LifeSteps Financial, Inc.

CIK

1801373

Location

CLAREMONT, CA

Portfolio Value

Small $107,432,270

Diversification

Diversified

Filing Date

Global Rank

#5,203 / 8,232 ▲ 232

Top Industry

Semiconductors 15.6%

3Y Alpha vs SPY

-0.4%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.4%

SPY

+76.3%

Annualised alpha

-0.4%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.9%

−0.1 pts

Top 5

63.2%

−0.9 pts

Top 10

73.9%

−0.6 pts

HHI

1,134

Diversified+22

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.8%	$47,083,422	2
Technology	24.0%	$25,780,165	15
Financial Services	9.1%	$9,792,573	10
Consumer Defensive	4.9%	$5,307,596	6
Consumer Cyclical	4.9%	$5,303,361	5
Industrials	3.7%	$3,960,723	7
Healthcare	3.5%	$3,756,189	6
Energy	2.7%	$2,920,284	2
Communication Services	2.2%	$2,395,433	5
Utilities	1.1%	$1,132,524	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+2,493	36,235	$23,565,069
WMT	Walmart Inc.	+1,285	11,167	$1,387,834
QQQ	Invesco Qqq Trust, Series 1	+1,026	40,747	$23,518,353
GNLX	GENELUX Corp	+787	118,862	$287,646
TSCO	Tractor Supply Co /De/	+746	7,720	$349,716
CSCO	Cisco Systems, Inc.	+590	7,137	$553,759
JPM	Jpmorgan Chase & Co	+342	10,381	$3,053,674
MSFT	Microsoft Corp	+330	14,258	$5,277,883
IBM	International Business Machines Corp	+286	1,581	$383,218
TSLA	Tesla, Inc.	+183	2,598	$965,806
AMZN	Amazon Com Inc	+171	10,486	$2,183,919
NVO	Novo Nordisk A S	+142	7,457	$274,044
COST	Costco Wholesale Corp /New	+72	1,638	$1,632,152
PLTR	Palantir Technologies Inc.	+69	1,482	$216,786
AVGO	Broadcom Inc.	+41	1,498	$463,645
UBER	Uber Technologies, Inc	+11	6,075	$436,974
ITW	Illinois Tool Works Inc	+2	2,658	$691,850
PEP	Pepsico Inc	+1	2,425	$376,578
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−1,034	48,795	$8,509,848
XOM	Exxon Mobil Corp	−604	11,948	$2,027,097
DIS	Walt Disney Co	−567	2,756	$265,623
AMGN	Amgen Inc	−203	1,045	$367,683
HD	Home Depot, Inc.	−120	4,401	$1,447,444
LRCX	Lam Research Corp	−97	1,175	$251,050
VZ	Verizon Communications Inc	−84	7,306	$366,761
GOOGL	Alphabet Inc.	−57	2,322	$667,714
AAPL	Apple Inc.	−45	27,647	$7,016,532
ABBV	AbbVie Inc.	−41	7,288	$1,585,067
NFLX	Netflix Inc	−41	5,269	$506,614
ORCL	Oracle Corp	−40	1,597	$234,934
V	Visa Inc.	−30	1,145	$346,064
WFC	Wells Fargo & Company/Mn	−28	13,888	$1,105,623
BRK-B	Berkshire Hathaway Inc	−23	3,075	$1,473,540
NEE	Nextera Energy Inc	−20	9,511	$883,381
META	Meta Platforms, Inc.	−18	1,029	$588,721
GS	Goldman Sachs Group Inc	−16	290	$245,337
LLY	ELI LILLY & Co	−15	253	$232,701
CAT	Caterpillar Inc	−14	1,732	$1,227,052
BA	Boeing Co	−12	1,039	$206,792
USB	US Bancorp De	−11	50,379	$2,620,211
GE	General Electric Co	−11	1,700	$482,409
EMR	Emerson Electric Co	−11	5,739	$751,923
QCOM	Qualcomm Inc/De	−10	3,323	$427,935
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NOC	Northrop Grumman Corp /De/	306	$208,765
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ABT	Abbott Laboratories	1,711	$214,371
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 positions · $107,432,270 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	36,235	+2,493	$23,565,069	+2.4%	21.93%
QQQ	Invesco Qqq Trust, Series 1	Added	40,747	+1,026	$23,518,353	−3.6%	21.89%
NVDA	Nvidia Corp Technology	Reduced	48,795	-1,034	$8,509,848	−8.4%	7.92%
AAPL	Apple Inc. Technology	Reduced	27,647	-45	$7,016,532	−6.8%	6.53%
MSFT	Microsoft Corp Technology	Added	14,258	+330	$5,277,883	−21.6%	4.91%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,381	+342	$3,053,674	−5.6%	2.84%
USB	US Bancorp De Financial Services	Reduced	50,379	-11	$2,620,211	−2.6%	2.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,486	+171	$2,183,919	−8.3%	2.03%
XOM	Exxon Mobil Corp Energy	Reduced	11,948	-604	$2,027,097	+34.2%	1.89%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,638	+72	$1,632,152	+20.9%	1.52%
ABBV	AbbVie Inc. Healthcare	Reduced	7,288	-41	$1,585,067	−5.3%	1.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,075	-23	$1,473,540	−5.4%	1.37%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,401	-120	$1,447,444	−7.0%	1.35%
WMT	Walmart Inc. Consumer Defensive	Added	11,167	+1,285	$1,387,834	+26.1%	1.29%
CAT	Caterpillar Inc Industrials	Reduced	1,732	-14	$1,227,052	+22.7%	1.14%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	13,888	-28	$1,105,623	−14.8%	1.03%
KO	Coca Cola Co Consumer Defensive	Held	14,226	0	$1,081,887	+8.8%	1.01%
JNJ	Johnson & Johnson Healthcare	Reduced	4,128	-10	$1,009,048	+17.8%	0.94%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,598	+183	$965,806	−11.1%	0.90%
CVX	Chevron Corp Energy	Held	4,317	0	$893,187	+35.8%	0.83%
NEE	Nextera Energy Inc Utilities	Reduced	9,511	-20	$883,381	+15.5%	0.82%
ADP	Automatic Data Processing Inc Technology	Held	4,247	0	$862,905	−21.0%	0.80%
EMR	Emerson Electric Co Industrials	Reduced	5,739	-11	$751,923	−1.5%	0.70%
ITW	Illinois Tool Works Inc Industrials	Added	2,658	+2	$691,850	+5.8%	0.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,322	-57	$667,714	−10.3%	0.62%
ASML	Asml Holding NV Technology	Held	475	0	$627,394	+23.5%	0.58%
MA	Mastercard Inc Financial Services	Reduced	1,251	-6	$625,074	−12.9%	0.58%
META	Meta Platforms, Inc. Communication Services	Reduced	1,029	-18	$588,721	−14.8%	0.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	4,054	0	$585,559	+0.8%	0.55%
CSCO	Cisco Systems, Inc. Technology	Added	7,137	+590	$553,759	+9.8%	0.52%
NFLX	Netflix Inc Communication Services	Reduced	5,269	-41	$506,614	+1.8%	0.47%
GE	General Electric Co Industrials	Reduced	1,700	-11	$482,409	−8.5%	0.45%
AVGO	Broadcom Inc. Technology	Added	1,498	+41	$463,645	−8.1%	0.43%
UBER	Uber Technologies, Inc Technology	Added	6,075	+11	$436,974	−11.8%	0.41%
QCOM	Qualcomm Inc/De Technology	Reduced	3,323	-10	$427,935	−24.9%	0.40%
GEV	GE Vernova Inc. Industrials	Reduced	449	-6	$391,932	+31.8%	0.36%
IBM	International Business Machines Corp Technology	Added	1,581	+286	$383,218	−0.1%	0.36%
PEP	Pepsico Inc Consumer Defensive	Added	2,425	+1	$376,578	+8.2%	0.35%
AMGN	Amgen Inc Healthcare	Reduced	1,045	-203	$367,683	−10.0%	0.34%
VZ	Verizon Communications Inc Communication Services	Reduced	7,306	-84	$366,761	+21.8%	0.34%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,147	-7	$356,476	+1.1%	0.33%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	7,720	+746	$349,716	+0.3%	0.33%
V	Visa Inc. Financial Services	Reduced	1,145	-30	$346,064	−16.0%	0.32%
AMAT	Applied Materials Inc /De Technology	Held	924	0	$315,813	+33.0%	0.29%
GNLX	GENELUX Corp Healthcare	Added	118,862	+787	$287,646	−44.1%	0.27%
NVO	Novo Nordisk A S Healthcare	Added	7,457	+142	$274,044	−26.4%	0.26%
DIS	Walt Disney Co Communication Services	Reduced	2,756	-567	$265,623	−29.7%	0.25%
LRCX	Lam Research Corp Technology	Reduced	1,175	-97	$251,050	+15.3%	0.23%
SRE	Sempra Utilities	Held	2,564	0	$249,143	+10.1%	0.23%
GS	Goldman Sachs Group Inc Financial Services	Reduced	290	-16	$245,337	−8.8%	0.23%