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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 3 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMR EMERSON ELEC CO COM Industrials 5,734.0 $821K 0.38% NEW $143.15 +3.1%
42 GOOGL ALPHABET INC CAP STK CL A Communication Services 2,296.0 $821K 0.38% NEW $357.37 -6.3%
43 NEE NEXTERA ENERGY INC COM Utilities 9,293.0 $816K 0.38% NEW $87.77 -5.5%
44 AVGO BROADCOM INC COM Technology 2,068.0 $781K 0.36% NEW $377.75 -2.1%
45 CSCO CISCO SYS INC COM Technology 6,567.0 $771K 0.36% NEW $117.46 -6.6%
46 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 22,062.0 $747K 0.35% NEW $33.84 +4.2%
47 IBM INTERNATIONAL BUSINESS MACHS COM Technology 2,642.0 $743K 0.35% NEW $281.16 -17.7%
48 CVX CHEVRON CORPORATION COM Energy 4,407.0 $730K 0.34% NEW $165.75 +27.3%
49 ITW ILLINOIS TOOL WKS INC COM Industrials 2,660.0 $720K 0.34% NEW $270.52 -0.2%
50 AMAT APPLIED MATLS INC COM Technology 949.0 $686K 0.32% NEW $723.00 -38.9%
51 MU MICRON TECHNOLOGY INC COM Technology 592.0 $683K 0.32% NEW $1154.29 -19.1%
52 VOO VANGUARD S&P 500 ETF 969.0 $666K 0.31% NEW $686.81 +1.9%
53 GE GE AEROSPACE COM NEW Industrials 1,725.0 $645K 0.30% NEW $373.73 -11.4%
54 QCOM QUALCOMM INC COM Technology 3,328.0 $615K 0.29% NEW $184.79 -9.8%
55 PG PROCTER & GAMBLE CO COM Consumer Defensive 4,147.0 $608K 0.28% NEW $146.64 -0.3%
56 META META PLATFORMS INC CL A Communication Services 1,027.0 $578K 0.27% NEW $563.29 +2.7%
57 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 1,631.0 $559K 0.26% NEW $342.88 -13.5%
58 IJR ISHARES CORE S&P SMALL CAP ETF 3,599.0 $534K 0.25% NEW $148.31 -3.6%
59 GEV GE VERNOVA INC COM Utilities 453.0 $532K 0.25% NEW $1174.86 -23.5%
60 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 5,185.0 $500K 0.23% NEW $96.47 +4.8%
Page 3 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%