LifeSteps Financial, Inc.
RIA/Wealth
LifeSteps Financial, Inc. is a RIA/Wealth based in Claremont, CA led by Henry Milton Ford, reporting $374.6M in AUM as of Q3 2025 with 59% ETF concentration, 60% concentrated in top 10 holdings, and 16% allocation to QQQ.
CFOHenry Milton Ford
- Portfolio Value
- $155.7M
- Positions
- 89
- Top Holding
- QQQ at 15.61%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LifeSteps Financial, Inc.'s portfolio (59.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $24.3M | 15.61% | -$488.7K Sold | — 40.5K shares | |
ETF ETF | $22.9M | 14.74% | -$1.3M Sold | — 34.4K shares | |
Semiconductors Technology | $9.4M | 6.02% | -$32.3K Sold | 0.00% 50.2K shares | |
Consumer Electronics Technology | $7.8M | 5.03% | -$256.7K Sold | 0.00% 30.7K shares | |
Software - Infrastructure Technology | $7.2M | 4.63% | -$18.1K Sold | 0.00% 13.9K shares | |
ETF ETF | $4.5M | 2.92% | +$163.4K Bought | — 24.4K shares | |
ETF ETF | $4.3M | 2.73% | -$79.6K Sold | — 65.2K shares | |
ETF ETF | $4.2M | 2.70% | +$5.8K Bought | — 29.8K shares | |
ETF ETF | $4.1M | 2.64% | +$1.3K Bought | — 29.4K shares | |
ETF ETF | $4.1M | 2.62% | -$40.3K Sold | — 14.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LifeSteps Financial, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+17.7% | |
+8.18% | |
+6.06% | |
+5.67% | |
+4.8% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-19.11% | |
-14.2% | |
-12.75% | |
-12.44% | |
-9.48% |
Analytics
Portfolio insights and performance metrics for LifeSteps Financial, Inc.
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