§ 13F · FUND PROFILE
LifeSteps Financial, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $145.5T (13F)Positions · 86Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$156.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TRUST SERIES I | 40K | $24.4T | 15.6% | NEW |
| 2 | SPY | SPDR S&P 500 ETF TRUST | 34K | $23.0T | 14.7% | NEW |
| 3 | NVDA | NVIDIA CORPORATION COM | 50K | $9.3T | 5.9% | NEW |
| 4 | AAPL | APPLE INC COM | 28K | $7.5T | 4.8% | NEW |
| 5 | MSFT | MICROSOFT CORP COM | 14K | $6.7T | 4.3% | NEW |
| 6 | VTV | VANGUARD VALUE ETF | 25K | $4.7T | 3.0% | NEW |
| 7 | IJH | ISHARES CORE S&P MID-CAP ETF | 63K | $4.2T | 2.7% | NEW |
| 8 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 29K | $4.2T | 2.7% | NEW |
| 9 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 29K | $4.2T | 2.7% | NEW |
| 10 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | 29K | $4.0T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFESTEPS SIGNAL
AC read
LifeSteps Financial, Inc. is a Other fund managing $145532.9 trillion in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed