Holders — by stockHoldings — by fund
Triune Financial Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002040393
$478.9M
disclosed book value
49
positions
35%
largest position share
Positions, as of 2026-06-30
top 49 of 49 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3.8M | $167.5M | 35% |
| 2 | DFAXDIMENSIONAL ETF TRUST | 3.7M | $136.0M | 28.4% |
| 3 | DFUVDIMENSIONAL ETF TRUST | 981,939 | $54.0M | 11.3% |
| 4 | DFATDIMENSIONAL ETF TRUST | 366,685 | $25.6M | 5.4% |
| 5 | VEUVANGUARD INTL EQUITY INDEX F | 193,062 | $16.2M | 3.4% |
| 6 | DFSUDIMENSIONAL ETF TRUST | 281,794 | $13.1M | 2.7% |
| 7 | DFAWDIMENSIONAL ETF TRUST | 147,925 | $12.2M | 2.6% |
| 8 | DFCFDIMENSIONAL ETF TRUST | 195,428 | $8.2M | 1.7% |
| 9 | IWVISHARES TR | 17,410 | $7.4M | 1.6% |
| 10 | DFSIDIMENSIONAL ETF TRUST | 111,174 | $5.0M | 1% |
| 11 | IVVISHARES TR | 6,421 | $4.8M | 1% |
| 12 | VTVVANGUARD INDEX FDS | 20,451 | $4.5M | 0.9% |
| 13 | AVUSAMERICAN CENTY ETF TR | 31,971 | $4.1M | 0.9% |
| 14 | DFSEDIMENSIONAL ETF TRUST | 44,576 | $2.2M | 0.5% |
| 15 | VBRVANGUARD INDEX FDS | 8,696 | $2.1M | 0.4% |
| 16 | DFNMDIMENSIONAL ETF TRUST | 34,227 | $1.7M | 0.3% |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,633 | $1.3M | 0.3% |
| 18 | VTIVANGUARD INDEX FDS | 2,580 | $954,670 | 0.2% |
| 19 | SPYSTATE STR SPDR S&P 500 ETF T | 1,217 | $908,780 | 0.2% |
| 20 | AVUVAMERICAN CENTY ETF TR | 5,916 | $738,102 | 0.2% |
| 21 | AAPLAPPLE INC | 2,516 | $728,008 | 0.2% |
| 22 | LLYELI LILLY & CO | 515 | $617,435 | 0.1% |
| 23 | DFAUDIMENSIONAL ETF TRUST | 11,616 | $600,431 | 0.1% |
| 24 | MSFTMICROSOFT CORP | 1,376 | $513,091 | 0.1% |
| 25 | XOMEXXON MOBIL CORP | 3,661 | $500,537 | 0.1% |
| 26 | IBMINTERNATIONAL BUSINESS MACHS | 1,768 | $497,272 | 0.1% |
| 27 | GOOGALPHABET INC | 1,370 | $484,211 | 0.1% |
| 28 | JPMJPMORGAN CHASE & CO | 1,400 | $458,109 | 0.1% |
| 29 | CVXCHEVRON CORPORATION | 2,731 | $452,655 | 0.1% |
| 30 | GOOGLALPHABET INC | 1,242 | $443,763 | 0.1% |
| 31 | NVDANVIDIA CORPORATION | 1,871 | $374,365 | 0.1% |
| 32 | TSLATESLA INC | 808 | $339,914 | 0.1% |
| 33 | EQBKEQUITY BANCSHARES INC | 6,733 | $329,862 | 0.1% |
| 34 | AMZNAMAZON COM INC | 1,371 | $326,796 | 0.1% |
| 35 | MRKMERCK & CO INC | 2,526 | $324,645 | 0.1% |
| 36 | DFSVDIMENSIONAL ETF TRUST | 8,045 | $312,066 | 0.1% |
| 37 | CGCVCAPITAL GROUP CONSERVATIVE E | 9,136 | $299,834 | 0.1% |
| 38 | SHELSHELL PLC | 3,491 | $270,661 | 0.1% |
| 39 | PNCPNC FINL SVCS GROUP INC | 1,070 | $263,359 | 0.1% |
| 40 | VVVANGUARD INDEX FDS | 761 | $261,887 | 0.1% |
| 41 | JNJJOHNSON & JOHNSON | 998 | $253,533 | 0.1% |
| 42 | CFFNCAPITOL FED FINL INC | 26,886 | $228,801 | 0% |
| 43 | IWMISHARES TR | 759 | $228,112 | 0% |
| 44 | VOOVANGUARD INDEX FDS | 330 | $226,988 | 0% |
| 45 | DHRDANAHER CORP DEL | 1,185 | $225,739 | 0% |
| 46 | CATCATERPILLAR INC | 208 | $221,456 | 0% |
| 47 | HONHONEYWELL INTL INC | 958 | $214,385 | 0% |
| 48 | HONAHONEYWELL AEROSPACE INC | 957 | $211,574 | 0% |
| 49 | POWWOUTDOOR HOLDING CO | 20,375 | $46,455 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.