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.
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.
Added to
- XOM Exxon Mobil Corp+258.4% shares
- VO Vanguard Index Fds+100.0% shares
- SPEM State Street Spdr Portfolio Emerging Mar+44.7% shares
- AGG Ishares Tr+6.1% shares
Reduced
- TSM Taiwan Semiconductor Manufac-54.2% shares
- BIL SPDR Brcy1-3 Ser-51.7% shares
- AVGO Broadcom Inc-50.4% shares
- DSTL ETF Ser Solutions-50.3% shares
- BUFR Ft Vest Laddered Buffer ETF-50.3% shares
- SNTH Tidal Trust III-50.0% shares
- USMV Ishares Msci USA Min Volfctr ETF-49.6% shares
- CVX Chevron Corp New-49.5% shares
Left the top 50
- EFAV Ishares Trwas 0.2%
- WMT Walmart Incwas 0.2%
- APH Amphenol Corpwas 0.2%
- BRK-B Berkshire Hathaway Inc Delwas 0.2%
- MCD Mcdonalds Corp Comwas 0.2%
- SPYG Spdr Series Trustwas 0.2%
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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $184.6M | 82 |
| Q1 2026 | $338.2M | 122 |
| Q4 2025 | $332.1M | 108 |
| Q3 2025 | $156.1M | 49 |
| Q2 2025 | $274.4M | 103 |
| Q1 2025 | $140.7M | 45 |
| Q4 2024 | $130.7M | 53 |
| Q3 2024 | $288.5M | 124 |
| Q2 2024 | $287.2M | 90 |
| Q1 2024 | $147.0M | 81 |
| Q4 2023 | $132.4M | 65 |
| Q3 2023 | $128.1M | 351 |
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.