SEC Form 13F

LifeSteps Financial, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$214,515,465
Positions792

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO QQQ TRUST SERIES IQQQETF$32,740,51644,460
STATE STREET SPDR S&P 500 ETFSPYETF$30,597,16540,973
NVIDIA CORPORATION COMNVDAStock$10,133,95450,647
APPLE INC COMAAPLStock$8,254,73728,528
ISHARES CORE S&P MID-CAP ETFIJHETF$6,496,90884,255
MICROSOFT CORP COMMSFTStock$5,288,87114,179
VANGUARD VALUE ETFVTVETF$5,204,20823,880
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFXLKETF$5,189,80327,240
STATE STREET SPDR S&P DIVIDEND ETFSDYETF$4,700,35630,887
VANGUARD HIGH DIVIDEND YIELD INDEX ETFVYMETF$4,522,42128,617

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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