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CIK: 0002040393
Total reported value
$478.9M
$478.9M
47 檔
73.0%
As reported in its official Q1 2026 Form 13F filing, Triune Financial Partners, LLC's tracked investment portfolio stood at $478.9M with 47 total positions.
In Q1 2026, Triune Financial Partners, LLC displayed an active expansion posture, initiating 0 new positions and adding to 29 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 | 34.05% | +0.92% | +1.50% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 29.32% | -0.91% | +0.26% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 11.02% | +0.26% | +0.93% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 5.28% | +0.07% | +1.05% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.47% | -0.09% | -4.30% | |
| 6 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.75% | -0.01% | +3.30% | |
| 7 | DFAW | Dimensional World Eqty ETF | ETF-Other | 2.53% | +0.03% | +0.93% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.53% | +0.02% | -1.94% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.22% | +0.50% | +29.47% | |
| 10 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.11% | -0.06% | +0.50% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | — | -2.42% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 0.95% | -0.02% | -0.45% | |
| 13 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.86% | — | +0.22% | |
| 14 | OKE | Oneok Inc | Stock-Energy | 0.82% | -0.82% | EXIT | |
| 15 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.46% | — | +0.35% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.44% | — | -1.08% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.03% | +0.15% | |
| 18 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.26% | +0.09% | +28.66% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | — | +0.31% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | — | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.16% | -0.01% | +0.27% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.05% | +0.17% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.04% | +0.90% | |
| 24 | OGS | One Gas Inc | Stock-Utilities | 0.13% | -0.13% | EXIT | |
| 25 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.12% | +0.01% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | — | -6.51% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.02% | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.11% | +0.04% | +0.06% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.10% | — | +0.63% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | — | -6.60% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.01% | +0.09% | |
| 32 | SHEL | Shell Plc-adr | Stock-Energy | 0.08% | -0.02% | +0.79% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.07% | — | — | |
| 34 | EQBK | Equity Bancshares Inc - Cl A | Stock-Other | 0.07% | — | — | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.07% | — | — | |
| 36 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.06% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | +0.04% | +0.11% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | +0.02% | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.06% | +0.01% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | -0.01% | +0.41% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-Other | 0.05% | — | +0.26% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.05% | — | — | |
| 43 | PNC | Pnc Financial Services Group | Stock-Financials | 0.05% | +0.01% | +0.67% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | — | +0.59% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | +0.02% | +1.48% | |
| 46 | CFFN | Capitol Federal Financial In | Stock-Other | 0.05% | — | +1.06% | |
| 47 | POWW | Outdoor Holding Co | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OKE | Oneok Inc | +0.6% | +161.56% | Add |
| 2 | DFCF | Dimensional Core Fixed Inc | +0.3% | +29.47% | Add |
| 3 | DFUV | Dimensional US Marketwide Va | +0.2% | +0.93% | Add |
| 4 | OGS | One Gas Inc | +0.1% | +115.22% | Add |
| 5 | DFNM | Dimensional National Muni Bd | +0.1% | +28.66% | Add |
| 6 | DFAT | Dimensional US Target Value | +0.1% | +1.05% | Add |
| 7 | XOM | Exxon Mobil CORP | 0% | +0.17% | Add |
| 8 | CVX | Chevron CORP | 0% | +0.90% | Add |
| 9 | SHEL | Shell Plc-adr | 0% | +0.79% | Add |
| 10 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 11 | JNJ | Johnson & Johnson | 0% | +0.41% | Add |
| 12 | AVUV | Avantis US Small Cap Value | 0% | +0.27% | Add |
| 13 | CFFN | Capitol Federal Financial In | 0% | +1.06% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | — | +0.31% | Add |
| 15 | AMZN | Amazon.com Inc | — | +1.48% | Add |
| 16 | NVDA | Nvidia CORP | — | — | Unchanged |
| 17 | PNC | Pnc Financial Services Group | — | +0.67% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | — | +0.59% | Add |
| 19 | EQBK | Equity Bancshares Inc - Cl A | — | — | Unchanged |
| 20 | AAPL | Apple Inc | — | +0.06% | Add |
| 21 | POWW | Outdoor Holding Co | — | — | Unchanged |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.15% | Add |
| 23 | DFSV | Dimensional US Small Cap Val | — | — | Unchanged |
| 24 | VTV | Vanguard Value ETF | 0% | -0.45% | Trim |
| 25 | DFSE | Dimensional Em Sus Core1 ETF | 0% | +0.35% | Add |
| 26 | VBR | Vanguard Small-cap Value ETF | 0% | -1.08% | Trim |
| 27 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +0.09% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 30 | JPM | Jpmorgan Chase & Co | 0% | -6.60% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | 0% | +0.11% | Add |
| 32 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 33 | DHR | Danaher CORP | 0% | — | Unchanged |
| 34 | DFAU | Dimensional US Core Equity M | 0% | — | Unchanged |
| 35 | VV | Vanguard Large-cap ETF | 0% | +0.26% | Add |
| 36 | CGCV | Cap Group Conservative Eq | 0% | — | Unchanged |
| 37 | AVUS | Avantis U.s. Equity ETF | 0% | +0.22% | Add |
| 38 | IBM | Intl Business Machines CORP | 0% | +0.63% | Add |
| 39 | DFAW | Dimensional World Eqty ETF | 0% | +0.93% | Add |
| 40 | MSFT | Microsoft CORP | 0% | -6.51% | Trim |
| 41 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | +0.50% | Add |
| 42 | DFAX | Dimensional World Ex US Core | -0.1% | +0.26% | Add |
| 43 | DFSU | Dimensional US Sus Core1 ETF | -0.1% | +3.30% | Add |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.1% | -2.42% | Trim |
| 45 | IWV | Ishares Russell 3000 ETF | -0.1% | -1.94% | Trim |
| 46 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -4.30% | Trim |
| 47 | DFAC | Dimensional US Core Equity 2 | -0.5% | +1.50% | Add |
| 48 | CMP | Compass Minerals Internation | — | EXIT | Sold out |
| 49 | CBRE | Cbre Group Inc - A | — | EXIT | Sold out |
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 Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 73.0% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
CMP
前期市值: $255.3K
During Q1 2026, Triune Financial Partners, LLC's top holdings by market value included DFAC (34.0%)、DFAX (29.3%)、DFUV (11.0%). The largest single position, DFAC, represented 34.0% of total portfolio value.
In Q1 2026, Triune Financial Partners, LLC made 38 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 7 holdings, and fully liquidating 2 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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