# Triune Financial Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2040393. Source: https://holderbook.com/funds/2040393-triune-financial-partners-llc/

- Reported value: $478.9M
- Positions: 49
- Weight of the ten largest: 93.0%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $167.5M | 3,775,213 | 35.0% | 20 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $136.0M | 3,692,741 | 28.4% | 19 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $54.0M | 981,939 | 11.3% | 17 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $25.6M | 366,685 | 5.4% | 20 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $16.2M | 193,062 | 3.4% | 20 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $13.1M | 281,794 | 2.7% | 5 |
| DIMENSIONAL ETF TRUST | [DFAW](https://holderbook.com/stocks/DFAW/) | $12.2M | 147,925 | 2.6% | 7 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $8.2M | 195,428 | 1.7% | 15 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $7.4M | 17,410 | 1.6% | 20 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $5.0M | 111,174 | 1.0% | 5 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $4.8M | 6,421 | 1.0% | 20 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $4.5M | 20,451 | 0.9% | 20 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $4.1M | 31,971 | 0.9% | 15 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $2.2M | 44,576 | 0.5% | 5 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $2.1M | 8,696 | 0.4% | 20 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $1.7M | 34,227 | 0.3% | 15 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.3M | 2,633 | 0.3% | 20 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $954.7K | 2,580 | 0.2% | 20 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $908.8K | 1,217 | 0.2% | 20 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $738.1K | 5,916 | 0.2% | 15 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $728.0K | 2,516 | 0.2% | 9 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $617.4K | 515 | 0.1% | 13 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $600.4K | 11,616 | 0.1% | 5 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $513.1K | 1,376 | 0.1% | 20 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $500.5K | 3,661 | 0.1% | 13 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $497.3K | 1,768 | 0.1% | 20 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $484.2K | 1,370 | 0.1% | 4 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $458.1K | 1,400 | 0.1% | 15 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $452.7K | 2,731 | 0.1% | 20 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $443.8K | 1,242 | 0.1% | 4 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $374.4K | 1,871 | 0.1% | 5 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $339.9K | 808 | 0.1% | 5 |
| EQUITY BANCSHARES INC | [EQBK](https://holderbook.com/stocks/EQBK/) | $329.9K | 6,733 | 0.1% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $326.8K | 1,371 | 0.1% | 11 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $324.6K | 2,526 | 0.1% | 4 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $312.1K | 8,045 | 0.1% | 5 |
| CAPITAL GROUP CONSERVATIVE E | [CGCV](https://holderbook.com/stocks/CGCV/) | $299.8K | 9,136 | 0.1% | 5 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $270.7K | 3,491 | 0.1% | 12 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $263.4K | 1,070 | 0.1% | 5 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $261.9K | 761 | 0.1% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $253.5K | 998 | 0.1% | 3 |
| CAPITOL FED FINL INC | [CFFN](https://holderbook.com/stocks/CFFN/) | $228.8K | 26,886 | 0.0% | 20 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $228.1K | 759 | 0.0% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $227.0K | 330 | 0.0% | 4 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $225.7K | 1,185 | 0.0% | 20 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $221.5K | 208 | 0.0% | 1 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $214.4K | 958 | 0.0% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $211.6K | 957 | 0.0% | 1 |
| OUTDOOR HOLDING CO | [POWW](https://holderbook.com/stocks/POWW/) | $46.5K | 20,375 | 0.0% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.5% | +14.8% | -3.3% | 100% |
| Q1 2026 | +1.0% | -4.6% | +5.6% | 96% |
| Q4 2025 | +3.3% | +2.4% | +1.0% | 100% |
| Q3 2025 | +7.0% | +7.8% | -0.8% | 100% |
| Q2 2025 | +8.7% | +10.5% | -1.8% | 100% |
| Q1 2025 | -0.6% | -4.6% | +3.9% | 100% |
| Q4 2024 | -2.6% | +2.1% | -4.8% | 100% |
| Q3 2024 | +6.4% | +5.4% | +1.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $478.9M | 49 |
| Q1 2026 | $420.5M | 47 |
| Q4 2025 | $427.8M | 49 |
| Q3 2025 | $397.0M | 47 |
| Q2 2025 | $363.3M | 42 |
| Q1 2025 | $314.9M | 37 |
| Q4 2024 | $317.7M | 37 |
| Q3 2024 | $318.6M | 33 |
| Q2 2024 | $291.9M | 33 |
| Q1 2024 | $288.1M | 33 |
| Q4 2023 | $269.4M | 34 |
| Q3 2023 | $242.6M | 32 |