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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$542M
$328 Million 0.1% of portfolio
5,798
Q3 2024 New
$559M
$268 Million 0.08% of portfolio
6,556
Q3 2024 New
$886M
$136 Million 0.04% of portfolio
23,266
Q3 2024 New
$494M
$123 Million 0.04% of portfolio
10,221
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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