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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 83.39% of Triune Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFCF, DFAX, DFUV, DFAT, DFNM, DFAW, IWM, CAT, AAPL.
Started 4 new stock positions in CAT, HONA, IWM, HON.
Reduced shares in these 10 stocks: OKE, OGS, VEU, AVUS, BRK.B, DFSE, IVV, AVUV, VOO, JPM.
Sold out of its positions in OGS, OKE.
Triune Financial Partners was a net buyer of stock by $9.8M.
Triune Financial Partners has $479M in assets under management (AUM), dropping by 13.88%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	35.0	$168M	+2%	3.8M	44.36	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	28.4	$136M		3.7M	36.84	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	11.3	$54M	+2%	982k	55.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.4	$26M	+3%	367k	69.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.4	$16M		193k	83.75	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.7	$13M		282k	46.63	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	2.6	$12M	+2%	148k	82.79	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.7	$8.2M	+60%	195k	42.21	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.6	$7.4M		17k	426.39	View chart
Dimensional Etf Trust International (DFSI)	1.0	$5.0M		111k	45.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$4.8M		6.4k	748.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$4.5M		21k	217.93	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$4.1M		32k	128.08	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.5	$2.2M		45k	48.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$2.1M		8.7k	242.98	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$1.7M	+47%	34k	48.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.3M	-4%	2.6k	500.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$955k		2.6k	370.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$909k		1.2k	746.74	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$738k		5.9k	124.76	View chart
Apple (AAPL)	0.2	$728k	+41%	2.5k	289.35	View chart
Eli Lilly & Co. (LLY)	0.1	$617k		515.00	1198.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$600k		12k	51.69	View chart
Microsoft Corporation (MSFT)	0.1	$513k	+8%	1.4k	372.89	View chart
Exxon Mobil Corporation (XOM)	0.1	$501k		3.7k	136.72	View chart
International Business Machines (IBM)	0.1	$497k		1.8k	281.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$484k	+52%	1.4k	353.44	View chart
JPMorgan Chase & Co. (JPM)	0.1	$458k		1.4k	327.22	View chart
Chevron Corporation (CVX)	0.1	$453k		2.7k	165.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$444k	+8%	1.2k	357.30	View chart
NVIDIA Corporation (NVDA)	0.1	$374k	+30%	1.9k	200.09	View chart
Tesla Motors (TSLA)	0.1	$340k	+22%	808.00	420.69	View chart
Equity Bancshares Com Cl A (EQBK)	0.1	$330k		6.7k	48.99	View chart
Amazon (AMZN)	0.1	$327k	+42%	1.4k	238.36	View chart
Merck & Co (MRK)	0.1	$325k		2.5k	128.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$312k		8.0k	38.79	View chart
Capital Group Conservative E SHS (CGCV)	0.1	$300k		9.1k	32.82	View chart
Shell Spon Ads (SHEL)	0.1	$271k		3.5k	77.53	View chart
PNC Financial Services (PNC)	0.1	$263k		1.1k	246.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$262k		761.00	344.14	View chart
Johnson & Johnson (JNJ)	0.1	$254k	+2%	998.00	254.04	View chart
Capitol Federal Financial (CFFN)	0.0	$229k		27k	8.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$228k	NEW	759.00	300.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$227k	-3%	330.00	687.84	View chart
Danaher Corporation (DHR)	0.0	$226k		1.2k	190.50	View chart
Caterpillar (CAT)	0.0	$222k	NEW	208.00	1064.69	View chart
Honeywell International (HON)	0.0	$214k	NEW	958.00	223.78	View chart
Honeywell Aerospace (HONA)	0.0	$212k	NEW	957.00	221.08	View chart
Ammo (POWW)	0.0	$47k		20k	2.28	View chart

Past Filings by Triune Financial Partners

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

Triune Financial Partners 2026 Q2 filed Aug. 7, 2026
Triune Financial Partners 2026 Q1 filed April 30, 2026
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

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