Arkolith/Funds/Hibernia Wealth Partners, LLC

Hibernia Wealth Partners, LLC

CIK 1950637Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Hibernia Wealth Partners, LLC holds a focused book of 82 stocks worth $184.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +20% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Hibernia Wealth Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
64
new positions
Added to
6
existing
Trimmed
67
reduced
Sold out
49
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+19.7%
+10.8%/yr · since Oct '24
Their reported book
+15.7%
held from quarter-end
S&P 500
+29.9%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Hibernia Wealth Partners, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.0 points over this window.

Growth of $10,000 cloning Hibernia Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
70%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Financials
4%
Information Technology
4%
Energy
1%
Consumer Discretionary
1%
Health Care
0%
Industrials
0%
Utilities
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

82 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR BLO 1 ETF
$23.4M255.8K
12.7%
−52%
Reduced · −274K sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$22.2M29.7K
12.0%
−47%
Reduced · −26K sh
3Amplify ETF TR
CWP ENHANCED DIV
$20.2M441.0K
10.9%
−49%
Reduced · −429K sh
4First TR Exchng Traded FD VI
FT LADD BUFF ETF
$18.0M491.9K
9.7%
−50%
Reduced · −497K sh
5Ssga Active TR
STATE STREET US
$14.3M220.5K
7.7%
−47%
Reduced · −194K sh
6Ssga Active TR
ST STR SECTO ETF
$10.5M409.2K
5.7%
−46%
Reduced · −350K sh
7SPDR Series Trust
ST BLOO HIGH ETF
$7.0M72.8K
3.8%
−45%
Reduced · −60K sh
8SPDR Series Trust
ST STR SP600 SML
$5.5M95.8K
3.0%
−48%
Reduced · −88K sh
9SPDR Gold TR
GOLD SHS
$4.6M12.4K
2.5%
−47%
Reduced · −11K sh
10SPDR Series Trust
ST STR BL 12 ETF
$4.3M42.9K
2.3%
−49%
Reduced · −42K sh
11SPDR Series Trust
ST STR P400MID
$3.1M45.6K
1.7%
−47%
Reduced · −41K sh
12J P Morgan Exchange Traded F
NASDAQ EQT PREM
$3.0M48.2K
1.6%
−47%
Reduced · −43K sh
13Invesco QQQ TR
UNIT SER 1
$2.9M3.9K
1.5%
−48%
Reduced · −4K sh
14SPDR Series Trust
ST INTER BD ETF
$2.6M77.7K
1.4%
−49%
Reduced · −74K sh
15Ishares TR
MSCI USA MIN ETF
$2.6M26.8K
1.4%
−50%
Reduced · −26K sh
16SPDR Series Trust
SST SPDR BLOOMBE
$2.2M105.4K
1.2%
−47%
Reduced · −92K sh
17Exxon Mobil Corp
COM
$2.0M15.0K
1.1%
+258%
Added · +11K sh
18SPDR Series Trust
STATE STRET SPDR
$1.9M100.7K
1.0%
−45%
Reduced · −82K sh
19SPDR Index SHS FDS
ST STR PO EX ETF
$1.9M36.9K
1.0%
−29%
Reduced · −15K sh
20Ssga Active ETF TR
ST STR BL LN ETF
$1.8M43.6K
1.0%
−44%
Reduced · −34K sh
21SPDR Series Trust
ST STR USD ETF
$1.7M66.8K
0.9%
−43%
Reduced · −51K sh
22Ishares TR
CORE US AGGBD ET
$1.5M14.8K
0.8%
+6.1%
Added · +854 sh
23Apple Inc
COM
$1.1M4.0K
0.6%
−45%
Reduced · −3K sh
24Ishares TR
US INFRASTRUC
$1.1M16.7K
0.6%
−45%
Reduced · −14K sh
25Ishares TR
US SML CAP EQT
$1.1M11.8K
0.6%
−49%
Reduced · −11K sh
26Nvidia Corporation
COM
$1.0M5.2K
0.6%
−7.4%
Reduced · −415 sh
27Microsoft Corp
COM
$1.0M2.8K
0.6%
−44%
Reduced · −2K sh
28SPDR Index SHS FDS
ST PORT MARK ETF
$993K19.2K
0.5%
+45%
Added · +6K sh
29Ishares Inc
EMNG MKTS EQT
$972K13.3K
0.5%
−46%
Reduced · −11K sh
30Ishares TR
CORE S&P500 ETF
$883K1.2K
0.5%
−48%
Reduced · −1K sh
31Amazon Com Inc
COM
$873K3.7K
0.5%
−17%
Reduced · −752 sh
32Vanguard Index FDS
SMALL CP ETF
$740K2.4K
0.4%
−47%
Reduced · −2K sh
33Ishares Silver TR
ISHARES
$718K13.4K
0.4%
−49%
Reduced · −13K sh
34ETF Ser Solutions
DISTILLATE US
$711K11.9K
0.4%
−50%
Reduced · −12K sh
35JPMorgan Chase & Co
COM
$693K2.1K
0.4%
−48%
Reduced · −2K sh
36Broadcom Inc
COM
$638K1.7K
0.3%
−50%
Reduced · −2K sh
37Tidal Trust III
MRP SYNTHEQUITY
$633K21.3K
0.3%
−50%
Reduced · −21K sh
38Ishares TR
EUROPE ETF
$627K8.6K
0.3%
−46%
Reduced · −7K sh
39Chevron Corporation
COM
$591K3.6K
0.3%
−50%
Reduced · −3K sh
40Taiwan Semiconductor Manufac
SPONSORED ADS
$531K1.1K
0.3%
−54%
Reduced · −1K sh
41Alphabet Inc
CAP STK CL A
$493K1.4K
0.3%
−15%
Reduced · −242 sh
42Advanced Micro Devices Inc
COM
$490K843
0.3%
New
New position
43Caterpillar Inc
COM
$460K432
0.2%
−36%
Reduced · −243 sh
44SPDR Index SHS FDS
ST INTL CAP ETF
$453K10.4K
0.2%
−25%
Reduced · −4K sh
45SPDR Series Trust
ST STR AGGRE ETF
$447K17.5K
0.2%
−47%
Reduced · −15K sh
46The Alger ETF Trust
AI ENABLERS ADOP
$436K9.6K
0.2%
New
New position
47SPDR Series Trust
STATE STRET SPDR
$435K13.0K
0.2%
+46%
Added · +4K sh
48Goldman Sachs ETF TR
ACCES TREASURY
$426K4.3K
0.2%
−32%
Reduced · −2K sh
49Vanguard Index FDS
MID CAP ETF
$411K5.1K
0.2%
+100%
Added · +3K sh
50Meta Platforms Inc
CL A
$398K707
0.2%
−14%
Reduced · −111 sh
Showing 50 of 82 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202682$184.6M13F-HR
Q1 2026Mar 31, 2026May 4, 2026196$338.2M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026121$332.1M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202549$156.1M13F-HR
Q2 2025Jun 30, 2025Aug 8, 2025104$309.6M13F-HR
Q1 2025Mar 31, 2025Apr 24, 202545$140.7M13F-HR
Q4 2024Dec 31, 2024Jan 29, 202554$153.5M13F-HR
Q3 2024Sep 30, 2024Oct 24, 2024125$334.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.