CIK 1801373
LifeSteps Financial, Inc.
Institutional 13F holdings & portfolio
Holdings
90
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 90
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TRUST SERIES I | 40K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 34K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 50K | $1M+ | SH |
| AAPL | APPLE INC COM | 28K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 14K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 25K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 63K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 29K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 29K | $1M+ | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 29K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 10K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 114K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 12K | $1M+ | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 92K | $1M+ | SH |
| USB | US BANCORP DEL COM NEW | 50K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 10K | $1M+ | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 20K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 4K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 7K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 5K | $1M+ | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 4K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 13K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 12K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 2K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW COM | 14K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 4K | $1M+ | SH |
| WMT | WALMART INC COM | 10K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 4K | $1M+ | SH |
| TSLA | TESLA INC COM | 2K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 2K | $1M+ | SH |
| KO | COCA COLA CO COM | 14K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 4K | $500K+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 24K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC COM | 10K | $500K+ | SH |
| EMR | EMERSON ELEC CO COM | 6K | $500K+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 2K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 1K | $500K+ | SH |
| META | META PLATFORMS INC CL A | 1K | $500K+ | SH |
| CVX | CHEVRON CORP NEW COM | 4K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 3K | $500K+ | SH |
| VOO | VANGUARD S&P 500 ETF | 969 | $500K+ | SH |
| PG | PROCTER & GAMBLE CO COM | 4K | $500K+ | SH |
| QCOM | QUALCOMM INC COM | 3K | $500K+ | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 6K | $500K+ | SH |
| GE | GE AEROSPACE COM NEW | 2K | $500K+ | SH |
| GNLX | GENELUX CORPORATION COM | 118K | $500K+ | SH |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | 475 | $500K+ | SH |
| CSCO | CISCO SYS INC COM | 7K | $500K+ | SH |
| AVGO | BROADCOM INC COM | 1K | $500K+ | SH |