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GLADYS E LIMONES

Lifesteps Financial, Inc.

Assets Managed
$214.515M
Holdings
792
Last Quarter
2026 - Q2
Filed Date
10d ago
Growth Rate
35.86%(2Q avg: 18.46%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifesteps Financial, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 792 positions.

Assets under management

The assets under management (AUM) of Lifesteps Financial, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 214.515M in assets, with a quarterly growth rate of 35.86% and a 2-quarter average growth rate of 18.46%. The portfolio is managed by GLADYS E LIMONES, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 9.12%
15.27%
$32.741M
44,460 shares@ $736.41 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 13.08%
14.27%
$30.597M
40,973 shares@ $746.77 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.8%
4.73%
$10.134M
50,647 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.19%
3.85%
$8.255M
28,528 shares@ $289.36 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 22.01%
3.03%
$6.497M
84,255 shares@ $77.12 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.55%
2.47%
$5.289M
14,179 shares@ $373.01 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.99%
2.43%
$5.204M
23,880 shares@ $217.94 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -1.69%
2.42%
$5.19M
27,240 shares@ $190.53 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Increased 0.17%
2.2%
$4.7M
30,887 shares@ $152.18 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.99%
2.11%
$4.522M
28,617 shares@ $158.04 avg price

1-10 of 792