LifeSteps Financial, Inc.

CLAREMONT, CA · CIK 1801373 · 13F filing filed 2026-07-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyClaremont, CA

$214.5m reported value +35.9% vs Q1 2026

792positions

52.7%in top 10

697 new 42 added 45 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	44,460	$32.7m15.26%	15.26%	Added +3.7k	+3,713 9.1%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	40,973	$30.6m14.26%	14.26%	Added +4.7k	+4,738 13.1%
3	NVIDIA CORPORATION COM NVDA	NVDA	50,647	$10.1m4.72%	4.72%	Added +1.9k	+1,852 3.8%
4	APPLE INC COM AAPL	AAPL	28,528	$8.3m3.85%	3.85%	Added +881	+881 3.2%
5	ISHARES TR CORE S&P MCP ETF IJH	IJH	84,255	$6.5m3.03%	3.03%	Added +15.2k	+15,199 22.0%
6	MICROSOFT CORP COM MSFT	MSFT	14,179	$5.3m2.47%	2.47%	Reduced -79	-79 -0.6%
7	VANGUARD INDEX FDS VALUE ETF VTV	VTV	23,880	$5.2m2.43%	2.43%	Reduced -486	-486 -2.0%
8	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	27,240	$5.2m2.42%	2.42%	Reduced -471	-471 -1.7%
9	SPDR SER TR S&P DIVID ETF SDY	SDY	30,887	$4.7m2.19%	2.19%	Added +51	+51 0.2%
10	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	28,617	$4.5m2.11%	2.11%	Reduced -287	-287 -1.0%
11	ISHARES TR SP SMCP600VL ETF IJS	IJS	27,480	$3.8m1.75%	1.75%	Added +3.2k	+3,239 13.4%
12	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	118,076	$3.7m1.75%	1.75%	Reduced -2.9k	-2,928 -2.4%
13	JPMORGAN CHASE & CO COM JPM	JPM	11,304	$3.7m1.72%	1.72%	Added +923	+923 8.9%
14	ISHARES TR RUSSELL 2000 ETF IWM	IWM	11,702	$3.5m1.64%	1.64%	Added +268	+268 2.3%
15	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	94,401	$3.5m1.62%	1.62%	Reduced -2.8k	-2,804 -2.9%
16	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	87,356	$3.2m1.50%	1.50%	Added +49.1k	+49,073 128.2%
17	US BANCORP DEL COM NEW USB	USB	50,374	$3.0m1.42%	1.42%	Reduced -5	-5 -0.0%
18	AMAZON COM INC COM AMZN	AMZN	10,437	$2.5m1.16%	1.16%	Reduced -49	-49 -0.5%
19	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	29,287	$2.4m1.12%	1.12%	Added +13.0k	+13,005 79.9%
20	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	53,573	$2.1m0.99%	0.99%	Added +25.1k	+25,134 88.4%
21	ABBVIE INC COM ABBV	ABBV	7,339	$1.8m0.86%	0.86%	Added +51	+51 0.7%
22	CATERPILLAR INC COM CAT	CAT	1,728	$1.8m0.86%	0.86%	Reduced -4	-4 -0.2%
23	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	19,298	$1.7m0.77%	0.77%	Reduced -244	-244 -1.2%
24	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	12,052	$1.6m0.77%	0.77%	New
25	ISHARES TR S&P 500 GRWT ETF IVW	IVW	11,884	$1.6m0.76%	0.76%	Added +350	+350 3.0%
26	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,106	$1.6m0.72%	0.72%	Added +31	+31 1.0%
27	ALPHABET INC CAP STK CL C GOOG	GOOG	4,318	$1.5m0.71%	0.71%	Added +611	+611 16.5%
28	COSTCO WHSL CORP NEW COM COST	COST	1,630	$1.5m0.71%	0.71%	Reduced -8	-8 -0.5%
29	HOME DEPOT INC COM HD	HD	4,228	$1.5m0.70%	0.70%	Reduced -173	-173 -3.9%
30	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	16,739	$1.5m0.69%	0.69%	Reduced -741	-741 -4.2%
31	WALMART INC COM WMT	WMT	11,965	$1.4m0.63%	0.63%	Added +798	+798 7.2%
32	TESLA INC COM TSLA	TSLA	2,796	$1.2m0.55%	0.55%	Added +198	+198 7.6%
33	COCA COLA CO COM KO	KO	14,361	$1.2m0.54%	0.54%	Added +135	+135 0.9%
34	WELLS FARGO CO NEW COM WFC	WFC	13,958	$1.2m0.54%	0.54%	Added +70	+70 0.5%
35	JOHNSON & JOHNSON COM JNJ	JNJ	4,127	$1.0m0.49%	0.49%	Reduced -1	-1 -0.0%
36	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	24,731	$1.0m0.49%	0.49%	Added +17.9k	+17,854 259.6%
37	ISHARES TR CORE S&P500 ETF IVV	IVV	1,305	$977.3k0.46%	0.46%	Added +542	+542 71.0%
38	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	475	$945.0k0.44%	0.44%	Unchanged
39	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	4,197	$940.0k0.44%	0.44%	Reduced -50	-50 -1.2%
40	MASTERCARD INCORPORATED CL A MA	MA	1,679	$862.4k0.40%	0.40%	Added +428	+428 34.2%
41	EMERSON ELEC CO COM EMR	EMR	5,734	$820.9k0.38%	0.38%	Reduced -5	-5 -0.1%
42	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,296	$820.5k0.38%	0.38%	Reduced -26	-26 -1.1%
43	NEXTERA ENERGY INC COM NEE	NEE	9,293	$815.6k0.38%	0.38%	Reduced -218	-218 -2.3%
44	BROADCOM INC COM AVGO	AVGO	2,068	$781.2k0.36%	0.36%	Added +570	+570 38.0%
45	CISCO SYS INC COM CSCO	CSCO	6,567	$771.4k0.36%	0.36%	Reduced -570	-570 -8.0%
46	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	22,062	$746.6k0.35%	0.35%	Reduced -1.3k	-1,263 -5.4%
47	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,642	$742.8k0.35%	0.35%	Added +1.1k	+1,061 67.1%
48	CHEVRON CORP NEW COM CVX	CVX	4,407	$730.4k0.34%	0.34%	Added +90	+90 2.1%
49	ILLINOIS TOOL WKS INC COM ITW	ITW	2,660	$719.6k0.34%	0.34%	Added +2	+2 0.1%
50	APPLIED MATLS INC COM AMAT	AMAT	949	$686.1k0.32%	0.32%	Added +25	+25 2.7%
51	MICRON TECHNOLOGY INC COM MU	MU	592	$683.3k0.32%	0.32%	New
52	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	969	$665.5k0.31%	0.31%	Unchanged
53	GE AEROSPACE COM NEW GE	GE	1,725	$644.7k0.30%	0.30%	Added +25	+25 1.5%
54	QUALCOMM INC COM QCOM	QCOM	3,328	$615.0k0.29%	0.29%	Added +5	+5 0.1%
55	PROCTER AND GAMBLE CO COM PG	PG	4,147	$608.1k0.28%	0.28%	Added +93	+93 2.3%
56	META PLATFORMS INC CL A META	META	1,027	$578.5k0.27%	0.27%	Reduced -2	-2 -0.2%
57	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,631	$559.2k0.26%	0.26%	Reduced -10	-10 -0.6%
58	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,599	$533.8k0.25%	0.25%	Reduced -156	-156 -4.2%
59	GE VERNOVA INC COM GEV	GEV	453	$532.2k0.25%	0.25%	Added +4	+4 0.9%
60	ISHARES TR MSCI USA MIN VOL USMV	USMV	5,185	$500.2k0.23%	0.23%	Reduced -637	-637 -10.9%
61	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,131	$490.1k0.23%	0.23%	Reduced -44	-44 -3.7%
62	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	5,644	$436.0k0.20%	0.20%	Reduced -172	-172 -3.0%
63	UBER TECHNOLOGIES INC COM UBER	UBER	6,030	$435.1k0.20%	0.20%	Reduced -45	-45 -0.7%
64	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	11,662	$421.3k0.20%	0.20%	Reduced -602	-602 -4.9%
65	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	14,200	$411.2k0.19%	0.19%	Reduced -978	-978 -6.4%
66	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	7,564	$405.5k0.19%	0.19%	Reduced -500	-500 -6.2%
67	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	11,080	$385.7k0.18%	0.18%	Reduced -1.5k	-1,484 -11.8%
68	VISA INC COM CL A V	V	1,106	$379.5k0.18%	0.18%	Reduced -39	-39 -3.4%
69	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	12,801	$376.7k0.18%	0.18%	Reduced -596	-596 -4.5%
70	NETFLIX INC COM NFLX	NFLX	5,208	$371.9k0.17%	0.17%	Reduced -61	-61 -1.2%
71	GENELUX CORPORATION COM GNLX	GNLX	121,965	$367.1k0.17%	0.17%	Added +3.1k	+3,103 2.6%
72	NOVO-NORDISK A S ADR NVO	NVO	7,446	$357.0k0.17%	0.17%	Reduced -11	-11 -0.1%
73	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,516	$344.2k0.16%	0.16%	Added +503	+503 49.6%
74	ADVANCED MICRO DEVICES INC COM AMD	AMD	556	$323.0k0.15%	0.15%	New
75	VERIZON COMMUNICATIONS INC COM VZ	VZ	7,484	$316.9k0.15%	0.15%	Added +178	+178 2.4%
76	ISHARES TR CORE TOTAL USD IUSB	IUSB	6,839	$315.6k0.15%	0.15%	New
77	ELI LILLY & CO COM LLY	LLY	263	$315.4k0.15%	0.15%	Added +10	+10 4.0%
78	PEPSICO INC COM PEP	PEP	2,294	$310.6k0.14%	0.14%	Reduced -131	-131 -5.4%
79	MCDONALDS CORP COM MCD	MCD	1,144	$309.2k0.14%	0.14%	Reduced -3	-3 -0.3%
80	FLEXSHARES TR QUALT DIVD IDX QDF	QDF	3,305	$297.2k0.14%	0.14%	Unchanged
81	AMGEN INC COM AMGN	AMGN	813	$294.4k0.14%	0.14%	Reduced -232	-232 -22.2%
82	GOLDMAN SACHS GROUP INC COM GS	GS	286	$289.3k0.13%	0.13%	Reduced -4	-4 -1.4%
83	KIMBERLY-CLARK CORP COM KMB	KMB	2,525	$277.2k0.13%	0.13%	Unchanged
84	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	214	$268.3k0.13%	0.13%	Added +12	+12 5.9%
85	DISNEY WALT CO COM DIS	DIS	2,750	$264.7k0.12%	0.12%	Reduced -6	-6 -0.2%
86	SERVISFIRST BANCSHARES INC COM SFBS	SFBS	3,000	$260.2k0.12%	0.12%	Unchanged
87	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	4,127	$248.8k0.12%	0.12%	Added +476	+476 13.0%
88	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	3,217	$246.7k0.12%	0.12%	Added +478	+478 17.4%
89	TRACTOR SUPPLY CO COM TSCO	TSCO	7,726	$244.2k0.11%	0.11%	Added +6	+6 0.1%
90	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	320	$244.2k0.11%	0.11%	New
91	SEMPRA COM SRE	SRE	2,564	$237.7k0.11%	0.11%	Unchanged
92	BOEING CO COM BA	BA	1,039	$224.9k0.10%	0.10%	Unchanged
93	ORACLE CORP COM ORCL	ORCL	1,525	$223.5k0.10%	0.10%	Reduced -72	-72 -4.5%
94	ISHARES TR RUS 1000 ETF IWB	IWB	520	$212.9k0.10%	0.10%	New
95	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	3,052	$207.6k0.10%	0.10%	New
96	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	693	$207.2k0.10%	0.10%	Reduced -125	-125 -15.3%
97	PULTE GROUP INC COM PHM	PHM	1,447	$198.6k0.09%	0.09%	New
98	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	775	$190.8k0.09%	0.09%	New
99	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,533	$190.3k0.09%	0.09%	New
100	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	1,436	$187.3k0.09%	0.09%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	11,948	$2.0m11.9k shares
SPDR SER TR SPTS	SPTS	6,927	$202.1k6.9k shares