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CIK: 0002040393
Total reported value
$478.9M
$478.9M
42 檔
63.9%
The Q2 2025 SEC filing reveals that Triune Financial Partners, LLC held a total portfolio value of $478.9M, covering 42 public equity positions.
During Q2 2025, Triune Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 35.38% | +0.92% | -1.79% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 29.35% | -0.91% | -1.85% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.59% | +0.26% | -0.93% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 5.01% | +0.07% | +1.04% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.88% | -0.09% | -1.18% | |
| 6 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 3.02% | -0.01% | — | |
| 7 | DFAW | Dimensional World Eqty ETF | ETF-Other | 2.70% | +0.03% | +723.78% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.76% | +0.02% | +0.26% | |
| 9 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.23% | -0.06% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | — | +2.71% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.01% | -0.02% | +1.07% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.94% | — | +0.31% | |
| 13 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.49% | — | — | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.49% | — | -1.17% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.03% | -0.03% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | — | -0.48% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | — | +33.93% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.18% | +0.50% | -17.49% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | — | -13.67% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.15% | -0.01% | +0.49% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | — | +0.35% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.14% | +0.01% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | -18.84% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.02% | -23.95% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.11% | +0.04% | -2.41% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.10% | -0.04% | +1.72% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.05% | -37.14% | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.08% | +0.09% | -29.09% | |
| 29 | EQBK | Equity Bancshares Inc - Cl A | Stock-Other | 0.07% | — | +0.41% | |
| 30 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.07% | — | — | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.07% | — | — | |
| 32 | SHEL | Shell Plc-adr | Stock-Energy | 0.07% | -0.02% | +0.99% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | +0.02% | -31.59% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.06% | — | +0.17% | |
| 35 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.06% | — | +0.19% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | +0.02% | — | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.06% | — | -33.19% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.06% | +0.01% | — | |
| 39 | CMP | Compass Minerals Internation | Stock-Other | 0.06% | — | — | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.06% | +0.01% | — | |
| 41 | CFFN | Capitol Federal Financial In | Stock-Other | 0.04% | — | +1.49% | |
| 42 | POWW | Outdoor Holding Co | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Triune Financial Partners, LLC reported a total U.S. public equity portfolio value of $478.9M across 42 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFUV) accounted for 63.9% of total reported equity market value during Q2 2025.
During Q2 2025, Triune Financial Partners, LLC's top holdings by market value included DFAC (35.4%)、DFAX (29.4%)、DFUV (10.6%). The largest single position, DFAC, represented 35.4% of total portfolio value.
In Q2 2025, Triune Financial Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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