Triune Financial Partners, LLC
CIK: 0002040393SEC EDGAR →
Portfolio Value
$427.8M
Holdings
49
As of
Q4 2025
New Positions
49
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,630,425 | $147.7M | 34.52% |
| 2 | DIMENSIONAL ETF TRUST | 3,620,714 | $125.6M | 29.37% |
| 3 | DIMENSIONAL ETF TRUST | 947,622 | $46.3M | 10.82% |
| 4 | DIMENSIONAL ETF TRUST | 352,005 | $22.3M | 5.22% |
| 5 | VANGUARD INTL EQUITY INDEX F | 203,294 | $15.8M | 3.69% |
| 6 | DIMENSIONAL ETF TRUST | 272,715 | $12.0M | 2.81% |
| 7 | DIMENSIONAL ETF TRUST | 143,137 | $11.0M | 2.56% |
| 8 | ISHARES TR | 17,714 | $7.0M | 1.63% |
| 9 | DIMENSIONAL ETF TRUST | 109,734 | $4.9M | 1.15% |
| 10 | ISHARES TR | 6,620 | $4.6M | 1.08% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (49)
$147.7M · 3.6M shares
$125.6M · 3.6M shares
$46.3M · 948K shares
$22.3M · 352K shares
$15.8M · 203K shares
$12.0M · 273K shares
$11.0M · 143K shares
$7.0M · 18K shares
$4.9M · 110K shares
$4.6M · 7K shares
$4.1M · 21K shares
$4.0M · 94K shares
$3.8M · 33K shares
$2.0M · 45K shares
$1.9M · 9K shares
$1.3M · 3K shares
$1.2M · 15K shares
$876K · 18K shares
$867K · 3K shares
$840K · 1K shares
$654K · 6K shares
$581K · 1K shares
$553K · 12K shares
$533K · 2K shares
$526K · 508 shares
$510K · 4K shares
$471K · 3K shares
$463K · 2K shares
$459K · 2K shares
$385K · 1K shares
$309K · 7K shares
$304K · 899 shares
$282K · 8K shares
$282K · 9K shares
$282K · 657 shares
$273K · 1K shares
$273K · 2K shares
$264K · 3K shares
$257K · 1K shares
$255K · 10K shares
$241K · 757 shares
$238K · 1K shares
$234K · 1K shares
$233K · 3K shares
$226K · 947 shares
$219K · 965 shares
$215K · 339 shares
$191K · 26K shares
$33K · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $419.0M | 97.9% |
| Energy | 4 | $2.4M | 0.6% |
| Technology | 4 | $1.8M | 0.4% |
| Unknown | 1 | $1.3M | 0.3% |
| Healthcare | 4 | $1.3M | 0.3% |
| Communication Services | 2 | $689K | 0.2% |
| Consumer Cyclical | 2 | $508K | 0.1% |
| Basic Materials | 1 | $255K | 0.1% |
| Real Estate | 1 | $238K | 0.1% |
| Utilities | 1 | $233K | 0.1% |
| Industrials | 1 | $33K | 0.0% |