Triune Financial Partners, LLC

Q4 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$427,833
Net value change ($000)
+30,845 (7.8%)
New positions
3
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFAX 10,135 8.8%
DFAC 6,640 4.7%
DFUV 4,219 10.0%
DFCF 2,345 140.7%
DFAT 2,045 10.1%
OKE 1,151 NEW
VEU 908 6.1%
DFAW 748 7.3%
DFNM 423 93.4%
DFSU 416 3.6%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -337 -100.0%
AAPL -197 -30.0%
BRK-B -121 -8.4%
JPM -34 -6.8%
CBRE -12 -4.8%
AMZN -10 -4.2%
TSLA -9 -3.1%
MSFT -5 -0.9%
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