Creative Planning »

Loar Holdings shares owned by Creative Planning

Quarter-by-quarter ownership of Loar Holdings (LOAR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Loar Holdings

Tip: Access up to 7 years of quarterly data

All positions including Loar Holdings held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Loar Holdings by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 14k 80.00
2025-06-30 $1.1M 13k 86.00

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Loar Holdings

Abrams Capital Management
Blackstone Group
Capital Research and Management Company - Division 3
Vanguard Group
BlackRock
Daniel D. Thurber
T. Rowe Price Investment Management
Bamco
State Street Corporation
Federated Investors
Alliancebernstein
TimesSquare Capital Management
Spyglass Capital Management
Ghisallo Capital Management
Goldman Sachs Group

View all funds holding Loar Holdings