Triune Financial Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $318 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $128B, Dimensional ETF Tr with a value of $91.8B, Dimensional ETF Tr Us Marketwi with a value of $37.7B, Dimensional ETF Tr U S Target with a value of $18.3B, and Vanguard Ftse All World Ex Us with a value of $12.4B.

Examining the 13F form we can see an decrease of $920M in the current position value, from $319B to 318B.

Triune Financial Partners, LLC is based out at Overland Park, KS

Below you can find more details about Triune Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $318 Billion
ETFs: $219 Billion
Financial Services: $2.32 Billion
Technology: $1.03 Billion
Healthcare: $986 Million
Energy: $944 Million
Consumer Cyclical: $280 Million
Real Estate: $208 Million
Basic Materials: $115 Million
Other: $22.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $318 Billion
  • Prior Value $319 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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