Triune Financial Partners, LLC has filed its 13F form on May 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $315 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 $120B, Dimensional ETF Tr with a value of $96.9B, Dimensional ETF Tr Us Marketwi with a value of $37.8B, Dimensional ETF Tr U S Target with a value of $17.2B, and Vanguard Ftse All World Ex Us with a value of $12.9B.

Examining the 13F form we can see an decrease of $2.76B in the current position value, from $318B to 315B.

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 $315 Billion
ETFs: $210 Billion
Financial Services: $2.41 Billion
Technology: $1.36 Billion
Energy: $1.31 Billion
Healthcare: $1.03 Billion
Communication Services: $447 Million
Consumer Cyclical: $298 Million
Real Estate: $207 Million
Other: $123 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $315 Billion
  • Prior Value $318 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Triune Financial Partners, LLC Portfolio

Follow Triune Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triune Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triune Financial Partners, LLC with notifications on news.