Q2 2026 13F · SEC CIK 2040393

Triune Financial Partners, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $478.9M
Reported positions: 49
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.5B

Triune Financial Partners, LLC is a wealth manager that reported 49 positions worth $478.9M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Dimensional ETF Trust (DFAC, 35.0%), Dimensional ETF Trust (DFAX, 28.4%), Dimensional ETF Trust (DFUV, 11.3%).

Triune Financial Partners, LLC holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Triune Financial Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	35.0%	34.1%	3,775,213	+2.4%	$167.5M
DFAXDimensional ETF Trust	28.4%	29.3%	3,692,741	+1.7%	$136.0M
DFUVDimensional ETF Trust	11.3%	11.0%	981,939	+2.7%	$54.0M
DFATDimensional ETF Trust	5.4%	5.3%	366,685	+3.1%	$25.6M
VEUVanguard Intl Equity Index F	3.4%	3.5%	193,062	-0.8%	$16.2M
DFSUDimensional ETF Trust	2.7%	2.8%	281,794	+0.0%	$13.1M
DFAWDimensional ETF Trust	2.6%	2.5%	147,925	+2.4%	$12.2M
DFCFDimensional ETF Trust	1.7%	1.2%	195,428	+60.4%	$8.2M
IWVIshares Tr	1.6%	1.5%	17,410	+0.2%	$7.4M
DFSIDimensional ETF Trust	1.0%	1.1%	111,174	+0.8%	$5.0M
IVVIshares Tr	1.0%	1.0%	6,421	-0.6%	$4.8M
VTVVanguard Index Fds	0.9%	1.0%	20,451	+0.1%	$4.5M
AVUSAvantis U.S. Equity ETF	0.9%	0.9%	31,971	-1.9%	$4.1M
DFSEDimensional ETF Trust	0.5%	0.5%	44,576	-1.6%	$2.2M
VBRVanguard Index Fds	0.4%	0.4%	8,696	+1.0%	$2.1M
DFNMDimensional ETF Trust	0.3%	0.3%	34,227	+47.3%	$1.7M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	2,633	-4.6%	$1.3M
VTIVanguard Index Fds	0.2%	0.2%	2,580	+0.9%	$955K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	1,217	+0.2%	$909K
AVUVAmerican Centy ETF Tr	0.2%	0.2%	5,916	-1.5%	$738K
AAPLApple Inc	0.2%	0.1%	2,516	+42.0%	$728K
LLYEli Lilly & Co	0.1%	0.1%	515	+1.4%	$617K
DFAUDimensional ETF Trust	0.1%	0.1%	11,616	+0.0%	$600K
MSFTMicrosoft Corp	0.1%	0.1%	1,376	+8.9%	$513K
XOMExxon Mobil Corp	0.1%	0.1%	3,661	+1.2%	$501K
IBMInternational Business Machs	0.1%	0.1%	1,768	+1.0%	$497K
GOOGAlphabet Inc	0.1%	0.1%	1,370	+52.2%	$484K
JPMJpmorgan Chase & Co	0.1%	0.1%	1,400	-1.1%	$458K
CVXChevron Corporation	0.1%	0.1%	2,731	+1.6%	$453K
GOOGLAlphabet Inc	0.1%	0.1%	1,242	+8.9%	$444K
NVDANvidia Corporation	0.1%	0.1%	1,871	+30.6%	$374K
TSLATesla Inc	0.1%	0.1%	808	+23.0%	$340K
EQBKEquity Bancshares Inc	0.1%	0.1%	6,733	+0.4%	$330K
AMZNAmazon Com Inc	0.1%	0.0%	1,371	+42.7%	$327K
MRKMerck & Co Inc	0.1%	0.1%	2,526	+1.7%	$325K
DFSVDimensional US Small Cap	0.1%	0.1%	8,045	+0.0%	$312K
CGCVCapital Group Conservative E	0.1%	0.1%	9,136	+0.4%	$300K
SHELShell PLC	0.1%	0.1%	3,491	+1.0%	$271K
PNCPnc Finl Svcs Group Inc	0.1%	0.1%	1,070	+1.4%	$263K
VVVanguard Index Fds	0.1%	0.1%	761	+0.3%	$262K
JNJJohnson & Johnson	0.1%	0.1%	998	+3.0%	$254K
CFFNCapitol Fed Finl Inc	0.0%	0.0%	26,886	+1.1%	$229K
IWMIshares Tr	0.0%	New	759	—	$228K
VOOVanguard Index Fds	0.0%	0.0%	330	-3.2%	$227K
DHRDanaher Corp Del	0.0%	0.1%	1,185	+0.6%	$226K
CATCaterpillar Inc	0.0%	New	208	—	$221K
HONHoneywell Intl Inc	0.0%	New	958	—	$214K
HONAHoneywell Aerospace Inc	0.0%	New	957	—	$212K
POWWOutdoor Hldg Co	0.0%	0.0%	20,375	+0.0%	$46K

What Triune Financial Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

DFCF Dimensional ETF Trust+60.4% shares
GOOG Alphabet Inc+52.2% shares
DFNM Dimensional ETF Trust+47.3% shares
AMZN Amazon Com Inc+42.7% shares
AAPL Apple Inc+42.0% shares
NVDA Nvidia Corporation+30.6% shares
TSLA Tesla Inc+23.0% shares
GOOGL Alphabet Inc+8.9% shares

Reduced

No position shrank by more than 5%.

Sold out

OKE Oneok Inc Newwas 0.8%
OGS One Gas Incwas 0.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +24.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about Triune Financial Partners, LLC's portfolio

What stocks does Triune Financial Partners, LLC own?

Triune Financial Partners, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 49 positions worth $478.9M. The largest are Dimensional ETF Trust (DFAC) at 35.0%, Dimensional ETF Trust (DFAX) at 28.4%, Dimensional ETF Trust (DFUV) at 11.3%, Dimensional ETF Trust (DFAT) at 5.4% and Vanguard Intl Equity Index F (VEU) at 3.4%.

What did Triune Financial Partners, LLC buy last quarter?

In Q2 2026, Triune Financial Partners, LLC added a new position in Ishares Tr (IWM), a new position in Caterpillar Inc (CAT), a new position in Honeywell Intl Inc (HON), a new position in Honeywell Aerospace Inc (HONA), Dimensional ETF Trust (DFCF) (+60.4% shares), Alphabet Inc (GOOG) (+52.2% shares) and Dimensional ETF Trust (DFNM) (+47.3% shares), compared with its Q1 2026 filing.

What did Triune Financial Partners, LLC sell last quarter?

In Q2 2026, Triune Financial Partners, LLC sold all of Oneok Inc New (OKE) and sold all of One Gas Inc (OGS), compared with its Q1 2026 filing.

When is Triune Financial Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Triune Financial Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Triune Financial Partners, LLC manage?

Triune Financial Partners, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $478.9M.