LifeSteps Financial, Inc. has filed its Form 13F-HR, disclosing the equity securities held by the company as of the close of business on September 30, 2026. The filing lists 111 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the State Street SPDR S&P 500 ETF Trust holding the largest position. This fund accounts for 38,950 shares. Other significant ETF holdings include the Schwab U.S. Large-Cap ETF (12,614 shares), the Schwab U.S. Small-Cap ETF (10,748 shares), and the Schwab U.S. Broad Market ETF (13,950 shares). The firm also holds substantial positions in the Vanguard S&P 500 ETF (925 shares) and the Schwab U.S. Large-Cap Growth ETF (21,282 shares).
Among individual stock holdings, Apple Inc. is the largest holding with 28,328 shares. Microsoft Corporation follows with 13,749 shares. Other notable individual stock positions include NVIDIA Corporation (42,989 shares), Berkshire Hathaway Inc. Class B (2,895 shares), and Eli Lilly & Co. (245 shares).
The filing also includes a substantial position in Genelux Corporation, with 123,500 shares listed. The portfolio also features a variety of sector-specific ETFs, including the iShares Core S&P 500 ETF (6,219 shares), the iShares MSCI ACWI Ex U.S. ETF (10,489 shares), and the iShares Global Government Bond USD Hedged Active ETF (9,882 shares).
