Triune Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Triune Financial Partners, LLC held in its portfolio 49 assets valued at $427,833,278 (i.e. $427.83M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($147.69M), DIMENSIONAL ETF TRUST ($125.64M), and DIMENSIONAL ETF TRUST ($46.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Triune Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3630425 | 147685702 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 3620714 | 125638772 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 947622 | 46310306 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 352005 | 22324158 | US TARGETED VLU |
| VANGUARD INTL EQUITY INDEX F | 203294 | 15802045 | ALLWRLD EX US |
| DIMENSIONAL ETF TRUST | 272715 | 12013095 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 143137 | 10955707 | WORLD EQUITY ETF |
| ISHARES TR | 17714 | 6955931 | RUSSELL 3000 ETF |
| DIMENSIONAL ETF TRUST | 109734 | 4906225 | INTERNATIONAL |
| ISHARES TR | 6620 | 4601334 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 20529 | 4100632 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 94104 | 4011656 | CORE FIXED INCOM |
| AMERICAN CENTY ETF TR | 32534 | 3763246 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 45151 | 2002910 | EMERGING MARKETS |
| VANGUARD INDEX FDS | 8701 | 1941202 | SM CP VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 2755 | 1323860 | CL B NEW |
| ONEOK INC NEW | 14539 | 1151327 | COM |
| DIMENSIONAL ETF TRUST | 18061 | 876320 | NATL MUN BD ETF |
| VANGUARD INDEX FDS | 2548 | 867642 | TOTAL STK MKT |
| SPDR S&P 500 ETF TR | 1214 | 840088 | TR UNIT |
| AMERICAN CENTY ETF TR | 5989 | 654403 | US SML CP VALU |
| MICROSOFT CORP | 1352 | 581616 | COM |
| DIMENSIONAL ETF TRUST | 11616 | 553967 | US CORE EQT MKT |
| INTERNATIONAL BUSINESS MACHS | 1740 | 533748 | COM |
| ELI LILLY & CO | 508 | 526637 | COM |
| EXXON MOBIL CORP | 3613 | 510844 | COM |
| CHEVRON CORP NEW | 2664 | 471220 | COM |
| JPMORGAN CHASE & CO. | 1515 | 463541 | COM |
| APPLE INC | 1771 | 459490 | COM |
| ALPHABET INC | 1139 | 385125 | CAP STK CL A |
| EQUITY BANCSHARES INC | 6707 | 309316 | COM CL A |
| ALPHABET INC | 899 | 304443 | CAP STK CL C |
| TESLA INC | 657 | 282850 | COM |
| CAPITAL GROUP CONSERVATIVE E | 9096 | 282783 | SHS |
| DIMENSIONAL ETF TRUST | 8045 | 282621 | US SMALL CAP VAL |
| MERCK & CO INC | 2484 | 273862 | COM |
| NVIDIA CORPORATION | 1433 | 273846 | COM |
| SHELL PLC | 3429 | 264103 | SPON ADS |
| DANAHER CORPORATION | 1178 | 257952 | COM |
| COMPASS MINERALS INTL INC | 10221 | 255314 | COM |
| VANGUARD INDEX FDS | 757 | 241078 | LARGE CAP ETF |
| CBRE GROUP INC | 1398 | 238129 | CL A |
| PNC FINL SVCS GROUP INC | 1048 | 234017 | COM |
| ONE GAS INC | 2936 | 233550 | COM |
| AMAZON COM INC | 947 | 226649 | COM |
| JOHNSON & JOHNSON | 965 | 219184 | COM |
| VANGUARD INDEX FDS | 339 | 215979 | S&P 500 ETF SHS |
| CAPITOL FED FINL INC | 26324 | 191642 | COM |
| OUTDOOR HOLDING CO | 20375 | 33211 | COM |
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