LifeSteps Financial, Inc.

LifeSteps Financial, Inc. reported 792 holdings worth US$215M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 17, 2026

LifeSteps Financial, Inc. reported 792 holdings worth US$215M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Jul 17, 2026 (Form 13F).

Holdings
792
Value as reported
US$215M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation50,647US$10.1M4.7%
Apple Inc28,528US$8.25M3.8%
Microsoft Corp.14,179US$5.29M2.5%
Jp Morgan Chase & Co.11,304US$3.7M1.7%
U.s. Bancorp50,374US$3.04M1.4%
Amazon.com, Inc.10,437US$2.49M1.2%
Alphabet Inc (google) Class C6,565US$2.35M1.1%
Abbvie Inc.7,339US$1.85M0.86%
Caterpillar, Inc.1,728US$1.84M0.86%
Berkshire Hathaway Inc.3,106US$1.55M0.72%
Costco Wholesale Corporation1,630US$1.52M0.71%
Home Depot, Inc. (the)4,228US$1.49M0.70%
Walmart Inc.11,965US$1.36M0.63%
Tesla, Inc.2,796US$1.18M0.55%
Coca-cola Company (the)14,361US$1.17M0.54%
Wells Fargo & Company13,958US$1.15M0.54%
Johnson & Johnson4,127US$1.05M0.49%
Asml Holding Nv475US$945K0.44%
Automatic Data Processing, Inc.4,197US$940K0.44%
Mastercard Incorporated1,679US$862K0.40%
Emerson Electric Company5,734US$821K0.38%
Nextera Energy, Inc.9,293US$816K0.38%
Broadcom Inc.2,068US$781K0.36%
Cisco Systems, Inc.6,567US$771K0.36%
International Business Machines Corporation2,642US$743K0.35%
Chevron Corporation4,407US$730K0.34%
Illinois Tool Works Inc.2,660US$720K0.34%
Applied Materials, Inc.949US$686K0.32%
Micron Technology, Inc.592US$683K0.32%
Ge Aerospace1,725US$645K0.30%
Qualcomm Incorporated3,328US$615K0.29%
Procter & Gamble Company (the)4,147US$608K0.28%
Meta Platforms, Inc.1,027US$578K0.27%
Ge Vernova Inc.453US$532K0.25%
Lam Research Corporation1,131US$490K0.23%
Uber Technologies, Inc.6,030US$435K0.20%
Visa Inc.1,106US$379K0.18%
Bank Of America Corporation6,627US$377K0.18%
Netflix, Inc.5,208US$372K0.17%
Genelux Corporation122KUS$367K0.17%
Novo Nordisk A/s Class B7,446US$357K0.17%
Advanced Micro Devices Inc556US$323K0.15%
Verizon Communications Inc.7,484US$317K0.15%
Eli Lilly And Company263US$315K0.15%
Pepsico, Inc.2,294US$311K0.14%
Mcdonald's Corporation1,144US$309K0.14%
Amgen Inc.813US$294K0.14%
Goldman Sachs Group, Inc. (the)286US$289K0.13%
Kimberly-clark Corporation2,525US$277K0.13%
Walt Disney Company (the)2,750US$265K0.12%
Servisfirst Bancshares, Inc.3,000US$260K0.12%
Tractor Supply Company7,726US$244K0.11%
Crowdstrike Holdings, Inc.320US$244K0.11%
Dba Sempra2,564US$238K0.11%
Boeing Company (the)1,039US$225K0.10%
Oracle Corporation1,525US$224K0.10%
Pultegroup, Inc.1,447US$199K0.09%
Palantir Technologies Inc.1,584US$185K0.09%
Cummins Inc.243US$173K0.08%
Cvb Financial Corporation7,500US$169K0.08%
Rtx Corporation878US$167K0.08%
Sterling Infrastructure, Inc.196US$165K0.08%
Taiwan Semiconductor Manufacturing Co., Ltd.337US$161K0.08%
Abbott Laboratories1,731US$157K0.07%
Northrop Grumman Corporation305US$155K0.07%
Cardinal Health, Inc.637US$151K0.07%
Comfort Systems Usa, Inc.74US$147K0.07%
Williams Companies, Inc. (the)1,958US$146K0.07%
Corning Incorporated551US$141K0.07%
Edison International1,887US$140K0.07%
Duke Energy Corporation (holding Company)1,100US$139K0.06%
General Dynamics Corporation392US$139K0.06%
Coreweave, Inc.1,365US$136K0.06%
Lockheed Martin Corporation256US$130K0.06%
Pfizer, Inc.5,307US$128K0.06%
Waste Management, Inc.550US$123K0.06%
Intuit Inc.465US$121K0.06%
Mondelez International, Inc.2,069US$120K0.06%
Intel Corporation808US$113K0.05%
Consolidated Edison, Inc.1,000US$111K0.05%
Space Exploration Technologies Corp645US$110K0.05%
Pinnacle West Capital Corporation1,001US$107K0.05%
Ford Mtr Co Del7,588US$105K0.05%
Merck & Company, Inc.805US$103K0.05%
Mueller Industries, Inc.800US$98,3440.05%
Starbucks Corporation946US$96,6720.05%
Dominion Energy, Inc.1,364US$93,1480.04%
Old Dominion Freight Line, Inc.415US$89,8890.04%
Unitedhealth Group Incorporated209US$86,8670.04%
Sandisk Corporation38US$86,4020.04%
Bristol-myers Squibb Company1,484US$85,5080.04%
Shopify Inc.720US$82,2100.04%
Analog Devices, Inc.197US$78,2420.04%
Dutch Bros Inc.1,077US$77,3390.04%
At&t Inc.3,630US$75,1410.04%
Marriott International199US$73,7470.03%
American Express Company218US$73,7390.03%
Rocket Lab Corporation703US$71,4600.03%
Blackstone Inc.596US$70,1060.03%
T. Rowe Price Group, Inc.600US$68,2140.03%

Every holding of LifeSteps Financial, Inc.

Source

View original at SEC

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