LifeSteps Financial, Inc.
All 13F Filings
- Location
- Claremont, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 214,515
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 792 | 214,515 | 13F-HR | LifeSteps Financial, Inc. |
| Q1 2026 | 4/22/2026 | 97 | 157,900 | 13F-HR | LifeSteps Financial, Inc. |
| Q4 2025 | 1/28/2026 | 90 | 156,252 | 13F-HR | LifeSteps Financial, Inc. |
| Q3 2025 | 10/16/2025 | 89 | 155,682 | 13F-HR | LifeSteps Financial, Inc. |
| Q2 2025 | 7/23/2025 | 86 | 145,533 | 13F-HR | LifeSteps Financial, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 80.89 K | 37.7% | 19.23 K | 0 | 19.23 K |
| ETFs | 133.6 K | 62.3% | 37.39 K | 0 | 37.39 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
214,515
Holdings
792
QoQ value change ($000)
56,615
(35.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.