
Triune Financial Partners, LLC is a RIA/Wealth based in Santa Fe, NM led by Peter Denis Murphy, managing $397.0M across 47 long positions as of Q3 2025 with 98% ETF concentration, 94% concentrated in top 10 holdings, and 36% allocation to DFAC.
Largest long holdings in Triune Financial Partners, LLC's portfolio (93.6% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $141.0M | 35.53% | +$2.7M Bought | — 3.7M shares | |
ETF ETF | $115.5M | 29.10% | +$1.6M Bought | — 3.7M shares | |
ETF ETF | $42.1M | 10.60% | +$1.4M Bought | — 941.8K shares | |
ETF ETF | $20.3M | 5.11% | +$651.3K Bought | — 348.4K shares | |
ETF ETF | $14.9M | 3.75% | -$74.4K Sold | — 208.7K shares | |
ETF ETF | $11.6M | 2.92% | -$260.8K Sold | — 273.1K shares | |
ETF ETF | $10.2M | 2.57% | -$318.7K Sold | — 142.1K shares | |
ETF ETF | $6.8M | 1.70% | -$141.0K Sold | — 17.9K shares | |
ETF ETF | $4.6M | 1.15% | -$80.9K Sold | — 111.5K shares | |
ETF ETF | $4.5M | 1.14% | +$14.1K Bought | — 6.7K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Triune Financial Partners, LLC's latest filing
| Position | Shares Δ |
|---|---|
New | |
+151.33% | |
+57.75% | |
+35.37% | |
+4.01% |
| Position | Shares Δ |
|---|---|
-4.6% | |
-3.03% | |
-2.2% | |
-2.04% | |
-1.99% |
Portfolio insights and performance metrics for Triune Financial Partners, LLC
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