StockDriftsStockDriftsTop 50 LifeSteps Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TRUST SERIES I | 15.26% | 44.5K | $32.7M | +9.11%(+3.71K) | $278.77(+162.77%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 14.26% | 41.0K | $30.6M | +13.08%(+4.74K) | $415.83(+86.46%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 4.72% | 50.6K | $10.1M | +3.80%(+1.85K) | $38.68(+484.38%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.85% | 28.5K | $8.3M | +3.19%(+881) | $98.95(+208.64%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 3.03% | 84.3K | $6.5M | +22.01%(+15.20K) | $47.54(+65.23%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.47% | 14.2K | $5.3M | -0.55%(-79) | $206.73(+135.13%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 2.43% | 23.9K | $5.2M | -1.99%(-486) | $148.18(+53.53%) | 2026-06-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 2.42% | 27.2K | $5.2M | -1.70%(-471) | $64.80(+194.35%) | 2026-06-30 | |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 2.19% | 30.9K | $4.7M | +0.17%(+51) | $112.38(+39.99%) | 2026-06-30 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 2.11% | 28.6K | $4.5M | -0.99%(-287) | $93.07(+78.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.21% | +73.70% | +11.21% | +70.14% |
| Top 20 Holdings Unweighted | +19.28% | +69.71% | +10.13% | +62.04% |
LifeSteps Financial, Inc. reports $214.52M in US-listed equity holdings across 792 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (15.3%), SPY (14.3%) and NVDA (4.7%). The top 20 holdings account for 67.41% of reported assets. Its disclosed equity book has returned +73.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track LifeSteps Financial, Inc., compare funds side by side, and get alerts the moment positions change.
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