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

Currently, Triune Financial Partners, LLC holds 47 types of securities in its portfolio with a total value $420.5M. In the most recent quarter, they have increased their positions in OKE (+23.5K shares, valued at $2.1M), DFAC (+54.5K shares, valued at $2.1M), DFCF (+27.7K shares, valued at $1.2M); decreased their positions in VEU (-8.7K shares, valued at $656.2K), IWV (-344 shares, valued at $127.5K), IVV (-160 shares, valued at $104.5K).

1M P&L

+14.9M+3.34%

3M P&L

+15.7M+3.53%

HY P&L

+61.1M+15.28%

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/A408.5M

97.7%

2Oil & Gas Midstream3.4M

0.8%

3Oil & Gas Integrated1.5M

0.4%

Top Industries by Stock Count

1N/A23 stocks

54.8%

2Banks - Regional3 stocks

7.1%

3Oil & Gas Integrated3 stocks

7.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.7M shares1.50%2026-03-312026-04-30

DFAX DIMENSIONAL ETF TRUST3.6M shares0.26%2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST956.4K shares0.93%2026-03-312026-04-30

DFAT DIMENSIONAL ETF TRUST355.7K shares1.05%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F194.6K shares-4.30%2026-03-312026-04-30

DFSU DIMENSIONAL ETF TRUST281.7K shares3.30%2026-03-312026-04-30

DFAW DIMENSIONAL ETF TRUST144.5K shares0.93%2026-03-312026-04-30

IWV ISHARES TR17.4K shares-1.94%2026-03-312026-04-30

Sponsored

DFCF DIMENSIONAL ETF TRUST121.8K shares29.47%2026-03-312026-04-30

DFSI DIMENSIONAL ETF TRUST110.3K shares0.50%2026-03-312026-04-30

IVV ISHARES TR6.5K shares-2.42%2026-03-312026-04-30

VTV VANGUARD INDEX FDS20.4K shares-0.45%2026-03-312026-04-30

AVUS AMERICAN CENTY ETF TR32.6K shares0.22%2026-03-312026-04-30

OKE ONEOK INC NEW38.0K shares161.56%2026-03-312026-04-30

DFSE DIMENSIONAL ETF TRUST45.3K shares0.35%2026-03-312026-04-30

VBR VANGUARD INDEX FDS8.6K shares-1.08%2026-03-312026-04-30

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8K shares0.15%2026-03-312026-04-30

DFNM DIMENSIONAL ETF TRUST23.2K shares28.66%2026-03-312026-04-30

VTI VANGUARD INDEX FDS2.6K shares0.31%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T1.2K shares0.00%2026-03-312026-04-30

AVUV AMERICAN CENTY ETF TR6.0K shares0.27%2026-03-312026-04-30

XOM EXXON MOBIL CORP3.6K shares0.17%2026-03-312026-04-30

CVX CHEVRON CORPORATION2.7K shares0.90%2026-03-312026-04-30

OGS ONE GAS INC6.3K shares115.22%2026-03-312026-04-30

Sponsored

DFAU DIMENSIONAL ETF TRUST11.6K shares0.00%2026-03-312026-04-30

MSFT MICROSOFT CORP1.3K shares-6.51%2026-03-312026-04-30

LLY ELI LILLY & CO508 shares0.00%2026-03-312026-04-30

AAPL APPLE INC1.8K shares0.06%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.63%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO1.4K shares-6.60%2026-03-312026-04-30

ALPHABET INC ALPHABET INC1.1K shares0.09%2026-03-312026-04-30

SHEL SHELL PLC3.5K shares0.79%2026-03-312026-04-30

Sponsored

MERCK & CO INC MERCK & CO INC2.5K shares0.00%2026-03-312026-04-30

EQBK EQUITY BANCSHARES INC6.7K shares0.00%2026-03-312026-04-30

DFSV DIMENSIONAL ETF TRUST8.0K shares0.00%2026-03-312026-04-30

CGCV CAPITAL GROUP CONSERVATIVE E9.1K shares0.00%2026-03-312026-04-30

ALPHABET INC ALPHABET INC900 shares0.11%2026-03-312026-04-30

NVDA NVIDIA CORPORATION1.4K shares0.00%2026-03-312026-04-30

TSLA TESLA INC657 shares0.00%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON969 shares0.41%2026-03-312026-04-30

Sponsored

VV VANGUARD INDEX FDS759 shares0.26%2026-03-312026-04-30

DHR DANAHER CORP DEL1.2K shares0.00%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC1.1K shares0.67%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS341 shares0.59%2026-03-312026-04-30

AMZN AMAZON COM INC961 shares1.48%2026-03-312026-04-30

CFFN CAPITOL FED FINL INC26.6K shares1.06%2026-03-312026-04-30

POWW OUTDOOR HOLDING CO20.4K shares0.00%2026-03-312026-04-30

DFAC

DIMENSIONAL ETF TRUST

1.50%

Shares3.7M

Event2026-03-31

Filed2026-04-30

DFAX

DIMENSIONAL ETF TRUST

0.26%

Shares3.6M

Event2026-03-31

Filed2026-04-30

DFUV

DIMENSIONAL ETF TRUST

0.93%

Shares956.4K

Event2026-03-31

Filed2026-04-30

DFAT

DIMENSIONAL ETF TRUST

1.05%

Shares355.7K

Event2026-03-31

Filed2026-04-30

VEU

VANGUARD INTL EQUITY INDEX F

-4.30%

Shares194.6K

Event2026-03-31

Filed2026-04-30

DFSU

DIMENSIONAL ETF TRUST

3.30%

Shares281.7K

Event2026-03-31

Filed2026-04-30

DFAW

DIMENSIONAL ETF TRUST

0.93%

Shares144.5K

Event2026-03-31

Filed2026-04-30

IWV

ISHARES TR

-1.94%

Shares17.4K

Event2026-03-31

Filed2026-04-30

DFCF

DIMENSIONAL ETF TRUST

29.47%

Shares121.8K

Event2026-03-31

Filed2026-04-30

DFSI

DIMENSIONAL ETF TRUST

0.50%

Shares110.3K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

-2.42%

Shares6.5K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

-0.45%

Shares20.4K

Event2026-03-31

Filed2026-04-30

AVUS

AMERICAN CENTY ETF TR

0.22%

Shares32.6K

Event2026-03-31

Filed2026-04-30

OKE

ONEOK INC NEW

161.56%

Shares38.0K

Event2026-03-31

Filed2026-04-30

DFSE

DIMENSIONAL ETF TRUST

0.35%

Shares45.3K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD INDEX FDS

-1.08%

Shares8.6K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

0.15%

Shares2.8K

Event2026-03-31

Filed2026-04-30

DFNM

DIMENSIONAL ETF TRUST

28.66%

Shares23.2K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

0.31%

Shares2.6K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-30

AVUV

AMERICAN CENTY ETF TR

0.27%

Shares6.0K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

0.17%

Shares3.6K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

0.90%

Shares2.7K

Event2026-03-31

Filed2026-04-30

OGS

ONE GAS INC

115.22%

Shares6.3K

Event2026-03-31

Filed2026-04-30

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-6.51%

Shares1.3K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

0.00%

Shares508

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

0.06%

Shares1.8K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

0.63%

Shares1.8K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-6.60%

Shares1.4K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-30

SHEL

SHELL PLC

0.79%

Shares3.5K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-30

EQBK

EQUITY BANCSHARES INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-30

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-30

CGCV

CAPITAL GROUP CONSERVATIVE E

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.11%

Shares900

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

0.00%

Shares657

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

0.41%

Shares969

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

0.26%

Shares759

Event2026-03-31

Filed2026-04-30

DHR

DANAHER CORP DEL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-30

PNC

PNC FINL SVCS GROUP INC

0.67%

Shares1.1K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

0.59%

Shares341

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

1.48%

Shares961

Event2026-03-31

Filed2026-04-30

CFFN

CAPITOL FED FINL INC

1.06%

Shares26.6K

Event2026-03-31

Filed2026-04-30

POWW

OUTDOOR HOLDING CO

0.00%

Shares20.4K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available