TWD
LOAR icon

True Wealth Design’s Loar Holdings LOAR Stock Holding History

True Wealth Design’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 		$677 Hold
11
– – ﹤0.01% 2053
2026
Q2 		$887 Buy
+11
New +$701 ﹤0.01% 2030
2026
Q1 		– Sell
-12
Closed -$816 – 2831
2025
Q4 		$816 Sell
12
-3
-20% -$219 ﹤0.01% 1783
2025
Q3 		$1.2K Hold
15
– – ﹤0.01% 1694
2025
Q2 		$1.29K Hold
15
– – ﹤0.01% 1362
2025
Q1 		$1.06K Buy
+15
New +$1.08K ﹤0.01% 1248

Other funds holding LOAR

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 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
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

True Wealth Design's LOAR Position: Q3 2026 in Review

True Wealth Design held its Loar Holdings (LOAR) position steady in Q3 2026 at 11 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

True Wealth Design first reported a position in LOAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.29K in Q2 2025. 14 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • True Wealth Design held 11 shares of Loar Holdings worth $677 as of Q3 2026.
  • True Wealth Design left its Loar Holdings share count unchanged in Q3 2026.
  • Loar Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2053 holding.
  • True Wealth Design first reported a position in Loar Holdings in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Loar Holdings position peaked at $1.29K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.