LifeSteps Financial, Inc. - Portfolio Stock Holdings
LifeSteps Financial, Inc. disclosed 792 stock positions in a recent SEC 13F filing. $212,367,686 of stock holdings were filed, with the largest holdings including QQQ, SPY, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $442,723,496 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
792Est. Stock Holding Value:
$212,367,686Top Stock Holdings By Sector
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Portfolio Stock Holdings - LifeSteps Financial, Inc.
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