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The Analysis of Triune Financial Partners, LLC's Holdings & P&L

Currently, Triune Financial Partners, LLC holds 49 types of securities in its portfolio with a total value $478.9M. In the most recent quarter, they have increased their positions in DFAC (+90.3K shares, valued at $4.0M), DFCF (+73.6K shares, valued at $3.1M), DFAX (+62.7K shares, valued at $2.3M); decreased their positions in VEU (-1.5K shares, valued at $125.1K), AVUS (-634 shares, valued at $81.2K), BRK.B (-126 shares, valued at $63.0K); initiated new positions in IWM (+759 shares, valued at $228.1K), CAT (+208 shares, valued at $221.5K), N/A (+958 shares, valued at $214.4K).

1M P&L

+6.5M+1.34%

3M P&L

+27.0M+5.85%

HY P&L

+56.2M+13.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A462.6M

98.2%

2Insurance - Diversified1.3M

0.3%

3Drug Manufacturers - General1.2M

0.3%

Top Industries by Stock Count

1N/A22 stocks

52.4%

2Banks - Regional3 stocks

7.1%

3Drug Manufacturers - General3 stocks

7.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.8M shares2.45%2026-06-302026-08-07

DFAX DIMENSIONAL ETF TRUST3.7M shares1.73%2026-06-302026-08-07

DFUV DIMENSIONAL ETF TRUST981.9K shares2.67%2026-06-302026-08-07

DFAT DIMENSIONAL ETF TRUST366.7K shares3.09%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F193.1K shares-0.77%2026-06-302026-08-07

DFSU DIMENSIONAL ETF TRUST281.8K shares0.03%2026-06-302026-08-07

DFAW DIMENSIONAL ETF TRUST147.9K shares2.39%2026-06-302026-08-07

DFCF DIMENSIONAL ETF TRUST195.4K shares60.40%2026-06-302026-08-07

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IWV ISHARES TR17.4K shares0.23%2026-06-302026-08-07

DFSI DIMENSIONAL ETF TRUST111.2K shares0.81%2026-06-302026-08-07

ISHARES TR ISHARES TR6.4K shares-0.60%2026-06-302026-08-07

VTV VANGUARD INDEX FDS20.5K shares0.07%2026-06-302026-08-07

AVUS AMERICAN CENTY ETF TR32.0K shares-1.94%2026-06-302026-08-07

DFSE DIMENSIONAL ETF TRUST44.6K shares-1.61%2026-06-302026-08-07

VBR VANGUARD INDEX FDS8.7K shares1.03%2026-06-302026-08-07

DFNM DIMENSIONAL ETF TRUST34.2K shares47.30%2026-06-302026-08-07

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL2.6K shares-4.57%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K shares0.94%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares0.25%2026-06-302026-08-07

AVUV AMERICAN CENTY ETF TR5.9K shares-1.48%2026-06-302026-08-07

AAPL APPLE INC2.5K shares41.99%2026-06-302026-08-07

LLY ELI LILLY & CO515 shares1.38%2026-06-302026-08-07

DFAU DIMENSIONAL ETF TRUST11.6K shares0.00%2026-06-302026-08-07

MSFT MICROSOFT CORP1.4K shares8.86%2026-06-302026-08-07

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EXXON MOBIL CORP EXXON MOBIL CORP3.7K shares1.16%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.97%2026-06-302026-08-07

GOOG ALPHABET INC1.4K shares52.22%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.4K shares-1.06%2026-06-302026-08-07

CVX CHEVRON CORPORATION2.7K shares1.60%2026-06-302026-08-07

GOOGL ALPHABET INC1.2K shares8.95%2026-06-302026-08-07

NVDA NVIDIA CORPORATION1.9K shares30.57%2026-06-302026-08-07

TSLA TESLA INC808 shares22.98%2026-06-302026-08-07

Sponsored

EQBK EQUITY BANCSHARES INC6.7K shares0.39%2026-06-302026-08-07

AMZN AMAZON COM INC1.4K shares42.66%2026-06-302026-08-07

MRK MERCK & CO INC2.5K shares1.69%2026-06-302026-08-07

DFSV DIMENSIONAL ETF TRUST8.0K shares0.00%2026-06-302026-08-07

CGCV CAPITAL GROUP CONSERVATIVE E9.1K shares0.44%2026-06-302026-08-07

SHEL SHELL PLC3.5K shares1.01%2026-06-302026-08-07

PNC PNC FINL SVCS GROUP INC1.1K shares1.42%2026-06-302026-08-07

VV VANGUARD INDEX FDS761 shares0.26%2026-06-302026-08-07

Sponsored

JNJ JOHNSON & JOHNSON998 shares2.99%2026-06-302026-08-07

CFFN CAPITOL FED FINL INC26.9K shares1.06%2026-06-302026-08-07

IWM ISHARES TR759 sharesnew addition2026-06-302026-08-07

VOO VANGUARD INDEX FDS330 shares-3.23%2026-06-302026-08-07

DHR DANAHER CORP DEL1.2K shares0.59%2026-06-302026-08-07

CAT CATERPILLAR INC208 sharesnew addition2026-06-302026-08-07

HONEYWELL INTL INC HONEYWELL INTL INC958 sharesnew addition2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC957 sharesnew addition2026-06-302026-08-07

Sponsored

POWW OUTDOOR HOLDING CO20.4K shares0.00%2026-06-302026-08-07

DFAC

DIMENSIONAL ETF TRUST

2.45%

Shares3.8M

Event2026-06-30

Filed2026-08-07

DFAX

DIMENSIONAL ETF TRUST

1.73%

Shares3.7M

Event2026-06-30

Filed2026-08-07

DFUV

DIMENSIONAL ETF TRUST

2.67%

Shares981.9K

Event2026-06-30

Filed2026-08-07

DFAT

DIMENSIONAL ETF TRUST

3.09%

Shares366.7K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

-0.77%

Shares193.1K

Event2026-06-30

Filed2026-08-07

DFSU

DIMENSIONAL ETF TRUST

0.03%

Shares281.8K

Event2026-06-30

Filed2026-08-07

DFAW

DIMENSIONAL ETF TRUST

2.39%

Shares147.9K

Event2026-06-30

Filed2026-08-07

DFCF

DIMENSIONAL ETF TRUST

60.40%

Shares195.4K

Event2026-06-30

Filed2026-08-07

IWV

ISHARES TR

0.23%

Shares17.4K

Event2026-06-30

Filed2026-08-07

DFSI

DIMENSIONAL ETF TRUST

0.81%

Shares111.2K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-0.60%

Shares6.4K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

0.07%

Shares20.5K

Event2026-06-30

Filed2026-08-07

AVUS

AMERICAN CENTY ETF TR

-1.94%

Shares32.0K

Event2026-06-30

Filed2026-08-07

DFSE

DIMENSIONAL ETF TRUST

-1.61%

Shares44.6K

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD INDEX FDS

1.03%

Shares8.7K

Event2026-06-30

Filed2026-08-07

DFNM

DIMENSIONAL ETF TRUST

47.30%

Shares34.2K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-4.57%

Shares2.6K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.94%

Shares2.6K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.25%

Shares1.2K

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

-1.48%

Shares5.9K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

41.99%

Shares2.5K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

1.38%

Shares515

Event2026-06-30

Filed2026-08-07

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares11.6K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

8.86%

Shares1.4K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

1.16%

Shares3.7K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

0.97%

Shares1.8K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

52.22%

Shares1.4K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-1.06%

Shares1.4K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

1.60%

Shares2.7K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

8.95%

Shares1.2K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

30.57%

Shares1.9K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

22.98%

Shares808

Event2026-06-30

Filed2026-08-07

EQBK

EQUITY BANCSHARES INC

0.39%

Shares6.7K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

42.66%

Shares1.4K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

1.69%

Shares2.5K

Event2026-06-30

Filed2026-08-07

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-07

CGCV

CAPITAL GROUP CONSERVATIVE E

0.44%

Shares9.1K

Event2026-06-30

Filed2026-08-07

SHEL

SHELL PLC

1.01%

Shares3.5K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINL SVCS GROUP INC

1.42%

Shares1.1K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.26%

Shares761

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

2.99%

Shares998

Event2026-06-30

Filed2026-08-07

CFFN

CAPITOL FED FINL INC

1.06%

Shares26.9K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

New

Shares759

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

-3.23%

Shares330

Event2026-06-30

Filed2026-08-07

DHR

DANAHER CORP DEL

0.59%

Shares1.2K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

New

Shares208

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares958

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares957

Event2026-06-30

Filed2026-08-07

POWW

OUTDOOR HOLDING CO

0.00%

Shares20.4K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available