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Triune Financial Partners

Latest statistics and disclosures from Triune Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAX, DFUV, DFAT, VEU, and represent 83.62% of Triune Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFCF, OKE, DFNM, DFUV, OGS, DFAT, JNJ, MSFT, DFAW, XOM.
Started 3 new stock positions in OGS, JNJ, OKE.
Reduced shares in these 10 stocks: DFAX, DFAC, VEU, NFLX, AAPL, AVUS, VBR, VTV, IVV, DFSI.
Sold out of its position in NFLX.
Triune Financial Partners was a net buyer of stock by $254k.
Triune Financial Partners has $428M in assets under management (AUM), dropping by 7.77%.
Central Index Key (CIK): 0002040393

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Portfolio Holdings for Triune Financial Partners

Triune Financial Partners holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	34.5	$148M		3.6M	40.68	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	29.4	$126M		3.6M	34.70	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	10.8	$46M		948k	48.87	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.2	$22M		352k	63.42	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.7	$16M	-2%	203k	77.73	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.8	$12M		273k	44.05	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	2.6	$11M		143k	76.54	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.6	$7.0M		18k	392.68	View chart
Dimensional Etf Trust International (DFSI)	1.1	$4.9M		110k	44.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$4.6M		6.6k	695.07	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$4.1M	-2%	21k	199.75	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.9	$4.0M	+141%	94k	42.63	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$3.8M	-4%	33k	115.67	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.5	$2.0M	-2%	45k	44.36	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$1.9M	-4%	8.7k	223.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.3M	-4%	2.8k	480.53	View chart
Oneok (OKE)	0.3	$1.2M	NEW	15k	79.19	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$876k	+91%	18k	48.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$868k		2.5k	340.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$840k		1.2k	692.00	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$654k		6.0k	109.27	View chart
Microsoft Corporation (MSFT)	0.1	$582k	+19%	1.4k	430.19	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$554k		12k	47.69	View chart
International Business Machines (IBM)	0.1	$534k		1.7k	306.75	View chart
Eli Lilly & Co. (LLY)	0.1	$527k		508.00	1036.69	View chart
Exxon Mobil Corporation (XOM)	0.1	$511k	+5%	3.6k	141.39	View chart
Chevron Corporation (CVX)	0.1	$471k		2.7k	176.88	View chart
JPMorgan Chase & Co. (JPM)	0.1	$464k	-4%	1.5k	305.97	View chart
Apple (AAPL)	0.1	$460k	-31%	1.8k	259.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$385k	+6%	1.1k	338.13	View chart
Equity Bancshares Com Cl A (EQBK)	0.1	$309k		6.7k	46.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$304k		899.00	338.65	View chart
Tesla Motors (TSLA)	0.1	$283k		657.00	430.52	View chart
Capital Group Conservative E SHS (CGCV)	0.1	$283k		9.1k	31.09	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$283k		8.0k	35.13	View chart
Merck & Co (MRK)	0.1	$274k		2.5k	110.25	View chart
NVIDIA Corporation (NVDA)	0.1	$274k	+3%	1.4k	191.10	View chart
Shell Spon Ads (SHEL)	0.1	$264k		3.4k	77.02	View chart
Danaher Corporation (DHR)	0.1	$258k		1.2k	218.97	View chart
Compass Minerals International (CMP)	0.1	$255k		10k	24.98	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$241k		757.00	318.46	View chart
Cbre Group Cl A (CBRE)	0.1	$238k	-12%	1.4k	170.34	View chart
PNC Financial Services (PNC)	0.1	$234k		1.0k	223.30	View chart
One Gas (OGS)	0.1	$234k	NEW	2.9k	79.55	View chart
Amazon (AMZN)	0.1	$227k	-12%	947.00	239.33	View chart
Johnson & Johnson (JNJ)	0.1	$219k	NEW	965.00	227.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$216k		339.00	637.11	View chart
Capitol Federal Financial (CFFN)	0.0	$192k	+7%	26k	7.28	View chart
Ammo (POWW)	0.0	$33k		20k	1.63	View chart

Past Filings by Triune Financial Partners

SEC 13F filings are viewable for Triune Financial Partners going back to 2024

Triune Financial Partners 2025 Q4 filed Feb. 2, 2026
Triune Financial Partners 2025 Q3 filed Oct. 16, 2025
Triune Financial Partners 2025 Q2 filed Aug. 12, 2025
Triune Financial Partners 2025 Q1 filed May 23, 2025
Triune Financial Partners 2024 Q4 filed Feb. 14, 2025
Triune Financial Partners 2023 Q2 filed Dec. 6, 2024
Triune Financial Partners 2023 Q1 filed Dec. 6, 2024
Triune Financial Partners 2022 Q4 filed Dec. 6, 2024
Triune Financial Partners 2022 Q3 filed Dec. 6, 2024
Triune Financial Partners 2022 Q2 filed Dec. 6, 2024
Triune Financial Partners 2022 Q1 filed Dec. 6, 2024
Triune Financial Partners 2021 Q4 filed Dec. 6, 2024
Triune Financial Partners 2021 Q2 filed Dec. 6, 2024
Triune Financial Partners 2024 Q2 filed Nov. 5, 2024
Triune Financial Partners 2024 Q3 filed Nov. 1, 2024

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