Triune Financial Partners, LLC

Est. AUM

$420.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$143.2M	3684951	34.05%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$123.3M	3630000	29.32%	SOLE
3	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$46.3M	956405	11.02%	SOLE
4	DIMENSIONAL ETF TRUST	US TARGETED VLU	$22.2M	355699	5.28%	SOLE
5	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$14.6M	194556	3.47%	SOLE
6	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$11.6M	281713	2.75%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$10.7M	144467	2.53%	SOLE
8	ISHARES TR	RUSSELL 3000 ETF	$6.4M	17370	1.53%	SOLE
9	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$5.1M	121840	1.22%	SOLE
10	DIMENSIONAL ETF TRUST	INTERNATIONAL	$4.7M	110286	1.11%	SOLE
11	ISHARES TR	CORE S&P500 ETF	$4.2M	6460	1.00%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$4.0M	20437	0.95%	SOLE
13	AMERICAN CENTY ETF TR	US EQT ETF	$3.6M	32605	0.86%	SOLE
14	ONEOK INC NEW	COM	$3.4M	38028	0.82%	SOLE
15	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.9M	45307	0.46%	SOLE
16	VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	8607	0.44%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2759	0.31%	SOLE
18	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.1M	23237	0.26%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$820K	2556	0.19%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$790K	1214	0.19%	SOLE
21	AMERICAN CENTY ETF TR	US SML CP VALU	$663K	6005	0.16%	SOLE
22	EXXON MOBIL CORP	COM	$614K	3619	0.15%	SOLE
23	CHEVRON CORPORATION	COM	$556K	2688	0.13%	SOLE
24	ONE GAS INC	COM	$544K	6319	0.13%	SOLE
25	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$524K	11616	0.12%	SOLE
26	MICROSOFT CORP	COM	$468K	1264	0.11%	SOLE
27	ELI LILLY & CO	COM	$467K	508	0.11%	SOLE
28	APPLE INC	COM	$450K	1772	0.11%	SOLE
29	INTERNATIONAL BUSINESS MACHS	COM	$424K	1751	0.10%	SOLE
30	JPMORGAN CHASE & CO	COM	$416K	1415	0.10%	SOLE
31	ALPHABET INC	CAP STK CL A	$328K	1140	0.08%	SOLE
32	SHELL PLC	SPON ADS	$321K	3456	0.08%	SOLE
33	MERCK & CO INC	COM	$299K	2484	0.07%	SOLE
34	EQUITY BANCSHARES INC	COM CL A	$298K	6707	0.07%	SOLE
35	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$282K	8045	0.07%	SOLE
36	CAPITAL GROUP CONSERVATIVE E	SHS	$271K	9096	0.06%	SOLE
37	ALPHABET INC	CAP STK CL C	$258K	900	0.06%	SOLE
38	NVIDIA CORPORATION	COM	$250K	1433	0.06%	SOLE
39	TESLA INC	COM	$244K	657	0.06%	SOLE
40	JOHNSON & JOHNSON	COM	$237K	969	0.06%	SOLE
41	VANGUARD INDEX FDS	LARGE CAP ETF	$227K	759	0.05%	SOLE
42	DANAHER CORP DEL	COM	$223K	1178	0.05%	SOLE
43	PNC FINL SVCS GROUP INC	COM	$220K	1055	0.05%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$203K	341	0.05%	SOLE
45	AMAZON COM INC	COM	$200K	961	0.05%	SOLE
46	CAPITOL FED FINL INC	COM	$190K	26603	0.05%	SOLE
47	OUTDOOR HOLDING CO	COM	$41K	20375	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.