Institutional Manager · CIK 0002040393

Triune Financial Partners, LLC

OVERLAND PARK, KS · File #028-24413

Latest AUM

$427.8M

Positions

Top-10 Concentration

92.8%

Filings

Portfolio Value Over Time

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	DIMENSIONAL ETF TRUST	25434V872	+55,108	+$2.3M	-$5,077
REDUCE	DIMENSIONAL ETF TRUST	25434V880	-60,112	-$2.1M	+$12.2M
NEW	ONEOK INC NEW	OKE	+14,539	+$1.2M	$0
REDUCE	DIMENSIONAL ETF TRUST	25434V708	-26,452	-$1.1M	+$7.7M
REDUCE	VANGUARD INTL EQUITY INDEX F	922042775	-5,398	-$419,587	+$1.3M
ADD	DIMENSIONAL ETF TRUST	25434V849	+8,621	+$418,291	+$5,095
EXITED	NETFLIX INC	64110L106	-281	-$336,897	$0
ADD	DIMENSIONAL ETF TRUST	25434V724	+5,779	+$282,420	+$3.9M
NEW	ONE GAS INC	OGS	+2,936	+$233,550	$0
ADD	DIMENSIONAL ETF TRUST	25434V609	+3,628	+$230,088	+$1.8M

Sector Allocation

0.5%$2.1M

0.3%$1.3M

0.2%$1.0M

0.2%$843,064

Consumer Discretionary

0.1%$509,499

Real Estate

0.1%$493,443

Utilities

0.1%$233,550

Filing History

Feb 2, 202613F HOLDINGS REPORTQ/E Dec 202549 pos · $427.8M
Oct 16, 202513F HOLDINGS REPORTQ/E Sep 202547 pos · $397.0M
Aug 12, 202513F HOLDINGS REPORTQ/E Jun 202542 pos · $363.3M
May 23, 202513F HOLDINGS REPORTQ/E Mar 202537 pos · $314.9M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 202437 pos · $317.7M
Dec 6, 202413F HOLDINGS REPORTQ/E Dec 202424 pos · $188.5M
Dec 6, 202413F HOLDINGS REPORTQ/E Dec 202423 pos · $187.1M
Dec 6, 202413F HOLDINGS REPORTQ/E Dec 202428 pos · $225.8M
Dec 6, 202413F HOLDINGS REPORTQ/E Dec 202428 pos · $212.0M
Dec 6, 202413F HOLDINGS REPORTQ/E Dec 202423 pos · $178.0M
Dec 6, 202413F HOLDINGS REPORTQ/E Dec 202422 pos · $122.5M
Dec 6, 202413F HOLDINGS REPORTQ/E Dec 202424 pos · $195.7M
Dec 6, 202413F HOLDINGS REPORTQ/E Dec 202432 pos · $245.1M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 202433 pos · $288.1M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 202434 pos · $269.4M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 202432 pos · $242.6M
Nov 5, 202413F HOLDINGS REPORTQ/E Sep 202433 pos · $291.9M
Nov 1, 202413F HOLDINGS REPORTQ/E Sep 202433 pos · $318.6M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	DIMENSIONAL ETF TRUST	25434V708	3,630,425	$147.7M	34.52%
2	DIMENSIONAL ETF TRUST	25434V880	3,620,714	$125.6M	29.37%
3	DIMENSIONAL ETF TRUST	25434V724	947,622	$46.3M	10.82%
4	DIMENSIONAL ETF TRUST	25434V609	352,005	$22.3M	5.22%
5	VANGUARD INTL EQUITY INDEX F	922042775	203,294	$15.8M	3.69%
6	DIMENSIONAL ETF TRUST	25434V716	272,715	$12.0M	2.81%
7	DIMENSIONAL ETF TRUST	25434V617	143,137	$11.0M	2.56%
8	ISHARES TR	464287689	17,714	$7.0M	1.63%
9	DIMENSIONAL ETF TRUST	25434V690	109,734	$4.9M	1.15%
10	ISHARES TR	464287200	6,620	$4.6M	1.08%
11	VANGUARD INDEX FDS	922908744	20,529	$4.1M	0.96%
12	DIMENSIONAL ETF TRUST	25434V872	94,104	$4.0M	0.94%
13	AMERICAN CENTY ETF TR	025072885	32,534	$3.8M	0.88%
14	DIMENSIONAL ETF TRUST	25434V682	45,151	$2.0M	0.47%
15	VANGUARD INDEX FDS	922908611	8,701	$1.9M	0.45%
16	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,755	$1.3M	0.31%
17	ONEOK INC NEW	OKE	14,539	$1.2M	0.27%
18	DIMENSIONAL ETF TRUST	25434V849	18,061	$876,320	0.20%
19	VANGUARD INDEX FDS	922908769	2,548	$867,642	0.20%
20	SPDR S&P 500 ETF TR	SPY	1,214	$840,088	0.20%