Lifesteps Financial, Inc. - Q42025 Holdings

Lifesteps Financial, Inc. holds 90 stocks with a total portfolio value of $ 156.25M as of Q42025. In Q42025, Lifesteps Financial, Inc. added 2 new positions, increased stakes in 31 stocks, reduced 36 holdings, and fully exited 1 position. The largest holding is Invesco Qqq Trust Series I (QQQ), representing 15.62% of the total portfolio.