Triune Financial Partners, LLC Portfolio Holdings

Triune Financial Partners, LLC

  • $319 Billion
  • Q3 2024

Triune Financial Partners, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $319 Billion distributed in 33 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 $127B, Dimensional ETF Tr with a value of $94.6B, Dimensional ETF Tr Us Marketwi with a value of $37.6B, Dimensional ETF Tr U S Target with a value of $18.1B, and Vanguard Ftse All World Ex Us with a value of $13.4B.

Examining the 13F form we can see an increase of $319B in the current position value.

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 $319 Billion
ETFs: $218 Billion
Financial Services: $2.25 Billion
Healthcare: $1.15 Billion
Energy: $1.06 Billion
Technology: $1.04 Billion
Consumer Cyclical: $234 Million
Basic Materials: $123 Million
Industrials: $29.1 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$127 Billion 39.86% of portfolio
3,703,605
Q4 2021 Added 5.25%
$0
$94.6 Billion 29.7% of portfolio
3,502,573
Q4 2021 Reduced 33.42%
$0
$37.6 Billion 11.82% of portfolio
902,984
Q4 2022 Added 1.8%
$0
$18.1 Billion 5.67% of portfolio
324,777
Q4 2021 Added 2.62%
$0
$13.4 Billion 4.21% of portfolio
212,724
Q4 2021 Reduced 0.67%
$0
$6.14 Billion 1.93% of portfolio
18,778
Q4 2021 Reduced 0.22%
$0
$3.79 Billion 1.19% of portfolio
6,570
Q4 2021 Reduced 1.18%
$0
$3.62 Billion 1.14% of portfolio
20,728
Q4 2021 Added 0.82%
$0
$3.23 Billion 1.01% of portfolio
33,957
Q4 2022 Added 11.01%
$0
$1.92 Billion 0.6% of portfolio
9,576
Q4 2021 Reduced 5.85%
$593B
$1.16 Billion 0.37% of portfolio
2,528
Q2 2021 Reduced 25.95%
$0
$946 Million 0.3% of portfolio
21,913
Q4 2022 Added 74.73%
$740B
$561 Million 0.18% of portfolio
633
Q2 2023 Added 40.28%
$0
$566 Million 0.18% of portfolio
5,897
Q4 2022 Reduced 0.68%
$0
$548 Million 0.17% of portfolio
11,288
Q4 2022 Added 88.47%
$0
$513 Million 0.16% of portfolio
893
Q4 2021 Added 0.89%
$0
$476 Million 0.15% of portfolio
1,681
Q4 2021 Added 0.68%
$3.39T
$432 Million 0.14% of portfolio
1,003
Q4 2021 Reduced 0.59%
$205B
$381 Million 0.12% of portfolio
1,724
Q3 2024 New
$290B
$354 Million 0.11% of portfolio
2,401
Q4 2021 Added 2.53%
$699B
$356 Million 0.11% of portfolio
1,689
Q4 2021 Added 1.2%
$590M
$328 Million 0.1% of portfolio
5,798
Q3 2024 New
$170B
$325 Million 0.1% of portfolio
1,169
Q4 2021 Added 0.18%
$253B
$260 Million 0.08% of portfolio
2,292
Q2 2023 Added 18.88%
$559M
$268 Million 0.08% of portfolio
6,556
Q4 2021 Added 0.13%
$221B
$215 Million 0.07% of portfolio
3,258
Q1 2024 Added 1.01%
$4.07T
$228 Million 0.07% of portfolio
980
Q2 2024 Reduced 0.1%
$0
$237 Million 0.07% of portfolio
450
Q1 2023 Added 35.56%
$2.35T
$234 Million 0.07% of portfolio
1,256
Q4 2021 Reduced 92.83%
$925M
$136 Million 0.04% of portfolio
23,266
Q4 2021 Added 3.4%
$517M
$123 Million 0.04% of portfolio
10,221
Q4 2021 Reduced 11.83%
$124M
$29.1 Million 0.01% of portfolio
20,375
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $319 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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