SPL
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Superior Planning, LLC’s Loar Holdings LOAR Stock Holding History

Superior Planning, LLC’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.1K Buy
+343
New +$24.2K 0.01% 677

Other funds holding LOAR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Superior Planning, LLC's LOAR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Loar Holdings (LOAR) in Q3 2026: 343 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings.

194 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • Superior Planning, LLC held 343 shares of Loar Holdings worth $21.1K as of Q3 2026.
  • Loar Holdings was a new Superior Planning, LLC position in Q3 2026.
  • Loar Holdings made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #677 holding.
  • 194 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.