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Squire Investment Management Company, LLC — 13F Holdings & Portfolio

CIK 2031291 · latest 13F-HR filed 2026-07-28

Backtest portfolio

Squire Investment Management Company, LLC manages $415.3M in 13F-reported U.S. long-equity assets across 89 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (12.17%), BSVO (12.06%), ITOT (9.58%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions and exited 0; 68 existing positions rose in reported value and 2 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$415.3M

Long-equity book

Holdings
89

Distinct positions

Period
2026-06-30

Filed 2026-07-28

Q/Q Activity
+13 / −0 / ↑68 / ↓2

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DFAC12.2% · +1%BSVO12.1% · +0%ITOT9.6% · +4%DFAT7.3% · -0%DFIV5.4% · +4%AVDV5.1% · +4%DFEM4.8% · +2%IDEV4.3% · +5%DFUV3.9% · -0%VGIT3.6% · +7%VTI3.5% · +0%DISV2.5% · +4%DFSD1.9% · +6%VEA1.4% · +2%VTIP1.3% · +5%NBHC1.1% · 0%DFUS1.1% · +2%DFSV1.1% · +1%VB1.1% · +0%DFIC1.0% · +7%DFAR0.9% · +0%DFAX0.7% · -0%AVUV0.7% · -4%VTV0.7% · +26%AAPL0.6% · +8%BND0.5% · +1%SHYG0.5% · +25%IWN0.5% · +0%DFEV0.5% · newIGIB0.5% · +1%IEMG0.4% · -2%VWO0.4% · +16%VOE0.4% · +16%DVY0.4% · +10%DFAU0.4% · -10%SCHM0.3% · +2%IVLU0.3% · 0%DFAI0.3% · +4%SCHD0.3% · 0%SCZ0.3% · +3%IJS0.3% · 0%DFAS0.3% · -1%NVDA0.3% · +14%SPTM0.3% · 0%PANW0.3% · 0%MGK0.2% · +400%IXUS0.2% · 0%VLUE0.2% · -15%VGT0.2% · +700%VOO0.2% · -7%DFSU0.2% · newJPM0.2% · +1%QQQ0.2% · -0%VUG0.2% · newAMZN0.2% · +12%AVEM0.1% · 0%VOOG0.1% · +500%MSFT0.1% · +53%EFV0.1% · 0%DFSI0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 68.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 23, 2026.

Assets Under Management
$586.7M
Discretionary
$578.8M
Employees
15
Accounts
1,537
Address
1329 SOUTH 800 EAST
OREM, UT 84097
Phone
(801) 226-7722
Website
Name Title / Status Ownership Type
ARCHIBALD, DAVID, LEWIS ControlPARTNER & CHIEF COMPLIANCE OFFICER
since May 2025
Less than 5%Individual
BARBEN, WAYNE, FREDRICK ControlPRACTICING PARTNER
since Feb 2019
Less than 5%Individual
LARSEN, NATHAN, JOHN ControlPRACTICING PARTNER
since Jan 2025
Less than 5%Individual
SQUIRE & COMPANY, P.C. ControlMEMBER
since Mar 2007
75% or moreDomestic Entity
Ownership & leadership changes · 3 filings with changes since Mar 14, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 30, 2025 filing
  • No longer listedANDERSON, JULIE, CHRISTINE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2008
  • AddedARCHIBALD, DAVID, LEWIS · PARTNER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 21, 2025 filing
  • AddedLARSEN, NATHAN, JOHN · PRACTICING PARTNER · Less than 5% · control person
  • ChangedANDERSON, JULIE, CHRISTINE · now a control person
  • ChangedBARBEN, WAYNE, FREDRICK · title MANAGING MEMBER → PRACTICING PARTNER
Mar 22, 2019 filing
  • No longer listedCHRISTENSEN, TIMOTHY, ALDEN · MANAGING MEMBER · Less than 5% · control person · listed since Jan 2000
  • AddedBARBEN, WAYNE, FREDRICK · MANAGING MEMBER · Less than 5% · control person
Mar 14, 2012 filing (earliest on record)
  • ListedANDERSON, JULIE, CHRISTINE · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedCHRISTENSEN, TIMOTHY, ALDEN · MANAGING MEMBER · Less than 5% · control person
  • ListedSQUIRE & COMPANY, P.C. · MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 68 →

Top Trims

Show all 2 →

New Positions

Show all 13 →

Exited Positions

  • No exits this quarter.
Show all 0 →

Squire Investment Management Company, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $50.5M 12.17% 1,139,447 SH
2 EA SERIES TRUST BSVO 02072L532 $50.1M 12.06% 1,716,530 SH
3 ISHARES TR ITOT 464287150 $39.8M 9.58% 242,293 SH
4 DIMENSIONAL ETF TRUST DFAT 25434V609 $30.2M 7.27% 432,120 SH
5 DIMENSIONAL ETF TRUST DFIV 25434V807 $22.3M 5.37% 412,587 SH
6 AMERICAN CENTY ETF TR AVDV 025072802 $21.3M 5.12% 206,275 SH
7 DIMENSIONAL ETF TRUST DFEM 25434V732 $19.9M 4.78% 488,613 SH
8 ISHARES TR IDEV 46435G326 $17.9M 4.32% 201,400 SH
9 DIMENSIONAL ETF TRUST DFUV 25434V724 $16.4M 3.95% 297,896 SH
10 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $15.1M 3.64% 256,311 SH
11 VANGUARD INDEX FDS VTI 922908769 $14.7M 3.53% 39,664 SH
12 DIMENSIONAL ETF TRUST DISV 25434V781 $10.2M 2.47% 255,262 SH
13 DIMENSIONAL ETF TRUST DFSD 25434V864 $7.9M 1.89% 164,537 SH
14 VANGUARD TAX-MANAGED FDS VEA 921943858 $5.7M 1.37% 79,699 SH
15 VANGUARD MALVERN FDS VTIP 922020805 $5.2M 1.26% 103,823 SH
16 NATIONAL BK HLDGS CORP NBHC 633707104 $4.8M 1.14% 106,976 SH
17 DIMENSIONAL ETF TRUST DFUS 25434V401 $4.6M 1.11% 56,304 SH
18 DIMENSIONAL ETF TRUST DFSV 25434V815 $4.5M 1.07% 114,951 SH
19 VANGUARD INDEX FDS VB 922908751 $4.4M 1.06% 14,491 SH
20 DIMENSIONAL ETF TRUST DFIC 25434V799 $4.0M 0.96% 106,859 SH
21 DIMENSIONAL ETF TRUST DFAR 25434V823 $3.6M 0.86% 136,916 SH
22 DIMENSIONAL ETF TRUST DFAX 25434V880 $2.8M 0.68% 77,218 SH
23 AMERICAN CENTY ETF TR AVUV 025072877 $2.8M 0.67% 22,285 SH
24 VANGUARD INDEX FDS VTV 922908744 $2.8M 0.67% 12,674 SH
25 APPLE INC AAPL 037833100 $2.6M 0.62% 8,882 SH
26 VANGUARD BD INDEX FDS BND 921937835 $2.3M 0.55% 30,892 SH
27 ISHARES TR SHYG 46434V407 $2.3M 0.55% 53,422 SH
28 ISHARES TR IWN 464287630 $2.3M 0.54% 10,189 SH
29 DIMENSIONAL ETF TRUST DFEV 25434V740 $2.2M 0.54% 52,422 SH
30 ISHARES TR IGIB 464288638 $2.1M 0.51% 39,657 SH
31 ISHARES INC IEMG 46434G103 $1.7M 0.42% 20,841 SH
32 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.7M 0.40% 28,176 SH
33 VANGUARD INDEX FDS VOE 922908512 $1.5M 0.36% 7,668 SH
34 ISHARES TR DVY 464287168 $1.5M 0.36% 9,666 SH
35 DIMENSIONAL ETF TRUST DFAU 25434V104 $1.5M 0.35% 28,448 SH
36 SCHWAB STRATEGIC TR SCHM 808524508 $1.4M 0.34% 38,541 SH
37 ISHARES TR IVLU 46435G409 $1.4M 0.33% 33,061 SH
38 DIMENSIONAL ETF TRUST DFAI 25434V203 $1.4M 0.33% 33,006 SH
39 SCHWAB STRATEGIC TR SCHD 808524797 $1.4M 0.33% 42,885 SH
40 ISHARES TR SCZ 464288273 $1.3M 0.32% 16,336 SH
41 ISHARES TR IJS 464287879 $1.3M 0.32% 9,761 SH
42 DIMENSIONAL ETF TRUST DFAS 25434V500 $1.3M 0.31% 15,748 SH
43 NVIDIA CORPORATION NVDA 67066G104 $1.2M 0.29% 6,115 SH
44 SPDR SERIES TRUST SPTM 78464A805 $1.1M 0.27% 12,506 SH
45 PALO ALTO NETWORKS INC PANW 697435105 $1.0M 0.25% 3,064 SH
46 VANGUARD WORLD FD MGK 921910816 $1.0M 0.25% 11,625 SH
47 ISHARES TR IXUS 46432F834 $953.9K 0.23% 9,995 SH
48 ISHARES TR VLUE 46432F388 $922.3K 0.22% 4,616 SH
49 VANGUARD WORLD FD VGT 92204A702 $918.5K 0.22% 7,685 SH
50 VANGUARD INDEX FDS VOO 922908363 $871.2K 0.21% 1,269 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $415.3M 89 0001725547-26-000255
2026-03-31 2026-04-24 $359.8M 76 0001725547-26-000162
2025-12-31 2026-01-22 $330.5M 74 0001725547-26-000038
Filer Information
Address
1329 SOUTH 800 EAST
OREM, UT 84097
Phone
(801) 226-7722
Filing Manager
Squire Investment Management Company, LLC
Orem, UT
Signatory
David Archibald
Partner & CCO