Squire Investment Management Company, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$359.8M
Q ending 2026-03-31
Prior quarter
$330.5M
Q ending 2025-12-31
Change
+8.9% QoQ · +49.9% YoY
Positions
76
reported holdings
Largest positions
All 76 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $43.7M | 1.1M |
| Ea Series Trust | BSVO | Shares | $43.3M | 1.7M |
| Ishares Tr | ITOT | Shares | $33.1M | 232K |
| Dimensional Etf Trust | DFAT | Shares | $27.0M | 433K |
| Dimensional Etf Trust | DFIV | Shares | $21.0M | 397K |
| American Centy Etf Tr | AVDV | Shares | $19.9M | 199K |
| Dimensional Etf Trust | DFEM | Shares | $16.6M | 481K |
| Ishares Tr | IDEV | Shares | $16.0M | 191K |
| Dimensional Etf Trust | DFUV | Shares | $14.4M | 298K |
| Vanguard Scottsdale Fds | VGIT | Shares | $14.3M | 240K |
| Vanguard Index Fds | VTI | Shares | $12.7M | 39K |
| Dimensional Etf Trust | DISV | Shares | $9.7M | 245K |
| Dimensional Etf Trust | DFSD | Shares | $7.4M | 155K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.0M | 78K |
| Vanguard Malvern Fds | VTIP | Shares | $4.9M | 99K |
| National Bk Hldgs Corp | NBHC | Shares | $4.2M | 107K |
| Dimensional Etf Trust | DFSV | Shares | $4.0M | 114K |
| Dimensional Etf Trust | DFUS | Shares | $3.9M | 55K |
| Vanguard Index Fds | VB | Shares | $3.8M | 14K |
| Dimensional Etf Trust | DFIC | Shares | $3.6M | 100K |
| Dimensional Etf Trust | DFAR | Shares | $3.2M | 136K |
| Dimensional Etf Trust | DFAX | Shares | $2.6M | 78K |
| American Centy Etf Tr | AVUV | Shares | $2.6M | 23K |
| Vanguard Bd Index Fds | BND | Shares | $2.3M | 31K |
| Apple Inc | AAPL | Shares | $2.1M | 8K |
| Ishares Tr | IGIB | Shares | $2.1M | 39K |
| Vanguard Index Fds | VTV | Shares | $2.0M | 10K |
| Ishares Tr | IWN | Shares | $1.9M | 10K |
| Ishares Tr | SHYG | Shares | $1.8M | 43K |
| Ishares Inc | IEMG | Shares | $1.5M | 21K |
| Dimensional Etf Trust | DFAU | Shares | $1.4M | 32K |
| Ishares Tr | DVY | Shares | $1.3M | 9K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.3M | 24K |
| Schwab Strategic Tr | SCHD | Shares | $1.3M | 43K |
| Ishares Tr | IVLU | Shares | $1.3M | 33K |
| Ishares Tr | SCZ | Shares | $1.2M | 16K |
| Dimensional Etf Trust | DFAI | Shares | $1.2M | 32K |
| Vanguard Index Fds | VOE | Shares | $1.2M | 7K |
| Schwab Strategic Tr | SCHM | Shares | $1.2M | 38K |
| Ishares Tr | IJS | Shares | $1.2M | 10K |
| Dimensional Etf Trust | DFAS | Shares | $1.1M | 16K |
| Spdr Series Trust | SPTM | Shares | $989K | 13K |
| Nvidia Corporation | NVDA | Shares | $932K | 5K |
| Ishares Tr | IXUS | Shares | $866K | 10K |
| Vanguard World Fd | MGK | Shares | $854K | 2K |
| Vanguard Index Fds | VOO | Shares | $819K | 1K |
| Ishares Tr | VLUE | Shares | $773K | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $672K | 2K |
| Vanguard World Fd | VGT | Shares | $670K | 961 |
| Invesco Qqq Tr | QQQ | Shares | $574K | 994 |
| Amazon Com Inc | AMZN | Shares | $501K | 2K |
| Palo Alto Networks Inc | PANW | Shares | $491K | 3K |
| Ishares Tr | EFV | Shares | $463K | 6K |
| American Centy Etf Tr | AVEM | Shares | $458K | 6K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $424K | 1K |
| Dimensional Etf Trust | DFIS | Shares | $421K | 13K |
| Global X Fds | DIV | Shares | $382K | 20K |
| Chevron Corporation | CVX | Shares | $342K | 2K |
| Select Sector Spdr Tr | XLK | Shares | $329K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $319K | 666 |
| Microsoft Corp | MSFT | Shares | $309K | 834 |
| Ishares Tr | DGRO | Shares | $305K | 4K |
| Schwab Strategic Tr | SCHB | Shares | $301K | 12K |
| Dimensional Etf Trust | DFNM | Shares | $298K | 6K |
| Dimensional Etf Trust | DUHP | Shares | $292K | 8K |
| Dimensional Etf Trust | DFGR | Shares | $284K | 11K |
| Alphabet Inc | GOOGL | Shares | $276K | 959 |
| Vanguard Bd Index Fds | BSV | Shares | $272K | 3K |
| Corning Inc | GLW | Shares | $252K | 2K |
| Johnson & Johnson | JNJ | Shares | $236K | 965 |
| Newmont Corp | NEM | Shares | $235K | 2K |
| Abbvie Inc | ABBV | Shares | $225K | 1K |
| Alphabet Inc | GOOG | Shares | $216K | 754 |
| 3M Co | MMM | Shares | $205K | 1K |
| Colgate Palmolive Co | CL | Shares | $202K | 2K |
| Schwab Strategic Tr | SCHA | Shares | $202K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.