Triune Financial Partners, LLC — 13F Holdings & Portfolio
CIK 2040393 · latest 13F-HR filed 2026-04-30
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$420.5M
Long-equity book
47
Distinct positions
2026-03-31
Filed 2026-04-30
+0 / −2 / ↑10 / ↓19
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ONEOK INC NEW$2.3M +198.6%
- DIMENSIONAL ETF TRUST$1.1M +28.2%
- ONE GAS INC$310.7K +133.0%
- DIMENSIONAL ETF TRUST$237.4K +27.1%
- EXXON MOBIL CORP$103.1K +20.2%
Top Trims
- VANGUARD INTL EQUITY INDEX F-$1.2M -7.5%
- ISHARES TR-$517.1K -7.4%
- ISHARES TR-$381.5K -8.3%
- MICROSOFT CORP-$113.7K -19.5%
- INTERNATIONAL BUSINESS MACHS-$109.4K -20.5%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $143.2M | 34.05% | 3,684,951 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $123.3M | 29.32% | 3,630,000 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $46.3M | 11.02% | 956,405 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $22.2M | 5.28% | 355,699 | SH |
| 5 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $14.6M | 3.47% | 194,556 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $11.6M | 2.75% | 281,713 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAW | 25434V617 | $10.7M | 2.53% | 144,467 | SH |
| 8 | ISHARES TR | IWV | 464287689 | $6.4M | 1.53% | 17,370 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $5.1M | 1.22% | 121,840 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $4.7M | 1.11% | 110,286 | SH |
| 11 | ISHARES TR | IVV | 464287200 | $4.2M | 1.00% | 6,460 | SH |
| 12 | VANGUARD INDEX FDS | VTV | 922908744 | $4.0M | 0.95% | 20,437 | SH |
| 13 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $3.6M | 0.86% | 32,605 | SH |
| 14 | ONEOK INC NEW | OKE | 682680103 | $3.4M | 0.82% | 38,028 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $1.9M | 0.46% | 45,307 | SH |
| 16 | VANGUARD INDEX FDS | VBR | 922908611 | $1.9M | 0.44% | 8,607 | SH |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.3M | 0.31% | 2,759 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $1.1M | 0.26% | 23,237 | SH |
| 19 | VANGUARD INDEX FDS | VTI | 922908769 | $819.9K | 0.19% | 2,556 | SH |
| 20 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $789.5K | 0.19% | 1,214 | SH |
| 21 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $663.3K | 0.16% | 6,005 | SH |
| 22 | EXXON MOBIL CORP | XOM | 30231G102 | $614.0K | 0.15% | 3,619 | SH |
| 23 | CHEVRON CORPORATION | CVX | 166764100 | $556.2K | 0.13% | 2,688 | SH |
| 24 | ONE GAS INC | OGS | 68235P108 | $544.2K | 0.13% | 6,319 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $524.1K | 0.12% | 11,616 | SH |
| 26 | MICROSOFT CORP | MSFT | 594918104 | $467.9K | 0.11% | 1,264 | SH |
| 27 | ELI LILLY & CO | LLY | 532457108 | $467.0K | 0.11% | 508 | SH |
| 28 | APPLE INC | AAPL | 037833100 | $449.8K | 0.11% | 1,772 | SH |
| 29 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $424.4K | 0.10% | 1,751 | SH |
| 30 | JPMORGAN CHASE & CO | JPM | 46625H100 | $416.4K | 0.10% | 1,415 | SH |
| 31 | ALPHABET INC | GOOGL | 02079K305 | $327.9K | 0.08% | 1,140 | SH |
| 32 | SHELL PLC | SHEL | 780259305 | $321.4K | 0.08% | 3,456 | SH |
| 33 | MERCK & CO INC | MRK | 58933Y105 | $298.7K | 0.07% | 2,484 | SH |
| 34 | EQUITY BANCSHARES INC | EQBK | 29460X109 | $297.8K | 0.07% | 6,707 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $281.9K | 0.07% | 8,045 | SH |
| 36 | CAPITAL GROUP CONSERVATIVE E | CGCV | 14020U100 | $271.1K | 0.06% | 9,096 | SH |
| 37 | ALPHABET INC | GOOG | 02079K107 | $258.1K | 0.06% | 900 | SH |
| 38 | NVIDIA CORPORATION | NVDA | 67066G104 | $249.9K | 0.06% | 1,433 | SH |
| 39 | TESLA INC | TSLA | 88160R101 | $244.3K | 0.06% | 657 | SH |
| 40 | JOHNSON & JOHNSON | JNJ | 478160104 | $236.9K | 0.06% | 969 | SH |
| 41 | VANGUARD INDEX FDS | VV | 922908637 | $226.9K | 0.05% | 759 | SH |
| 42 | DANAHER CORP DEL | DHR | 235851102 | $223.4K | 0.05% | 1,178 | SH |
| 43 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $219.6K | 0.05% | 1,055 | SH |
| 44 | VANGUARD INDEX FDS | VOO | 922908363 | $203.5K | 0.05% | 341 | SH |
| 45 | AMAZON COM INC | AMZN | 023135106 | $200.2K | 0.05% | 961 | SH |
| 46 | CAPITOL FED FINL INC | CFFN | 14057J101 | $189.7K | 0.05% | 26,603 | SH |
| 47 | OUTDOOR HOLDING CO | POWW | 00175J107 | $41.0K | 0.01% | 20,375 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-30 | $420.5M | 47 | 0002040393-26-000002 |
| 2025-12-31 | 2026-02-02 | $427.8M | 49 | 0002040393-26-000001 |