LIFELONG WEALTH ADVISORS, INC. GSLC — GOLDMAN SACHS ETF TR

Ownership history in LIFELONG WEALTH ADVISORS, INC.  ·  6 quarters on record

AI Ownership Summary

LIFELONG WEALTH ADVISORS, INC. reported GOLDMAN SACHS ETF TR (GSLC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 27.76% in 2024 Q4. The latest visible filing shows GSLC at 18.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GSLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LIFELONG WEALTH ADVISORS, INC.'s position in GOLDMAN SACHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GSLC was reported at 18.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
27.76% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GSLC stock page LIFELONG WEALTH ADVISORS, INC. fund profile LIFELONG WEALTH ADVISORS, INC. full holdings
How LIFELONG WEALTH ADVISORS, INC. held GSLC — position size vs. price
% of Fund (quarterly)    GSLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 548,228 +7,652 +1.4% 18.23% $68.6M 2026-04-16 $134.58
2025 Q4 REDUCED — — — 540,576 -4,226 -0.8% 18.96% $71.6M 2026-01-12 $134.38
2025 Q3 ADDED — — — 544,802 +3,064 +0.6% 21.10% $71.0M 2025-10-21 $129.88
2025 Q2 ADDED — — — 541,738 +9,438 +1.8% 21.82% $65.8M 2025-07-09 $121.62
2025 Q1 REDUCED — — — 532,300 -3,795 -0.7% 27.45% $58.6M 2025-04-23 $104.41
2024 Q4 INITIATED — — — 536,095 — — 27.76% $61.8M 2025-02-13 $118.40

🏢 Other funds also holding GSLC

As of 2026 Q1 — sorted by position size

PENNEY FINANCIAL, LLC 22.93% Targeted Financial Services LLC 18.7% High Probability Advisors, LLC 12.63% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 12.31% VAUGHAN & Co SECURITIES, INC. 3Y 12.08% Financial Management Professionals, Inc. 3Y 7Y 11.89% Nabity-Jensen Investment Management Inc 10.4% Goldstein Advisors, LLC 3Y 8.31% Nicholson Meyer Capital Management, Inc. 7.88% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 7.86%

FAQ About LIFELONG WEALTH ADVISORS, INC. and GSLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has LIFELONG WEALTH ADVISORS, INC. reported owning GSLC?

LIFELONG WEALTH ADVISORS, INC. reported GSLC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GSLC position in LIFELONG WEALTH ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for GSLC was 27.76% in 2024 Q4.

What is the latest reported GSLC position on this page?

The most recent filing on this page is 2026 Q1, when LIFELONG WEALTH ADVISORS, INC. reported 548,228 shares, equal to 18.23% of portfolio, with an estimated market value of $68.6M.

What does the chart on this GSLC ownership page compare?

The chart compares LIFELONG WEALTH ADVISORS, INC.'s quarterly GSLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LIFELONG WEALTH ADVISORS, INC. time their GSLC position?

Based on 13F filing dates vs. subsequent GSLC price moves, LIFELONG WEALTH ADVISORS, INC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on GSLC relative to SPY over the holding period was -2.3%.

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