Squire Investment Management Company, LLC
Squire Investment Management Company, LLC reported 89 positions worth $415.3M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: DFAC (12.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $50.5M | 12.17% | 1,139,447 | — | — | |
| ▸ 2 | BSVO | SH | $50.1M | 12.06% | 1,716,530 | — | — | |
| ▸ 3 | ITOT | SH | $39.8M | 9.58% | 242,293 | — | — | |
| ▸ 4 | DFAT | SH | $30.2M | 7.27% | 432,120 | — | — | |
| ▸ 5 | DFIV | SH | $22.3M | 5.37% | 412,587 | — | — | |
| ▸ 6 | AVDV | SH | $21.3M | 5.12% | 206,275 | — | — | |
| ▸ 7 | DFEM | SH | $19.9M | 4.78% | 488,613 | — | — | |
| ▸ 8 | IDEV | SH | $17.9M | 4.32% | 201,400 | — | — | |
| ▸ 9 | DFUV | SH | $16.4M | 3.95% | 297,896 | — | — | |
| ▸ 10 | VGIT | SH | $15.1M | 3.64% | 256,311 | — | — |
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Frequently Asked Questions
What stocks does Squire Investment Management Company, LLC hold as of Q2 2026?
Squire Investment Management Company, LLC reported 89 positions worth $415.3M in its Q2 2026 13F filing. Largest positions: DFAC (12.2%), BSVO (12.1%), ITOT (9.6%), DFAT (7.3%) and DFIV (5.4%).
What did Squire Investment Management Company, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Squire Investment Management Company, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.