Lifesteps Financial, Inc. - Q22026 Holdings

Lifesteps Financial, Inc. holds 792 stocks with a total portfolio value of $ 214.52M as of Q22026. In Q22026, Lifesteps Financial, Inc. added 697 new positions, increased stakes in 44 stocks, reduced 43 holdings, and fully exited 2 positions. The largest holding is Invesco Qqq Trust Series I (QQQ), representing 15.26% of the total portfolio.