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Elevation Wealth Partners’s Loar Holdings LOAR Stock Holding History

Elevation Wealth Partners’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 		$8.98K Buy
146
+121
+484% +$8.53K ﹤0.01% 927
2026
Q2 		$2.02K Buy
25
+4
+19% +$255 ﹤0.01% 1201
2026
Q1 		$1.2K Buy
+21
New +$1.42K ﹤0.01% 979

Other funds holding LOAR

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Elevation Wealth Partners's LOAR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Loar Holdings (LOAR) stake by 484% in Q3 2026, buying an estimated $8.53K and bringing the position to 146 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Elevation Wealth Partners first reported a position in LOAR in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • Elevation Wealth Partners held 146 shares of Loar Holdings worth $8.98K as of Q3 2026.
  • Elevation Wealth Partners bought 121 Loar Holdings shares in Q3 2026, an estimated $8.53K.
  • Loar Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #927 holding.
  • Elevation Wealth Partners first reported a position in Loar Holdings in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.