account_balance
Investment manager · 13F filer · SEC CIK 1801373
LifeSteps Financial, Inc.
Reported value$210Mas of Sep 30, 2026
Positions111 0 new, 681 sold out
Top 10 weight53.3%QQQ alone is 15%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Trust Series I
14.8%Trimmed −6%
SPYSPDR S&P 500 ETF Trust
14.2%Trimmed −5%
NVDANVIDIA Corp
4.7%Trimmed −15%
AAPLApple Inc.
4.5%
MSFTMicrosoft Corp
3.4%Trimmed −3%
IJHiShares Core S&P Mid-Cap ETF
2.7%Trimmed −8%
XLKState Street Technology Select Sector SPDR ETF
2.5%
VTVVanguard Morningstar Value ETF
2.4%Trimmed −5%
IVViShares Core S&P 500 ETF
2.3%Added +377%
VYMVanguard High Dividend Yield Index ETF
2.0%Trimmed −5%
SDYState Street SPDR S&P Dividend ETF
2.0%Trimmed −8%
JPMJPMorgan Chase & Co
1.8%Added +2%
QQQInvesco QQQ Trust Series I
14.8%Trimmed −6%
SPYSPDR S&P 500 ETF Trust
14.2%Trimmed −5%
NVDANVIDIA Corp
4.7%
AAPLApple Inc.
4.5%
MSFTMicrosoft Corp
3.4%
IJH2.7%
XLK2.5%
VTV2.4%
IVV2.3%
VYM2.0%
SDY2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Trust Series I 14.8% Trimmed −6%
SPY SPDR S&P 500 ETF Trust 14.2% Trimmed −5%NVDA NVIDIA Corp 4.7% Trimmed −15%AAPL Apple Inc. 4.5% HeldMSFT Microsoft Corp 3.4% Trimmed −3%IJH iShares Core S&P Mid-Cap ETF 2.7% Trimmed −8%
XLK State Street Technology Select Sector SPDR ETF 2.5% Held
VTV Vanguard Morningstar Value ETF 2.4% Trimmed −5%
IVV iShares Core S&P 500 ETF 2.3% Added +377%
VYM Vanguard High Dividend Yield Index ETF 2.0% Trimmed −5%
SDY State Street SPDR S&P Dividend ETF 2.0% Trimmed −8%
JPM JPMorgan Chase & Co 1.8% Added +2%What changed
Biggest moves since Jun 30, 2026
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