FFO
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Fortitude Family Office’s Loar Holdings LOAR Stock Holding History

Fortitude Family Office’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 		$136K Buy
2,211
+2,201
+22,010% +$155K 0.02% 198
2026
Q2 		$806 Sell
10
-7
-41% -$446 ﹤0.01% 1830
2026
Q1 		$974 Buy
17
+9
+113% +$607 ﹤0.01% 1513
2025
Q4 		$544 Buy
+8
New +$583 ﹤0.01% 1680
2025
Q3 		– Sell
-6
Closed -$517 – 2161
2025
Q2 		$517 Buy
+6
New +$519 ﹤0.01% 1796

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM

Fortitude Family Office's LOAR Position: Q3 2026 in Review

Fortitude Family Office increased its Loar Holdings (LOAR) stake by 22,010% in Q3 2026, buying an estimated $155K and bringing the position to 2,211 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #198.

Fortitude Family Office first reported a position in LOAR in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • Fortitude Family Office held 2,211 shares of Loar Holdings worth $136K as of Q3 2026.
  • Fortitude Family Office bought 2,201 Loar Holdings shares in Q3 2026, an estimated $155K.
  • Loar Holdings made up 0.02% of Fortitude Family Office's portfolio in Q3 2026, its #198 holding.
  • Fortitude Family Office first reported a position in Loar Holdings in Q2 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.