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Squire Investment Management Company, LLC
Updated 2 days agoManaged by Squire Investment Management Company, Llc • Latest filing Q3 2026
Portfolio value
$427.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $330.5M |
| Q1 2026 | $359.8M |
| Q2 2026 | $415.3M |
| Q3 2026 | $427.7M |
Top holdings
98 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $50.7M | 1.14M | 11.85% | — |
| 2 | ? N/A EA SERIES TRUST | $49.2M | 1.76M | 11.51% | — |
| 3 | $42.9M | 258.2K | 10.04% | — | |
| 4 | $28.6M | 431.0K | 6.70% | — | |
| 5 | ? N/A AMERICAN CENTY ETF TR | $24.2M | 221.3K | 5.66% | — |
| 6 | $22.8M | 407.5K | 5.32% | — | |
| 7 | $20.5M | 515.1K | 4.78% | — | |
| 8 | $19.3M | 215.7K | 4.51% | — | |
| 9 | $16.4M | 289.2K | 3.83% | — | |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $16.1M | 292.3K | 3.76% | — |
| 11 | $15.1M | 40.3K | 3.52% | — | |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $11M | 253.3K | 2.56% | — |
| 13 | $8.8M | 188.8K | 2.05% | — | |
| 14 | $5.7M | 115.0K | 1.32% | — | |
| 15 | $5.6M | 79.1K | 1.31% | — | |
| 16 | $4.9M | 59.5K | 1.16% | — | |
| 17 | ? N/A DFA INVT DIMENSIONS GROUP IN | $4.7M | 124.7K | 1.09% | — |
| 18 | $4.2M | 107.0K | 0.98% | — | |
| 19 | $4.2M | 111.1K | 0.98% | — | |
| 20 | $4.1M | 14.5K | 0.97% | — |