Triune Financial Partners, LLC Portfolio Holdings by Sector

Triune Financial Partners, LLC

$363 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFUV DFAT VEU IWV IVV VTV AVUS 16 stocks	$222 Million 96.76% of portfolio	9	7	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.4 Million 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM SHEL 3 stocks	$975,225 0.43% of portfolio	2	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$748,265 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services EQBK PNC CFFN 3 stocks	$621,107 0.27% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$575,108 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$509,969 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$467,026 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$395,825 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$390,352 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$235,186 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$231,745 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$222,657 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$216,945 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$208,755 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials CMP 1 stocks	$205,335 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials POWW 1 stocks	$26,080 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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