Triune Financial Partners, LLC logo

Triune Financial Partners, LLC

RIA/Wealth

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.

Managing PartnerPeter Denis Murphy
Portfolio Value
$397.0M
Positions
47
Top Holding
DFAC at 35.53%
Last Reported
Q3 2025
Address613 Old Santa Fe Trail, Santa Fe, NM, 87505, United States

Top Holdings

Largest long holdings in Triune Financial Partners, LLC's portfolio (93.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
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

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Triune Financial Partners, LLC's latest filing

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Market Value
$397.0M
Prior: $363.3M
Q/Q Change
+9.26%
+$33.7M
Net Flows % of MV
+1.81%
Turnover Ratio
1.25%
New Purchases
1 stocks
$336.9K
Added To
24 stocks
+$7.8M
Sold Out Of
0 stocks
-
Reduced Holdings
10 stocks
-$943.1K

Increased Positions

PositionShares Δ
1
Netflix logo
New
+151.33%
+57.75%
4
Apple logo
Apple
AAPL
+35.37%
+4.01%

Decreased Positions

PositionShares Δ
-4.6%
-3.03%
-2.2%
-2.04%
-1.99%

Analytics

Portfolio insights and performance metrics for Triune Financial Partners, LLC

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Sector Allocation

ETF: 97.80%ETFFinancial Services: 0.60%Technology: 0.50%Healthcare: 0.20%Communication Services: 0.20%Energy: 0.20%Consumer Cyclical: 0.10%Real Estate: 0.10%
ETF
97.80%
Financial Services
0.60%
Technology
0.50%
Healthcare
0.20%
Communication Services
0.20%
Energy
0.20%
Consumer Cyclical
0.10%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 1.68%Large Cap ($10B - $200B): 0.17%Small Cap ($300M - $2B): 0.16%Micro Cap ($50M - $300M): 0.01%N/A (ETF or Unknown): 97.98%N/A (ETF or Unknown)
Mega Cap (> $200B)
1.68%
Large Cap ($10B - $200B)
0.17%
Small Cap ($300M - $2B)
0.16%
Micro Cap ($50M - $300M)
0.01%
N/A (ETF or Unknown)
97.98%

Portfolio Concentration

Top 10 Holdings %
93.57%
Top 20 Holdings %
97.96%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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