Triune Financial Partners

OVERLAND PARK, KSfiles as Triune Financial Partners, LLC

$479m in 49 US stocks at the end of 30 June 2026. The top 10 are 93.0% of the money. It changed about 2.2% of the portfolio this quarter.

Value

$479m

Stocks

Top 10 share

93.0%

Turnover

2.2%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIWM
<0.1% of the fund
CaterpillarCAT
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAC
35.0% of the fund
+2%
Dimensional ETF TrustDFUV
11.3% of the fund
+3%
Dimensional ETF TrustDFAT
5.4% of the fund
+3%
Dimensional World EquityDFAW
2.6% of the fund
+2%
Dimensional ETF TrustDFCF
1.7% of the fund
+60%
Dimensional ETF TrustDFNM
0.3% of the fund
+47%
AppleAAPL
0.2% of the fund
+42%
MicrosoftMSFT
0.1% of the fund
+9%
AlphabetGOOG
0.1% of the fund
+52%
AlphabetGOOGL
<0.1% of the fund
+9%
NvidiaNVDA
<0.1% of the fund
+31%
TeslaTSLA
<0.1% of the fund
+23%
Amazon.comAMZN
<0.1% of the fund
+43%
Johnson & JohnsonJNJ
<0.1% of the fund
+3%

Cut

Sold some of their stake.

Berkshire HathawayBRK-B
0.3% of the fund
-5%
Vanguard Index FDSVOO
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

OneokOKE
-100%
ONE GasOGS
-100%

Holdings

Dimensional ETF TrustDFAC
Share
35.0%
Value
$167m
Shares
3,775,213
+2%
Dimensional ETF TrustDFAX
Share
28.4%
Value
$136m
Shares
3,692,741
Held
Dimensional ETF TrustDFUV
Share
11.3%
Value
$54m
Shares
981,939
+3%
Dimensional ETF TrustDFAT
Share
5.4%
Value
$26m
Shares
366,685
+3%
Vanguard Intl Equity Index FVEU
Share
3.4%
Value
$16m
Shares
193,062
Held
Dimensional ETF TrustDFSU
Share
2.7%
Value
$13m
Shares
281,794
Held
Dimensional World EquityDFAW
Share
2.6%
Value
$12m
Shares
147,925
+2%
Dimensional ETF TrustDFCF
Share
1.7%
Value
$8m
Shares
195,428
+60%
Ishares TRIWV
Share
1.6%
Value
$7m
Shares
17,410
Held
Dimensional ETF TrustDFSI
Share
1.0%
Value
$5m
Shares
111,174
Held
Ishares TRIVV
Share
1.0%
Value
$5m
Shares
6,421
Held
Vanguard Index FDSVTV
Share
0.9%
Value
$4m
Shares
20,451
Held
American Centy ETF TRAVUS
Share
0.9%
Value
$4m
Shares
31,971
Held
Dimensional ETF TrustDFSE
Share
0.5%
Value
$2m
Shares
44,576
Held
Vanguard Index FDSVBR
Share
0.4%
Value
$2m
Shares
8,696
Held
Dimensional ETF TrustDFNM
Share
0.3%
Value
$2m
Shares
34,227
+47%
Berkshire HathawayBRK-B
Share
0.3%
Value
$1m
Shares
2,633
-5%
Vanguard Index FDSVTI
Share
0.2%
Value
$954,670
Shares
2,580
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$908,780
Shares
1,217
Held
American Centy ETF TRAVUV
Share
0.2%
Value
$738,102
Shares
5,916
Held
AppleAAPL
Share
0.2%
Value
$728,008
Shares
2,516
+42%
Eli LillyLLY
Share
0.1%
Value
$617,435
Shares
515
Held
Dimensional ETF TrustDFAU
Share
0.1%
Value
$600,431
Shares
11,616
Held
MicrosoftMSFT
Share
0.1%
Value
$513,091
Shares
1,376
+9%
ExxonMobil HoldingsXOM
Share
0.1%
Value
$500,537
Shares
3,661
Held
International Business MachinesIBM
Share
0.1%
Value
$497,272
Shares
1,768
Held
AlphabetGOOG
Share
0.1%
Value
$484,211
Shares
1,370
+52%
JPMorgan ChaseJPM
Share
<0.1%
Value
$458,109
Shares
1,400
Held
ChevronCVX
Share
<0.1%
Value
$452,655
Shares
2,731
Held
AlphabetGOOGL
Share
<0.1%
Value
$443,763
Shares
1,242
+9%
NvidiaNVDA
Share
<0.1%
Value
$374,365
Shares
1,871
+31%
TeslaTSLA
Share
<0.1%
Value
$339,914
Shares
808
+23%
Equity BancsharesEQBK
Share
<0.1%
Value
$329,862
Shares
6,733
Held
Amazon.comAMZN
Share
<0.1%
Value
$326,796
Shares
1,371
+43%
MerckMRK
Share
<0.1%
Value
$324,645
Shares
2,526
Held
Dimensional ETF TrustDFSV
Share
<0.1%
Value
$312,066
Shares
8,045
Held
Capital Group Conservative ECGCV
Share
<0.1%
Value
$299,834
Shares
9,136
Held
ShellSHEL
Share
<0.1%
Value
$270,661
Shares
3,491
Held
PNC Financial Services GroupPNC
Share
<0.1%
Value
$263,359
Shares
1,070
Held
Vanguard Index FDSVV
Share
<0.1%
Value
$261,887
Shares
761
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$253,533
Shares
998
+3%
Capitol Federal FinancialCFFN
Share
<0.1%
Value
$228,801
Shares
26,886
Held
Ishares TRIWM
Share
<0.1%
Value
$228,112
Shares
759
New
Vanguard Index FDSVOO
Share
<0.1%
Value
$226,988
Shares
330
-3%
DanaherDHR
Share
<0.1%
Value
$225,739
Shares
1,185
Held
CaterpillarCAT
Share
<0.1%
Value
$221,456
Shares
208
New
Honeywell InternationalHON
Share
<0.1%
Value
$214,385
Shares
958
New
Honeywell AerospaceHONA
Share
<0.1%
Value
$211,574
Shares
957
New
Outdoor HoldingPOWW
Share
<0.1%
Value
$46,455
Shares
20,375
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	35.0%	$167m	3,775,213	+2%
Dimensional ETF TrustDFAX	28.4%	$136m	3,692,741	Held
Dimensional ETF TrustDFUV	11.3%	$54m	981,939	+3%
Dimensional ETF TrustDFAT	5.4%	$26m	366,685	+3%
Vanguard Intl Equity Index FVEU	3.4%	$16m	193,062	Held
Dimensional ETF TrustDFSU	2.7%	$13m	281,794	Held
Dimensional World EquityDFAW	2.6%	$12m	147,925	+2%
Dimensional ETF TrustDFCF	1.7%	$8m	195,428	+60%
Ishares TRIWV	1.6%	$7m	17,410	Held
Dimensional ETF TrustDFSI	1.0%	$5m	111,174	Held
Ishares TRIVV	1.0%	$5m	6,421	Held
Vanguard Index FDSVTV	0.9%	$4m	20,451	Held
American Centy ETF TRAVUS	0.9%	$4m	31,971	Held
Dimensional ETF TrustDFSE	0.5%	$2m	44,576	Held
Vanguard Index FDSVBR	0.4%	$2m	8,696	Held
Dimensional ETF TrustDFNM	0.3%	$2m	34,227	+47%
Berkshire HathawayBRK-B	0.3%	$1m	2,633	-5%
Vanguard Index FDSVTI	0.2%	$954,670	2,580	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$908,780	1,217	Held
American Centy ETF TRAVUV	0.2%	$738,102	5,916	Held
AppleAAPL	0.2%	$728,008	2,516	+42%
Eli LillyLLY	0.1%	$617,435	515	Held
Dimensional ETF TrustDFAU	0.1%	$600,431	11,616	Held
MicrosoftMSFT	0.1%	$513,091	1,376	+9%
ExxonMobil HoldingsXOM	0.1%	$500,537	3,661	Held
International Business MachinesIBM	0.1%	$497,272	1,768	Held
AlphabetGOOG	0.1%	$484,211	1,370	+52%
JPMorgan ChaseJPM	<0.1%	$458,109	1,400	Held
ChevronCVX	<0.1%	$452,655	2,731	Held
AlphabetGOOGL	<0.1%	$443,763	1,242	+9%
NvidiaNVDA	<0.1%	$374,365	1,871	+31%
TeslaTSLA	<0.1%	$339,914	808	+23%
Equity BancsharesEQBK	<0.1%	$329,862	6,733	Held
Amazon.comAMZN	<0.1%	$326,796	1,371	+43%
MerckMRK	<0.1%	$324,645	2,526	Held
Dimensional ETF TrustDFSV	<0.1%	$312,066	8,045	Held
Capital Group Conservative ECGCV	<0.1%	$299,834	9,136	Held
ShellSHEL	<0.1%	$270,661	3,491	Held
PNC Financial Services GroupPNC	<0.1%	$263,359	1,070	Held
Vanguard Index FDSVV	<0.1%	$261,887	761	Held
Johnson & JohnsonJNJ	<0.1%	$253,533	998	+3%
Capitol Federal FinancialCFFN	<0.1%	$228,801	26,886	Held
Ishares TRIWM	<0.1%	$228,112	759	New
Vanguard Index FDSVOO	<0.1%	$226,988	330	-3%
DanaherDHR	<0.1%	$225,739	1,185	Held
CaterpillarCAT	<0.1%	$221,456	208	New
Honeywell InternationalHON	<0.1%	$214,385	958	New
Honeywell AerospaceHONA	<0.1%	$211,574	957	New
Outdoor HoldingPOWW	<0.1%	$46,455	20,375	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 31.8% since 30 June 2025.

Where the money is

Financial services0.5%

Technology0.5%

Health care0.3%

Energy0.2%

Media & telecom0.2%

Retail & consumer0.1%

Industrials0.1%

Other98.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.