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CIK: 0001950637
Total reported value
$191.8M
$191.8M
82 檔
51.1%
At the close of Q2 2026, Hibernia Wealth Partners, LLC disclosed equity holdings valued at approximately $191.8M, spread across 82 reported holdings.
In Q2 2026, Hibernia Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 67 positions and completely liquidating 49 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BIL, SPY, DIVO) accounted for 51.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $489.7K
Top Position Liquidated / Trimmed
BRK-B
前期市值: $702.7K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 12.69% | -0.95% | -51.74% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.02% | +0.10% | -46.80% | |
| 3 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 10.92% | -0.70% | -49.33% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 9.73% | +0.45% | -50.28% | |
| 5 | XLSR | Ss US Sector Rotation | ETF-Other | 7.74% | -0.31% | -46.82% | |
| 6 | FISR | Ss Fi Sector Rotation | ETF-Other | 5.68% | +0.11% | -46.09% | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 3.80% | -0.51% | -45.17% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.99% | -0.28% | -47.84% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.48% | -0.13% | -46.58% | |
| 10 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.31% | -0.40% | -49.22% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.67% | -0.10% | -47.20% | |
| 12 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.60% | -0.13% | -47.24% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.55% | -0.01% | -47.97% | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.41% | -0.27% | -48.80% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.40% | -0.07% | -49.61% | |
| 16 | EBND | State Street Spdr Bloomberg | ETF-Other | 1.19% | -0.05% | -46.53% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -1.11% | EXIT | |
| 18 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 1.03% | -0.03% | -44.92% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.01% | — | -29.33% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.95% | +0.08% | -43.91% | |
| 21 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.92% | +0.04% | -43.43% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.79% | -0.01% | +6.11% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.53% | -45.05% | |
| 24 | IFRA | Ishares US Infrastructure | ETF-Other | 0.57% | -0.07% | -45.09% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.57% | -0.05% | -48.78% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.36% | -7.45% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | +0.34% | -44.11% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.54% | -0.05% | +44.75% | |
| 29 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.53% | -0.02% | -46.20% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.10% | -47.72% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.11% | -17.03% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | -0.04% | -46.86% | |
| 33 | SLV | Ishares Silver Trust | ETF-Commodities | 0.39% | -0.01% | -49.43% | |
| 34 | DSTL | Distillate US Fundamental St | ETF-Other | 0.39% | +0.02% | -50.33% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.06% | -48.44% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.03% | -50.41% | |
| 37 | SNTH | Mrp Synthequity ETF | ETF-Other | 0.34% | -0.01% | -50.00% | |
| 38 | IEV | Ishares Europe ETF | ETF-Other | 0.34% | — | -46.02% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.32% | +0.10% | -49.50% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | +0.01% | -54.20% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | — | -14.93% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.27% | +0.03% | — | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | -0.25% | EXIT | |
| 44 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.25% | +0.01% | -25.40% | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.24% | +0.22% | -46.89% | |
| 46 | ALAI | Alger Ai Enable & Adopt ETF | ETF-Other | 0.24% | -0.01% | — | |
| 47 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 0.24% | +0.03% | +46.14% | |
| 48 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.23% | — | -32.14% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | +0.02% | +100.00% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | +0.01% | -13.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | -46.80% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.9% | +258.44% | Add |
| 3 | XLSR | Ss US Sector Rotation | +0.7% | -46.82% | Trim |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.4% | +6.11% | Add |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.4% | -47.84% | Trim |
| 6 | SPEM | State Street Sp Ptf Em ETF | +0.4% | +44.75% | Add |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | -29.33% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -47.97% | Trim |
| 9 | AMD | Advanced Micro Devices | +0.3% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.3% | -7.45% | Trim |
| 11 | ALAI | Alger Ai Enable & Adopt ETF | +0.2% | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | +0.2% | -17.03% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | New buy |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | -47.20% | Trim |
| 15 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | +0.2% | +46.14% | Add |
| 16 | CI | THE Cigna Group | +0.1% | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -14.93% | Trim |
| 18 | SPLB | Ss Spdr P Long Term C ETF | +0.1% | NEW | New buy |
| 19 | CNP | Centerpoint Energy Inc | +0.1% | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 21 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | +21.69% | Add |
| 23 | KDP | Keurig Dr Pepper Inc | +0.1% | NEW | New buy |
| 24 | CAT | Caterpillar Inc | +0.1% | -36.00% | Trim |
| 25 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | -47.24% | Trim |
| 26 | EMGF | Ishares Emerging Markets Equ | +0.1% | -46.20% | Trim |
| 27 | AAPL | Apple Inc | +0.1% | -45.05% | Trim |
| 28 | GWX | State Street Spdr S&p Intern | +0.1% | -25.40% | Trim |
| 29 | META | Meta Platforms Inc-class A | +0.1% | -13.57% | Trim |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | -0.72% | Trim |
| 31 | IFRA | Ishares US Infrastructure | +0.1% | -45.09% | Trim |
| 32 | SMLF | Ishares US Smallcap Equity F | +0.1% | -48.78% | Trim |
| 33 | EMHC | Ss Spdr Bb Em Usd Bond ETF | +0.1% | -43.43% | Trim |
| 34 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -54.20% | Trim |
| 35 | ADI | Analog Devices Inc | +0.1% | -28.74% | Trim |
| 36 | JNK | Ss Spdr Bb High Yield Bond | 0% | -45.17% | Trim |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | -47.72% | Trim |
| 38 | VB | Vanguard Small-cap ETF | 0% | -46.86% | Trim |
| 39 | AVGO | Broadcom Inc | 0% | -50.41% | Trim |
| 40 | GBIL | Goldman Sachs Access Treasur | 0% | -32.14% | Trim |
| 41 | C | Citigroup Inc | 0% | -34.28% | Trim |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | -14.35% | Trim |
| 43 | SRLN | Ss Blackstone Sr Loan ETF | 0% | -43.91% | Trim |
| 44 | JNJ | Johnson & Johnson | 0% | -33.10% | Trim |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | -23.19% | Trim |
| 46 | MSFT | Microsoft CORP | 0% | -44.11% | Trim |
| 47 | JPM | Jpmorgan Chase & Co | 0% | -48.44% | Trim |
| 48 | IEV | Ishares Europe ETF | 0% | -46.02% | Trim |
| 49 | ITOT | Ishares Core S&p Total U.s. | 0% | -47.31% | Trim |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -50.00% | Trim |
According to official SEC Form 13F filings, Hibernia Wealth Partners, LLC reported a total U.S. public equity portfolio value of $191.8M across 82 disclosed positions in Q2 2026.
During Q2 2026, Hibernia Wealth Partners, LLC's top holdings by market value included BIL (12.7%)、SPY (12.0%)、DIVO (10.9%). The largest single position, BIL, represented 12.7% of total portfolio value.
In Q2 2026, Hibernia Wealth Partners, LLC made 131 total portfolio adjustments, initiating 9 new buys, adding to 6 positions, trimming 67 holdings, and fully liquidating 49 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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