Triune Financial Partners, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$420.5M
Q ending 2026-03-31
Prior quarter
$427.8M
Q ending 2025-12-31
Change
-1.7% QoQ · +33.5% YoY
Positions
47
reported holdings

Largest positions

All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dimensional Etf TrustDFACShares$143.2M3.7M
Dimensional Etf TrustDFAXShares$123.3M3.6M
Dimensional Etf TrustDFUVShares$46.3M956K
Dimensional Etf TrustDFATShares$22.2M356K
Vanguard Intl Equity Index FVEUShares$14.6M195K
Dimensional Etf TrustDFSUShares$11.6M282K
Dimensional Etf TrustDFAWShares$10.7M144K
Ishares TrIWVShares$6.4M17K
Dimensional Etf TrustDFCFShares$5.1M122K
Dimensional Etf TrustDFSIShares$4.7M110K
Ishares TrIVVShares$4.2M6K
Vanguard Index FdsVTVShares$4.0M20K
American Centy Etf TrAVUSShares$3.6M33K
Oneok Inc NewOKEShares$3.4M38K
Dimensional Etf TrustDFSEShares$1.9M45K
Vanguard Index FdsVBRShares$1.9M9K
Berkshire Hathaway Inc DelBRK/BShares$1.3M3K
Dimensional Etf TrustDFNMShares$1.1M23K
Vanguard Index FdsVTIShares$820K3K
State Str Spdr S&P 500 Etf TSPYShares$790K1K
American Centy Etf TrAVUVShares$663K6K
Exxon Mobil CorpXOMShares$614K4K
Chevron CorporationCVXShares$556K3K
One Gas IncOGSShares$544K6K
Dimensional Etf TrustDFAUShares$524K12K
Microsoft CorpMSFTShares$468K1K
Eli Lilly & CoLLYShares$467K508
Apple IncAAPLShares$450K2K
International Business MachsIBMShares$424K2K
Jpmorgan Chase & CoJPMShares$416K1K
Alphabet IncGOOGLShares$328K1K
Shell PlcSHELShares$321K3K
Merck & Co IncMRKShares$299K2K
Equity Bancshares IncEQBKShares$298K7K
Dimensional Etf TrustDFSVShares$282K8K
Capital Group Conservative ECGCVShares$271K9K
Alphabet IncGOOGShares$258K900
Nvidia CorporationNVDAShares$250K1K
Tesla IncTSLAShares$244K657
Johnson & JohnsonJNJShares$237K969
Vanguard Index FdsVVShares$227K759
Danaher Corp DelDHRShares$223K1K
Pnc Finl Svcs Group IncPNCShares$220K1K
Vanguard Index FdsVOOShares$203K341
Amazon Com IncAMZNShares$200K961
Capitol Fed Finl IncCFFNShares$190K27K
Outdoor Holding CoPOWWShares$41K20K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.