Squire Investment Management Company, LLC Portfolio Holdings

Squire Investment Management Company, LLC

  • $307 Billion
  • Q3 2025

Squire Investment Management Company, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $307 Billion distributed in 68 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 $39.7B, Ea Series Trust with a value of $33.2B, Ishares Core S&P Total U.S. St with a value of $29.2B, Dimensional ETF Tr U S Target with a value of $24.9B, and Dimensional ETF Tr with a value of $18.9B.

Examining the 13F form we can see an increase of $35.6B in the current position value, from $271B to 307B.

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 $307 Billion
ETFs: $261 Billion
Financial Services: $5.24 Billion
Technology: $3.26 Billion
Consumer Cyclical: $288 Million
Energy: $267 Million
Healthcare: $232 Million
Industrials: $217 Million
Consumer Defensive: $215 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.7 Billion 12.94% of portfolio
1,029,584
Q3 2025 Added 3.73%
Ea Series Trust
-
$33.2 Billion 10.82% of portfolio
-
Q3 2025 Added 5.25%
$0
$29.2 Billion 9.51% of portfolio
200,551
Q3 2025 Added 4.99%
$0
$24.9 Billion 8.11% of portfolio
427,948
Q3 2025 Added 0.95%
$0
$18.9 Billion 6.14% of portfolio
409,019
Q3 2025 Added 2.87%
$0
$16.4 Billion 5.34% of portfolio
184,297
Q3 2025 Added 3.77%
$0
$14.1 Billion 4.61% of portfolio
441,153
Q3 2025 Added 5.39%
$0
$13.1 Billion 4.26% of portfolio
163,021
Q3 2025 Added 5.85%
$0
$12.8 Billion 4.17% of portfolio
286,555
Q3 2025 Added 2.05%
$0
$10.9 Billion 3.54% of portfolio
180,864
Q3 2025 Added 8.75%
$0
$10.2 Billion 3.31% of portfolio
30,991
Q3 2025 Added 5.02%
$0
$7.63 Billion 2.49% of portfolio
213,921
Q3 2025 Added 5.56%
$0
$5.89 Billion 1.92% of portfolio
122,148
Q3 2025 Added 16.01%
$0
$4.27 Billion 1.39% of portfolio
84,383
Q3 2025 Added 8.09%
$1.39B
$4.13 Billion 1.35% of portfolio
106,976
Q1 2025 Added 0.17%
$0
$4.01 Billion 1.31% of portfolio
66,972
Q3 2025 Added 8.15%
$0
$3.08 Billion 1.0% of portfolio
96,840
Q3 2025 Added 13.76%
$0
$2.91 Billion 0.95% of portfolio
11,433
Q3 2025 Added 13.78%
$0
$2.8 Billion 0.91% of portfolio
85,245
Q3 2025 Added 15.74%
$0
$2.62 Billion 0.85% of portfolio
83,627
Q3 2025 Reduced 0.99%
$0
$2.59 Billion 0.84% of portfolio
108,529
Q3 2025 Added 24.11%
$0
$2.46 Billion 0.8% of portfolio
24,712
Q3 2025 Added 1.22%
$4.21T
$2.11 Billion 0.69% of portfolio
8,304
Q3 2025 Added 16.07%
$0
$1.81 Billion 0.59% of portfolio
24,326
Q3 2025 Added 23.26%
$0
$1.74 Billion 0.57% of portfolio
26,330
Q3 2025 Reduced 3.69%
$0
$1.68 Billion 0.55% of portfolio
31,081
Q3 2025 Added 29.67%
$0
$1.6 Billion 0.52% of portfolio
8,573
Q3 2025 Added 19.12%
$0
$1.59 Billion 0.52% of portfolio
23,251
Q3 2025 Added 2.0%
$0
$1.5 Billion 0.49% of portfolio
34,699
Q2 2025 Added 20.26%
$0
$1.45 Billion 0.47% of portfolio
8,216
Q1 2025 Added 43.99%
$0
$1.29 Billion 0.42% of portfolio
36,356
Q3 2025 Reduced 0.47%
$0
$1.22 Billion 0.4% of portfolio
15,896
Q1 2025 Reduced 45.68%
$0
$1.2 Billion 0.39% of portfolio
26,160
Q3 2025 Reduced -0.0%
$0
$1.2 Billion 0.39% of portfolio
8,455
Q3 2025 Added 9.52%
$0
$1.08 Billion 0.35% of portfolio
9,761
Q2 2025 Added 12.29%
$0
$1.06 Billion 0.35% of portfolio
6,067
Q3 2025 Added 7.8%
$0
$1.08 Billion 0.35% of portfolio
36,276
Q3 2025 Added 9.38%
$0
$1.05 Billion 0.34% of portfolio
28,921
Q3 2025 Added 12.88%
$0
$1.02 Billion 0.33% of portfolio
37,440
Q3 2025 Added 8.97%
$0
$1.03 Billion 0.33% of portfolio
18,925
Q3 2025 Added 16.47%
$0
$1.01 Billion 0.33% of portfolio
12,506
Q3 2025 Reduced 0.02%
$0
$936 Million 0.3% of portfolio
2,325
Q4 2023 New
$0
$825 Million 0.27% of portfolio
9,995
Q2 2024 Reduced 2.9%
$0
$787 Million 0.26% of portfolio
1,286
Q3 2025 New
$887B
$778 Million 0.25% of portfolio
2,465
Q2 2025 Added 0.41%
$455B
$723 Million 0.24% of portfolio
3,875
Q3 2025 Added 2.19%
$0
$721 Million 0.23% of portfolio
966
Q4 2024 Added 20.0%
$0
$698 Million 0.23% of portfolio
22,082
Q3 2025 Reduced 1.12%
$0
$680 Million 0.22% of portfolio
5,436
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $307 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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