LifeSteps Financial, Inc.: 13F holdings
CIK 18013732026Q2
| Positions | 792 |
|---|---|
| Reported value | $214.5m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TRUST SERIES I | 44,460 | $32.7m | 15.3% |
| SPY STATE STREET SPDR S&P 500 ETF | 40,973 | $30.6m | 14.3% |
| NVDA NVIDIA CORPORATION COM | 50,647 | $10.1m | 4.7% |
| AAPL APPLE INC COM | 28,528 | $8.3m | 3.8% |
| IJH ISHARES CORE S&P MID-CAP ETF | 84,255 | $6.5m | 3.0% |
| MSFT MICROSOFT CORP COM | 14,179 | $5.3m | 2.5% |
| VTV VANGUARD VALUE ETF | 23,880 | $5.2m | 2.4% |
| XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 27,240 | $5.2m | 2.4% |
| SDY STATE STREET SPDR S&P DIVIDEND ETF | 30,887 | $4.7m | 2.2% |
| VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 28,617 | $4.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801373")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.