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Q2 2026 13F · SEC CIK 1950637

Hibernia Wealth Partners, LLC

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$184.6M
Reported positions
82
Top holdings a year, 3 yrs
+10.5%
Assets under management
$372.5M

Hibernia Wealth Partners, LLC is a wealth manager that reported 82 positions worth $184.6M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were SPDR Brcy1-3 Ser (BIL, 12.7%), Spdr S&p 500 ETF Tr (SPY, 12.0%), Amplify ETF Tr (DIVO, 10.9%). A portfolio copying its top holdings returned 10.5% a year over the last 3 years, against 21.8% for the S&P 500.

Hibernia Wealth Partners, LLC holdings largest 50 of 82 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hibernia Wealth Partners, LLC 13F holdings
Stock% of 13F valueShare changeReported value
BILSPDR Brcy1-3 Ser12.7%-51.7%$23.4M
SPYSpdr S&p 500 ETF Tr12.0%-46.8%$22.2M
DIVOAmplify ETF Tr10.9%-49.3%$20.2M
BUFRFt Vest Laddered Buffer ETF9.7%-50.3%$18.0M
XLSRSsga Active Tr7.7%-46.8%$14.3M
FISRSsga Active Tr5.7%-46.1%$10.5M
JNKState Street Spdr Bloomberg High Yield B3.8%-45.2%$7.0M
SPSMSpdr Series Trust3.0%-47.8%$5.5M
GLDSpdr Gold Shares2.5%-46.6%$4.6M
BILSSpdr Series Trust2.3%-49.2%$4.3M
SPMDSpdr Series Trust1.7%-47.2%$3.1M
JEPQJpmorgan Nasdaq Equity Premium Income Et1.6%-47.2%$3.0M
QQQInvesco Qqq Tr1.6%-48.0%$2.9M
SPIBSpdr Series Trust1.4%-48.8%$2.6M
USMVIshares Msci USA Min Volfctr ETF1.4%-49.6%$2.6M
EBNDSpdr Series Trust1.2%-46.5%$2.2M
XOMExxon Mobil Corp1.1%+258.4%$2.0M
TIPXSpdr Series Trust1.0%-44.9%$1.9M
SPDWSPDR Portfolio Developed World1.0%-29.3%$1.9M
SRLNSsga Active ETF Tr1.0%-43.9%$1.8M
EMHCSpdr Series Trust0.9%-43.4%$1.7M
AGGIshares Tr0.8%+6.1%$1.5M
AAPLApple Inc0.6%-45.0%$1.1M
IFRAIshares Tr0.6%-45.1%$1.1M
SMLFIshares Tr0.6%-48.8%$1.1M
NVDANvidia Corporation Com0.6%-7.4%$1.0M
MSFTMicrosoft Corp0.6%-44.1%$1.0M
SPEMState Street Spdr Portfolio Emerging Mar0.5%+44.7%$993K
EMGFIshares Inc0.5%-46.2%$972K
IVVIshares Core S&p 500 ETF0.5%-47.7%$883K
AMZNAmazon Com Inc Com0.5%-17.0%$873K
VBVanguard Indx Fd0.4%-46.9%$740K
SLVIshares Silver Tr0.4%-49.4%$718K
DSTLETF Ser Solutions0.4%-50.3%$711K
JPMJpmorgan Chase & Co0.4%-48.4%$693K
AVGOBroadcom Inc0.3%-50.4%$638K
SNTHTidal Trust III0.3%-50.0%$633K
IEVIshares Tr0.3%-46.0%$627K
CVXChevron Corp New0.3%-49.5%$591K
TSMTaiwan Semiconductor Manufac0.3%-54.2%$531K
GOOGLAlphabet Inc0.3%—$493K
AMDAdvanced Micro Devices Inc0.3%—$490K
CATCaterpillar Inc Com0.2%—$460K
GWXSpdr Index Shs Fds0.2%-25.4%$453K
SPABSpdr Series Trust0.2%-46.9%$447K
ALAIAlger Ai Enablers & Adopters ETF0.2%—$436K
CERYSpdr Series Trust0.2%—$435K
GBILGoldman Sachs Access Treasury 0 10.2%-32.1%$426K
VOVanguard Index Fds0.2%+100.0%$411K
METAMeta Platforms Inc Class A0.2%—$398K

What Hibernia Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+10.2% /yr
S&P 500 +20.1%
3 years
+10.5% /yr
S&P 500 +21.8%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$184.6M82
Q1 2026$338.2M122
Q4 2025$332.1M108
Q3 2025$156.1M49
Q2 2025$274.4M103
Q1 2025$140.7M45
Q4 2024$130.7M53
Q3 2024$288.5M124
Q2 2024$287.2M90
Q1 2024$147.0M81
Q4 2023$132.4M65
Q3 2023$128.1M351

Questions about Hibernia Wealth Partners, LLC's portfolio

What stocks does Hibernia Wealth Partners, LLC own?

Hibernia Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 82 positions worth $184.6M. The largest are SPDR Brcy1-3 Ser (BIL) at 12.7%, Spdr S&p 500 ETF Tr (SPY) at 12.0%, Amplify ETF Tr (DIVO) at 10.9%, Ft Vest Laddered Buffer ETF (BUFR) at 9.7% and Ssga Active Tr (XLSR) at 7.7%.

What did Hibernia Wealth Partners, LLC buy last quarter?

In Q2 2026, Hibernia Wealth Partners, LLC added Exxon Mobil Corp (XOM) (+258.4% shares), Vanguard Index Fds (VO) (+100.0% shares) and State Street Spdr Portfolio Emerging Mar (SPEM) (+44.7% shares), compared with its Q1 2026 filing.

What did Hibernia Wealth Partners, LLC sell last quarter?

In Q2 2026, Hibernia Wealth Partners, LLC cut from its top 50 Ishares Tr (EFAV), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Amphenol Corp (APH), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Mcdonalds Corp Com (MCD), Taiwan Semiconductor Manufac (TSM) (-54.2% shares), SPDR Brcy1-3 Ser (BIL) (-51.7% shares) and Broadcom Inc (AVGO) (-50.4% shares), compared with its Q1 2026 filing.

How has Hibernia Wealth Partners, LLC's portfolio performed?

A portfolio copying Hibernia Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.5% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +10.2% against +20.1%.

When is Hibernia Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hibernia Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hibernia Wealth Partners, LLC manage?

Hibernia Wealth Partners, LLC reported $372.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $184.6M.