Triune Financial Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Triune Financial Partners, Llc disclosed 49 stock positions valued at approximately $478.88M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 49
- Portfolio Value
- $478.88M
Holdings by Sector
Triune Financial Partners, Llc Portfolio Holdings in Q2 2026
46 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 34.97% | 3,775,213 | +90,262 | +2.45% | $167,468,427 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 28.41% | 3,692,741 | +62,741 | +1.73% | $136,040,578 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 11.28% | 981,939 | +25,534 | +2.67% | $54,016,466 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 5.35% | 366,685 | +10,986 | +3.09% | $25,631,309 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.38% | 193,062 | -1,494 | -0.77% | $16,168,980 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 2.74% | 281,794 | +81 | +0.03% | $13,140,056 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 2.56% | 147,925 | +3,458 | +2.39% | $12,246,723 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.72% | 195,428 | +73,588 | +60.40% | $8,249,027 |
| ISHARES TR | IWV | Other | 1.55% | 17,410 | +40 | +0.23% | $7,423,509 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 1.05% | 111,174 | +888 | +0.81% | $5,013,949 |
| ISHARES TR | IVV | Other | 1.00% | 6,421 | -39 | -0.60% | $4,808,682 |
| VANGUARD INDEX FDS | VTV | Other | 0.93% | 20,451 | +14 | +0.07% | $4,456,987 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.86% | 31,971 | -634 | -1.94% | $4,094,861 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.45% | 44,576 | -731 | -1.61% | $2,178,836 |
| VANGUARD INDEX FDS | VBR | Other | 0.44% | 8,696 | +89 | +1.03% | $2,112,978 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.35% | 34,227 | +10,990 | +47.30% | $1,654,348 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.28% | 2,633 | -126 | -4.57% | $1,317,527 |
| VANGUARD INDEX FDS | VTI | Other | 0.20% | 2,580 | +24 | +0.94% | $954,670 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.19% | 1,217 | +3 | +0.25% | $908,780 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.15% | 5,916 | -89 | -1.48% | $738,102 |
| APPLE INC | AAPL | Technology | 0.15% | 2,516 | +744 | +41.99% | $728,008 |
| ELI LILLY & CO | LLY | Healthcare | 0.13% | 515 | +7 | +1.38% | $617,435 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.13% | 11,616 | - | - | $600,431 |
| MICROSOFT CORP | MSFT | Technology | 0.11% | 1,376 | +112 | +8.86% | $513,091 |
| EXXON MOBIL CORP | XOM | Energy | 0.10% | 3,661 | +42 | +1.16% | $500,537 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.10% | 1,768 | +17 | +0.97% | $497,272 |
| ALPHABET INC | GOOG | Communication Services | 0.10% | 1,370 | +470 | +52.22% | $484,211 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 1,400 | -15 | -1.06% | $458,109 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 2,731 | +43 | +1.60% | $452,655 |
| ALPHABET INC | GOOGL | Communication Services | 0.09% | 1,242 | +102 | +8.95% | $443,763 |
| NVIDIA CORPORATION | NVDA | Technology | 0.08% | 1,871 | +438 | +30.57% | $374,365 |
| TESLA INC | TSLA | Consumer Cyclical | 0.07% | 808 | +151 | +22.98% | $339,914 |
| EQUITY BANCSHARES INC | EQBK | Financial Services | 0.07% | 6,733 | +26 | +0.39% | $329,862 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.07% | 1,371 | +410 | +42.66% | $326,796 |
| MERCK & CO INC | MRK | Healthcare | 0.07% | 2,526 | +42 | +1.69% | $324,645 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.07% | 8,045 | - | - | $312,066 |
| SHELL PLC | SHEL | Energy | 0.06% | 3,491 | +35 | +1.01% | $270,661 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.05% | 1,070 | +15 | +1.42% | $263,359 |
| VANGUARD INDEX FDS | VV | Other | 0.05% | 761 | +2 | +0.26% | $261,887 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.05% | 998 | +29 | +2.99% | $253,533 |
| CAPITOL FED FINL INC | CFFN | Financial Services | 0.05% | 26,886 | +283 | +1.06% | $228,801 |
| ISHARES TR | IWM | Other | 0.05% | 759 | +759 | +100.00% | $228,112 |
| VANGUARD INDEX FDS | VOO | Other | 0.05% | 330 | -11 | -3.23% | $226,988 |
| DANAHER CORP DEL | DHR | Healthcare | 0.05% | 1,185 | +7 | +0.59% | $225,739 |
| CATERPILLAR INC | CAT | Industrials | 0.05% | 208 | +208 | +100.00% | $221,456 |
| OUTDOOR HOLDING CO | POWW | Industrials | 0.01% | 20,375 | - | - | $46,455 |