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 51–90 of 90
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | 7K | $100K–$500K | SH |
| NFLX | NETFLIX INC. COM | 5K | $100K–$500K | SH |
| IVV | ISHARES CORE S&P 500 ETF | 725 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 6K | $100K–$500K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 4K | $100K–$500K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 8K | $100K–$500K | SH |
| V | VISA INC COM CL A | 1K | $100K–$500K | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 2K | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 1K | $100K–$500K | SH |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 13K | $100K–$500K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 15K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 3K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S ADR | 7K | $100K–$500K | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 14K | $100K–$500K | SH |
| MCD | MCDONALDS CORP COM | 1K | $100K–$500K | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 12K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO COM | 7K | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 2K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 969 | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 2K | $100K–$500K | SH |
| INTU | INTUIT COM | 467 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 7K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 455 | $100K–$500K | SH |
| LLY | ELI LILLY & CO COM | 268 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 306 | $100K–$500K | SH |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | 3K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 3K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 1K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC COM | 924 | $100K–$500K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 818 | $100K–$500K | SH |
| BA | BOEING CO COM | 1K | $100K–$500K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 1K | $100K–$500K | SH |
| SRE | SEMPRA COM | 3K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 1K | $100K–$500K | SH |
| SFBS | SERVISFIRST BANCSHARES INC COM | 3K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 2K | $100K–$500K | SH |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 7K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | 12K | $50K–$100K | SH |
| OXSQ | OXFORD SQUARE CAP CORP COM | 10K | $15K–$50K | SH |