Hibernia Wealth Partners, LLC
CIK 1950637 · View on SEC EDGAR ↗
- Portfolio value
- $184.6M
- Positions
- 82
- As of
- June 30, 2026
Portfolio value QoQ: +66.5% 13F does not disclose cash
- Top 10 holdings weight
- 70.37%
- Top 25 holdings weight
- 86.77%
- Positions above 1%
- 19
- Effective number of positions
- 14.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 35.77% Est. buys $121,458,238 · sells $52,858,118
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 53.2% still held
- New positions
- 9
- Increased
- 32
- Decreased
- 41
- Closed
- 49
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Full portfolio 82 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BIL | $23,439,716 | 12.69% | 255,781 | $22,689,035 | Up ×1 | ||
| SPY SPY | $22,195,028 | 12.02% | 29,722 | $20,713,824 | Up ×1 | ||
| DIVO | $20,155,463 | 10.92% | 441,039 | $-18,881,665 | Down ×1 | ||
| BUFR | $17,968,136 | 9.73% | 491,874 | $17,931,428 | Up ×1 | ||
| XLSR | $14,298,524 | 7.74% | 220,453 | $13,341,155 | Up ×1 | ||
| FISR | $10,496,294 | 5.68% | 409,212 | $9,861,915 | Up ×1 | ||
| JNK | $7,018,037 | 3.80% | 72,824 | $6,895,124 | Up ×1 | ||
| SPSM | $5,527,212 | 2.99% | 95,843 | $5,173,574 | Up ×1 | ||
| GLD | $4,581,690 | 2.48% | 12,438 | $4,331,796 | Up ×1 | ||
| BILS | $4,263,970 | 2.31% | 42,906 | $4,254,523 | Up ×1 | ||
| SPMD | $3,082,867 | 1.67% | 45,633 | $2,877,861 | Up ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $2,960,882 | 1.60% | 48,176 | $-2,108,710 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,861,096 | 1.55% | 3,886 | $-1,451,881 | Down ×1 | ||
| SPIB | $2,600,070 | 1.41% | 77,707 | $2,594,435 | Up ×1 | ||
| USMV | $2,580,997 | 1.40% | 26,758 | $-2,344,009 | Down ×2 | ||
| EBND | $2,205,698 | 1.19% | 105,435 | $-1,771,134 | Down ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,048,501 | 1.11% | 14,983 | $1,867,250 | Up ×1 | ||
| TIPX | $1,906,651 | 1.03% | 100,721 | $-1,510,307 | Down ×1 | ||
| SPDW | $1,859,419 | 1.01% | 36,901 | $1,156,742 | Up ×1 | ||
| SRLN | $1,757,790 | 0.95% | 43,629 | $-1,206,340 | Down ×1 | ||
| EMHC | $1,698,398 | 0.92% | 66,761 | $1,531,303 | Up ×2 | ||
| AGG | $1,467,303 | 0.79% | 14,824 | $176,856 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $1,145,945 | 0.62% | 3,960 | $-68,504 | Down ×2 | ||
| IFRA | $1,053,566 | 0.57% | 16,713 | $-687,488 | Down ×1 | ||
| SMLF | $1,051,277 | 0.57% | 11,794 | $-686,939 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,032,218 | 0.56% | 5,159 | $502,041 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,031,020 | 0.56% | 2,765 | $402,178 | Up ×1 | ||
| SPEM | $992,715 | 0.54% | 19,172 | $413,598 | Up ×1 | ||
| EMGF | $971,507 | 0.53% | 13,262 | $-518,085 | Down ×1 | ||
| IVV | $882,727 | 0.48% | 1,179 | $875,522 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $873,042 | 0.47% | 3,663 | $-46,660 | Down ×1 | ||
| VB | $740,050 | 0.40% | 2,442 | $-463,916 | Down ×1 | ||
| SLV | $717,753 | 0.39% | 13,423 | $-1,090,848 | Down ×1 | ||
| DSTL | $710,971 | 0.39% | 11,870 | $-672,107 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $692,650 | 0.38% | 2,116 | $373,159 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $637,937 | 0.35% | 1,689 | $308,536 | Up ×1 | ||
| SNTH | $632,773 | 0.34% | 21,284 | $-484,211 | Down ×1 | ||
| IEV | $626,950 | 0.34% | 8,607 | $-456,296 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $590,870 | 0.32% | 3,565 | $-583,745 | Down ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $530,822 | 0.29% | 1,112 | $-43,036 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $492,901 | 0.27% | 1,379 | $122,294 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $489,708 | 0.27% | 843 | Up ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $459,731 | 0.25% | 432 | $-18,070 | Down ×1 | ||
| GWX | $453,403 | 0.25% | 10,362 | $295,061 | Up ×2 | ||
| SPAB | $446,563 | 0.24% | 17,500 | $-346,099 | Down ×2 | ||
| ALAI | $436,364 | 0.24% | 9,561 | Up ×1 | |||
| CERY | $434,772 | 0.24% | 13,005 | $121,155 | Up ×1 | ||
| GBIL | $425,916 | 0.23% | 4,253 | $-201,951 | Down ×1 | ||
| VO | $411,002 | 0.22% | 5,102 | $-321,404 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $398,389 | 0.22% | 707 | $65,213 | Up ×1 | ||
| EFAV | $387,450 | 0.21% | 4,418 | $-415,168 | Down ×1 | ||
| EFA | $383,443 | 0.21% | 3,691 | $88,812 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $351,871 | 0.19% | 996 | Up ×1 | |||
| ITOT | $344,036 | 0.19% | 2,095 | $-222,149 | Down ×2 | ||
| SPYG | $336,029 | 0.18% | 2,824 | $-291,970 | Down ×1 | ||
| SPTL | $324,168 | 0.18% | 12,359 | $130,247 | Up ×1 | ||
| VTI | $303,497 | 0.16% | 821 | $-226,341 | Down ×2 | ||
| MA Mastercard Incorporated Common Stock | $300,009 | 0.16% | 584 | $145,743 | Up ×1 | ||
| SPHQ | $291,654 | 0.16% | 3,237 | $-195,130 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $286,027 | 0.15% | 1,126 | $-125,086 | Down ×1 | ||
| APH Amphenol Corporation Common Stock | $282,798 | 0.15% | 1,604 | $-244,587 | Down ×2 | ||
| QQQI NEOS Nasdaq 100 High Income ETF | $274,394 | 0.15% | 4,832 | $-205,784 | Down ×2 | ||
| SPTI | $247,155 | 0.13% | 8,706 | $-77,707 | Down ×1 | ||
| VIG | $246,899 | 0.13% | 1,044 | $-201,819 | Down ×1 | ||
| C Citigroup, Inc. Common Stock | $242,444 | 0.13% | 1,733 | $74,725 | Up ×1 | ||
| VEA | $238,064 | 0.13% | 3,342 | $-190,148 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $237,992 | 0.13% | 2,102 | $-363,923 | Down ×2 | ||
| CI The Cigna Group Common Stock | $233,975 | 0.13% | 849 | Up ×1 | |||
| SPLB | $230,706 | 0.12% | 10,299 | Up ×1 | |||
| CNP CenterPoint Energy, Inc (Holding Co) Common Stock | $229,141 | 0.12% | 5,203 | Up ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $225,151 | 0.12% | 542 | ||||
| ADI Analog Devices, Inc. - Common Stock | $219,645 | 0.12% | 553 | $-26,985 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $219,316 | 0.12% | 190 | Up ×1 | |||
| AXP American Express Company Common Stock | $215,291 | 0.12% | 636 | $59,728 | Up ×1 | ||
| VOO | $215,060 | 0.12% | 314 | $-158,738 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $214,594 | 0.12% | 794 | $-330,629 | Down ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $211,625 | 0.11% | 6,357 | $-276,847 | Down ×1 | ||
| SPYV | $210,516 | 0.11% | 3,463 | $-18,236 | Down ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $210,016 | 0.11% | 2,056 | $122,357 | Up ×1 | ||
| IJH | $202,269 | 0.11% | 2,624 | $-174,054 | Down ×1 | ||
| KDP Keurig Dr Pepper Inc. - Common Stock | $200,832 | 0.11% | 6,136 | Up ×1 | |||
| VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | $192,031 | 0.10% | 14,520 | $-82,074 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DIVO | Trimmed | -429K | -$18.9M |
| USMV | Trimmed | -26K | -$2.3M |
| JEPQ | Trimmed | -43K | -$2.1M |
| EBND | Trimmed | -87K | -$1.8M |
| TIPX | Trimmed | -77K | -$1.5M |
| QQQ | Trimmed | -4K | -$1.5M |
| SRLN | Trimmed | -30K | -$1.2M |
| SPDW | Bought more | +22K | +$1.2M |
| SLV | Trimmed | -13K | -$1.1M |
| IFRA | Trimmed | -14K | -$687K |
14 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| GBIL | March 31, 2025 | 24,936 | $2,491,579 | No longer tracked |
| NVDA | March 31, 2025 | 7,026 | $943,549 | 100.1% |
| SYY | March 31, 2025 | 9,709 | $742,350 | 12.0% |
| BRKB | June 30, 2026 | 1,466 | $702,727 | No longer tracked |
| HWC | March 31, 2025 | 12,661 | $692,806 | 45.1% |
| GWX | March 31, 2025 | 19,921 | $617,269 | No longer tracked |
| SPTI | March 31, 2025 | 21,305 | $593,985 | No longer tracked |
| WMT | Sept. 30, 2025 | 6,011 | $587,885 | 0.1% |
| TSLA | March 31, 2025 | 1,405 | $567,396 | 34.6% |
| SPTL | March 31, 2025 | 20,660 | $541,075 | No longer tracked |
| MA | Sept. 30, 2025 | 895 | $503,007 | 1.1% |
| IEFA | June 30, 2026 | 4,795 | $434,108 | No longer tracked |
| ABT | Sept. 30, 2025 | 3,147 | $428,087 | -14.6% |
| META | Sept. 30, 2025 | 579 | $426,843 | -25.3% |
| AXP | Sept. 30, 2025 | 1,337 | $426,513 | 0.9% |
| NEE | June 30, 2026 | 4,579 | $425,222 | -3.2% |
| APH | Sept. 30, 2025 | 4,270 | $421,684 | 26.0% |
| TSM | Sept. 30, 2025 | 1,830 | $414,551 | 50.5% |
| NEE | Sept. 30, 2025 | 5,937 | $412,147 | 12.6% |
| ACN | Sept. 30, 2025 | 1,373 | $410,302 | -26.0% |
| CRWD | March 31, 2025 | 1,174 | $401,612 | -46.9% |
| TJX | June 30, 2026 | 2,513 | $401,249 | -6.8% |
| ABBV | Sept. 30, 2025 | 2,157 | $400,483 | 13.9% |
| LOW | Sept. 30, 2025 | 1,746 | $387,431 | -13.4% |
| PM | Sept. 30, 2025 | 2,092 | $380,993 | 17.0% |
| PG | March 31, 2025 | 2,245 | $376,330 | -15.9% |
| SMMV | Sept. 30, 2025 | 8,936 | $375,426 | No longer tracked |
| ETN | Sept. 30, 2025 | 1,037 | $370,321 | 12.4% |
| AGG | March 31, 2025 | 3,812 | $369,349 | No longer tracked |
| PECO | June 30, 2026 | 9,868 | $369,222 | -5.6% |
| HON | Sept. 30, 2025 | 1,561 | $363,448 | 10.7% |
| VLO | Sept. 30, 2025 | 2,680 | $360,246 | 103.2% |
| IEFA | Sept. 30, 2025 | 4,237 | $353,668 | No longer tracked |
| MSI | Sept. 30, 2025 | 829 | $348,676 | 4.3% |
| AMT | Sept. 30, 2025 | 1,574 | $348,057 | -8.1% |
| PLTR | Sept. 30, 2025 | 2,519 | $343,466 | -5.2% |
| EEMV | Dec. 31, 2025 | 5,311 | $338,985 | No longer tracked |
| PECO | Sept. 30, 2025 | 9,662 | $338,460 | 14.5% |
| PM | June 30, 2026 | 2,027 | $335,069 | 4.9% |
| SPGI | Sept. 30, 2025 | 634 | $334,350 | -10.9% |
| ROP | Sept. 30, 2025 | 585 | $332,147 | -18.8% |
| LNG | Sept. 30, 2025 | 1,346 | $327,814 | 19.0% |
| LIN | Sept. 30, 2025 | 696 | $326,320 | 2.7% |
| PG | Sept. 30, 2025 | 2,010 | $320,455 | -6.7% |
| IJH | Sept. 30, 2025 | 5,101 | $316,401 | No longer tracked |
| GOOGL | Sept. 30, 2025 | 1,794 | $316,127 | 40.7% |
| JNJ | Sept. 30, 2025 | 2,057 | $314,450 | 44.1% |
| MLPA | June 30, 2025 | 5,715 | $304,203 | No longer tracked |
| VOO | Sept. 30, 2025 | 528 | $300,430 | No longer tracked |
| LIN | June 30, 2026 | 603 | $298,697 | -6.0% |
| ADI | Sept. 30, 2025 | 1,253 | $298,695 | 53.2% |
| TJX | Sept. 30, 2025 | 2,417 | $298,385 | -2.3% |
| MRK | June 30, 2026 | 2,406 | $289,419 | 18.0% |
| IEMG | June 30, 2026 | 4,093 | $285,498 | No longer tracked |
| AJG | Sept. 30, 2025 | 892 | $285,380 | -16.1% |
| PAA | June 30, 2026 | 12,508 | $279,294 | 11.9% |
| WEC | Sept. 30, 2025 | 2,672 | $278,470 | -5.3% |
| WEC | June 30, 2026 | 2,373 | $274,720 | -7.0% |
| MRSH | Sept. 30, 2025 | 1,238 | $270,485 | -5.2% |
| TT | Sept. 30, 2025 | 607 | $265,596 | 7.8% |
| T | June 30, 2026 | 9,105 | $263,954 | 22.6% |
| ZTS | Sept. 30, 2025 | 1,692 | $263,914 | -47.6% |
| V | Sept. 30, 2025 | 732 | $259,925 | 7.7% |
| VWO | June 30, 2026 | 4,780 | $258,324 | No longer tracked |
| CAT | Sept. 30, 2025 | 661 | $256,383 | 72.7% |
| UTES | June 30, 2026 | 3,194 | $255,226 | No longer tracked |
| IFN | Sept. 30, 2025 | 15,018 | $248,258 | -19.1% |
| MDLZ | Sept. 30, 2025 | 3,677 | $248,050 | 2.6% |
| IEMG | Sept. 30, 2025 | 3,988 | $239,355 | No longer tracked |
| VWO | Sept. 30, 2025 | 4,774 | $236,118 | No longer tracked |
| GSBD | Dec. 31, 2025 | 23,116 | $235,088 | 6.3% |
| SDOG | June 30, 2026 | 3,592 | $233,642 | No longer tracked |
| ARW | June 30, 2026 | 1,622 | $232,612 | -2.1% |
| ROP | March 31, 2026 | 522 | $232,462 | 14.4% |
| T | Sept. 30, 2025 | 7,874 | $227,887 | -10.2% |
| CL | Sept. 30, 2025 | 2,493 | $226,682 | 12.9% |
| PLD | Sept. 30, 2025 | 2,106 | $221,364 | 23.4% |
| XLK | June 30, 2026 | 1,664 | $221,146 | No longer tracked |
| BAC | Sept. 30, 2025 | 4,548 | $215,281 | 21.0% |
| AMZA | Sept. 30, 2025 | 4,964 | $215,134 | No longer tracked |
| AMT | June 30, 2026 | 1,245 | $214,862 | 8.0% |
| PAA | Sept. 30, 2025 | 11,727 | $214,832 | 46.0% |
| SBUX | Sept. 30, 2025 | 2,340 | $214,609 | 22.5% |
| MRSH | June 30, 2026 | 1,237 | $214,472 | 14.7% |
| SPMB | June 30, 2026 | 9,517 | $213,084 | No longer tracked |
| ACN | June 30, 2026 | 1,068 | $211,776 | 46.7% |
| IWF | March 31, 2026 | 443 | $210,060 | No longer tracked |
| GOOGL | March 31, 2025 | 1,102 | $208,691 | 121.2% |
| UNH | Sept. 30, 2025 | 663 | $207,481 | 12.2% |
| SDOG | Sept. 30, 2025 | 3,572 | $205,352 | No longer tracked |
| ELV | Sept. 30, 2025 | 526 | $204,483 | 23.7% |
| CMCSA | Sept. 30, 2025 | 5,713 | $203,897 | -15.8% |
| UNP | June 30, 2026 | 836 | $202,832 | 12.6% |
| AMZA | March 31, 2026 | 5,103 | $201,638 | No longer tracked |
| TRMD | June 30, 2025 | 10,117 | $166,731 | 94.0% |
| PEP | June 30, 2026 | 1,061 | $164,683 | 5.3% |
| ETHA | June 30, 2026 | 10,394 | $164,536 | |
| ARES | June 30, 2026 | 1,481 | $161,578 | 28.1% |
| MSI | June 30, 2026 | 310 | $134,388 | 14.9% |
| ABBV | June 30, 2026 | 519 | $112,821 | 4.8% |
| HON | June 30, 2026 | 441 | $99,662 | -1.9% |
| SPGI | June 30, 2026 | 226 | $96,099 | 12.5% |
| ETN | June 30, 2026 | 267 | $95,506 | -1.2% |
| TT | June 30, 2026 | 219 | $91,426 | -7.4% |
| PLD | June 30, 2026 | 659 | $87,160 | 4.3% |
| CODI | Sept. 30, 2025 | 12,860 | $80,762 | 74.2% |
| PG | June 30, 2026 | 535 | $77,276 | -2.3% |
| NOC | June 30, 2026 | 111 | $75,604 | 9.8% |
| DHR | June 30, 2026 | 387 | $73,451 | 12.4% |
| FDX | June 30, 2026 | 198 | $70,523 | 5.2% |
| LOW | June 30, 2026 | 280 | $66,157 | -1.3% |
| ABT | June 30, 2026 | 607 | $62,317 | 26.1% |
| FUBO | Sept. 30, 2025 | 15,754 | $60,810 | -78.7% |
| ELV | June 30, 2026 | 172 | $50,308 | 3.4% |
| SW | June 30, 2026 | 1,235 | $49,199 | 5.6% |
| NDAQ | June 30, 2026 | 568 | $48,191 | 24.5% |
| CMCSA | June 30, 2026 | 1,485 | $42,631 | 7.8% |
| HNST | June 30, 2026 | 12,538 | $36,862 | 37.0% |
| ZTS | June 30, 2026 | 282 | $33,386 | 6.6% |
| FUBO | March 31, 2026 | 12,754 | $32,140 | 12.1% |
| PLTR | June 30, 2026 | 184 | $26,916 | 48.3% |
| NAK | June 30, 2026 | 15,000 | $21,000 | No longer tracked |
| NAK | Sept. 30, 2025 | 15,000 | $20,100 | No longer tracked |
| GOVT | June 30, 2026 | 167 | $3,826 | No longer tracked |
| BLRX | March 31, 2025 | 10,000 | $2,140 | -6.8% |
| VLO | June 30, 2026 | 4 | $989 | 32.8% |
| IAU | June 30, 2026 | 7 | $618 | No longer tracked |