Triune Financial Partners, LLC holds a concentrated book of 49 stocks worth $478.9M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ishares Russell 2000 ETF and trimmed Vanguard Ftse All-World Ex-U. Their largest long position is Dimensional US Core Equity 2 at 35% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Triune Financial Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 50 / 49 | $14.4B |
| IFP Advisors, Inc | 50 / 49 | $937.0M |
| MORGAN STANLEY | 49 / 49 | $452.5B |
| JPMORGAN CHASE & CO | 49 / 49 | $416.0B |
| OSAIC HOLDINGS, INC. | 49 / 49 | $14.1B |
| Allworth Financial LP | 49 / 49 | $6.3B |
| Integrated Wealth Concepts LLC | 49 / 49 | $3.2B |
| Farther Finance Advisors, LLC | 49 / 49 | $2.6B |
Ranked by how many of Triune Financial Partners, LLC's top 49 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $167.5M | 3.78M | 35.0% | ▲+2.4% Added · +90K sh | |
| 2 | Dimensional ETF Trust WORLD EX US CORE | $136.0M | 3.69M | 28.4% | ▲+1.7% Added · +63K sh | |
| 3 | Dimensional ETF Trust US MKTWIDE VALUE | $54.0M | 981.9K | 11.3% | ▲+2.7% Added · +26K sh | |
| 4 | Dimensional ETF Trust US TARGETED VLU | $25.6M | 366.7K | 5.4% | ▲+3.1% Added · +11K sh | |
| 5 | Vanguard Intl Equity Index F ALLWRLD EX US | $16.2M | 193.1K | 3.4% | ▼−0.8% Reduced · −1K sh | |
| 6 | Dimensional ETF Trust US SUSTAINABILTY | $13.1M | 281.8K | 2.7% | ▲~0% Added · +81 sh | |
| 7 | Dimensional ETF Trust WORLD EQUITY ETF | $12.2M | 147.9K | 2.6% | ▲+2.4% Added · +3K sh | |
| 8 | Dimensional ETF Trust CORE FIXE IN ETF | $8.2M | 195.4K | 1.7% | ▲+60% Added · +74K sh | |
| 9 | Ishares TR RUSSELL 3000 ETF | $7.4M | 17.4K | 1.6% | ▲+0.2% Added · +40 sh | |
| 10 | Dimensional ETF Trust INTERNATIONAL | $5.0M | 111.2K | 1.0% | ▲+0.8% Added · +888 sh | |
| 11 | Ishares TR CORE S&P500 ETF | $4.8M | 6.4K | 1.0% | ▼−0.6% Reduced · −39 sh | |
| 12 | Vanguard Index FDS VALUE ETF | $4.5M | 20.5K | 0.9% | ▲+0.1% Added · +14 sh | |
| 13 | American Centy ETF TR US EQT ETF | $4.1M | 32.0K | 0.9% | ▼−1.9% Reduced · −634 sh | |
| 14 | Dimensional ETF Trust EMER MARK SU ETF | $2.2M | 44.6K | 0.5% | ▼−1.6% Reduced · −731 sh | |
| 15 | Vanguard Index FDS SM CP VAL ETF | $2.1M | 8.7K | 0.4% | ▲+1.0% Added · +89 sh | |
| 16 | Dimensional ETF Trust NATL MUN BD ETF | $1.7M | 34.2K | 0.3% | ▲+47% Added · +11K sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.6K | 0.3% | ▼−4.6% Reduced · −126 sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $955K | 2.6K | 0.2% | ▲+0.9% Added · +24 sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $909K | 1.2K | 0.2% | ▲+0.2% Added · +3 sh | |
| 20 | American Centy ETF TR US SML CP VALU | $738K | 5.9K | 0.2% | ▼−1.5% Reduced · −89 sh | |
| 21 | Apple Inc COM | $728K | 2.5K | 0.2% | ▲+42% Added · +744 sh | |
| 22 | Eli Lilly & Co COM | $617K | 515 | 0.1% | ▲+1.4% Added · +7 sh | |
| 23 | Dimensional ETF Trust US CORE EQT MKT | $600K | 11.6K | 0.1% | —Held | |
| 24 | Microsoft Corp COM | $513K | 1.4K | 0.1% | ▲+8.9% Added · +112 sh | |
| 25 | Exxon Mobil Corp COM | $501K | 3.7K | 0.1% | ▲+1.2% Added · +42 sh | |
| 26 | International Business Machs COM | $497K | 1.8K | 0.1% | ▲+1.0% Added · +17 sh | |
| 27 | Alphabet Inc CAP STK CL C | $484K | 1.4K | 0.1% | ▲+52% Added · +470 sh | |
| 28 | JPMorgan Chase & Co COM | $458K | 1.4K | 0.1% | ▼−1.1% Reduced · −15 sh | |
| 29 | Chevron Corporation COM | $453K | 2.7K | 0.1% | ▲+1.6% Added · +43 sh | |
| 30 | Alphabet Inc CAP STK CL A | $444K | 1.2K | 0.1% | ▲+8.9% Added · +102 sh | |
| 31 | Nvidia Corporation COM | $374K | 1.9K | 0.1% | ▲+31% Added · +438 sh | |
| 32 | Tesla Inc COM | $340K | 808 | 0.1% | ▲+23% Added · +151 sh | |
| 33 | Equity Bancshares Inc COM CL A | $330K | 6.7K | 0.1% | ▲+0.4% Added · +26 sh | |
| 34 | Amazon Com Inc COM | $327K | 1.4K | 0.1% | ▲+43% Added · +410 sh | |
| 35 | Merck & Co Inc COM | $325K | 2.5K | 0.1% | ▲+1.7% Added · +42 sh | |
| 36 | Dimensional ETF Trust US SMALL CAP ETF | $312K | 8.0K | 0.1% | —Held | |
| 37 | Capital Group Conservative E SHS | $300K | 9.1K | 0.1% | ▲+0.4% Added · +40 sh | |
| 38 | Shell PLC SPON ADS | $271K | 3.5K | 0.1% | ▲+1.0% Added · +35 sh | |
| 39 | PNC Finl Svcs Group Inc COM | $263K | 1.1K | 0.1% | ▲+1.4% Added · +15 sh | |
| 40 | Vanguard Index FDS LARGE CAP ETF | $262K | 761 | 0.1% | ▲+0.3% Added · +2 sh | |
| 41 | Johnson & Johnson COM | $254K | 998 | 0.1% | ▲+3.0% Added · +29 sh | |
| 42 | Capitol Fed Finl Inc COM | $229K | 26.9K | 0.0% | ▲+1.1% Added · +283 sh | |
| 43 | Ishares TR RUSSELL 2000 ETF | $228K | 759 | 0.0% | ▲New New position | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $227K | 330 | 0.0% | ▼−3.2% Reduced · −11 sh | |
| 45 | Danaher Corp Del COM | $226K | 1.2K | 0.0% | ▲+0.6% Added · +7 sh | |
| 46 | Caterpillar Inc COM | $221K | 208 | 0.0% | ▲New New position | |
| 47 | Honeywell Intl Inc COM | $214K | 958 | 0.0% | ▲New New position | |
| 48 | Honeywell Aerospace Inc COM | $212K | 957 | 0.0% | ▲New New position | |
| 49 | Outdoor Holding Co COM | $46K | 20.4K | 0.0% | —Held |
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Use Arkolith to show Triune Financial Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.