Lifesteps Financial, Inc. - Q32026 Holdings

Lifesteps Financial, Inc. holds 111 stocks with a total portfolio value of $ 209.57M as of Q32026. In Q32026, Lifesteps Financial, Inc. added 0 new positions, increased stakes in 33 stocks, reduced 74 holdings, and fully exited 681 positions. The largest holding is Invesco Qqq Trust Series I (QQQ), representing 14.78% of the total portfolio.