13F Filings History of Squire Investment Management Company, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$330,474,132
Signature - Title
David Archibald - Partner & CCO
Location
Orem, UT
Summary
This page shows a list of all the recent 13F filings made by Squire Investment Management Company, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Squire Investment Management Company, LLC reported 74 stock holdings with total value $330,474,132 as of Q4 2025. Top holdings included DFAC, BSVO, ITOT, DFAT, and DFIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 74 $330,474,132 +$16,179,095 -$1,374,155 +$14,804,940 DFAC, BSVO, ITOT, DFAT, DFIV 13F-HR 22 Jan 2026, 09:01
Q3 2025 68 $307,003,952 +$16,158,014 -$718,516 +$15,439,498 DFAC, BSVO, ITOT, DFAT, DFIV 13F-HR 20 Oct 2025, 10:03
Q2 2025 66 $271,354,163 +$18,241,492 -$4,378,365 +$13,863,127 DFAC, BSVO, ITOT, DFAT, DFIV 13F-HR 16 Jul 2025, 16:56
Q1 2025 64 $239,962,769 +$20,670,072 -$3,709,118 +$16,960,954 DFAC, DFAT, ITOT, BSVO, DFIV 13F-HR 08 May 2025, 08:57
Q4 2024 66 $227,261,271 +$22,767,824 -$436,199 +$22,331,625 DFAC, DFAT, ITOT, BSVO, DFIV 13F-HR 30 Jan 2025, 09:07
Q3 2024 62 $210,292,645 +$22,878,711 -$607,658 +$22,271,053 DFAC, DFAT, BSVO, ITOT, DFIV 13F-HR 06 Nov 2024, 12:35
Q2 2024 55 $176,344,456 +$20,468,845 -$890,858 +$19,577,987 DFAC, DFAT, ITOT, BSVO, DFIV 13F-HR 01 Aug 2024, 09:56
Q1 2024 53 $158,703,314 +$28,918,190 -$308,527 +$28,609,663 DFAC, DFAT, BSVO, ITOT, DFIV 13F-HR 01 Aug 2024, 09:51
Q4 2023 50 $122,804,764 $0 $0 $0 DFAT, DFAC, BSVO, DFIV, ITOT 13F-HR 01 Aug 2024, 09:45