Q2 2026 13F · SEC CIK 2031291

Squire Investment Management Company, LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $415.3M
Reported positions: 89
Holdings vs S&P 500, 3 yrs: —
Assets under management: $586.7M

Squire Investment Management Company, LLC is a wealth manager that reported 89 positions worth $415.3M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Dimensional ETF Trust (DFAC, 12.2%), Ea Series Trust (BSVO, 12.1%), Ishares Tr (ITOT, 9.6%).

Squire Investment Management Company, LLC holdings largest 50 of 89 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Squire Investment Management Company, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	12.2%	12.2%	1,139,447	+1.3%	$50.5M
BSVOEa Series Trust	12.1%	12.0%	1,716,530	+0.5%	$50.1M
ITOTIshares Tr	9.6%	9.2%	242,293	+4.3%	$39.8M
DFATDimensional ETF Trust	7.3%	7.5%	432,120	-0.2%	$30.2M
DFIVDimensional ETF Trust	5.4%	5.8%	412,587	+3.9%	$22.3M
AVDVAmerican Centy ETF Tr	5.1%	5.5%	206,275	+3.5%	$21.3M
DFEMDimensional ETF Trust	4.8%	4.6%	488,613	+1.7%	$19.9M
IDEVIshares Tr	4.3%	4.4%	201,400	+5.4%	$17.9M
DFUVDimensional ETF Trust	3.9%	4.0%	297,896	-0.0%	$16.4M
VGITVanguard Scottsdale Fds	3.6%	4.0%	256,311	+6.9%	$15.1M
VTIVanguard Index Fds	3.5%	3.5%	39,664	+0.4%	$14.7M
DISVDimensional ETF Trust	2.5%	2.7%	255,262	+4.0%	$10.2M
DFSDDimensional Short-Duration Fixed Income	1.9%	2.1%	164,537	+6.0%	$7.9M
VEAVanguard Ftse Developed Markets Index Fu	1.4%	1.4%	79,699	+2.3%	$5.7M
VTIPVanguard Malvern Fds	1.3%	1.4%	103,823	+5.3%	$5.2M
NBHCNational Bank Holdings Corp	1.1%	1.2%	106,976	+0.0%	$4.8M
DFUSDimensional ETF Trust	1.1%	1.1%	56,304	+2.3%	$4.6M
DFSVDimensional US Small Cap	1.1%	1.1%	114,951	+0.6%	$4.5M
VBVanguard Index Fds	1.1%	1.1%	14,491	+0.3%	$4.4M
DFICDimensional ETF Trust	1.0%	1.0%	106,859	+6.6%	$4.0M
DFARDimensional US Real	0.9%	0.9%	136,916	+0.5%	$3.6M
DFAXDimensional ETF Trust	0.7%	0.7%	77,218	-0.5%	$2.8M
AVUVAmerican Centy ETF Tr	0.7%	0.7%	22,285	-4.3%	$2.8M
VTVVanguard Index Fds	0.7%	0.5%	12,674	+26.3%	$2.8M
AAPLApple Inc	0.6%	0.6%	8,882	+8.0%	$2.6M
BNDVanguard Bd Index Fds	0.5%	0.6%	30,892	+1.0%	$2.3M
SHYGIshares Tr	0.5%	0.5%	53,422	+24.7%	$2.3M
IWNIshares Tr	0.5%	0.5%	10,189	+0.4%	$2.3M
DFEVDimensional ETF Trust	0.5%	—	52,422	—	$2.2M
IGIBIshares Tr	0.5%	0.6%	39,657	+1.2%	$2.1M
IEMGIshares Inc	0.4%	0.4%	20,841	-1.5%	$1.7M
VWOVanguard Intl Equity Index F	0.4%	0.4%	28,176	+15.7%	$1.7M
VOEVanguard Index Fds	0.4%	0.3%	7,668	+15.9%	$1.5M
DVYIshares Tr	0.4%	0.4%	9,666	+9.6%	$1.5M
DFAUDimensional ETF Trust	0.4%	0.4%	28,448	-10.5%	$1.5M
SCHMSchwab Strategic Tr	0.3%	0.3%	38,541	+2.0%	$1.4M
IVLUIshares Tr	0.3%	0.4%	33,061	+0.0%	$1.4M
DFAIDimensional ETF Trust	0.3%	0.3%	33,006	+3.6%	$1.4M
SCHDSchwab Strategic Tr	0.3%	0.4%	42,885	+0.0%	$1.4M
SCZIshares Tr	0.3%	0.3%	16,336	+2.8%	$1.3M
IJSIshares Tr	0.3%	0.3%	9,761	+0.0%	$1.3M
DFASDimensional ETF Trust	0.3%	0.3%	15,748	-1.3%	$1.3M
NVDANvidia Corporation	0.3%	0.3%	6,115	+14.4%	$1.2M
SPTMSpdr Series Trust	0.3%	0.3%	12,506	+0.0%	$1.1M
PANWPalo Alto Networks Inc	0.3%	—	3,064	—	$1.0M
MGKVanguard World Fd	0.2%	0.2%	11,625	+400.0%	$1.0M
IXUSIshares Tr	0.2%	0.2%	9,995	+0.0%	$954K
VLUEIshares Tr	0.2%	0.2%	4,616	-15.1%	$922K
VGTVanguard World Fd	0.2%	0.2%	7,685	+699.7%	$918K
VOOVanguard Index Fds	0.2%	0.2%	1,269	-7.4%	$871K

What Squire Investment Management Company, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+699.7% shares
MGK Vanguard World Fd+400.0% shares
VTV Vanguard Index Fds+26.3% shares
SHYG Ishares Tr+24.7% shares
VOE Vanguard Index Fds+15.9% shares
VWO Vanguard Intl Equity Index F+15.7% shares
NVDA Nvidia Corporation+14.4% shares
DVY Ishares Tr+9.6% shares

Reduced

Left the top 50

JPM Jpmorgan Chase & Cowas 0.2%
QQQ Invesco Qqq Trwas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$415.3M	89
Q1 2026	$359.8M	76
Q4 2025	$330.5M	74
Q3 2025	$307.0M	68
Q2 2025	$271.4M	66
Q1 2025	$240.0M	64
Q4 2024	$227.3M	66
Q3 2024	$210.3M	62
Q2 2024	$176.3M	55
Q1 2024	$158.7M	53

Questions about Squire Investment Management Company, LLC's portfolio

What stocks does Squire Investment Management Company, LLC own?

Squire Investment Management Company, LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 89 positions worth $415.3M. The largest are Dimensional ETF Trust (DFAC) at 12.2%, Ea Series Trust (BSVO) at 12.1%, Ishares Tr (ITOT) at 9.6%, Dimensional ETF Trust (DFAT) at 7.3% and Dimensional ETF Trust (DFIV) at 5.4%.

What did Squire Investment Management Company, LLC buy last quarter?

In Q2 2026, Squire Investment Management Company, LLC added Vanguard World Fd (VGT) (+699.7% shares), Vanguard World Fd (MGK) (+400.0% shares) and Vanguard Index Fds (VTV) (+26.3% shares), compared with its Q1 2026 filing.

What did Squire Investment Management Company, LLC sell last quarter?

In Q2 2026, Squire Investment Management Company, LLC cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Invesco Qqq Tr (QQQ), Ishares Tr (VLUE) (-15.1% shares), Dimensional ETF Trust (DFAU) (-10.5% shares) and Vanguard Index Fds (VOO) (-7.4% shares), compared with its Q1 2026 filing.

When is Squire Investment Management Company, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Squire Investment Management Company, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Squire Investment Management Company, LLC manage?

Squire Investment Management Company, LLC reported $586.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $415.3M.