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Triune Financial Partners, LLC — 13F Holdings & Portfolio

CIK 2040393 · latest 13F-HR filed 2026-08-07

Backtest portfolio

Triune Financial Partners, LLC manages $478.9M in 13F-reported U.S. long-equity assets across 49 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (34.97%), DFAX (28.41%), DFUV (11.28%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions and exited 2; 40 existing positions rose in reported value and 3 fell.

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.

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AUM
$478.9M

Long-equity book

Holdings
49

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+4 / −2 / ↑40 / ↓3

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DFAC35.0% · +2%DFAX28.4% · +2%DFUV11.3% · +3%DFAT5.4% · +3%VEU3.4% · -1%DFSU2.7% · 0%DFAW2.6% · +2%DFCF1.7% · +60%IWV1.6% · +0%DFSI1.0% · +1%IVV1.0% · -1%VTV0.9% · +0%AVUS0.9% · -2%DFSE0.5% · -2%VBR0.4% · +1%DFNM0.3% · +47%BRK.B0.3% · -5%VTI0.2% · +1%SPY0.2% · +0%AVUV0.2% · -2%AAPL0.2% · +42%LLY0.1% · +1%DFAU0.1% · 0%MSFT0.1% · +9%XOM0.1% · +1%IBM0.1% · +1%GOOG0.1% · +52%JPM0.1% · -1%CVX0.1% · +2%GOOGL0.1% · +9%NVDA0.1% · +31%TSLA0.1% · +23%EQBK0.1% · +0%AMZN0.1% · +43%MRK0.1% · +2%DFSV0.1% · 0%CGCV0.1% · +0%SHEL0.1% · +1%PNC0.1% · +1%VV0.1% · +0%JNJ0.1% · +3%CFFN0.0% · +1%IWM0.0% · newVOO0.0% · -3%DHR0.0% · +1%CAT0.0% · newHON0.0% · newHONA0.0% · newPOWW0.0% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 93%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$1.52B
Discretionary
$1.24B
Employees
24
Accounts
2,584
Address
LIGHTON PLAZA II
7400 COLLEGE BLVD, SUITE 300
OVERLAND PARK, KS 66210
Phone
(913) 825-6100
Website
Name Title / Status Ownership Type
FIGEAC-NANEZ, MELISSA, P ControlCHIEF COMPLIANCE OFFICER
since Jan 2016
Less than 5%Individual
JAWORSKI, JEFFEREY, ROBERT ControlOWNER / MANAGING PARTNER
since Jan 2021
75% or moreIndividual
Ownership & leadership changes · 6 filings with changes since Nov 23, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 29, 2022 filing
  • No longer listedMULLINIX, JAMES, PHILIP · PARTNER · Less than 5% · control person · listed since Jan 2021
Mar 30, 2021 filing
  • ChangedJAWORSKI, JEFFEREY, ROBERT · title OWNER → OWNER / MANAGING PARTNER
  • ChangedMULLINIX, JAMES, PHILIP · title MANAGING MEMBER → PARTNER
Mar 30, 2020 filing
  • ChangedJAWORSKI, JEFFEREY, ROBERT · ownership 50–75% → 75% or more
  • ChangedMULLINIX, JAMES, PHILIP · title MANAGING MEMBER, OWNER → MANAGING MEMBER; ownership 50–75% → Less than 5%
Mar 29, 2016 filing
  • No longer listedGUNTLI, VALERIE, BLAIR · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2013
  • AddedFIGEAC-NANEZ, MELISSA, P · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Nov 19, 2013 filing
  • No longer listedARON, SHERRI, LYNNE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2011
  • AddedGUNTLI, VALERIE, BLAIR · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Sep 24, 2012 filing
  • No longer listedHUBER, GEOFFREY, SEAN · OWNER · 10–25% · control person · listed since May 2005
  • ChangedJAWORSKI, JEFFEREY, ROBERT · ownership 10–25% → 50–75%
Nov 23, 2011 filing (earliest on record)
  • ListedARON, SHERRI, LYNNE · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedHUBER, GEOFFREY, SEAN · OWNER · 10–25% · control person
  • ListedJAWORSKI, JEFFEREY, ROBERT · OWNER · 10–25% · control person
  • ListedMULLINIX, JAMES, PHILIP · MANAGING MEMBER, OWNER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 40 →

Top Trims

Show all 3 →

New Positions

Show all 4 →

Exited Positions

Show all 2 →

Triune Financial Partners, LLC Holdings (2026-06-30)

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 $167.5M 34.97% 3,775,213 SH
2 DIMENSIONAL ETF TRUST DFAX 25434V880 $136.0M 28.41% 3,692,741 SH
3 DIMENSIONAL ETF TRUST DFUV 25434V724 $54.0M 11.28% 981,939 SH
4 DIMENSIONAL ETF TRUST DFAT 25434V609 $25.6M 5.35% 366,685 SH
5 VANGUARD INTL EQUITY INDEX F VEU 922042775 $16.2M 3.38% 193,062 SH
6 DIMENSIONAL ETF TRUST DFSU 25434V716 $13.1M 2.74% 281,794 SH
7 DIMENSIONAL ETF TRUST DFAW 25434V617 $12.2M 2.56% 147,925 SH
8 DIMENSIONAL ETF TRUST DFCF 25434V872 $8.2M 1.72% 195,428 SH
9 ISHARES TR IWV 464287689 $7.4M 1.55% 17,410 SH
10 DIMENSIONAL ETF TRUST DFSI 25434V690 $5.0M 1.05% 111,174 SH
11 ISHARES TR IVV 464287200 $4.8M 1.00% 6,421 SH
12 VANGUARD INDEX FDS VTV 922908744 $4.5M 0.93% 20,451 SH
13 AMERICAN CENTY ETF TR AVUS 025072885 $4.1M 0.86% 31,971 SH
14 DIMENSIONAL ETF TRUST DFSE 25434V682 $2.2M 0.45% 44,576 SH
15 VANGUARD INDEX FDS VBR 922908611 $2.1M 0.44% 8,696 SH
16 DIMENSIONAL ETF TRUST DFNM 25434V849 $1.7M 0.35% 34,227 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.28% 2,633 SH
18 VANGUARD INDEX FDS VTI 922908769 $954.7K 0.20% 2,580 SH
19 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $908.8K 0.19% 1,217 SH
20 AMERICAN CENTY ETF TR AVUV 025072877 $738.1K 0.15% 5,916 SH
21 APPLE INC AAPL 037833100 $728.0K 0.15% 2,516 SH
22 ELI LILLY & CO LLY 532457108 $617.4K 0.13% 515 SH
23 DIMENSIONAL ETF TRUST DFAU 25434V104 $600.4K 0.13% 11,616 SH
24 MICROSOFT CORP MSFT 594918104 $513.1K 0.11% 1,376 SH
25 EXXON MOBIL CORP XOM 30231G102 $500.5K 0.10% 3,661 SH
26 INTERNATIONAL BUSINESS MACHS IBM 459200101 $497.3K 0.10% 1,768 SH
27 ALPHABET INC GOOG 02079K107 $484.2K 0.10% 1,370 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $458.1K 0.10% 1,400 SH
29 CHEVRON CORPORATION CVX 166764100 $452.7K 0.09% 2,731 SH
30 ALPHABET INC GOOGL 02079K305 $443.8K 0.09% 1,242 SH
31 NVIDIA CORPORATION NVDA 67066G104 $374.4K 0.08% 1,871 SH
32 TESLA INC TSLA 88160R101 $339.9K 0.07% 808 SH
33 EQUITY BANCSHARES INC EQBK 29460X109 $329.9K 0.07% 6,733 SH
34 AMAZON COM INC AMZN 023135106 $326.8K 0.07% 1,371 SH
35 MERCK & CO INC MRK 58933Y105 $324.6K 0.07% 2,526 SH
36 DIMENSIONAL ETF TRUST DFSV 25434V815 $312.1K 0.07% 8,045 SH
37 CAPITAL GROUP CONSERVATIVE E CGCV 14020U100 $299.8K 0.06% 9,136 SH
38 SHELL PLC SHEL 780259305 $270.7K 0.06% 3,491 SH
39 PNC FINL SVCS GROUP INC PNC 693475105 $263.4K 0.05% 1,070 SH
40 VANGUARD INDEX FDS VV 922908637 $261.9K 0.05% 761 SH
41 JOHNSON & JOHNSON JNJ 478160104 $253.5K 0.05% 998 SH
42 CAPITOL FED FINL INC CFFN 14057J101 $228.8K 0.05% 26,886 SH
43 ISHARES TR IWM 464287655 $228.1K 0.05% 759 SH
44 VANGUARD INDEX FDS VOO 922908363 $227.0K 0.05% 330 SH
45 DANAHER CORP DEL DHR 235851102 $225.7K 0.05% 1,185 SH
46 CATERPILLAR INC CAT 149123101 $221.5K 0.05% 208 SH
47 HONEYWELL INTL INC HON 438516205 $214.4K 0.04% 958 SH
48 HONEYWELL AEROSPACE INC HONA 43849R105 $211.6K 0.04% 957 SH
49 OUTDOOR HOLDING CO POWW 00175J107 $46.5K 0.01% 20,375 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $478.9M 49 0002040393-26-000003
2026-03-31 2026-04-30 $420.5M 47 0002040393-26-000002
2025-12-31 2026-02-02 $427.8M 49 0002040393-26-000001
Filer Information
Address
7400 COLLEGE BOULEVARD
SUITE 300
OVERLAND PARK, KS 66210
Phone
(913) 825-6100
Filing Manager
Triune Financial Partners, LLC
OVERLAND PARK, KS
Signatory
mnanez@triunefp.com
CCO