Triune Financial Partners, LLC Portfolio Holdings

Triune Financial Partners, LLC

  • $363 Billion
  • Q2 2025

Triune Financial Partners, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $363 Billion distributed in 42 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 $129B, Dimensional ETF Tr with a value of $107B, Dimensional ETF Tr Us Marketwi with a value of $38.5B, Dimensional ETF Tr U S Target with a value of $18.2B, and Vanguard Ftse All World Ex Us with a value of $14.1B.

Examining the 13F form we can see an increase of $48.4B in the current position value, from $315B to 363B.

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 $363 Billion
ETFs: $223 Billion
Financial Services: $2.48 Billion
Technology: $1.69 Billion
Energy: $975 Million
Healthcare: $628 Million
Consumer Cyclical: $444 Million
Real Estate: $223 Million
Basic Materials: $205 Million
Other: $26.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$146M
$26.1 Million 0.01% of portfolio
20,375
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $363 Billion
  • Prior Value $315 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 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.

Choose your preferred platform and Sign Up 👇 Telegram Email