Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LifeSteps Financial, Inc. (CIK 1801373) reported $157.9M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($23.6M, 14.92%), QQQ ($23.5M, 14.89%), NVDA ($8.5M, 5.39%), AAPL ($7.0M, 4.44%), MSFT ($5.3M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P 500 ETF | $23.6M | 14.92% | 36,235 | Added |
| 2 | QQQ | INVESCO QQQ TRUST SERIES I | $23.5M | 14.89% | 40,747 | Added |
| 3 | NVDA | NVIDIA CORPORATION COM | $8.5M | 5.39% | 48,795 | Trimmed |
| 4 | AAPL | APPLE INC COM | $7.0M | 4.44% | 27,647 | Trimmed |
| 5 | MSFT | MICROSOFT CORP COM | $5.3M | 3.34% | 14,258 | Added |
| 6 | VTV | VANGUARD VALUE ETF | $4.8M | 3.03% | 24,366 | Trimmed |
| 7 | IJH | ISHARES CORE S&P MID-CAP ETF | $4.7M | 2.95% | 69,056 | Added |
| 8 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | $4.5M | 2.85% | 30,836 | Added |
| 9 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $4.3M | 2.71% | 28,904 | Trimmed |
| 10 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.7M | 2.35% | 121,004 | Added |
| 11 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3.7M | 2.33% | 27,711 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO COM | $3.1M | 1.93% | 10,381 | Added |
| 13 | SCHM | SCHWAB U.S. MID-CAP ETF | $3.0M | 1.91% | 97,205 | Added |
| 14 | IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $2.9M | 1.82% | 24,241 | Added |
| 15 | IWM | ISHARES RUSSELL 2000 ETF | $2.8M | 1.80% | 11,434 | Trimmed |
| 16 | USB | US BANCORP COM NEW | $2.6M | 1.66% | 50,379 | Trimmed |
| 17 | AMZN | AMAZON COM INC COM | $2.2M | 1.38% | 10,486 | Added |
| 18 | XOM | EXXON MOBIL CORP COM | $2.0M | 1.28% | 11,948 | Trimmed |
| 19 | COST | COSTCO WHOLESALE CORPORATION COM | $1.6M | 1.03% | 1,638 | Added |
| 20 | ABBV | ABBVIE INC COM | $1.6M | 1.00% | 7,288 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1.5M | 0.93% | 3,075 | Trimmed |
| 22 | HD | HOME DEPOT INC COM | $1.4M | 0.92% | 4,401 | Trimmed |
| 23 | VUG | VANGUARD GROWTH ETF | $1.4M | 0.90% | 3,257 | Trimmed |
| 24 | WMT | WALMART INC COM | $1.4M | 0.88% | 11,167 | Added |
| 25 | IVW | ISHARES S&P 500 GROWTH ETF | $1.3M | 0.83% | 11,534 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31