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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 84.09% of Triune Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFAX, DFUV, DFCF, DFAT, NFLX, GOOGL, GOOG, VOO, MRK.
Started 5 new stock positions in GOOG, NFLX, GOOGL, VOO, MRK.
Reduced shares in these 10 stocks: DFAW, DFSU, IWV, DFSI, VEU, DFSE, MSFT, JPM, PNC, VBR.
Triune Financial Partners was a net buyer of stock by $8.1M.
Triune Financial Partners has $397M in assets under management (AUM), dropping by 9.26%.
Central Index Key (CIK): 0002040393

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Positions held by Triune Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Triune Financial Partners

Triune Financial Partners holds 47 positions in its portfolio as reported in the September 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)	35.5	$141M		3.7M	38.57	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	29.1	$116M		3.7M	31.38	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	10.6	$42M	+3%	942k	44.69	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.1	$20M	+3%	348k	58.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.8	$15M		209k	71.37	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.9	$12M	-2%	273k	42.47	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	2.6	$10M	-3%	142k	71.86	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.7	$6.8M	-2%	18k	378.94	View chart
Dimensional Etf Trust International (DFSI)	1.1	$4.6M		112k	40.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$4.5M		6.7k	669.26	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$3.9M		21k	186.49	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$3.7M		34k	108.70	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.5	$1.9M		46k	41.09	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$1.9M		9.1k	208.71	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$1.7M	+151%	39k	42.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.4M		2.9k	502.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$833k	+3%	2.5k	328.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$804k		1.2k	666.36	View chart
Apple (AAPL)	0.2	$656k	+35%	2.6k	254.64	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$595k		6.0k	99.53	View chart
Microsoft Corporation (MSFT)	0.1	$587k		1.1k	517.77	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$532k		12k	45.76	View chart
JPMorgan Chase & Co. (JPM)	0.1	$498k		1.6k	315.49	View chart
International Business Machines (IBM)	0.1	$488k		1.7k	282.16	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$453k	+57%	9.4k	47.98	View chart
Chevron Corporation (CVX)	0.1	$419k	+4%	2.7k	155.28	View chart
Eli Lilly & Co. (LLY)	0.1	$387k		508.00	762.66	View chart
Exxon Mobil Corporation (XOM)	0.1	$386k		3.4k	112.76	View chart
Netflix (NFLX)	0.1	$337k	NEW	281.00	1198.92	View chart
Tesla Motors (TSLA)	0.1	$292k		657.00	444.83	View chart
Capital Group Conservative E SHS (CGCV)	0.1	$272k		9.0k	30.11	View chart
Equity Bancshares Com Cl A (EQBK)	0.1	$271k		6.7k	40.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$260k	NEW	1.1k	243.04	View chart
NVIDIA Corporation (NVDA)	0.1	$259k		1.4k	186.53	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$256k		8.0k	31.84	View chart
Cbre Group Cl A (CBRE)	0.1	$250k		1.6k	157.56	View chart
Shell Spon Ads (SHEL)	0.1	$243k		3.4k	71.53	View chart
Amazon (AMZN)	0.1	$237k		1.1k	219.60	View chart
Danaher Corporation (DHR)	0.1	$233k		1.2k	198.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$232k		753.00	307.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$219k	NEW	899.00	243.47	View chart
PNC Financial Services (PNC)	0.1	$209k	-4%	1.0k	201.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$207k	NEW	338.00	611.59	View chart
Merck & Co (MRK)	0.1	$205k	NEW	2.4k	83.94	View chart
Compass Minerals International (CMP)	0.0	$196k		10k	19.20	View chart
Capitol Federal Financial (CFFN)	0.0	$156k		25k	6.35	View chart
Ammo (POWW)	0.0	$30k		20k	1.48	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 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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