LifeSteps Financial, Inc.

CIK

1801373

Location

CLAREMONT, CA

Portfolio Value

Small $140,874,187

Diversification

Diversified

Filing Date

Global Rank

#1,452 / 2,968 ▲ 4114

Top Industry

Semiconductors 16.9%

3Y Alpha vs SPY

-0.7%

Period ended 30 days ago

Filed Jul 17, 2026 · 13d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+67.4%

SPY

+67.9%

Annualised alpha

-0.1%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

528 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.2%

+1.3 pts

Top 5

61.8%

−1.4 pts

Top 10

70.9%

−3.0 pts

HHI

1,144

Diversified+10

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.2%	$63,665,988	14
Technology	23.7%	$33,393,726	84
Financial Services	9.0%	$12,736,711	100
Industrials	5.2%	$7,270,904	66
Consumer Cyclical	4.8%	$6,703,343	47
Consumer Defensive	4.0%	$5,661,509	28
Healthcare	3.8%	$5,333,135	57
Communication Services	1.8%	$2,568,974	22
Utilities	1.3%	$1,782,742	22
Energy	0.9%	$1,334,671	39
Basic Materials	0.2%	$343,170	33
Real Estate	0.1%	$79,314	16

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+4,738	40,973	$30,597,407
QQQ	Invesco Qqq Trust, Series 1	+3,713	44,460	$32,740,344
GNLX	GENELUX Corp	+3,103	121,965	$367,114
NVDA	Nvidia Corp	+1,852	50,647	$10,133,958
IBM	International Business Machines Corp	+1,061	2,642	$742,956
JPM	Jpmorgan Chase & Co	+923	11,304	$3,700,138
AAPL	Apple Inc.	+881	28,528	$8,254,862
JPC	Nuveen Preferred & Income Opportunities Fund	+800	12,320	$97,081
WMT	Walmart Inc.	+798	11,965	$1,355,155
AVGO	Broadcom Inc.	+570	2,068	$781,187
MA	Mastercard Inc	+428	1,679	$862,334
TSLA	Tesla, Inc.	+198	2,796	$1,175,997
VZ	Verizon Communications Inc	+178	7,484	$316,872
KO	Coca Cola Co	+135	14,361	$1,167,118
PLTR	Palantir Technologies Inc.	+102	1,584	$184,805
PG	PROCTER & GAMBLE Co	+93	4,147	$608,116
CVX	Chevron Corp	+90	4,407	$730,504
WFC	Wells Fargo & Company/Mn	+70	13,958	$1,153,489
ABBV	AbbVie Inc.	+51	7,339	$1,846,785
BRK-B	Berkshire Hathaway Inc	+31	3,106	$1,554,211
AMAT	Applied Materials Inc /De	+25	949	$686,127
GE	General Electric Co	+25	1,725	$644,684
LLY	ELI LILLY & Co	+10	263	$315,450
TSCO	Tractor Supply Co /De/	+6	7,726	$244,218
QCOM	Qualcomm Inc/De	+5	3,328	$614,981
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−570	6,567	$771,359
AMGN	Amgen Inc	−232	813	$294,403
NEE	Nextera Energy Inc	−218	9,293	$815,646
HD	Home Depot, Inc.	−173	4,228	$1,491,131
PEP	Pepsico Inc	−131	2,294	$310,607
MSFT	Microsoft Corp	−79	14,179	$5,289,050
ORCL	Oracle Corp	−72	1,525	$223,488
NFLX	Netflix Inc	−61	5,208	$371,851
ADP	Automatic Data Processing Inc	−50	4,197	$939,918
AMZN	Amazon Com Inc	−49	10,437	$2,487,554
UBER	Uber Technologies, Inc	−45	6,030	$435,124
LRCX	Lam Research Corp	−44	1,131	$490,096
V	Visa Inc.	−39	1,106	$379,457
GOOGL	Alphabet Inc.	−26	2,296	$820,521
NVO	Novo Nordisk A S	−11	7,446	$356,961
COST	Costco Wholesale Corp /New	−8	1,630	$1,524,816
DIS	Walt Disney Co	−6	2,750	$264,687
EMR	Emerson Electric Co	−5	5,734	$820,822
USB	US Bancorp De	−5	50,374	$3,042,589
CAT	Caterpillar Inc	−4	1,728	$1,840,147
GS	Goldman Sachs Group Inc	−4	286	$289,251
MCD	Mcdonalds Corp	−3	1,144	$309,234
META	Meta Platforms, Inc.	−2	1,027	$578,498
NOC	Northrop Grumman Corp /De/	−1	305	$155,339
JNJ	Johnson & Johnson	−1	4,127	$1,048,134
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	592	$683,339
AMD	Advanced Micro Devices Inc	556	$322,985
PHM	Pultegroup Inc/Mi/	1,447	$198,542
CMI	Cummins Inc	243	$173,310
CVBF	Cvb Financial Corp	7,500	$169,125
RTX	RTX Corp	878	$166,582
STRL	Sterling Infrastructure, Inc.	196	$164,514
TSM	Taiwan Semiconductor Manufacturing Co Ltd	337	$160,941
ABT	Abbott Laboratories	1,731	$157,070
CAH	Cardinal Health Inc	637	$151,325
FIX	Comfort Systems USA Inc	74	$146,664
WMB	Williams Companies, Inc.	1,958	$145,557
GLW	Corning Inc /Ny	551	$140,741
EIX	Edison International	1,887	$140,487
DUK	Duke Energy CORP	1,100	$139,238
GD	General Dynamics Corp	392	$138,862
CRWV	CoreWeave, Inc.	1,365	$135,872
LMT	Lockheed Martin Corp	256	$130,421
PFE	Pfizer Inc	5,307	$127,792
WM	Waste Management Inc	550	$122,584
MDLZ	Mondelez International, Inc.	2,069	$119,670
INTC	Intel Corp	808	$112,821
GLD	Spdr Gold Trust	303	$111,619
ED	Consolidated Edison Inc	1,000	$110,630
SPCX	Space Exploration Technologies Corp	645	$110,204
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
XOM	ExxonMobil Holdings Corp	11,948	$2,027,097
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

528 tracked positions · $140,874,187 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 528 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	44,460	+3,713	$32,740,344	+39.2%	23.24%
SPY	Spdr S&P 500 ETF Trust	Added	40,973	+4,738	$30,597,407	+29.8%	21.72%
NVDA	Nvidia Corp Technology	Added	50,647	+1,852	$10,133,958	+19.1%	7.19%
AAPL	Apple Inc. Technology	Added	28,528	+881	$8,254,862	+17.6%	5.86%
MSFT	Microsoft Corp Technology	Reduced	14,179	-79	$5,289,050	+0.2%	3.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,304	+923	$3,700,138	+21.2%	2.63%
USB	US Bancorp De Financial Services	Reduced	50,374	-5	$3,042,589	+16.1%	2.16%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,437	-49	$2,487,554	+13.9%	1.77%
ABBV	AbbVie Inc. Healthcare	Added	7,339	+51	$1,846,785	+16.5%	1.31%
CAT	Caterpillar Inc Industrials	Reduced	1,728	-4	$1,840,147	+50.0%	1.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,106	+31	$1,554,211	+5.5%	1.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,630	-8	$1,524,816	−6.6%	1.08%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,228	-173	$1,491,131	+3.0%	1.06%
WMT	Walmart Inc. Consumer Defensive	Added	11,965	+798	$1,355,155	−2.4%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,796	+198	$1,175,997	+21.8%	0.83%
KO	Coca Cola Co Consumer Defensive	Added	14,361	+135	$1,167,118	+7.9%	0.83%
WFC	Wells Fargo & Company/Mn Financial Services	Added	13,958	+70	$1,153,489	+4.3%	0.82%
JNJ	Johnson & Johnson Healthcare	Reduced	4,127	-1	$1,048,134	+3.9%	0.74%
ASML	Asml Holding NV Technology	Held	475	0	$944,983	+50.6%	0.67%
ADP	Automatic Data Processing Inc Technology	Reduced	4,197	-50	$939,918	+8.9%	0.67%
MA	Mastercard Inc Financial Services	Added	1,679	+428	$862,334	+38.0%	0.61%
EMR	Emerson Electric Co Industrials	Reduced	5,734	-5	$820,822	+9.2%	0.58%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,296	-26	$820,521	+22.9%	0.58%
NEE	Nextera Energy Inc Utilities	Reduced	9,293	-218	$815,646	−7.7%	0.58%
AVGO	Broadcom Inc. Technology	Added	2,068	+570	$781,187	+68.5%	0.55%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,567	-570	$771,359	+39.3%	0.55%
IBM	International Business Machines Corp Technology	Added	2,642	+1,061	$742,956	+93.9%	0.53%
CVX	Chevron Corp Energy	Added	4,407	+90	$730,504	−18.2%	0.52%
ITW	Illinois Tool Works Inc Industrials	Added	2,660	+2	$719,450	+4.0%	0.51%
AMAT	Applied Materials Inc /De Technology	Added	949	+25	$686,127	+117.3%	0.49%
MU	Micron Technology Inc Technology	NEW	592	NEW	$683,339	NEW	0.49%
GE	General Electric Co Industrials	Added	1,725	+25	$644,684	+33.6%	0.46%
QCOM	Qualcomm Inc/De Technology	Added	3,328	+5	$614,981	+43.7%	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,147	+93	$608,116	+3.9%	0.43%
META	Meta Platforms, Inc. Communication Services	Reduced	1,027	-2	$578,498	−1.7%	0.41%
GEV	GE Vernova Inc. Industrials	Added	453	+4	$532,211	+35.8%	0.38%
LRCX	Lam Research Corp Technology	Reduced	1,131	-44	$490,096	+95.2%	0.35%
UBER	Uber Technologies, Inc Technology	Reduced	6,030	-45	$435,124	−0.4%	0.31%
V	Visa Inc. Financial Services	Reduced	1,106	-39	$379,457	+9.6%	0.27%
NFLX	Netflix Inc Communication Services	Reduced	5,208	-61	$371,851	−26.6%	0.26%
GNLX	GENELUX Corp Healthcare	Added	121,965	+3,103	$367,114	+27.6%	0.26%
NVO	Novo Nordisk A S Healthcare	Reduced	7,446	-11	$356,961	+30.3%	0.25%
AMD	Advanced Micro Devices Inc Technology	NEW	556	NEW	$322,985	NEW	0.23%
VZ	Verizon Communications Inc Communication Services	Added	7,484	+178	$316,872	−13.6%	0.22%
LLY	ELI LILLY & Co Healthcare	Added	263	+10	$315,450	+35.6%	0.22%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,294	-131	$310,607	−17.5%	0.22%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,144	-3	$309,234	−13.3%	0.22%
AMGN	Amgen Inc Healthcare	Reduced	813	-232	$294,403	−19.9%	0.21%
GS	Goldman Sachs Group Inc Financial Services	Reduced	286	-4	$289,251	+17.9%	0.21%
KMB	Kimberly Clark Corp Consumer Defensive	Held	2,525	0	$277,169	+13.8%	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.