Squire Investment Management Company, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $35.6B, Ea Series Trust with a value of $28.4B, Ishares Core S&P Total U.S. St with a value of $25.8B, Dimensional ETF Tr U S Target with a value of $22.9B, and Dimensional ETF Tr with a value of $17B.

Examining the 13F form we can see an increase of $31.4B in the current position value, from $240B to 271B.

Squire Investment Management Company, LLC is based out at Orem, UT

Below you can find more details about Squire Investment Management Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $271 Billion
ETFs: $232 Billion
Financial Services: $5.06 Billion
Technology: $2.45 Billion
Consumer Cyclical: $263 Million
Consumer Defensive: $248 Million
Energy: $239 Million
Industrials: $212 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $271 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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