Triune Financial Partners, LLC
CIK: 0002040393SEC EDGAR →
Portfolio Value
$427.8B
Holdings
49
As of
Q4 2025
New Positions
49
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,630,425 | $147.7B | 34.52% |
| 2 | DIMENSIONAL ETF TRUST | 3,620,714 | $125.6B | 29.37% |
| 3 | DIMENSIONAL ETF TRUST | 947,622 | $46.3B | 10.82% |
| 4 | DIMENSIONAL ETF TRUST | 352,005 | $22.3B | 5.22% |
| 5 | VANGUARD INTL EQUITY INDEX F | 203,294 | $15.8B | 3.69% |
| 6 | DIMENSIONAL ETF TRUST | 272,715 | $12.0B | 2.81% |
| 7 | DIMENSIONAL ETF TRUST | 143,137 | $11.0B | 2.56% |
| 8 | ISHARES TR | 17,714 | $7.0B | 1.63% |
| 9 | DIMENSIONAL ETF TRUST | 109,734 | $4.9B | 1.15% |
| 10 | ISHARES TR | 6,620 | $4.6B | 1.08% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (49)
$147.7B · 3.6M shares
$125.6B · 3.6M shares
$46.3B · 948K shares
$22.3B · 352K shares
$15.8B · 203K shares
$12.0B · 273K shares
$11.0B · 143K shares
$7.0B · 18K shares
$4.9B · 110K shares
$4.6B · 7K shares
$4.1B · 21K shares
$4.0B · 94K shares
$3.8B · 33K shares
$2.0B · 45K shares
$1.9B · 9K shares
$1.3B · 3K shares
$1.2B · 15K shares
$876.0M · 18K shares
$867.0M · 3K shares
$840.0M · 1K shares
$654.0M · 6K shares
$581.0M · 1K shares
$553.0M · 12K shares
$533.0M · 2K shares
$526.0M · 508 shares
$510.0M · 4K shares
$471.0M · 3K shares
$463.0M · 2K shares
$459.0M · 2K shares
$385.0M · 1K shares
$309.0M · 7K shares
$304.0M · 899 shares
$282.0M · 8K shares
$282.0M · 9K shares
$282.0M · 657 shares
$273.0M · 1K shares
$273.0M · 2K shares
$264.0M · 3K shares
$257.0M · 1K shares
$255.0M · 10K shares
$241.0M · 757 shares
$238.0M · 1K shares
$234.0M · 1K shares
$233.0M · 3K shares
$226.0M · 947 shares
$219.0M · 965 shares
$215.0M · 339 shares
$191.0M · 26K shares
$33.0M · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $419.0B | 97.9% |
| Energy | 4 | $2.4B | 0.6% |
| Technology | 4 | $1.8B | 0.4% |
| Unknown | 1 | $1.3B | 0.3% |
| Healthcare | 4 | $1.3B | 0.3% |
| Communication Services | 2 | $689.0M | 0.2% |
| Consumer Cyclical | 2 | $508.0M | 0.1% |
| Basic Materials | 1 | $255.0M | 0.1% |
| Real Estate | 1 | $238.0M | 0.1% |
| Utilities | 1 | $233.0M | 0.1% |
| Industrials | 1 | $33.0M | 0.0% |