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Triune Financial Partners, LLC
Updated 2 days agoManaged by Triune Financial Partners, Llc • Latest filing Q3 2026
Portfolio value
$489.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $427.8M |
| Q1 2026 | $420.5M |
| Q2 2026 | $478.9M |
| Q3 2026 | $489.6M |
Top holdings
48 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $170.6M | 3.84M | 34.83% | — |
| 2 | $139.6M | 3.77M | 28.52% | — | |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $54.4M | 988.7K | 11.11% | — |
| 4 | $24.7M | 372.3K | 5.05% | — | |
| 5 | $15.8M | 190.2K | 3.22% | — | |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $13.5M | 285.4K | 2.75% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $12.7M | 153.7K | 2.58% | — |
| 8 | $10.4M | 258.0K | 2.11% | — | |
| 9 | $7.5M | 17.4K | 1.54% | — | |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $5.1M | 113.1K | 1.04% | — |
| 11 | $4.9M | 6.4K | 1.01% | — | |
| 12 | $4.3M | 20.0K | 0.88% | — | |
| 13 | ? N/A AMERICAN CENTY ETF TR | $4.1M | 32.0K | 0.84% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $2.2M | 45.6K | 0.45% | — |
| 15 | $2M | 8.6K | 0.40% | — | |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 41.0K | 0.39% | — |
| 17 | $1.3M | 4.0K | 0.28% | — | |
| 18 | $1.3M | 2.7K | 0.27% | — | |
| 19 | $968K | 2.6K | 0.20% | — | |
| 20 | $930K | 1.2K | 0.19% | — |