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Sax Wealth Advisors’s Loar Holdings LOAR Stock Holding History

Sax Wealth Advisors’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 		$216K Buy
+3,507
New +$247K 0.01% 681

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
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sax Wealth Advisors's LOAR Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Loar Holdings (LOAR) in Q3 2026: 3,507 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings.

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

  • Sax Wealth Advisors held 3,507 shares of Loar Holdings worth $216K as of Q3 2026.
  • Loar Holdings was a new Sax Wealth Advisors position in Q3 2026.
  • Loar Holdings made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #681 holding.
  • 20 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.