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CIK: 0002040393
Total reported value
$478.9M
$478.9M
47 檔
69.7%
As reported in its official Q3 2025 Form 13F filing, Triune Financial Partners, LLC's tracked investment portfolio stood at $478.9M with 47 total positions.
In Q3 2025, Triune Financial Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 35.53% | +0.92% | +1.95% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 29.10% | -0.91% | +1.37% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.60% | +0.26% | +3.51% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 5.11% | +0.07% | +3.32% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.75% | -0.09% | -0.50% | |
| 6 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.92% | -0.01% | -2.20% | |
| 7 | DFAW | Dimensional World Eqty ETF | ETF-Other | 2.57% | +0.03% | -3.03% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.70% | +0.02% | -2.04% | |
| 9 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.15% | -0.06% | -1.74% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | — | +0.31% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 0.98% | -0.02% | +0.48% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.93% | — | +0.26% | |
| 13 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.48% | — | -1.81% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.48% | — | -0.04% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.42% | +0.50% | +151.33% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.03% | +0.07% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | — | +3.05% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | — | +0.25% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.17% | +0.04% | +35.37% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.15% | -0.01% | +0.45% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | — | -1.90% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.13% | +0.01% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | -1.99% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | — | +0.06% | |
| 25 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.11% | +0.09% | +57.75% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.04% | +4.01% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.02% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.05% | +0.41% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.08% | — | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | +0.01% | — | |
| 31 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.07% | — | — | |
| 32 | EQBK | Equity Bancshares Inc - Cl A | Stock-Other | 0.07% | — | +0.36% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.01% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | +0.02% | +0.95% | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.06% | — | — | |
| 36 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.06% | — | — | |
| 37 | SHEL | Shell Plc-adr | Stock-Energy | 0.06% | -0.02% | +1.01% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | +0.02% | +0.47% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.06% | — | +0.17% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.06% | — | +0.27% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | +0.04% | — | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.05% | +0.01% | -4.60% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | — | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.05% | — | — | |
| 45 | CMP | Compass Minerals Internation | Stock-Other | 0.05% | — | — | |
| 46 | CFFN | Capitol Federal Financial In | Stock-Other | 0.04% | — | +1.39% | |
| 47 | 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 47 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFUV) accounted for 69.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFSU
市值: $11.6M
Top Position Liquidated / Trimmed
DFAX
前期市值: $96.9M
During Q3 2025, Triune Financial Partners, LLC's top holdings by market value included DFAC (35.5%)、DFAX (29.1%)、DFUV (10.6%). The largest single position, DFAC, represented 35.5% of total portfolio value.
In Q3 2025, Triune Financial Partners, LLC made 45 total portfolio adjustments, initiating 10 new buys, adding to 21 positions, trimming 14 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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