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CIK: 0002031291
Total reported value
$415.3M
$415.3M
76 檔
40.5%
During the Q1 2026 filing period, Squire Investment Management Company, LLC (CIK: 0002031291) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $415.3M across 76 reported positions.
In Q1 2026, Squire Investment Management Company, LLC displayed an active expansion posture, initiating 4 new positions and adding to 42 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.15% | +0.02% | +7.14% | |
| 2 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 12.04% | +0.02% | +9.87% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.19% | +0.39% | +7.81% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 7.52% | -0.25% | -0.04% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 5.83% | -0.46% | -0.16% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.53% | -0.41% | +5.39% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.62% | +0.16% | +8.03% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.44% | -0.12% | +10.39% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.01% | -0.06% | +0.92% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.97% | -0.33% | +14.55% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.52% | +0.01% | +14.94% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 2.69% | -0.22% | +13.57% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 2.07% | -0.18% | +14.90% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.39% | -0.02% | +4.85% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.37% | -0.11% | +9.85% | |
| 16 | NBHC | National Bank Hold-cl A | Stock-Other | 1.16% | -0.02% | — | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.11% | -0.04% | +17.29% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.08% | +0.03% | +1.27% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.05% | +0.01% | +16.16% | |
| 20 | DFIC | Dimensional International Co | ETF-Other | 0.99% | -0.03% | +17.49% | |
| 21 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.90% | -0.04% | +14.52% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.73% | -0.05% | +0.02% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.71% | -0.04% | -5.82% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | -0.08% | +24.50% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.04% | -0.74% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.58% | -0.07% | +0.79% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | +0.11% | +8.67% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.53% | — | +14.93% | |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.50% | +0.05% | +1.16% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.01% | -9.21% | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.40% | -0.05% | +21.01% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.37% | -0.01% | +4.31% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | +0.03% | +8.07% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | -0.04% | +0.02% | |
| 35 | IVLU | Ishares Msci International V | ETF-Other | 0.36% | -0.03% | -8.51% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.35% | -0.03% | — | |
| 37 | DFAI | Dimensional International Co | ETF-Other | 0.34% | -0.01% | +8.70% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.34% | +0.02% | +6.03% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.33% | +0.01% | — | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.32% | — | — | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.32% | -0.01% | -30.38% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.27% | — | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.03% | +1.33% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.24% | -0.01% | — | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.24% | +0.01% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.02% | +10.48% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.21% | +0.01% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | -0.65% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.19% | +0.03% | -0.52% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.02% | +0.51% |
According to official SEC Form 13F filings, Squire Investment Management Company, LLC reported a total U.S. public equity portfolio value of $415.3M across 76 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, BSVO, ITOT) accounted for 40.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
PANW
市值: $491.2K
Top Position Liquidated / Trimmed
IBM
前期市值: $205.2K
During Q1 2026, Squire Investment Management Company, LLC's top holdings by market value included DFAC (12.2%)、BSVO (12.0%)、ITOT (9.2%). The largest single position, DFAC, represented 12.2% of total portfolio value.
In Q1 2026, Squire Investment Management Company, LLC made 64 total portfolio adjustments, initiating 4 new buys, adding to 42 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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