LifeSteps Financial, Inc. — 13F holdings

LifeSteps Financial, Inc. reported 111 holdings worth $210M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. QQQ Invesco Qqq Tr — $31.0M (14.8%)
  2. SPY SPDR S&P 500 ETF TR — $29.7M (14.2%)
  3. NVDA NVIDIA CORPORATION — $9.82M (4.7%)
  4. AAPL APPLE INC — $9.43M (4.5%)
  5. MSFT MICROSOFT CORP — $7.05M (3.4%)
  6. IJH ISHARES TR — $5.59M (2.7%)
  7. XLK SELECT SECTOR SPDR TR — $5.29M (2.5%)
  8. VTV VANGUARD INDEX FDS — $4.93M (2.4%)
  9. IVV ISHARES TR — $4.76M (2.3%)
  10. VYM VANGUARD WHITEHALL FDS — $4.23M (2.0%)