Life Steps Financial, Inc. Portfolio Holdings
Life Steps Financial, Inc.
- $155 Million
- Q3 2025
Life Steps Financial, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $155 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $24.3M, Spdr S&P 500 ETF Trust with a value of $22.9M, Nvidia Corp with a value of $9.37M, Apple Inc. with a value of $7.83M, and Microsoft Corp with a value of $7.21M.
Examining the 13F form we can see an increase of $9.95M in the current position value, from $145M to 155M.
Below you can find more details about Life Steps Financial, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$155 Million
ETFs: $91.5 Million
Technology: $28.2 Million
Financial Services: $10 Million
Consumer Cyclical: $5.86 Million
Consumer Defensive: $4.69 Million
Industrials: $4.27 Million
Healthcare: $3.76 Million
Communication Services: $3.53 Million
Other: $3.09 Million