Triune Financial Partners, LLC Long-Term Concentrated

Name: Triune Financial Partners, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Triune Financial Partners, LLC
Published: 2026-08-07

Location: Overland Park, KS

CIK: 0002040393 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 7, 2026

Total Value: $479M (100.0% shares, 0.0% debt)

Holdings (49)

New Positions (4)

IWM ISHARES TR 0.0%

Value $228K Shares 759 Est. Cost $300.54 Unrealized —

CAT CATERPILLAR INC 0.0%

Value $221K Shares 208 Est. Cost $1064.69 Unrealized —

HON HONEYWELL INTL INC 0.0%

Value $214K Shares 958 Est. Cost $223.78 Unrealized —

HONA HONEYWELL AEROSPACE INC 0.0%

Value $212K Shares 957 Est. Cost $221.08 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IWM	ISHARES TR	759	$228K	0.0%	$300.54	—	RUSSELL 2000 ETF	464287655
CAT	CATERPILLAR INC	208	$221K	0.0%	$1064.69	—	COM	149123101
HON	HONEYWELL INTL INC	958	$214K	0.0%	$223.78	—	COM	438516205
HONA	HONEYWELL AEROSPACE INC	957	$212K	0.0%	$221.08	—	COM	43849R105

Increased Positions (23)

DFAC DIMENSIONAL ETF TRUST 35.0%

Value $167M (+16.9%) Shares 3,775,213 (+2.4%) Est. Cost $27.74 Unrealized —

DFAX DIMENSIONAL ETF TRUST 28.4%

Value $136M (+10.3%) Shares 3,692,741 (+1.7%) Est. Cost $25.41 Unrealized —

DFUV DIMENSIONAL ETF TRUST 11.3%

Value $54.02M (+16.5%) Shares 981,939 (+2.7%) Est. Cost $33.54 Unrealized —

DFAT DIMENSIONAL ETF TRUST 5.4%

Value $25.63M (+15.4%) Shares 366,685 (+3.1%) Est. Cost $47.15 Unrealized —

DFCF DIMENSIONAL ETF TRUST 1.7%

Value $8.249M (+60.4%) Shares 195,428 (+60.4%) Est. Cost $42.34 Unrealized —

DFAW DIMENSIONAL ETF TRUST 2.6%

Value $12.25M (+14.9%) Shares 147,925 (+2.4%) Est. Cost $66.83 Unrealized —

DFNM DIMENSIONAL ETF TRUST 0.3%

Value $1.654M (+48.5%) Shares 34,227 (+47.3%) Est. Cost $48.19 Unrealized —

AAPL APPLE INC 0.2%

Value $728K (+61.8%) Shares 2,516 (+42.0%) Est. Cost $235.19 Unrealized —

VBR VANGUARD INDEX FDS 0.4%

Value $2.113M (+13.0%) Shares 8,696 (+1.0%) Est. Cost $174.37 Unrealized —

GOOG ALPHABET INC 0.1%

Value $484K (+87.6%) Shares 1,370 (+52.2%) Est. Cost $259.16 Unrealized —

LLY ELI LILLY & CO 0.1%

Value $617K (+32.2%) Shares 515 (+1.4%) Est. Cost $443.63 Unrealized —

AMZN AMAZON COM INC 0.1%

Value $327K (+63.3%) Shares 1,371 (+42.7%) Est. Cost $182.00 Unrealized —

NVDA NVIDIA CORPORATION 0.1%

Value $374K (+49.8%) Shares 1,871 (+30.6%) Est. Cost $144.72 Unrealized —

GOOGL ALPHABET INC 0.1%

Value $444K (+35.4%) Shares 1,242 (+8.9%) Est. Cost $225.55 Unrealized —

XOM EXXON MOBIL CORP 0.1%

Value $501K (-18.5%) Shares 3,661 (+1.2%) Est. Cost $103.28 Unrealized —

CVX CHEVRON CORPORATION 0.1%

Value $453K (-18.6%) Shares 2,731 (+1.6%) Est. Cost $100.37 Unrealized —

TSLA TESLA INC 0.1%

Value $340K (+39.1%) Shares 808 (+23.0%) Est. Cost $323.59 Unrealized —

SHEL SHELL PLC 0.1%

Value $271K (-15.8%) Shares 3,491 (+1.0%) Est. Cost $64.82 Unrealized —

MSFT MICROSOFT CORP 0.1%

Value $513K (+9.6%) Shares 1,376 (+8.9%) Est. Cost $332.80 Unrealized —

PNC PNC FINL SVCS GROUP INC 0.1%

Value $263K (+19.9%) Shares 1,070 (+1.4%) Est. Cost $167.09 Unrealized —

CFFN CAPITOL FED FINL INC 0.0%

Value $229K (+20.6%) Shares 26,886 (+1.1%) Est. Cost $8.38 Unrealized —

MRK MERCK & CO INC 0.1%

Value $325K (+8.7%) Shares 2,526 (+1.7%) Est. Cost $82.01 Unrealized —

JNJ JOHNSON & JOHNSON 0.1%

Value $254K (+7.0%) Shares 998 (+3.0%) Est. Cost $198.67 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DFAC	DIMENSIONAL ETF TRUST	3,775,213 (+2.4%)	$167M (+16.9%)	35.0%	$27.74	—	US COR EQU 2 ETF	25434V708
DFAX	DIMENSIONAL ETF TRUST	3,692,741 (+1.7%)	$136M (+10.3%)	28.4%	$25.41	—	WORLD EX US CORE	25434V880
DFUV	DIMENSIONAL ETF TRUST	981,939 (+2.7%)	$54.02M (+16.5%)	11.3%	$33.54	—	US MKTWIDE VALUE	25434V724
DFAT	DIMENSIONAL ETF TRUST	366,685 (+3.1%)	$25.63M (+15.4%)	5.4%	$47.15	—	US TARGETED VLU	25434V609
DFCF	DIMENSIONAL ETF TRUST	195,428 (+60.4%)	$8.249M (+60.4%)	1.7%	$42.34	—	CORE FIXE IN ETF	25434V872
DFAW	DIMENSIONAL ETF TRUST	147,925 (+2.4%)	$12.25M (+14.9%)	2.6%	$66.83	—	WORLD EQUITY ETF	25434V617
DFNM	DIMENSIONAL ETF TRUST	34,227 (+47.3%)	$1.654M (+48.5%)	0.3%	$48.19	—	NATL MUN BD ETF	25434V849
AAPL	APPLE INC	2,516 (+42.0%)	$728K (+61.8%)	0.2%	$235.19	—	COM	037833100
VBR	VANGUARD INDEX FDS	8,696 (+1.0%)	$2.113M (+13.0%)	0.4%	$174.37	—	SM CP VAL ETF	922908611
GOOG	ALPHABET INC	1,370 (+52.2%)	$484K (+87.6%)	0.1%	$259.16	—	CAP STK CL C	02079K107
LLY	ELI LILLY & CO	515 (+1.4%)	$617K (+32.2%)	0.1%	$443.63	—	COM	532457108
AMZN	AMAZON COM INC	1,371 (+42.7%)	$327K (+63.3%)	0.1%	$182.00	—	COM	023135106
NVDA	NVIDIA CORPORATION	1,871 (+30.6%)	$374K (+49.8%)	0.1%	$144.72	—	COM	67066G104
GOOGL	ALPHABET INC	1,242 (+8.9%)	$444K (+35.4%)	0.1%	$225.55	—	CAP STK CL A	02079K305
XOM	EXXON MOBIL CORP	3,661 (+1.2%)	$501K (-18.5%)	0.1%	$103.28	—	COM	30231G102
CVX	CHEVRON CORPORATION	2,731 (+1.6%)	$453K (-18.6%)	0.1%	$100.37	—	COM	166764100
TSLA	TESLA INC	808 (+23.0%)	$340K (+39.1%)	0.1%	$323.59	—	COM	88160R101
SHEL	SHELL PLC	3,491 (+1.0%)	$271K (-15.8%)	0.1%	$64.82	—	SPON ADS	780259305
MSFT	MICROSOFT CORP	1,376 (+8.9%)	$513K (+9.6%)	0.1%	$332.80	—	COM	594918104
PNC	PNC FINL SVCS GROUP INC	1,070 (+1.4%)	$263K (+19.9%)	0.1%	$167.09	—	COM	693475105
CFFN	CAPITOL FED FINL INC	26,886 (+1.1%)	$229K (+20.6%)	0.0%	$8.38	—	COM	14057J101
MRK	MERCK & CO INC	2,526 (+1.7%)	$325K (+8.7%)	0.1%	$82.01	—	COM	58933Y105
JNJ	JOHNSON & JOHNSON	998 (+3.0%)	$254K (+7.0%)	0.1%	$198.67	—	COM	478160104

Exited Positions (2)

OKE ONEOK INC NEW 0.7%

Value $3.437M Shares 38,028 Est. Cost $75.45 Unrealized —

OGS ONE GAS INC 0.1%

Value $544K Shares 6,319 Est. Cost $80.57 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
OKE	ONEOK INC NEW	38,028	$3.437M	0.7%	$75.45	—	—	682680103
OGS	ONE GAS INC	6,319	$544K	0.1%	$80.57	—	—	68235P108

Decreased Positions (6)

AVUS AMERICAN CENTY ETF TR 0.9%

Value $4.095M (+13.0%) Shares 31,971 (-1.9%) Est. Cost $68.01 Unrealized —

DFSE DIMENSIONAL ETF TRUST 0.5%

Value $2.179M (+13.5%) Shares 44,576 (-1.6%) Est. Cost $38.06 Unrealized —

AVUV AMERICAN CENTY ETF TR 0.2%

Value $738K (+11.3%) Shares 5,916 (-1.5%) Est. Cost $75.16 Unrealized —

JPM JPMORGAN CHASE & CO 0.1%

Value $458K (+10.0%) Shares 1,400 (-1.1%) Est. Cost $142.06 Unrealized —

VOO VANGUARD INDEX FDS 0.0%

Value $227K (+11.5%) Shares 330 (-3.2%) Est. Cost $611.59 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $1.318M (-0.3%) Shares 2,633 (-4.6%) Est. Cost $323.80 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AVUS	AMERICAN CENTY ETF TR	31,971 (-1.9%)	$4.095M (+13.0%)	0.9%	$68.01	—	US EQT ETF	025072885
DFSE	DIMENSIONAL ETF TRUST	44,576 (-1.6%)	$2.179M (+13.5%)	0.5%	$38.06	—	EMER MARK SU ETF	25434V682
AVUV	AMERICAN CENTY ETF TR	5,916 (-1.5%)	$738K (+11.3%)	0.2%	$75.16	—	US SML CP VALU	025072877
JPM	JPMORGAN CHASE & CO	1,400 (-1.1%)	$458K (+10.0%)	0.1%	$142.06	—	COM	46625H100
VOO	VANGUARD INDEX FDS	330 (-3.2%)	$227K (+11.5%)	0.0%	$611.59	—	S&P 500 ETF SHS	922908363
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,633 (-4.6%)	$1.318M (-0.3%)	0.3%	$323.80	—	CL B NEW	084670702

Unchanged Positions (16)

DFSU DIMENSIONAL ETF TRUST 2.7%

Value $13.14M Shares 281,794 Est. Cost $39.31 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 3.4%

Value $16.17M Shares 193,062 Est. Cost $59.94 Unrealized —

IWV ISHARES TR 1.6%

Value $7.424M Shares 17,410 Est. Cost $252.64 Unrealized —

IVV ISHARES TR 1.0%

Value $4.809M Shares 6,421 Est. Cost $434.96 Unrealized —

VTV VANGUARD INDEX FDS 0.9%

Value $4.457M Shares 20,451 Est. Cost $137.64 Unrealized —

DFSI DIMENSIONAL ETF TRUST 1.0%

Value $5.014M Shares 111,174 Est. Cost $39.41 Unrealized —

VTI VANGUARD INDEX FDS 0.2%

Value $955K Shares 2,580 Est. Cost $259.85 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 0.2%

Value $909K Shares 1,217 Est. Cost $479.79 Unrealized —

DFAU DIMENSIONAL ETF TRUST 0.1%

Value $600K Shares 11,616 Est. Cost $42.36 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value $497K Shares 1,768 Est. Cost $113.44 Unrealized —

VV VANGUARD INDEX FDS 0.1%

Value $262K Shares 761 Est. Cost $265.53 Unrealized —

EQBK EQUITY BANCSHARES INC 0.1%

Value $330K Shares 6,733 Est. Cost $26.48 Unrealized —

DFSV DIMENSIONAL ETF TRUST 0.1%

Value $312K Shares 8,045 Est. Cost $29.43 Unrealized —

CGCV CAPITAL GROUP CONSERVATIVE E 0.1%

Value $300K Shares 9,136 Est. Cost $28.60 Unrealized —

POWW OUTDOOR HOLDING CO 0.0%

Value $46,455 Shares 20,375 Est. Cost $6.11 Unrealized —

DHR DANAHER CORP DEL 0.0%

Value $226K Shares 1,185 Est. Cost $217.59 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DFSU	DIMENSIONAL ETF TRUST	281,794	$13.14M	2.7%	$39.31	—	US SUSTAINABILTY	25434V716
VEU	VANGUARD INTL EQUITY INDEX F	193,062	$16.17M	3.4%	$59.94	—	ALLWRLD EX US	922042775
IWV	ISHARES TR	17,410	$7.424M	1.6%	$252.64	—	RUSSELL 3000 ETF	464287689
IVV	ISHARES TR	6,421	$4.809M	1.0%	$434.96	—	CORE S&P500 ETF	464287200
VTV	VANGUARD INDEX FDS	20,451	$4.457M	0.9%	$137.64	—	VALUE ETF	922908744
DFSI	DIMENSIONAL ETF TRUST	111,174	$5.014M	1.0%	$39.41	—	INTERNATIONAL	25434V690
VTI	VANGUARD INDEX FDS	2,580	$955K	0.2%	$259.85	—	TOTAL STK MKT	922908769
SPY	STATE STR SPDR S&P 500 ETF T	1,217	$909K	0.2%	$479.79	—	TR UNIT	78462F103
DFAU	DIMENSIONAL ETF TRUST	11,616	$600K	0.1%	$42.36	—	US CORE EQT MKT	25434V104
IBM	INTERNATIONAL BUSINESS MACHS	1,768	$497K	0.1%	$113.44	—	COM	459200101
VV	VANGUARD INDEX FDS	761	$262K	0.1%	$265.53	—	LARGE CAP ETF	922908637
EQBK	EQUITY BANCSHARES INC	6,733	$330K	0.1%	$26.48	—	COM CL A	29460X109
DFSV	DIMENSIONAL ETF TRUST	8,045	$312K	0.1%	$29.43	—	US SMALL CAP ETF	25434V815
CGCV	CAPITAL GROUP CONSERVATIVE E	9,136	$300K	0.1%	$28.60	—	SHS	14020U100
POWW	OUTDOOR HOLDING CO	20,375	$46,455	0.0%	$6.11	—	COM	00175J107
DHR	DANAHER CORP DEL	1,185	$226K	0.0%	$217.59	—	COM	235851102