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Portfolio (Quarterly) Guide ↗

Triune Financial Partners, LLC

· CIK 0002040393
13F Portfolio $421M AUM 47 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 Added 6 Reduced 2 Exited
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVUV AMERICAN CENTY ETF TR 6,005.0 $663K 0.16% $110.46 +10.8%
22 XOM EXXON MOBIL CORP Energy 3,619.0 $614K 0.15% $169.65 -18.4%
23 CVX CHEVRON CORPORATION Energy 2,688.0 $556K 0.13% +24.0 +0.9% $206.94 -15.0%
24 OGS ONE GAS INC Utilities 6,319.0 $544K 0.13% +3K +115.2% $86.12 -9.4%
25 DFAU DIMENSIONAL ETF TRUST 11,616.0 $524K 0.12% $45.12 +12.6%
26 MSFT MICROSOFT CORP Technology 1,264.0 $468K 0.11% -88.0 -6.5% $370.21 +1.0%
27 LLY ELI LILLY & CO Healthcare 508.0 $467K 0.11% $919.36 +20.4%
28 AAPL APPLE INC Technology 1,772.0 $450K 0.11% $253.85 +15.9%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 1,751.0 $424K 0.10% +11.0 +0.6% $242.36 +9.3%
30 JPM JPMORGAN CHASE & CO Financial Services 1,415.0 $416K 0.10% -100.0 -6.6% $294.26 +13.6%
31 GOOGL ALPHABET INC Communication Services 1,140.0 $328K 0.08% $287.59 +20.4%
32 SHEL SHELL PLC Energy 3,456.0 $321K 0.08% +27.0 +0.8% $92.99 -14.5%
33 MRK MERCK & CO INC Healthcare 2,484.0 $299K 0.07% $120.27 -0.6%
34 EQBK EQUITY BANCSHARES INC Financial Services 6,707.0 $298K 0.07% $44.41 +7.2%
35 DFSV DIMENSIONAL ETF TRUST 8,045.0 $282K 0.07% $35.04 +8.6%
36 CGCV CAPITAL GROUP CONSERVATIVE E 9,096.0 $271K 0.06% $29.81 +8.2%
37 GOOG ALPHABET INC Communication Services 900.0 $258K 0.06% $286.83 +20.7%
38 NVDA NVIDIA CORPORATION Technology 1,433.0 $250K 0.06% $174.37 +14.7%
39 TSLA TESLA INC Consumer Cyclical 657.0 $244K 0.06% $371.84 +2.6%
40 JNJ JOHNSON & JOHNSON Healthcare 969.0 $237K 0.06% $244.50 -2.2%
Page 2 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 43.7%
Financial Services 17.0%
Technology 14.1%
Healthcare 10.9%
Communication Services 5.2%
Utilities 4.8%
Consumer Cyclical 3.9%
Industrials 0.4%