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Portfolio (Quarterly) Guide ↗

LifeSteps Financial, Inc.

· CIK 0001801373
13F Portfolio $215M AUM 792 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 792 New
Page 13 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HCA HCA HEALTHCARE INC COM Healthcare 100.0 $39K 0.02% NEW $389.89 +3.7%
242 RACE FERRARI N V COM Consumer Cyclical 104.0 $39K 0.02% NEW $372.29 +11.0%
243 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 541.0 $39K 0.02% NEW $71.25 +1.7%
244 EFA ISHARES MSCI EAFE ETF 368.0 $38K 0.02% NEW $103.88 +2.9%
245 SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM Financial Services 2,026.0 $38K 0.02% NEW $18.64 +2.1%
246 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 1,281.0 $38K 0.02% NEW $29.33 +24.1%
247 ALAB ASTERA LABS INC COM Technology 77.0 $37K 0.02% NEW $483.03 -44.0%
248 FICO FAIR ISAAC CORP COM Technology 30.0 $36K 0.02% NEW $1194.77 -8.2%
249 DGRO ISHARES CORE DIVIDEND GROWTH ETF 471.0 $36K 0.02% NEW $75.79 +4.4%
250 VNQ VANGUARD REAL ESTATE ETF 367.0 $35K 0.02% NEW $96.43 -0.7%
251 EW EDWARDS LIFESCIENCES CORP COM Healthcare 384.0 $35K 0.02% NEW $90.46 +0.9%
252 VBR VANGUARD SMALL CAP VALUE ETF 142.0 $35K 0.02% NEW $242.99 +1.1%
253 OEF ISHARES S&P 100 ETF 94.0 $34K 0.02% NEW $365.87 +3.9%
254 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 1,941.0 $34K 0.02% NEW $17.35 -10.7%
255 IYH ISHARES U.S. HEALTHCARE ETF 500.0 $34K 0.02% NEW $67.01 +8.6%
256 SCCO SOUTHERN COPPER CORP COM Basic Materials 187.0 $33K 0.01% NEW $174.26 +16.5%
257 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 353.0 $33K 0.01% NEW $92.09 -5.9%
258 IWR ISHARES RUSSELL MIDCAP ETF 292.0 $32K 0.01% NEW $110.32 +0.5%
259 MRVL MARVELL TECHNOLOGY INC COM Technology 108.0 $32K 0.01% NEW $297.89 -30.9%
260 ISHARES MSCI INTL QUALITY FACTOR ETF 629.0 $31K 0.01% NEW $49.55
Page 13 of 40  ·  792 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.0%
Technology 23.6%
Industrials 5.3%
Consumer Cyclical 4.8%
Consumer Defensive 4.1%
Healthcare 3.6%
Communication Services 1.8%
Utilities 1.7%
Energy 0.9%
Basic Materials 0.2%