Institutional Investor · CIK 0001801373
LIFESTEPS FINANCIAL, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
781
Total Value
$219.56M
Total Shares
1.68M
Latest Filing
Jul 17, 2026
CIK
0001801373
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 44,460 | $32.74M | 0.0062% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 40,973 | $30.60M | 0.0039% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 50,647 | $10.13M | 0.0002% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 28,528 | $8.25M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 84,255 | $6.50M | 0.0052% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 14,179 | $5.29M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 23,880 | $5.20M | 0.0021% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 27,240 | $5.19M | 0.0042% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 30,887 | $4.70M | 0.0224% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 28,617 | $4.52M | 0.0048% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 27,480 | $3.76M | 0.0458% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 118,076 | $3.74M | 0.0041% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 11,304 | $3.70M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 11,702 | $3.52M | 0.0043% | SH | — | View | |
Schwab U.S. Mid-Cap ETF(SCHM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 94,401 | $3.48M | 0.0214% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 87,356 | $3.22M | 0.0269% | SH | — | View | |
U.s. Bancorp R(UB5.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 50,374 | $3.04M | 0.0032% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 10,437 | $2.49M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 29,287 | $2.40M | 0.0114% | SH | — | View | |
Dimensional - US Large…(DFLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 53,573 | $2.12M | 0.0339% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 7,339 | $1.85M | 0.0004% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 7,339 | $1.85M | 0.0004% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-17 | 1,728 | $1.84M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 19,298 | $1.66M | 0.0004% | SH | — | View | |
| Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 12,052 | $1.65M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 11,884 | $1.63M | 0.0022% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 3,106 | $1.55M | 0.0001% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 4,318 | $1.53M | 0.0000% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 1,630 | $1.52M | 0.0004% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-17 | 4,228 | $1.49M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 16,739 | $1.47M | 0.0043% | SH | — | View | |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 11,965 | $1.36M | 0.0002% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 11,965 | $1.36M | 0.0002% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-17 | 2,796 | $1.18M | 0.0001% | SH | — | View |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 14,361 | $1.17M | 0.0003% | SH | — | View |
Wells Fargo & Company(NWT.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 13,958 | $1.15M | 0.0005% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 4,127 | $1.05M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 24,731 | $1.04M | 0.0094% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 1,305 | $977.30K | 0.0001% | SH | — | View | |
ASML Holding N.V.(ASME.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 475 | $944.98K | 0.0001% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-17 | 4,197 | $939.97K | 0.0010% | SH | — | View | |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 1,679 | $862.36K | 0.0002% | SH | — | View |
Emerson Electric Co.(EMR) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 5,734 | $820.85K | 0.0010% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 2,296 | $820.52K | 0.0000% | SH | — | View |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 9,293 | $815.65K | 0.0004% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 2,068 | $781.19K | 0.0000% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-17 | 6,567 | $771.36K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 22,062 | $746.57K | 0.0013% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 2,642 | $742.82K | 0.0003% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 2,642 | $742.82K | 0.0003% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 4,407 | $730.44K | 0.0002% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 2,660 | $719.57K | 0.0009% | SH | — | View | |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 949 | $686.13K | 0.0001% | SH | — | View |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 592 | $683.34K | 0.0001% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 592 | $683.34K | 0.0001% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 969 | $665.52K | 0.0000% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 1,725 | $644.68K | 0.0002% | SH | — | View |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 3,328 | $614.98K | 0.0003% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 4,147 | $608.12K | 0.0002% | SH | — | View | |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 1,027 | $578.50K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 3,599 | $533.77K | 0.0005% | SH | — | View | |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-17 | 453 | $532.21K | 0.0002% | SH | — | View |
Lam Research Corp. R(LAR0.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 1,131 | $490.10K | 0.0001% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 1,131 | $490.10K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 5,644 | $436.00K | 0.0138% | SH | — | View | |
Uber Technologies, Inc.(UBER.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 6,030 | $435.13K | 0.0003% | SH | — | View |
Uber Technologies, Inc.(UT8.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 6,030 | $435.13K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 11,662 | $421.35K | 0.0016% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 14,200 | $411.24K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 7,564 | $405.51K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 11,080 | $385.70K | 0.0024% | SH | — | View | |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 1,106 | $379.46K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 12,801 | $376.73K | 0.0005% | SH | — | View | |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-17 | 5,208 | $371.85K | 0.0001% | SH | — | View |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-06-30 | 2026-07-17 | 5,208 | $371.85K | 0.0001% | SH | — | View |
Genelux Corporation(GNLX) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-17 | 121,965 | $367.12K | 0.2720% | SH | — | View |
Novo Nordisk A/S(NVO) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 7,446 | $356.96K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 1,516 | $344.22K | 0.0007% | SH | — | View | |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 556 | $322.99K | 0.0000% | SH | — | View |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-17 | 7,484 | $316.89K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 6,839 | $315.62K | 0.0007% | SH | — | View | |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 263 | $315.45K | 0.0000% | SH | — | View |
PepsiCo, Inc.(PEP.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 2,294 | $310.62K | 0.0002% | SH | — | View |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 2,294 | $310.62K | 0.0002% | SH | — | View |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-17 | 1,144 | $309.19K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 3,305 | $297.19K | 0.0136% | SH | — | View | |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-17 | 813 | $294.40K | 0.0002% | SH | — | View |
The Goldman Sachs Group,…(GOS.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-17 | 286 | $289.25K | 0.0001% | SH | — | View |
Kimberly-Clark Corporation(KMY.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 2,525 | $277.17K | 0.0008% | SH | — | View |
Bank of America Corporation(BAC-PL) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 214 | $268.31K | 0.0001% | SH | — | View |
Walt Disney Company(WDP.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-17 | 2,750 | $264.68K | 0.0002% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-17 | 3,000 | $260.25K | 0.0027% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 4,127 | $248.80K | 0.0026% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 3,217 | $246.74K | 0.0005% | SH | — | View | |
Tractor Supply Company(TSCO) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 7,726 | $244.23K | 0.0015% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 320 | $244.21K | 0.0000% | SH | — | View | |
Sempra(SRE) | Utilities | Diversified Utilities | 2026-06-30 | 2026-07-17 | 2,564 | $237.71K | 0.0004% | SH | — | View |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 1,039 | $224.91K | 0.0001% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 1,525 | $223.53K | 0.0001% | SH | — | View |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 1,525 | $223.53K | 0.0001% | SH | — | View |
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