LIFESTEPS FINANCIAL, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GNLX | 119K | $287.65K |
 | USB | 50K | $2.62M |
 | NVDA | 49K | $8.51M |
 | AAPL | 28K | $7.02M |
 | MSFT | 14K | $5.28M |
 | KO | 14K | $1.08M |
 | WFC | 14K | $1.11M |
 | XOM | 12K | $2.03M |
 | WMT | 11K | $1.39M |
 | AMZN | 10K | $2.18M |
 | JPM | 10K | $3.05M |
 | OXSQ | 10K | $17.70K |
 | NEE | 10K | $883.38K |
 | TSCO | 8K | $349.72K |
 | NVO | 7K | $274.05K |
 | VZ | 7K | $366.77K |
 | ABBV | 7K | $1.59M |
 | CSCO | 7K | $553.76K |
 | UBER | 6K | $436.98K |
 | EMR | 6K | $751.92K |
Genelux Corporation
GNLX
Shares Held
119K
Value
$287.65K
U.S. Bancorp
USB
Shares Held
50K
Value
$2.62M
NVIDIA Corporation
NVDA
Shares Held
49K
Value
$8.51M
Apple Inc.
AAPL
Shares Held
28K
Value
$7.02M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$5.28M
The Coca-Cola Company
KO
Shares Held
14K
Value
$1.08M
Wells Fargo & Company
WFC
Shares Held
14K
Value
$1.11M
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$2.03M
Walmart Inc.
WMT
Shares Held
11K
Value
$1.39M
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.18M
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.05M
Oxford Square Capital Corp.
OXSQ
Shares Held
10K
Value
$17.70K
NextEra Energy, Inc.
NEE
Shares Held
10K
Value
$883.38K
Tractor Supply Company
TSCO
Shares Held
8K
Value
$349.72K
Novo Nordisk A/S
NVO
Shares Held
7K
Value
$274.05K
Verizon Communications Inc.
VZ
Shares Held
7K
Value
$366.77K
AbbVie Inc.
ABBV
Shares Held
7K
Value
$1.59M
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$553.76K
Uber Technologies, Inc.
UBER
Shares Held
6K
Value
$436.98K
Emerson Electric Co.
EMR
Shares Held
6K
Value
$751.92K