Triune Financial Partners, LLC

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$478,881
Net value change ($000)
+58,361 (13.9%)
New positions
4
Sold out positions
2
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 24,271 16.9%
DFAX 12,730 10.3%
DFUV 7,669 16.5%
DFAT 3,418 15.4%
DFCF 3,105 60.4%
DFAW 1,588 14.9%
DFSU 1,564 13.5%
VEU 1,558 10.7%
IWV 985 15.3%
IVV 589 14.0%
Top Reduces (Value $000, Stocks/ETFs)
OKE -3,437 -100.0%
OGS -544 -100.0%
XOM -113 -18.4%
CVX -103 -18.5%
SHEL -50 -15.6%
BRK-B -4 -0.3%
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