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 90.61% of Triune Financial Partners's stock portfolio.
  • Added to shares of these 10 stocks: DFAW, GOOGL, DFAT, XOM, DFAX, AAPL, GOOG, MSFT, VV, JPM.
  • Started 2 new stock positions in GOOG, GOOGL.
  • Reduced shares in these 9 stocks: DFAC, , VEU, PNC, VTI, DFUV, VBR, VTV, IVV.
  • Sold out of its positions in PNC, VCSH.
  • Triune Financial Partners was a net seller of stock by $-792k.
  • Triune Financial Partners has $315M in assets under management (AUM), dropping by -0.87%.
  • Central Index Key (CIK): 0002040393

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Portfolio Holdings for Triune Financial Partners

Triune Financial Partners holds 37 positions in its portfolio as reported in the March 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) 38.3 $121M 3.7M 32.99
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Dimensional Etf Trust World Ex Us Core (DFAX) 30.8 $97M 3.7M 26.20
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Dimensional Etf Trust Us Mktwide Value (DFUV) 12.0 $38M 918k 41.21
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.5 $17M 334k 51.49
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.1 $13M 212k 60.66
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Ishares Tr Russell 3000 Etf (IWV) 1.8 $5.8M 18k 317.65
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $3.7M 6.5k 561.87
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Vanguard Index Fds Value Etf (VTV) 1.1 $3.6M 21k 172.74
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American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $3.1M 34k 92.38
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.7M -3% 9.2k 186.28
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.5M 2.9k 532.58
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Dimensional Etf Trust World Equity Etf (DFAW) 0.3 $1.1M +106% 18k 61.28
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $791k 19k 42.06
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $680k -18% 2.5k 274.86
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Exxon Mobil Corporation (XOM) 0.2 $644k +50% 5.4k 118.92
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Eli Lilly & Co. (LLY) 0.2 $552k +5% 668.00 825.63
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $516k 5.9k 87.17
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $503k 899.00 559.31
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Microsoft Corporation (MSFT) 0.2 $503k +38% 1.3k 375.31
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JPMorgan Chase & Co. (JPM) 0.2 $487k +17% 2.0k 245.30
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Apple (AAPL) 0.1 $433k +98% 2.0k 222.17
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International Business Machines (IBM) 0.1 $429k 1.7k 248.66
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Chevron Corporation (CVX) 0.1 $427k +5% 2.6k 167.28
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $401k 8.4k 47.57
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Amazon (AMZN) 0.1 $298k +22% 1.6k 190.26
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $289k +50% 1.1k 257.07
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Equity Bancshares Com Cl A (EQBK) 0.1 $260k 6.6k 39.40
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $245k +2% 478.00 513.45
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Shell Spon Ads (SHEL) 0.1 $244k 3.3k 73.27
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Danaher Corporation (DHR) 0.1 $240k 1.2k 205.04
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Merck & Co (MRK) 0.1 $235k +13% 2.6k 89.77
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $233k NEW 1.5k 154.65
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Alphabet Cap Stk Cl C (GOOG) 0.1 $213k NEW 1.4k 156.18
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Cbre Group Cl A (CBRE) 0.1 $207k 1.6k 130.78
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Capitol Federal Financial (CFFN) 0.0 $134k 24k 5.60
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Compass Minerals International (CMP) 0.0 $95k 10k 9.29
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Ammo (POWW) 0.0 $28k 20k 1.38
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Past Filings by Triune Financial Partners

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