Hibernia Wealth Partners, LLC holds a focused book of 82 reported positions worth $184.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 13% of the reported non-option book.
Hibernia Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
+7 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hibernia Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| BlueSpruce Investments, LP | 8 / 80 | $640.4M |
| Swiss Re Ltd | 25 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Ketron Financial | 20 / 80 | $283.2M |
| Constellation Investments, Inc. | 9 / 80 | $2.8B |
| Kearns & Associates LLC | 15 / 80 | $184.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Hibernia Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR BLO 1 ETF | $23.4M | 255.8K | 12.7% | ▼−52% Reduced · −274K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $22.2M | 29.7K | 12.0% | ▼−47% Reduced · −26K sh | |
| 3 | Amplify ETF TR CWP ENHANCED DIV | $20.2M | 441.0K | 10.9% | ▼−49% Reduced · −429K sh | |
| 4 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $18.0M | 491.9K | 9.7% | ▼−50% Reduced · −497K sh | |
| 5 | Ssga Active TR STATE STREET US | $14.3M | 220.5K | 7.7% | ▼−47% Reduced · −194K sh | |
| 6 | Ssga Active TR ST STR SECTO ETF | $10.5M | 409.2K | 5.7% | ▼−46% Reduced · −350K sh | |
| 7 | SPDR Series Trust ST BLOO HIGH ETF | $7.0M | 72.8K | 3.8% | ▼−45% Reduced · −60K sh | |
| 8 | SPDR Series Trust ST STR SP600 SML | $5.5M | 95.8K | 3.0% | ▼−48% Reduced · −88K sh | |
| 9 | SPDR Gold TR GOLD SHS | $4.6M | 12.4K | 2.5% | ▼−47% Reduced · −11K sh | |
| 10 | SPDR Series Trust ST STR BL 12 ETF | $4.3M | 42.9K | 2.3% | ▼−49% Reduced · −42K sh | |
| 11 | SPDR Series Trust ST STR P400MID | $3.1M | 45.6K | 1.7% | ▼−47% Reduced · −41K sh | |
| 12 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $3.0M | 48.2K | 1.6% | ▼−47% Reduced · −43K sh | |
| 13 | Invesco QQQ TR UNIT SER 1 | $2.9M | 3.9K | 1.5% | ▼−48% Reduced · −4K sh | |
| 14 | SPDR Series Trust ST INTER BD ETF | $2.6M | 77.7K | 1.4% | ▼−49% Reduced · −74K sh | |
| 15 | Ishares TR MSCI USA MIN ETF | $2.6M | 26.8K | 1.4% | ▼−50% Reduced · −26K sh | |
| 16 | SPDR Series Trust SST SPDR BLOOMBE | $2.2M | 105.4K | 1.2% | ▼−47% Reduced · −92K sh | |
| 17 | Exxon Mobil Corp COM | $2.0M | 15.0K | 1.1% | ▲+258% Added · +11K sh | |
| 18 | SPDR Series Trust STATE STRET SPDR | $1.9M | 100.7K | 1.0% | ▼−45% Reduced · −82K sh | |
| 19 | SPDR Index SHS FDS ST STR PO EX ETF | $1.9M | 36.9K | 1.0% | ▼−29% Reduced · −15K sh | |
| 20 | Ssga Active ETF TR ST STR BL LN ETF | $1.8M | 43.6K | 1.0% | ▼−44% Reduced · −34K sh | |
| 21 | SPDR Series Trust ST STR USD ETF | $1.7M | 66.8K | 0.9% | ▼−43% Reduced · −51K sh | |
| 22 | Ishares TR CORE US AGGBD ET | $1.5M | 14.8K | 0.8% | ▲+6.1% Added · +854 sh | |
| 23 | Apple Inc COM | $1.1M | 4.0K | 0.6% | ▼−45% Reduced · −3K sh | |
| 24 | Ishares TR US INFRASTRUC | $1.1M | 16.7K | 0.6% | ▼−45% Reduced · −14K sh | |
| 25 | Ishares TR US SML CAP EQT | $1.1M | 11.8K | 0.6% | ▼−49% Reduced · −11K sh | |
| 26 | Nvidia Corporation COM | $1.0M | 5.2K | 0.6% | ▼−7.4% Reduced · −415 sh | |
| 27 | Microsoft Corp COM | $1.0M | 2.8K | 0.6% | ▼−44% Reduced · −2K sh | |
| 28 | SPDR Index SHS FDS ST PORT MARK ETF | $993K | 19.2K | 0.5% | ▲+45% Added · +6K sh | |
| 29 | Ishares Inc EMNG MKTS EQT | $972K | 13.3K | 0.5% | ▼−46% Reduced · −11K sh | |
| 30 | Ishares TR CORE S&P500 ETF | $883K | 1.2K | 0.5% | ▼−48% Reduced · −1K sh | |
| 31 | Amazon Com Inc COM | $873K | 3.7K | 0.5% | ▼−17% Reduced · −752 sh | |
| 32 | Vanguard Index FDS SMALL CP ETF | $740K | 2.4K | 0.4% | ▼−47% Reduced · −2K sh | |
| 33 | Ishares Silver TR ISHARES | $718K | 13.4K | 0.4% | ▼−49% Reduced · −13K sh | |
| 34 | ETF Ser Solutions DISTILLATE US | $711K | 11.9K | 0.4% | ▼−50% Reduced · −12K sh | |
| 35 | JPMorgan Chase & Co COM | $693K | 2.1K | 0.4% | ▼−48% Reduced · −2K sh | |
| 36 | Broadcom Inc COM | $638K | 1.7K | 0.3% | ▼−50% Reduced · −2K sh | |
| 37 | Tidal Trust III MRP SYNTHEQUITY | $633K | 21.3K | 0.3% | ▼−50% Reduced · −21K sh | |
| 38 | Ishares TR EUROPE ETF | $627K | 8.6K | 0.3% | ▼−46% Reduced · −7K sh | |
| 39 | Chevron Corporation COM | $591K | 3.6K | 0.3% | ▼−50% Reduced · −3K sh | |
| 40 | Taiwan Semiconductor Manufac SPONSORED ADS | $531K | 1.1K | 0.3% | ▼−54% Reduced · −1K sh | |
| 41 | Alphabet Inc CAP STK CL A | $493K | 1.4K | 0.3% | ▼−15% Reduced · −242 sh | |
| 42 | Advanced Micro Devices Inc COM | $490K | 843 | 0.3% | ▲New New position | |
| 43 | Caterpillar Inc COM | $460K | 432 | 0.2% | ▼−36% Reduced · −243 sh | |
| 44 | SPDR Index SHS FDS ST INTL CAP ETF | $453K | 10.4K | 0.2% | ▼−25% Reduced · −4K sh | |
| 45 | SPDR Series Trust ST STR AGGRE ETF | $447K | 17.5K | 0.2% | ▼−47% Reduced · −15K sh | |
| 46 | The Alger ETF Trust AI ENABLERS ADOP | $436K | 9.6K | 0.2% | ▲New New position | |
| 47 | SPDR Series Trust STATE STRET SPDR | $435K | 13.0K | 0.2% | ▲+46% Added · +4K sh | |
| 48 | Goldman Sachs ETF TR ACCES TREASURY | $426K | 4.3K | 0.2% | ▼−32% Reduced · −2K sh | |
| 49 | Vanguard Index FDS MID CAP ETF | $411K | 5.1K | 0.2% | ▲+100% Added · +3K sh | |
| 50 | Meta Platforms Inc CL A | $398K | 707 | 0.2% | ▼−14% Reduced · −111 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 82 | $184.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 196 | $338.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 121 | $332.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 49 | $156.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 104 | $309.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 45 | $140.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 54 | $153.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 24d | 125 | $334.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.