Lifesteps Financial, Inc. - Q12026 Holdings

Lifesteps Financial, Inc. holds 97 stocks with a total portfolio value of $ 157.9M as of Q12026. In Q12026, Lifesteps Financial, Inc. added 8 new positions, increased stakes in 27 stocks, reduced 46 holdings, and fully exited 1 position. The largest holding is State Street Spdr S&P 500 Etf (SPY), representing 14.92% of the total portfolio.