LifeSteps Financial, Inc. - Portfolio overview

LifeSteps Financial, Inc. has 99 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPY - STATE STREET SPDR S&P 500 ETF, 14.88%
  2. QQQ - INVESCO QQQ TRUST SERIES I, 14.85%
  3. NVDA - NVIDIA CORPORATION COM, 5.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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