Squire Investment Management Company, LLC
All 13F Filings
- Location
- Orem, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 415,305
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 89 | 415,305 | 13F-HR | Squire Investment Management Company, LLC |
| Q1 2026 | 4/24/2026 | 76 | 359,772 | 13F-HR | Squire Investment Management Company, LLC |
| Q4 2025 | 1/22/2026 | 74 | 330,474 | 13F-HR | Squire Investment Management Company, LLC |
| Q3 2025 | 10/20/2025 | 68 | 307,004 | 13F-HR | Squire Investment Management Company, LLC |
| Q2 2025 | 7/16/2025 | 66 | 271,354 | 13F-HR | Squire Investment Management Company, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.3 K | 3.7% | 0 | 39.7 K | -39.7 K |
| ETFs | 399.7 K | 96.2% | 95.19 K | 0 | 95.19 K |
| Debt | 322 | 0.1% | 50 | 0 | 50 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
415,305
Holdings
89
QoQ value change ($000)
55,533
(15.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.