Hibernia Wealth Partners, LLC

CIK 1950637 · View on SEC EDGAR ↗

Portfolio value
$184.6M
#6,716 of 9,443 by 13F value · top 71.1%
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

Technology
2.9%
Energy
1.4%
Communication Services
0.7%
Retail
0.6%
Financials
0.5%
Industrials
0.4%
Health Care
0.4%
Financial Services
0.3%
Consumer Discretionary
0.2%
Utilities
0.1%
Consumer Staples
0.1%
Telecommunication
0.1%
Other/Unmapped
92.3%

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

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AMD $489,708 843 0.27%
ALAI $436,364 9,561 0.24%
GOOG $351,871 996 0.19%
CI $233,975 849 0.13%
SPLB $230,706 10,299 0.12%
CNP $229,141 5,203 0.12%
UNH $225,151 542 0.12%
MU $219,316 190 0.12%
KDP $200,832 6,136 0.11%

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.

SecurityQuarter 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