59k	NEW	268.00	221.20	View chart
Toll Brothers Stock (TOL)	0.0	$59k	NEW	356.00	164.75	View chart
Akre Focus Etf Etf (AKRE)	0.0	$58k	NEW	1.1k	53.19	View chart
Alaska Air Group Stock (ALK)	0.0	$58k	NEW	1.1k	52.20	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$57k	NEW	171.00	334.82	View chart
Target Corp Stock (TGT)	0.0	$57k	NEW	435.00	130.46	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.0	$55k	NEW	1.3k	43.11	View chart
Southwest Airls Stock (LUV)	0.0	$55k	NEW	1.1k	51.42	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$54k	NEW	1.0k	53.11	View chart
Kla Corp Stock (KLAC)	0.0	$54k	NEW	180.00	301.71	View chart
Altria Group Stock (MO)	0.0	$53k	NEW	730.00	71.95	View chart
Graniteshares Gold Shares Etf (BAR)	0.0	$52k	NEW	1.3k	39.53	View chart
Carrier Global Corporation Stock (CARR)	0.0	$52k	NEW	703.00	73.35	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$51k	NEW	211.00	242.42	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$50k	NEW	720.00	69.50	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$50k	NEW	7.7k	6.47	View chart
Carpenter Technology Corp Stock (CRS)	0.0	$49k	NEW	80.00	616.84	View chart
Eaton Corp Stock (ETN)	0.0	$49k	NEW	115.00	426.12	View chart
Corteva Stock (CTVA)	0.0	$48k	NEW	572.00	84.69	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$48k	NEW	448.00	107.62	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$47k	NEW	171.00	276.17	View chart
Global X Uranium Etf Etf (URA)	0.0	$46k	NEW	1.1k	43.70	View chart
Palo Alto Networks Stock (PANW)	0.0	$45k	NEW	131.00	341.02	View chart
Unilever Adr (UL)	0.0	$44k	NEW	739.00	60.12	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$44k	NEW	236.00	185.23	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$43k	NEW	45.00	965.00	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.0	$43k	NEW	441.00	98.38	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$43k	NEW	1.2k	36.26	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.0	$43k	NEW	490.00	86.96	View chart
3M Stock (MMM)	0.0	$43k	NEW	263.00	161.83	View chart
Lowes Cos Stock (LOW)	0.0	$42k	NEW	191.00	220.09	View chart
Western Digital Corp Stock (WDC)	0.0	$41k	NEW	64.00	638.72	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$41k	NEW	406.00	100.28	View chart
Ishares Msci Japan Value Etf Etf (EWJV)	0.0	$40k	NEW	917.00	43.96	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$40k	NEW	344.00	117.10	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.0	$40k	NEW	405.00	99.40	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$40k	NEW	78.00	515.23	View chart
Tjx Cos Stock (TJX)	0.0	$40k	NEW	265.00	151.50	View chart
Ishares Global Government Bond Usd Hedged Active Etf Etf (GGOV)	0.0	$40k	NEW	793.00	50.29	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$40k	NEW	109.00	365.70	View chart
Kinross Gold Corp Stock (KGC)	0.0	$39k	NEW	1.7k	23.62	View chart
Philip Morris Intl Stock (PM)	0.0	$39k	NEW	216.00	180.91	View chart
Hca Healthcare Stock (HCA)	0.0	$39k	NEW	100.00	389.89	View chart
Ferrari N V Stock (RACE)	0.0	$39k	NEW	104.00	372.29	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$39k	NEW	541.00	71.25	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$38k	NEW	368.00	103.88	View chart
Nuveen S&p 500 Dynamic Overwri Cef (SPXX)	0.0	$38k	NEW	2.0k	18.64	View chart
Super Micro Computer Stock (SMCI)	0.0	$38k	NEW	1.3k	29.33	View chart
Astera Labs Stock (ALAB)	0.0	$37k	NEW	77.00	483.03	View chart
Fair Isaac Corp Stock (FICO)	0.0	$36k	NEW	30.00	1194.77	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$36k	NEW	471.00	75.79	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$35k	NEW	367.00	96.43	View chart

Past Filings by LifeSteps Financial

SEC 13F filings are viewable for LifeSteps Financial going back to 2019

LifeSteps Financial 2026 Q2 filed July 17, 2026
LifeSteps Financial 2026 Q1 filed April 22, 2026
LifeSteps Financial 2025 Q4 filed Jan. 28, 2026
LifeSteps Financial 2025 Q3 filed Oct. 16, 2025
LifeSteps Financial 2025 Q2 filed July 23, 2025
LifeSteps Financial 2025 Q1 filed April 23, 2025
LifeSteps Financial 2024 Q4 filed Feb. 3, 2025
LifeSteps Financial 2024 Q3 filed Oct. 16, 2024
LifeSteps Financial 2024 Q2 filed July 17, 2024
LifeSteps Financial 2024 Q1 filed April 26, 2024
LifeSteps Financial 2023 Q4 filed Jan. 19, 2024
LifeSteps Financial 2023 Q3 filed Oct. 25, 2023
LifeSteps Financial 2023 Q2 filed July 14, 2023
LifeSteps Financial 2023 Q1 filed April 12, 2023
LifeSteps Financial 2022 Q4 filed Jan. 18, 2023
LifeSteps Financial 2022 Q3 filed Oct. 14, 2022

View all past filings

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