Hibernia Wealth Partners, LLC
Sector Allocation
- Other88.9%$164.1M
- Financials4.2%$7.7M
- Technology3.7%$6.8M
- Energy1.4%$2.6M
- Consumer Discretionary0.7%$1.3M
- Healthcare0.4%$745,153
- Industrials0.3%$459,731
- Consumer Staples0.2%$438,824
- Utilities0.1%$229,141
- Communication Services0.1%$192,031
AUM History
13fpro.ai/research/fund/hibernia-wealth-partners-llc-1950637
Conviction and streaks
Stable · top 10 = 70.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$23.4M
SPY
$22.2M- AMPLIFY$20.2M
- FIRST$18.0M
- SSGA$14.3M
- SSGA$10.5M
- SPDR$7.0M
- SPDR$5.5M
GLD
$4.6M- SPDR$4.3M
- SPDR$3.1M
- J$3.0M
QQQ
$2.9M- SPDR$2.6M
- ISHARES$2.6M
- SPDR$2.2M
XOM.R34088
$2.0M- SPDR$1.9M
- SPDR$1.9M
- SSGA$1.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hibernia-wealth-partners-llc-1950637
Hibernia Wealth Partners, LLC 13F holdings — Q2 2026
$184.6M portfolio (-45.4% QoQ) · 82 holdings · Q2 2026 13F · top 10 are 70% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR BLO 1 ETF
$23.4M
12.7% of stocks
-52%This quarter—Since filed—HeldAIQuality—Est. buy— $22.2M
12.0% of stocks
-47%This quarter+3.7%Since filed4 qtrsHeld- 3
AMPLIFY ETF TR - CWP ENHANCED DIV
$20.2M
10.9% of stocks
-49%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$18.0M
9.7% of stocks
-50%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SSGA ACTIVE TR - STATE STREET US
$14.3M
7.7% of stocks
-47%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SSGA ACTIVE TR - ST STR SECTO ETF
$10.5M
5.7% of stocks
-46%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST BLOO HIGH ETF
$7.0M
3.8% of stocks
-45%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SPDR SERIES TRUST - ST STR SP600 SML
$5.5M
3.0% of stocks
-48%This quarter—Since filed—HeldAIQuality—Est. buy— $4.6M
2.5% of stocks
-47%This quarter-1.0%Since filed10+ qtrsHeld- 10
SPDR SERIES TRUST - ST STR BL 12 ETF
$4.3M
2.3% of stocks
-49%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR BLO 1 ETF | $23.4M | 12.7% | -52% | — | — | — | — | |
| 2 | $22.2M | 12.0% | -47% | +3.7% | 4 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | AMPLIFY ETF TR - CWP ENHANCED DIV | $20.2M | 10.9% | -49% | — | — | — | — | |
| 4 | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $18.0M | 9.7% | -50% | — | — | — | — | |
| 5 | SSGA ACTIVE TR - STATE STREET US | $14.3M | 7.7% | -47% | — | — | — | — | |
| 6 | SSGA ACTIVE TR - ST STR SECTO ETF | $10.5M | 5.7% | -46% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST BLOO HIGH ETF | $7.0M | 3.8% | -45% | — | — | — | — | |
| 8 | SPDR SERIES TRUST - ST STR SP600 SML | $5.5M | 3.0% | -48% | — | — | — | — | |
| 9 | $4.6M | 2.5% | -47% | -1.0% | 10+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SPDR SERIES TRUST - ST STR BL 12 ETF | $4.3M | 2.3% | -49% | — | — | — | — |
All holdings — Hibernia Wealth Partners, LLC (Q2 2026)
82 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR P400MIDetf/fund | — | $3.1M | 1.7% | 46K | -47% | — | — | 13F |
| 12 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $3.0M | 1.6% | 48K | -47% | — | — | 13F |
| 13 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.9M | 1.6% | 3,886 | -48% | 10+ qtrs | — | 13F | |
| 14 | — | SPDR SERIES TRUST - ST INTER BD ETFetf/fund | — | $2.6M | 1.4% | 78K | -49% | — | — | 13F |
| 15 | — | ISHARES TR - MSCI USA MIN ETFetf/fund | — | $2.6M | 1.4% | 27K | -50% | — | — | 13F |
| 16 | — | SPDR SERIES TRUST - SST SPDR BLOOMBEetf/fund | — | $2.2M | 1.2% | 105K | -47% | — | — | 13F |
| 17 | EXXON MOBIL CORP | Energy | $2.0M | 1.1% | 15K | +258% | 5 qtrsAdded 2 qtrs in a row | 57.8 | 13F | |
| 18 | — | SPDR SERIES TRUST - STATE STRET SPDRetf/fund | — | $1.9M | 1.0% | 101K | -45% | — | — | 13F |
| 19 | — | SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund | — | $1.9M | 1.0% | 37K | -29% | — | — | 13F |
| 20 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETFetf/fund | — | $1.8M | 0.9% | 44K | -44% | — | — | 13F |
| 21 | — | SPDR SERIES TRUST - ST STR USD ETFetf/fund | — | $1.7M | 0.9% | 67K | -43% | — | — | 13F |
| 22 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $1.5M | 0.8% | 15K | +6% | — | — | 13F |
| 23 | Apple Inc. | Technology | $1.1M | 0.6% | 3,960 | -45% | 10+ qtrs | 75.7 | 13F | |
| 24 | — | ISHARES TR - US INFRASTRUCetf/fund | — | $1.1M | 0.6% | 17K | -45% | — | — | 13F |
| 25 | — | ISHARES TR - US SML CAP EQTetf/fund | — | $1.1M | 0.6% | 12K | -49% | — | — | 13F |
| 26 | $NVDA | NVIDIA CORP | Technology | $1.0M | 0.6% | 5,159 | -7% | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $1.0M | 0.6% | 2,765 | -44% | |||
| 28 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $993K | 0.5% | 19K | +45% | |||
| 29 | — | ISHARES INC - EMNG MKTS EQT | — | $972K | 0.5% | 13K | -46% | |||
| 30 | — | ISHARES TR - CORE S&P500 ETF | — | $883K | 0.5% | 1,179 | -48% | |||
| 31 | $AMZN | AMAZON COM INC | Consumer Discretionary | $873K | 0.5% | 3,663 | -17% | |||
| 32 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $740K | 0.4% | 2,442 | -47% | |||
| 33 | $SLV | iShares Silver Trust | Financials | $718K | 0.4% | 13K | -49% | |||
| 34 | — | ETF SER SOLUTIONS - DISTILLATE US | — | $711K | 0.4% | 12K | -50% | |||
| 35 | $JPM | JPMORGAN CHASE & CO | Financials | $693K | 0.4% | 2,116 | -48% | |||
| 36 | $AVGO | Broadcom Inc. | Technology | $638K | 0.3% | 1,689 | -50% | |||
| 37 | — | TIDAL TRUST III - MRP SYNTHEQUITY | — | $633K | 0.3% | 21K | -50% | |||
| 38 | — | ISHARES TR - EUROPE ETF | — | $627K | 0.3% | 8,607 | -46% | |||
| 39 | $CVX | CHEVRON CORP | Energy | $591K | 0.3% | 3,565 | -50% | |||
| 40 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $531K | 0.3% | 1,112 | -54% | |||
| 41 | $GOOGL | Alphabet Inc. | Technology | $493K | 0.3% | 1,379 | -15% | |||
| 42 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $490K | 0.3% | 843 | New | |||
| 43 | $CAT | CATERPILLAR INC | Industrials | $460K | 0.3% | 432 | -36% | |||
| 44 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | — | $453K | 0.3% | 10K | -25% | |||
| 45 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $447K | 0.2% | 18K | -47% | |||
| 46 | — | THE ALGER ETF TRUST - AI ENABLERS ADOP | — | $436K | 0.2% | 9,561 | New | |||
| 47 | — | SPDR SERIES TRUST - STATE STRET SPDR | — | $435K | 0.2% | 13K | +46% | |||
| 48 | $GS | GOLDMAN SACHS GROUP INC | Financials | $426K | 0.2% | 4,253 | -32% | |||
| 49 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $411K | 0.2% | 5,102 | +100% | |||
| 50 | $META | Meta Platforms, Inc. | Technology | $398K | 0.2% | 707 | -14% | |||
| 51 | — | ISHARES TR - MSCI EAFE MIN VL | — | $387K | 0.2% | 4,418 | -50% | |||
| 52 | — | ISHARES TR - MSCI EAFE ETF | — | $383K | 0.2% | 3,691 | +22% | |||
| 53 | $GOOG | Alphabet Inc. | Technology | $352K | 0.2% | 996 | New | |||
| 54 | — | ISHARES TR - CORE S&P TTL STK | — | $344K | 0.2% | 2,095 | -47% | |||
| 55 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $336K | 0.2% | 2,824 | -56% | |||
| 56 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $324K | 0.2% | 12K | -0.7% | |||
| 57 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $303K | 0.2% | 821 | -50% | |||
| 58 | $MA | Mastercard Inc | Financials | $300K | 0.2% | 584 | -48% | |||
| 59 | $IVZ | Invesco Ltd. | Financials | $292K | 0.2% | 3,237 | -50% | |||
| 60 | $JNJ | JOHNSON & JOHNSON | Healthcare | $286K | 0.1% | 1,126 | -33% | |||
| 61 | $APH | AMPHENOL CORP /DE/ | Technology | $283K | 0.1% | 1,604 | -71% | |||
| 62 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | — | $274K | 0.1% | 4,832 | -50% | |||
| 63 | — | SPDR SERIES TRUST - ST INTER ETF | — | $247K | 0.1% | 8,706 | -23% | |||
| 64 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $247K | 0.1% | 1,044 | -50% | |||
| 65 | $C | CITIGROUP INC | Financials | $242K | 0.1% | 1,733 | -34% | |||
| 66 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $238K | 0.1% | 3,342 | -50% | |||
| 67 | $WMT | Walmart Inc. | Consumer Staples | $238K | 0.1% | 2,102 | -66% | |||
| 68 | $CI | Cigna Group | Healthcare | $234K | 0.1% | 849 | New | |||
| 69 | — | SPDR SERIES TRUST - ST LONG BD ETF | — | $231K | 0.1% | 10K | New | |||
| 70 | $CNP | CENTERPOINT ENERGY INC | Utilities | $229K | 0.1% | 5,203 | New | |||
| 71 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $225K | 0.1% | 542 | New | |||
| 72 | $ADI | ANALOG DEVICES INC | Technology | $220K | 0.1% | 553 | -29% | |||
| 73 | $MU | MICRON TECHNOLOGY INC | Technology | $219K | 0.1% | 190 | New | |||
| 74 | $AXP | AMERICAN EXPRESS CO | Financials | $215K | 0.1% | 636 | -61% | |||
| 75 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $215K | 0.1% | 314 | -50% | |||
| 76 | $MCD | MCDONALDS CORP | Consumer Discretionary | $215K | 0.1% | 794 | -63% | |||
| 77 | $IBIT | iShares Bitcoin Trust ETF | Financials | $212K | 0.1% | 6,357 | -50% | |||
| 78 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $211K | 0.1% | 3,463 | -14% | |||
| 79 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $210K | 0.1% | 2,056 | -44% | |||
| 80 | — | ISHARES TR - CORE S&P MCP ETF | — | $202K | 0.1% | 2,624 | -53% | |||
| 81 | $KDP | Keurig Dr Pepper Inc. | Consumer Staples | $201K | 0.1% | 6,136 | New | |||
| 82 | $VOD | VODAFONE GROUP PUBLIC LTD CO | Communication Services | $192K | 0.1% | 15K | -20% |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 6 added to, 67 trimmed, 49 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$AMDADVANCED MICRO DEVICES INC$490K
first bought this quarter
- THE ALGER ETF TRUST - AI ENABLERS ADOP$436K
first bought this quarter
$CICigna Group$234K
first bought this quarter
- SPDR SERIES TRUST - ST LONG BD ETF$231K
first bought this quarter
$CNPCENTERPOINT ENERGY INC$229K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$225K
first bought this quarter
+2 more in the Excel export
Added to (6)
now $2.0M · held 5 qtrs, 2 adds in a row
- SPDR INDEX SHS FDS - ST PORT MARK ETF+45%
now $993K
- VANGUARD INDEX FDS - MID CAP ETF+100%
now $411K
- ISHARES TR - CORE US AGGBD ET+6%
now $1.5M
- ISHARES TR - MSCI EAFE ETF+22%
now $383K
+1 more in the Excel export
Trimmed (67)
- SPDR SERIES TRUST - ST STR BLO 1 ETF-52%
now $23.4M
- AMPLIFY ETF TR - CWP ENHANCED DIV-49%
now $20.2M
now $22.2M · held 4 qtrs
- FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF-50%
now $18.0M
- SSGA ACTIVE TR - STATE STREET US-47%
now $14.3M
- SSGA ACTIVE TR - ST STR SECTO ETF-46%
now $10.5M
+61 more in the Excel export
Sold out (49)
$BRK-ABERKSHIRE HATHAWAY INCwas $703K
held 5 qtrs
$NEENEXTERA ENERGY INCwas $558K
held 2 qtrs
$TJXTJX COMPANIES INC /DE/was $545K
held 2 qtrs
$MSIMotorola Solutions, Inc.was $510K
held 2 qtrs
$HONHONEYWELL INTERNATIONAL INCwas $477K
held 2 qtrs
$ETNEaton Corp plcwas $474K
+43 more in the Excel export
Holdings by quarter
Every 13F Hibernia Wealth Partners, LLC has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow Hibernia Wealth Partners?
Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Hibernia Wealth Partners's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+3.9%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 14% over the last 4
Top 10 weight
70%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
86%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Hibernia Wealth Partners, LLC disclosed 82 positions worth $184.6M in its Form 13F-HR for Q2 2026, followed by $SPY. During the quarter the fund opened 8 new positions and exited 49 — including a new stake in $AMD and a full exit from $BRK-A. The portfolio is most concentrated in Other (88.9% of disclosed assets). All figures are sourced directly from Hibernia Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1950637.
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