Fund HoldingsTriune Financial Partners, LLC

Total Portfolio Value
$478.88M
Total Bought
$59.75M
Total Sold
$7.00M
Net Transaction
+$52.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
3,684,9513,775,213+90,262143,197167,46834.97%+24,271
DIMENSIONAL ETF TRUST
WORLD EX US CORE
3,630,0003,692,741+62,741123,311136,04128.41%+12,729
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
956,405981,939+25,53446,34754,01611.28%+7,669
DIMENSIONAL ETF TRUST
US TARGETED VLU
355,699366,685+10,98622,21325,6315.35%+3,418
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
121,840195,428+73,5885,1448,2491.72%+3,105
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
144,467147,925+3,45810,65912,2472.56%+1,588
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
281,713281,794+8111,57613,1402.74%+1,564
VANGUARD INTL EQUITY INDEX F194,556193,062-1,49414,61116,1693.38%+1,558
ISHARES TR17,37017,410+406,4397,4241.55%+985
ISHARES TR6,4606,421-394,2204,8091.00%+589
DIMENSIONAL ETF TRUST
NATL MUN BD ETF
23,23734,227+10,9901,1141,6540.35%+541
AMERICAN CENTY ETF TR32,60531,971-6343,6254,0950.86%+470
VANGUARD INDEX FDS20,43720,451+144,0104,4570.93%+447
DIMENSIONAL ETF TRUST
INTERNATIONAL
110,286111,174+8884,6765,0141.05%+338
APPLE INC(AAPL)1,7722,516+7444507280.15%+278
DIMENSIONAL ETF TRUST
EMER MARK SU ETF
45,30744,576-7311,9202,1790.45%+259
VANGUARD INDEX FDS8,6078,696+891,8702,1130.44%+243
ISHARES TR0759+75902280.05%+228
ALPHABET INC(GOOG)9001,370+4702584840.10%+226
CATERPILLAR INC(CAT)0208+20802210.05%+221
HONEYWELL INTL INC0958+95802140.04%+214
HONEYWELL AEROSPACE INC0957+95702120.04%+212
ELI LILLY & CO(LLY)508515+74676170.13%+150
VANGUARD INDEX FDS2,5562,580+248209550.20%+135
AMAZON COM INC(AMZN)9611,371+4102003270.07%+127
NVIDIA CORPORATION(NVDA)1,4331,871+4382503740.08%+124
STATE STR SPDR S&P 500 ETF T(SPY)1,2141,217+37909090.19%+119
ALPHABET INC(GOOG)1,1401,242+1023284440.09%+116
TESLA INC(TSLA)657808+1512443400.07%+96
DIMENSIONAL ETF TRUST
US CORE EQT MKT
11,61611,61605246000.13%+76
AMERICAN CENTY ETF TR6,0055,916-896637380.15%+75
INTERNATIONAL BUSINESS MACHS(IBM)1,7511,768+174244970.10%+73
MICROSOFT CORP(MSFT)1,2641,376+1124685130.11%+45
PNC FINL SVCS GROUP INC(PNC)1,0551,070+152202630.05%+44
JPMORGAN CHASE & CO(JPM)1,4151,400-154164580.10%+42
CAPITOL FED FINL INC(CFFN)26,60326,886+2831902290.05%+39
VANGUARD INDEX FDS759761+22272620.05%+35
EQUITY BANCSHARES INC(EQBK)6,7076,733+262983300.07%+32
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
8,0458,04502823120.07%+30
CAPITAL GROUP CONSERVATIVE E
SHS
9,0969,136+402713000.06%+29
MERCK & CO INC(MRK)2,4842,526+422993250.07%+26
VANGUARD INDEX FDS341330-112032270.05%+23
JOHNSON & JOHNSON(JNJ)969998+292372540.05%+17
OUTDOOR HOLDING CO(POWW)20,37520,375041460.01%+6
DANAHER CORP DEL(DHR)1,1781,185+72232260.05%+2
BERKSHIRE HATHAWAY INC DEL2,7592,633-1261,3221,3180.28%-5
SHELL PLC(SHEL)3,4563,491+353212710.06%-51
CHEVRON CORPORATION(CVX)2,6882,731+435564530.09%-104
EXXON MOBIL CORP3,6193,661+426145010.10%-113
ONE GAS INC(OGS)6,3190-6,3195440-544
ONEOK INC NEW(OKE)38,0280-38,0283,4370-3,437
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Triune Financial Partners, LLC — 13F Holdings — Q2 2026 | TickerTrail