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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Triune Financial Partners, LLC

Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0002040393-26-000001

Total Value
$427.8M
Positions
49
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (49)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7083,630,425$147.7M34.52%
2DIMENSIONAL ETF TRUST25434V8803,620,714$125.6M29.37%
3DIMENSIONAL ETF TRUST25434V724947,622$46.3M10.82%
4DIMENSIONAL ETF TRUST25434V609352,005$22.3M5.22%
5VANGUARD INTL EQUITY INDEX F922042775203,294$15.8M3.69%
6DIMENSIONAL ETF TRUST25434V716272,715$12.0M2.81%
7DIMENSIONAL ETF TRUST25434V617143,137$11.0M2.56%
8ISHARES TR46428768917,714$7.0M1.63%
9DIMENSIONAL ETF TRUST25434V690109,734$4.9M1.15%
10ISHARES TR4642872006,620$4.6M1.08%
11VANGUARD INDEX FDS92290874420,529$4.1M0.96%
12DIMENSIONAL ETF TRUST25434V87294,104$4.0M0.94%
13AMERICAN CENTY ETF TR02507288532,534$3.8M0.88%
14DIMENSIONAL ETF TRUST25434V68245,151$2.0M0.47%
15VANGUARD INDEX FDS9229086118,701$1.9M0.45%
16BERKSHIRE HATHAWAY INC DELBRK-A2,755$1.3M0.31%
17ONEOK INC NEWOKE14,539$1.2M0.27%
18DIMENSIONAL ETF TRUST25434V84918,061$876,3200.20%
19VANGUARD INDEX FDS9229087692,548$867,6420.20%
20SPDR S&P 500 ETF TRSPY1,214$840,0880.20%
21AMERICAN CENTY ETF TR0250728775,989$654,4030.15%
22MICROSOFT CORPMSFT1,352$581,6160.14%
23DIMENSIONAL ETF TRUST25434V10411,616$553,9670.13%
24INTERNATIONAL BUSINESS MACHSINTR1,740$533,7480.12%
25ELI LILLY & COLLY508$526,6370.12%
26EXXON MOBIL CORPXOM3,613$510,8440.12%
27CHEVRON CORP NEWCVX2,664$471,2200.11%
28JPMORGAN CHASE & CO.VYLD1,515$463,5410.11%
29APPLE INCAAPL1,771$459,4900.11%
30ALPHABET INCGOOG1,139$385,1250.09%
31EQUITY BANCSHARES INCEQBK6,707$309,3160.07%
32ALPHABET INCGOOG899$304,4430.07%
33TESLA INCTSLA657$282,8500.07%
34CAPITAL GROUP CONSERVATIVE E14020U1009,096$282,7830.07%
35DIMENSIONAL ETF TRUST25434V8158,045$282,6210.07%
36MERCK & CO INCMRK2,484$273,8620.06%
37NVIDIA CORPORATIONNVDA1,433$273,8460.06%
38SHELL PLCRYDAF3,429$264,1030.06%
39DANAHER CORPORATION2358511021,178$257,9520.06%
40COMPASS MINERALS INTL INCCOMP10,221$255,3140.06%
41VANGUARD INDEX FDS922908637757$241,0780.06%
42CBRE GROUP INCCBRE1,398$238,1290.06%
43PNC FINL SVCS GROUP INC6934751051,048$234,0170.05%
44ONE GAS INCOGS2,936$233,5500.05%
45AMAZON COM INCAMZN947$226,6490.05%
46JOHNSON & JOHNSONJNJ965$219,1840.05%
47VANGUARD INDEX FDS922908363339$215,9790.05%
48CAPITOL FED FINL INC14057J10126,324$191,6420.04%
49OUTDOOR HOLDING COPOWWP20,375$33,2110.01%