Triune Financial Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2040393
Institutional-grade research for retail investors

13F Reported Value

$420.5M

Holdings

47

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Triune Financial Partners, LLC disclosed 47 positions worth $420.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $CMP. The portfolio is most concentrated in Other (97.2% of disclosed assets). All figures are sourced directly from Triune Financial Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2040393.

Sector Allocation

OtherEnergyFinancialsTechnologyHealthcareIndustrials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored
  • DIMENSIONAL ETF TRUST

    Quality

    $143.2M3,684,951 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $123.3M3,630,000 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $46.3M956,405 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $22.2M355,699 sh
  • VANGUARD INTL EQUITY INDEX F

    Quality

    $14.6M194,556 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $11.6M281,713 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $10.7M144,467 sh
  • ISHARES TR

    Quality

    $6.4M17,370 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $5.1M121,840 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $4.7M110,286 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Triune Financial Partners, LLC's 47 positions.

Showing top 10 of 47 holdings.

Sector Allocation

Other

$408.7M

Energy

$5.5M

Financials

$2.4M

Technology

$2.0M

Healthcare

$1.0M

Industrials

$709,619

Consumer Discretionary

$200,175

Full Holdings — Triune Financial Partners, LLC (Q1 2026)

All 47 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1DIMENSIONAL ETF TRUST$143.2M34.0%+2%
2DIMENSIONAL ETF TRUST$123.3M29.3%+0%
3DIMENSIONAL ETF TRUST$46.3M11.0%+1%
4DIMENSIONAL ETF TRUST$22.2M5.3%+1%
5VANGUARD INTL EQUITY INDEX F$14.6M3.5%-4%
6DIMENSIONAL ETF TRUST$11.6M2.8%+3%
7DIMENSIONAL ETF TRUST$10.7M2.5%+1%
8ISHARES TR$6.4M1.5%-2%
9DIMENSIONAL ETF TRUST$5.1M1.2%+29%
10DIMENSIONAL ETF TRUST$4.7M1.1%+1%
11ISHARES TR$4.2M1.0%-2%
12VANGUARD INDEX FDS$4.0M0.9%-0%
13AMERICAN CENTY ETF TR$3.6M0.9%+0%
14OKE$OKEONEOK INC /NEW/$3.4M0.8%+162%72
15DIMENSIONAL ETF TRUST$1.9M0.5%+0%
16VANGUARD INDEX FDS$1.9M0.4%-1%
17BRK.B$BRK.BBERKSHIRE HATHAWAY INC$1.3M0.3%+0%64.5
18DIMENSIONAL ETF TRUST$1.1M0.3%+29%
19VANGUARD INDEX FDS$819,8700.2%+0%
20SPY$SPYSPDR S&P 500 ETF TRUST$789,5470.2%+0%
21AMERICAN CENTY ETF TR$663,3280.2%+0%
22XOM$XOMEXXON MOBIL CORP$613,9530.1%+0%61.8
23CVX$CVXCHEVRON CORP$556,2460.1%+1%54.7
24OGS$OGSONE Gas, Inc.$544,2140.1%+115%
25DIMENSIONAL ETF TRUST$524,1140.1%+0%
26MSFT$MSFTMICROSOFT CORP$467,9460.1%-7%83.7
27LLY$LLYELI LILLY & Co$467,0350.1%+0%89.3
28AAPL$AAPLApple Inc.$449,8180.1%+0%76.1
29IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$424,3640.1%+1%66.7
30JPM$JPMJPMORGAN CHASE & CO$416,3710.1%-7%35.6
31GOOG$GOOGAlphabet Inc.$327,8570.1%+0%80.2
32SHEL$SHELShell plc$321,3870.1%+1%
33MRK$MRKMerck & Co., Inc.$298,7470.1%+0%70.9
34EQBK$EQBKEQUITY BANCSHARES INC$297,8480.1%+0%
35DIMENSIONAL ETF TRUST$281,8970.1%+0%
36CAPITAL GROUP CONSERVATIVE E$271,1400.1%+0%
37GOOGL$GOOGLAlphabet Inc.$258,1470.1%+0%80.2
38NVDA$NVDANVIDIA CORP$249,8760.1%+0%90.2
39TSLA$TSLATesla, Inc.$244,3010.1%+0%50.1
40JNJ$JNJJOHNSON & JOHNSON$236,9160.1%+0%72.8
41VANGUARD INDEX FDS$226,9300.1%+0%
42DHR$DHRDANAHER CORP /DE/$223,4350.1%+0%63.9
43PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$219,6250.1%+1%70.9
44VANGUARD INDEX FDS$203,4970.1%+1%
45AMZN$AMZNAMAZON COM INC$200,1750.1%+1%74.6
46CFFN$CFFNCapitol Federal Financial, Inc.$189,6780.1%+1%37.4
47POWW$POWWOutdoor Holding Co$40,9540.0%+0%32.4

Exited Positions (2)

CMP$CMP COMPASS MINERALS INTERNATIONAL INC
CBRE$CBRE CBRE GROUP, INC.

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Triune Financial Partners, LLC including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track Triune Financial Partners, LLC's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Triune Financial Partners, LLC and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Triune Financial Partners, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Triune Financial Partners, LLC (SEC CIK: 2040393), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Triune Financial Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.