Notify me when LifeSteps Financial, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 90 | $156,251,995 | +$3,645,143 | -$3,139,343 | +$505,800 | QQQ, SPY, NVDA, AAPL, MSFT | 13F-HR | 28 Jan 2026, 16:09 |
| Q3 2025 | 89 | $155,682,083 | +$1,297,552 | -$3,602,652 | -$2,305,100 | QQQ, SPY, NVDA, AAPL, MSFT | 13F-HR | 16 Oct 2025, 12:12 |
| Q2 2025 | 86 | $145,532,936 | +$10,208,590 | -$862,976 | +$9,345,614 | QQQ, SPY, NVDA, MSFT, AAPL | 13F-HR | 23 Jul 2025, 17:09 |
| Q1 2025 | 82 | $123,310,297 | +$2,548,579 | -$2,514,665 | +$33,914 | QQQ, SPY, AAPL, NVDA, MSFT | 13F-HR | 23 Apr 2025, 17:07 |
| Q4 2024 | 82 | $130,332,751 | +$5,975,844 | -$2,245,592 | +$3,730,252 | QQQ, SPY, AAPL, NVDA, MSFT | 13F-HR | 03 Feb 2025, 15:58 |
| Q3 2024 | 85 | $127,818,539 | +$2,577,978 | -$1,554,356 | +$1,023,622 | QQQ, SPY, AAPL, NVDA, MSFT | 13F-HR | 16 Oct 2024, 16:15 |
| Q2 2024 | 81 | $121,144,984 | +$5,965,137 | -$17,198,939 | -$11,233,802 | QQQ, SPY, AAPL, NVDA, MSFT | 13F-HR | 17 Jul 2024, 13:21 |
| Q1 2024 | 440 | $132,516,700 | +$15,448,163 | -$1,522,041 | +$13,926,122 | QQQ, SPY, AAPL, MSFT, IJH | 13F-HR | 26 Apr 2024, 15:56 |
| Q4 2023 | 82 | $112,754,437 | +$4,781,250 | -$1,333,240 | +$3,448,010 | QQQ, SPY, AAPL, MSFT, IJH | 13F-HR | 18 Jan 2024, 17:49 |
| Q3 2023 | 72 | $98,272,767 | +$2,459,989 | -$1,600,764 | +$859,225 | QQQ, SPY, AAPL, MSFT, IJH | 13F-HR | 25 Oct 2023, 16:43 |
| Q2 2023 | 72 | $101,156,518 | +$1,896,821 | -$1,918,967 | -$22,146 | QQQ, SPY, AAPL, MSFT, SDY | 13F-HR | 14 Jul 2023, 12:59 |
| Q1 2023 | 67 | $94,246,582 | +$576,174 | -$7,521,573 | -$6,945,399 | SPY, QQQ, AAPL, SDY, IJH | 13F-HR | 12 Apr 2023, 12:14 |
| Q4 2022 | 70 | $96,007,135 | +$10,671,466 | -$8,660,983 | +$2,010,483 | SPY, QQQ, AAPL, SDY, CVBF | 13F-HR | 18 Jan 2023, 17:27 |
| Q3 2022 | 72 | $88,731,000 | +$4,076,838 | -$5,311,169 | -$1,234,331 | SPY, QQQ, AAPL, IJH, SDY | 13F-HR | 14 Oct 2022, 13:12 |
| Q2 2022 | 75 | $95,928,000 | +$1,657,594 | -$19,567,271 | -$17,909,677 | SPY, QQQ, AAPL, IJH, SDY | 13F-HR | 13 Jul 2022, 15:03 |
| Q1 2022 | 82 | $135,216,000 | +$7,664,527 | -$5,491,458 | +$2,173,069 | SPY, QQQ, SPTS, AAPL, IJH | 13F-HR | 12 Apr 2022, 14:03 |
| Q4 2021 | 79 | $141,276,000 | +$4,382,995 | -$5,360,648 | -$977,653 | SPY, QQQ, SPTS, AAPL, IJH | 13F-HR | 26 Jan 2022, 14:44 |
| Q3 2021 | 81 | $130,700,000 | +$3,174,865 | -$1,628,820 | +$1,546,045 | SPY, QQQ, SPTS, AAPL, IJH | 13F-HR | 06 Oct 2021, 13:24 |
| Q2 2021 | 84 | $130,193,000 | +$7,088,101 | -$4,457,894 | +$2,630,207 | SPY, QQQ, SPTS, AAPL, IJH | 13F-HR | 09 Jul 2021, 15:34 |
| Q1 2021 | 84 | $119,764,000 | +$8,095,153 | -$2,994,317 | +$5,100,836 | SPY, QQQ, AAPL, SPTS, IJH | 13F-HR | 20 Apr 2021, 16:51 |
| Q4 2020 | 84 | $109,009,000 | +$6,941,606 | -$2,085,771 | +$4,855,835 | SPY, QQQ, SPTS, AAPL, IJH | 13F-HR | 25 Jan 2021, 12:07 |
| Q3 2020 | 78 | $94,785,000 | +$8,613,827 | -$2,004,314 | +$6,609,513 | SPY, QQQ, SPTS, AAPL, IJH | 13F-HR | 21 Oct 2020, 13:57 |
| Q2 2020 | 72 | $86,617,000 | +$9,237,035 | -$21,889,436 | -$12,652,401 | SPY, QQQ, SPTS, AAPL, IJH | 13F-HR | 05 Aug 2020, 15:52 |
| Q1 2020 | 76 | $86,875,000 | +$4,891,227 | -$7,759,024 | -$2,867,797 | SPY, QQQ, SDY, IJH, SPTS | 13F-HR | 21 May 2020, 13:25 |
| Q4 2019 | 93 | $105,957,000 | $0 | $0 | $0 | SPY, QQQ, SDY, IJH, VYM | 13F-HR | 30 Jan 2020, 17:25 |