Triune Financial Partners, LLC

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$489,613
Net value change ($000)
+10,732 (2.2%)
New positions
5
Sold out positions
6
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFAX 3,590 2.6%
DFAC 3,088 1.8%
DFCF 2,102 25.5%
AAPL 619 85.0%
XOM 603 NEW
DFIC 496 NEW
NVDA 428 114.4%
DFAW 405 3.3%
DFLV 390 NEW
DFUV 362 0.7%
Top Reduces (Value $000, Stocks/ETFs)
DFAT -896 -3.5%
XOM -501 -100.0%
VEU -390 -2.4%
DFSV -312 -100.0%
PNC -263 -100.0%
CAT -221 -100.0%
HON -214 -100.0%
HONA -212 -100.0%
VBR -138 -6.5%
VTV -127 -2.8%
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