StockDriftsStockDriftsTop 50 Lifesteps Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TRUST SERIES I | 14.78% | 41.9K | $31.0M | -5.81%(-2.58K) | $278.77(+157.69%) | 2026-09-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 14.17% | 39.0K | $29.7M | -4.93%(-2.02K) | $415.83(+84.33%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 4.68% | 43.0K | $9.8M | -15.12%(-7.66K) | $38.68(+461.18%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 4.5% | 28.3K | $9.4M | -0.70%(-200) | $98.95(+246.60%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 3.36% | 13.8K | $7.1M | -3.03%(-429) | $206.73(+158.08%) | 2026-09-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.67% | 77.6K | $5.6M | -7.86%(-6.62K) | $47.54(+52.25%) | 2026-09-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 2.52% | 27.0K | $5.3M | -0.86%(-233) | $64.80(+186.99%) | 2026-09-30 | |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | 2.35% | 22.8K | $4.9M | -4.54%(-1.08K) | $148.18(+49.96%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.27% | 6.2K | $4.8M | +376.63%(+4.92K) | $705.39(+9.16%) | 2026-09-30 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 2.02% | 27.3K | $4.2M | -4.78%(-1.37K) | $93.07(+71.31%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.13% | +82.14% | +11.86% | +75.11% |
| Top 20 Holdings Unweighted | +20.48% | +74.88% | +10.64% | +65.81% |
Lifesteps Financial INC reports $209.57M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (14.8%), SPY (14.2%) and NVDA (4.7%). The top 20 holdings account for 69.36% of reported assets. Its disclosed equity book has returned +82.14% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lifesteps Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801373). View Lifesteps Financial INC’s 13F filings on SEC