Hibernia Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Hibernia Wealth Partners, Llc disclosed 79 stock positions valued at approximately $184.65M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, STATE STR SPDR S&P 500 ETF T, and AMPLIFY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 79
- Portfolio Value
- $184.65M
Holdings by Sector
Hibernia Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | BIL | Other | 12.69% | 255,781 | -274,173 | -51.74% | $23,439,716 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 12.02% | 29,722 | -26,143 | -46.80% | $22,195,028 |
| AMPLIFY ETF TR | DIVO | Other | 10.92% | 441,039 | -429,351 | -49.33% | $20,155,463 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 9.73% | 491,874 | -497,458 | -50.28% | $17,968,136 |
| SSGA ACTIVE TR | XLSR | Other | 7.74% | 220,453 | -194,121 | -46.82% | $14,298,524 |
| SSGA ACTIVE TR | FISR | Other | 5.68% | 409,212 | -349,859 | -46.09% | $10,496,294 |
| SPDR SERIES TRUST | JNK | Other | 3.80% | 72,824 | -60,000 | -45.17% | $7,018,037 |
| SPDR SERIES TRUST | SPSM | Other | 2.99% | 95,843 | -87,912 | -47.84% | $5,527,212 |
| SPDR GOLD TR | GLD | Other | 2.48% | 12,438 | -10,844 | -46.58% | $4,581,690 |
| SPDR SERIES TRUST | BILS | Other | 2.31% | 42,906 | -41,586 | -49.22% | $4,263,970 |
| SPDR SERIES TRUST | SPMD | Other | 1.67% | 45,633 | -40,792 | -47.20% | $3,082,867 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 1.60% | 48,176 | -43,134 | -47.24% | $2,960,882 |
| INVESCO QQQ TR | QQQ | Other | 1.55% | 3,886 | -3,583 | -47.97% | $2,861,096 |
| SPDR SERIES TRUST | SPIB | Other | 1.41% | 77,707 | -74,076 | -48.80% | $2,600,070 |
| ISHARES TR | USMV | Other | 1.40% | 26,758 | -26,348 | -49.61% | $2,580,997 |
| SPDR SERIES TRUST | EBND | Other | 1.19% | 105,435 | -91,764 | -46.53% | $2,205,698 |
| EXXON MOBIL CORP | XOM | Energy | 1.11% | 14,983 | +10,803 | +258.44% | $2,048,501 |
| SPDR SERIES TRUST | TIPX | Other | 1.03% | 100,721 | -82,146 | -44.92% | $1,906,651 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.01% | 36,901 | -15,318 | -29.33% | $1,859,419 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.95% | 43,629 | -34,159 | -43.91% | $1,757,790 |
| SPDR SERIES TRUST | EMHC | Other | 0.92% | 66,761 | -51,259 | -43.43% | $1,698,398 |
| ISHARES TR | AGG | Other | 0.79% | 14,824 | +854 | +6.11% | $1,467,303 |
| APPLE INC | AAPL | Technology | 0.62% | 3,960 | -3,246 | -45.05% | $1,145,945 |
| ISHARES TR | IFRA | Other | 0.57% | 16,713 | -13,725 | -45.09% | $1,053,566 |
| ISHARES TR | SMLF | Other | 0.57% | 11,794 | -11,233 | -48.78% | $1,051,277 |
| NVIDIA CORPORATION | NVDA | Technology | 0.56% | 5,159 | -415 | -7.45% | $1,032,218 |
| MICROSOFT CORP | MSFT | Technology | 0.56% | 2,765 | -2,182 | -44.11% | $1,031,020 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.54% | 19,172 | +5,927 | +44.75% | $992,715 |
| ISHARES INC | EMGF | Other | 0.53% | 13,262 | -11,387 | -46.20% | $971,507 |
| ISHARES TR | IVV | Other | 0.48% | 1,179 | -1,076 | -47.72% | $882,727 |
Showing 30 of 79 holdings in the latest reporting period.