Triune Financial Partners, LLC

Registered adviser

CIK

2040393

Location

OVERLAND PARK, KS

Portfolio Value

Small $466,420,428

Diversification

Highly concentrated

Filing Date

Global Rank

#3,881 / 8,814 ▼ 156

Top Industry

Insurance - Diversified 13.7%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

20 quarters · since Jun 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 152277

Roster of Oct 1, 2026

Regulatory AUM

$1,521,867,237

Main clients

Individuals and high net worth (81% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,521,867,237	Individuals and high net worth (81%)
Apr 2025 to Mar 2026	$1,299,182,909	Individuals and high net worth (81%)
Apr 2024 to Mar 2025	$1,132,184,487	Individuals and high net worth (81%)
May 2023 to Mar 2024	$939,728,613	Individuals and high net worth (80%)
Apr 2023	$939,728,613	Individuals and high net worth (80%)
Apr 2022 to Mar 2023	$1,033,158,432	Individuals and high net worth (80%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.7% of the book (60%+)

Turnover

Low turnover

2.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.5 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 95.6%; sector active share 88.6% against the combined 13F book's sector weights.

Over time 20 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

91.5%

−0.7 pts

Top 5

98.0%

−0.0 pts

Top 10

98.7%

−0.0 pts

HHI

8,380

Highly concentrated−120

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.9%	$456,775,750	25
Financial Services	0.6%	$2,597,891	5
Technology	0.5%	$2,112,851	4
Healthcare	0.3%	$1,421,477	4
Energy	0.3%	$1,223,913	3
Communication Services	0.2%	$927,915	2
Industrials	0.1%	$694,023	4
Consumer Cyclical	0.1%	$666,608	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	+90,262	3,775,213	$167,468,448
DFCF	Dimensional Core Fixed Income ETF	+73,588	195,428	$8,249,015
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+62,741	3,692,741	$136,040,578
DFUV	Dimensional U.S. Marketwide Value ETF	+25,534	981,939	$54,016,464
DFNM	Dimensional National Municipal Bond ETF	+10,990	34,227	$1,654,362
DFAT	Dimensional U.S. Targeted Value ETF	+10,986	366,685	$25,631,281
DFAW	Dimensional World Equity ETF	+3,458	147,925	$12,246,710
DFSI	Dimensional International Sustainability Core 1 ETF	+888	111,174	$5,013,947
AAPL	Apple Inc.	+744	2,516	$728,029
GOOG	Alphabet Inc.	+470	1,370	$484,062
NVDA	Nvidia Corp	+438	1,871	$374,368
AMZN	Amazon Com Inc	+410	1,371	$326,764
CFFN	Capitol Federal Financial, Inc.	+283	26,886	$228,799
TSLA	Tesla, Inc.	+151	808	$339,844
MSFT	Microsoft Corp	+112	1,376	$513,275
GOOGL	Alphabet Inc.	+102	1,242	$443,853
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+89	8,696	$2,113,041
DFSU	Dimensional US Sustainability Core 1 ETF	+81	281,794	$13,140,054
CVX	Chevron Corp	+43	2,731	$452,690
XOM	ExxonMobil Holdings Corp	+42	3,661	$500,531
MRK	Merck & Co., Inc.	+42	2,526	$324,591
IWV	iShares Russell 3000 ETF	+40	17,410	$0
CGCV	Capital Group Conservative Equity ETF	+40	9,136	$299,843
SHEL	Shell plc	+35	3,491	$270,692
JNJ	Johnson & Johnson	+29	998	$253,462
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard International Equity Index Funds	−1,494	193,062	$16,168,942
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	−731	44,576	$2,178,874
AVUS	Avantis U.S. Equity ETF	−634	31,971	$4,094,845
BRK-B	Berkshire Hathaway Inc	−126	2,633	$1,317,526
AVUV	Avantis U.S. Small Cap Value ETF	−89	5,916	$738,080
IVV	iShares Core S&P 500 ETF	−39	6,421	$0
JPM	Jpmorgan Chase & Co	−15	1,400	$458,262
VOO	VANGUARD 500 INDEX FUND	−11	330	$226,647
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CAT	Caterpillar Inc	208	$221,499
HON	Honeywell International Inc	958	$214,496
HONA	Honeywell Aerospace Inc.	957	$211,573
IWM	iShares Russell 2000 ETF	759	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
OKE	Oneok Inc	38,028	$3,437,350
OGS	ONE Gas, Inc.	6,319	$544,255
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $466,420,428 total · filing declares 49 positions · $478,880,739 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	3,775,213	+90,262	$167,468,448	+16.9%	21	before history	35.91%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	3,692,741	+62,741	$136,040,578	+10.3%	19	before history	29.17%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	981,939	+25,534	$54,016,464	+16.5%	17	$34.94	11.58%
DFAT	Dimensional U.S. Targeted Value ETF	Added	366,685	+10,986	$25,631,281	+15.4%	21	before history	5.50%
VEU	Vanguard International Equity Index Funds	Reduced	193,062	-1,494	$16,168,942	+10.7%	21	before history	3.47%
DFSU	Dimensional US Sustainability Core 1 ETF	Added	281,794	+81	$13,140,054	+13.5%	5	$36.68	2.82%
DFAW	Dimensional World Equity ETF	Added	147,925	+3,458	$12,246,710	+14.9%	7	$63.32	2.63%
DFCF	Dimensional Core Fixed Income ETF	Added	195,428	+73,588	$8,249,015	+60.4%	15	$42.43	1.77%
DFSI	Dimensional International Sustainability Core 1 ETF	Added	111,174	+888	$5,013,947	+7.2%	5	$37.24	1.07%
VTV	VANGUARD VALUE INDEX FUND	Added	20,451	+14	$4,456,886	—	21	before history	0.96%
AVUS	Avantis U.S. Equity ETF	Reduced	31,971	-634	$4,094,845	+13.0%	15	$68.81	0.88%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Reduced	44,576	-731	$2,178,874	+13.5%	5	$35.09	0.47%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	8,696	+89	$2,113,041	—	21	before history	0.45%
DFNM	Dimensional National Municipal Bond ETF	Added	34,227	+10,990	$1,654,362	+48.5%	15	$48.02	0.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,633	-126	$1,317,526	−0.3%	21	before history	0.28%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	2,580	+24	$954,703	—	21	before history	0.20%
SPY	Spdr S&P 500 ETF Trust	Added	1,217	+3	$908,819	+15.1%	21	before history	0.19%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	5,916	-89	$738,080	+11.3%	15	$76.28	0.16%
AAPL	Apple Inc. Technology	Added	2,516	+744	$728,029	+61.9%	9	$234.90	0.16%
LLY	ELI LILLY & Co Healthcare	Added	515	+7	$617,706	+32.2%	13	$448.89	0.13%
DFAU	Dimensional US Core Equity Market ETF	Held	11,616	0	$600,431	+14.6%	5	$39.20	0.13%
MSFT	Microsoft Corp Technology	Added	1,376	+112	$513,275	+9.7%	21	before history	0.11%
XOM	ExxonMobil Holdings Corp Energy	Added	3,661	+42	$500,531	−18.5%	13	$110.45	0.11%
IBM	International Business Machines Corp Technology	Added	1,768	+17	$497,179	+17.1%	21	before history	0.11%
GOOG	Alphabet Inc. Communication Services	Added	1,370	+470	$484,062	+87.5%	4	$260.77	0.10%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,400	-15	$458,262	+10.1%	15	$150.32	0.10%
CVX	Chevron Corp Energy	Added	2,731	+43	$452,690	−18.6%	21	before history	0.10%
GOOGL	Alphabet Inc. Communication Services	Added	1,242	+102	$443,853	+35.4%	4	$226.08	0.10%
NVDA	Nvidia Corp Technology	Added	1,871	+438	$374,368	+49.8%	5	$146.37	0.08%
TSLA	Tesla, Inc. Consumer Cyclical	Added	808	+151	$339,844	+39.1%	5	$319.30	0.07%
EQBK	Equity Bancshares Inc Financial Services	Added	6,733	+26	$329,849	+10.7%	11	$27.86	0.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,371	+410	$326,764	+63.3%	11	$185.93	0.07%
MRK	Merck & Co., Inc. Healthcare	Added	2,526	+42	$324,591	+8.6%	4	$83.13	0.07%
DFSV	Dimensional US Small Cap Value ETF	Held	8,045	0	$312,065	+10.7%	5	$27.69	0.07%
CGCV	Capital Group Conservative Equity ETF	Added	9,136	+40	$299,843	+10.6%	5	$27.11	0.06%
SHEL	Shell plc Energy	Added	3,491	+35	$270,692	−15.8%	12	$63.17	0.06%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,070	+15	$263,455	+20.0%	5	$170.54	0.06%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	761	+2	$261,715	—	7	unpriced	0.06%
JNJ	Johnson & Johnson Healthcare	Added	998	+29	$253,462	+7.0%	3	$198.92	0.05%
CFFN	Capitol Federal Financial, Inc. Financial Services	Added	26,886	+283	$228,799	+20.6%	21	before history	0.05%
VOO	VANGUARD 500 INDEX FUND	Reduced	330	-11	$226,647	—	4	unpriced	0.05%
DHR	Danaher Corp Healthcare	Added	1,185	+7	$225,718	+1.1%	21	before history	0.05%
CAT	Caterpillar Inc Industrials	NEW	208	NEW	$221,499	NEW	1	$878.47	0.05%
HON	Honeywell International Inc Industrials	NEW	958	NEW	$214,496	NEW	1	unpriced	0.05%
HONA	Honeywell Aerospace Inc. Industrials	NEW	957	NEW	$211,573	NEW	1	unpriced	0.05%
POWW	Outdoor Holding Co Industrials	Held	20,375	0	$46,455	+13.4%	19	before history	0.01%
IVV	iShares Core S&P 500 ETF	Reduced	6,421	-39	$0	—	21	before history	0.00%
IWM	iShares Russell 2000 ETF	NEW	759	NEW	$0	NEW	1	unpriced	0.00%
IWV	iShares Russell 3000 ETF	Added	17,410	+40	$0	—	21	before history	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.