Top 50 Hibernia Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 12.69% | 255.8K | $23.4M | -51.74%(-274.17K) | $91.65(-0.19%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 12.02% | 29.7K | $22.2M | -46.80%(-26.14K) | $581.80(+32.95%) | 2026-06-30 | |
| DIVO | AMPLIFY ETF TR | 10.92% | 441.0K | $20.2M | -49.33%(-429.35K) | $42.29(+14.20%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 9.73% | 491.9K | $18.0M | -50.28%(-497.46K) | $31.48(+18.57%) | 2026-06-30 | |
| XLSR | SSGA ACTIVE TR | 7.74% | 220.5K | $14.3M | -46.82%(-194.12K) | $55.24(+20.98%) | 2026-06-30 | |
| FISR | SSGA ACTIVE TR | 5.68% | 409.2K | $10.5M | -46.09%(-349.86K) | $25.81(-2.23%) | 2026-06-30 | |
| JNK | SPDR SERIES TRUST | 3.8% | 72.8K | $7.0M | -45.17%(-60.00K) | $96.57(-0.86%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 2.99% | 95.8K | $5.5M | -47.84%(-87.91K) | $43.87(+31.83%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.48% | 12.4K | $4.6M | -46.58%(-10.84K) | $311.26(+29.66%) | 2026-06-30 | |
| BILS | SPDR SERIES TRUST | 2.31% | 42.9K | $4.3M | -49.22%(-41.59K) | $99.38(-0.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +31.12% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +31.86% |
Hibernia Wealth Partners, LLC reports $184.65M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are BIL (12.7%), SPY (12.0%) and DIVO (10.9%). The top 20 holdings account for 83.28% of reported assets. Its disclosed equity book has returned +31.12% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Hibernia Wealth Partners, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Hibernia Wealth Partners, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950637). View Hibernia Wealth Partners, LLCโs 13F filings on SEC