Arkolith/Funds/LifeSteps Financial, Inc.

LifeSteps Financial, Inc.

CIK 1801373
Holdings as of Jun 30, 2026·disclosed Jul 17, 2026·~17-day 13F lag·13F-HR
Active Filer

LifeSteps Financial, Inc. holds a focused book of 792 reported positions worth $214.5M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Microsoft Corp. Their largest long position is Invesco QQQ Trust Series 1 at 15% of the reported non-option book. Cloning the disclosed picks since 2025 would be +17% (+19.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
694
bought for the first time
+691 more · largest first
3 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+17.4%
+19.5%/yr · since Oct '25
Their reported book
+12.3%
held from quarter-end
S&P 500
+16.6%
same window
$10K$10K$11K$11K$12KOct '25Dec '25Feb '26Apr '26Jul '26Sep '26
LifeSteps Financial, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.0 points over this window.

Growth of $10,000 cloning LifeSteps Financial, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~17 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
53%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

37% mapped to company sectors

ETFs / funds
62%
Information Technology
16%
Financials
6%
Consumer Discretionary
4%
Industrials
4%
Health Care
2%
Energy
1%
Utilities
1%

+5 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as LifeSteps Financial, Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Hoffman, Alan N Investment Management11 / 80$168.2M
Swiss Re Ltd43 / 80$1.1B
Prospect Hill Management, LLC9 / 80$243.2M
Trans-Canada Capital Inc.12 / 80$1.7B
Draper Asset Management, LLC12 / 80$183.7M
PPS&V Asset Management Consultants, Inc.22 / 80$171.5M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with LifeSteps Financial, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

792 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ Trust Series I
ETF
$32.7M44.5K
15.3%
+9.1%
Added · +4K sh
2State Street SPDR S&P 500 ETF
ETF
$30.6M41.0K
14.3%
+13%
Added · +5K sh
3Nvidia Corporation Com
Stock
$10.1M50.6K
4.7%
+3.8%
Added · +2K sh
4Apple Inc Com
Stock
$8.3M28.5K
3.8%
+3.2%
Added · +881 sh
5Ishares Core S&P Mid-Cap ETF
ETF
$6.5M84.3K
3.0%
+22%
Added · +15K sh
6Microsoft Corp Com
Stock
$5.3M14.2K
2.5%
−0.6%
Reduced · −79 sh
7Vanguard Value ETF
ETF
$5.2M23.9K
2.4%
−2.0%
Reduced · −486 sh
8State Street Technology Select Sector SPDR ETF
ETF
$5.2M27.2K
2.4%
−1.7%
Reduced · −471 sh
9State Street SPDR S&P Dividend ETF
ETF
$4.7M30.9K
2.2%
+0.2%
Added · +51 sh
10Vanguard High Dividend Yield Index ETF
ETF
$4.5M28.6K
2.1%
−1.0%
Reduced · −287 sh
11Ishares S&P Small-Cap 600 Value ETF
ETF
$3.8M27.5K
1.8%
+13%
Added · +3K sh
12Schwab US Dividend Equity ETF
ETF
$3.7M118.1K
1.7%
−2.4%
Reduced · −3K sh
13JPMorgan Chase & Co Com
Stock
$3.7M11.3K
1.7%
+8.9%
Added · +923 sh
14Ishares Russell 2000 ETF
ETF
$3.5M11.7K
1.6%
+2.3%
Added · +268 sh
15Schwab U.S. Mid-Cap ETF
ETF
$3.5M94.4K
1.6%
−2.9%
Reduced · −3K sh
16Dimensional World Ex U.S. Core Equity 2 ETF
ETF
$3.2M87.4K
1.5%
+128%
Added · +49K sh
17US Bancorp Com New
Stock
$3.0M50.4K
1.4%
~0%
Reduced · −5 sh
18Amazon Com Inc Com
Stock
$2.5M10.4K
1.2%
−0.5%
Reduced · −49 sh
19Dimensional U.S. Equity Market ETF
ETF
$2.4M29.3K
1.1%
+80%
Added · +13K sh
20Dimensional US Large Cap Value ETF
ETF
$2.1M53.6K
1.0%
+88%
Added · +25K sh
21Abbvie Inc Com
Stock
$1.8M7.3K
0.9%
+0.7%
Added · +51 sh
22Caterpillar Inc Com
Stock
$1.8M1.7K
0.9%
−0.2%
Reduced · −4 sh
23Vanguard Growth ETF
ETF
$1.7M19.3K
0.8%
+493%
Added · +16K sh
24ExxonMobil Holdings Corp Com SHS
Stock
$1.6M12.1K
0.8%
New
New position
25Ishares S&P 500 Growth ETF
ETF
$1.6M11.9K
0.8%
+3.0%
Added · +350 sh
26Berkshire Hathaway Inc Del CL B New
Stock
$1.6M3.1K
0.7%
+1.0%
Added · +31 sh
27Alphabet Inc Cap STK CL C
Stock
$1.5M4.3K
0.7%
+16%
Added · +611 sh
28Costco Wholesale Corporation Com
Stock
$1.5M1.6K
0.7%
−0.5%
Reduced · −8 sh
29Home Depot Inc Com
Stock
$1.5M4.2K
0.7%
−3.9%
Reduced · −173 sh
30Vanguard Mega Cap Growth ETF
ETF
$1.5M16.7K
0.7%
+379%
Added · +13K sh
31Walmart Inc Com
Stock
$1.4M12.0K
0.6%
+7.1%
Added · +798 sh
32Tesla Inc Com
Stock
$1.2M2.8K
0.5%
+7.6%
Added · +198 sh
33Coca Cola Co Com
Stock
$1.2M14.4K
0.5%
+0.9%
Added · +135 sh
34Wells Fargo & Co Com
Stock
$1.2M14.0K
0.5%
+0.5%
Added · +70 sh
35Johnson & Johnson Com
Stock
$1.0M4.1K
0.5%
~0%
Reduced · −1 sh
36Dimensional Core Fixed Income ETF
ETF
$1.0M24.7K
0.5%
+260%
Added · +18K sh
37Ishares Core S&P 500 ETF
ETF
$977K1.3K
0.5%
+71%
Added · +542 sh
38ASML Hldg NV N Y Registry SHS
ADR
$945K475
0.4%
Held
39Automatic Data Processing Inc Com
Stock
$940K4.2K
0.4%
−1.2%
Reduced · −50 sh
40Mastercard Incorporated CL A
Stock
$862K1.7K
0.4%
+34%
Added · +428 sh
41Emerson Elec Co Com
Stock
$821K5.7K
0.4%
−0.1%
Reduced · −5 sh
42Alphabet Inc Cap STK CL A
Stock
$821K2.3K
0.4%
−1.1%
Reduced · −26 sh
43NextEra Energy Inc Com
Stock
$816K9.3K
0.4%
−2.3%
Reduced · −218 sh
44Broadcom Inc Com
Stock
$781K2.1K
0.4%
+38%
Added · +570 sh
45Cisco Sys Inc Com
Stock
$771K6.6K
0.4%
−8.0%
Reduced · −570 sh
46Schwab U.S. Large-Cap Growth ETF
ETF
$747K22.1K
0.3%
−5.4%
Reduced · −1K sh
47International Business Machs Com
Stock
$743K2.6K
0.3%
+67%
Added · +1K sh
48Chevron Corporation Com
Stock
$730K4.4K
0.3%
+2.1%
Added · +90 sh
49Illinois Tool WKS Inc Com
Stock
$720K2.7K
0.3%
+0.1%
Added · +2 sh
50Applied Matls Inc Com
Stock
$686K949
0.3%
+2.7%
Added · +25 sh
Showing 50 of 792 positions
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Filing history

As-of date vs the date the SEC received each filing

$214.5M · Q2 2026Q3 2025 · $155.7MQ2 2026 · $214.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 17, 202617d792$214.5M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d97$157.9M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202628d90$156.3M13F-HR
Q3 2025Sep 30, 2025Oct 16, 202516d89$155.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.