• 13F History

LifeSteps Financial, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 23, 2025
Value $
$123M
Signature - Title
Gladys E Limones - SR ADMINISTRATOR
Location
Claremont, CA
Summary
This page shows a list of all the recent 13F filings made by LifeSteps Financial, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LifeSteps Financial, Inc. reported 82 stock holdings with total value $123M as of Q1 2025. Top holdings included QQQ, SPY, AAPL, NVDA, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 82 $123M +$2.55M -$2.51M +$33.9K QQQ, SPY, AAPL, NVDA, MSFT 13F-HR 4/23/2025, 05:07 PM
Q4 2024 82 $130M +$5.98M -$2.25M +$3.73M QQQ, SPY, AAPL, NVDA, MSFT 13F-HR 2/3/2025, 03:58 PM
Q3 2024 85 $128M +$2.58M -$1.55M +$1.02M QQQ, SPY, AAPL, NVDA, MSFT 13F-HR 10/16/2024, 04:15 PM
Q2 2024 81 $121M +$5.97M -$17.2M -$11.2M QQQ, SPY, AAPL, NVDA, MSFT 13F-HR 7/17/2024, 01:21 PM
Q1 2024 437 $133M +$15.4M -$1.52M +$13.9M QQQ, SPY, AAPL, MSFT, IJH 13F-HR 4/26/2024, 03:56 PM
Q4 2023 82 $113M +$4.78M -$1.33M +$3.45M QQQ, SPY, AAPL, MSFT, IJH 13F-HR 1/18/2024, 05:49 PM
Q3 2023 72 $98.3M +$2.46M -$1.19M +$1.27M QQQ, SPY, AAPL, MSFT, IJH 13F-HR 10/25/2023, 04:43 PM
Q2 2023 72 $101M +$1.9M -$1.71M +$191K QQQ, SPY, AAPL, MSFT, SDY 13F-HR 7/14/2023, 12:59 PM
Q1 2023 67 $94.2M +$576K -$6.01M -$5.44M SPY, QQQ, AAPL, SDY, IJH 13F-HR 4/12/2023, 12:14 PM
Q4 2022 70 $96M +$10.7M -$4.38M +$6.29M SPY, QQQ, AAPL, SDY, CVBF 13F-HR 1/18/2023, 04:27 PM
Q3 2022 71 $88.3M +$4.08M -$3.92M +$153K SPY, QQQ, AAPL, IJH, SDY 13F-HR 10/14/2022, 01:12 PM
Q2 2022 75 $95.9M +$1.66M -$3.18M -$1.52M SPY, QQQ, AAPL, IJH, SDY 13F-HR 7/13/2022, 03:03 PM
Q1 2022 81 $135M +$7.14M -$5.04M +$2.1M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 4/12/2022, 02:03 PM
Q4 2021 79 $141M +$4.38M -$3.91M +$473K SPY, QQQ, SPTS, AAPL, IJH 13F-HR 1/26/2022, 01:44 PM
Q3 2021 81 $131M +$3.17M -$1.63M +$1.55M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 10/6/2021, 01:24 PM
Q2 2021 84 $130M +$7.09M -$4.46M +$2.63M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 7/9/2021, 03:34 PM
Q1 2021 84 $120M +$8.1M -$2.99M +$5.1M SPY, QQQ, AAPL, SPTS, IJH 13F-HR 4/20/2021, 04:51 PM
Q4 2020 84 $109M +$6.94M -$1.43M +$5.51M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 1/25/2021, 11:07 AM
Q3 2020 78 $94.8M +$8.61M -$1.79M +$6.83M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 10/21/2020, 01:57 PM
Q2 2020 72 $86.6M +$9.24M -$1.58M +$7.66M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 8/5/2020, 03:52 PM
Q1 2020 76 $86.9M +$4.89M -$1.27M +$3.62M SPY, QQQ, SDY, IJH, SPTS 13F-HR 5/21/2020, 01:25 PM
Q4 2019 93 $106M SPY, QQQ, SDY, IJH, VYM 13F-HR 1/30/2020, 04:25 PM