Institutions / Triune Financial Partners, LLC

Triune Financial Partners, LLC

CIK 2040393 · Institution · as of Jun 30, 2026
Portfolio value
$478.88M
Positions
49
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$478.88M+11.9%
$478.88M$453.36M$427.83MQ4 '25Q2 '26

Positions

49+0.0%
494949Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 49 →
CompanyClassValueShares% of portfolio
Dimensional ETF Trust—$167.47M3,775,21335.0%
Dimensional ETF Trust—$136.04M3,692,74128.4%
Dimensional ETF Trust—$54.02M981,93911.3%
Dimensional ETF Trust—$25.63M366,6855.4%
Vanguard Intl Equity Index F—$16.17M193,0623.4%
Dimensional ETF Trust—$13.14M281,7942.7%
Dimensional ETF Trust—$12.25M147,9252.6%
Dimensional ETF Trust—$8.25M195,4281.7%
iShares Tr—$7.42M17,4101.6%
Dimensional ETF Trust—$5.01M111,1741.0%
iShares Tr—$4.81M6,4211.0%
Vanguard Index Fds—$4.46M20,4510.9%
American Centy ETF Tr—$4.09M31,9710.9%
Dimensional ETF Trust—$2.18M44,5760.5%
Vanguard Index Fds—$2.11M8,6960.4%
Dimensional ETF Trust—$1.65M34,2270.3%
Warren E. Buffett—$1.32M2,6330.3%
Vanguard Index Fds—$954.7K2,5800.2%
State Str SPDR S&P 500 ETF T—$908.8K1,2170.2%
American Centy ETF Tr—$738.1K5,9160.2%
Apple Inc.—$728.0K2,5160.2%
ELI LILLY & Co—$617.4K5150.1%
Dimensional ETF Trust—$600.4K11,6160.1%
Microsoft Corp—$513.1K1,3760.1%
Exxon Mobil Corp—$500.5K3,6610.1%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add25434V708
Common stock
$6.42M+145K
+3.99%
3,775,213
34.97% of portfolio
medium
Q2 2026
as of
Add25434V872
Common stock
$4.28M+101K
+107.67%
195,428
1.72% of portfolio
low
Q2 2026
as of
Add25434V880
Common stock
$2.65M+72K
+1.99%
3,692,741
28.41% of portfolio
low
Q2 2026
as of
Add25434V724
Common stock
$1.89M+34K
+3.62%
981,939
11.28% of portfolio
low
Q2 2026
as of
ExitONEOK Inc
Common stock
$-1.15M-15K
-100.00%
0
low
Q2 2026
as of
Add25434V609
Common stock
$1.03M+15K
+4.17%
366,685
5.35% of portfolio
low
Q2 2026
as of
Trim922042775
Common stock
$-856.9K-10K
-5.03%
193,062
3.38% of portfolio
low
Q2 2026
as of
Add25434V849
Common stock
$781.4K+16K
+89.51%
34,227
0.35% of portfolio
low
Q2 2026
as of
Add25434V716
Common stock
$423.4K+9K
+3.33%
281,794
2.74% of portfolio
low
Q2 2026
as of
Add25434V617
Common stock
$396.4K+5K
+3.35%
147,925
2.56% of portfolio
low