Triune Financial Partners, LLC

Q3 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
47
Total value ($000)
$396,988
Net value change ($000)
+33,659 (9.3%)
New positions
5
Sold out positions
0
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 12,487 9.7%
DFAX 8,857 8.3%
DFUV 3,620 9.4%
DFAT 2,084 11.5%
DFCF 1,011 154.1%
VEU 796 5.6%
DFSU 639 5.8%
DFAW 381 3.9%
IWV 369 5.8%
IVV 338 8.1%
Top Reduces (Value $000, Stocks/ETFs)
IBM -22 -4.3%
CMP -9 -4.4%
LLY -9 -2.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type