Hibernia Wealth Partners, Llc Portfolio Stock Holdings
Hibernia Wealth Partners, Llc disclosed 82 stock positions valued at approximately $184.6 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, STATE STR SPDR S&P 500 ETF T, and AMPLIFY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 82
- Portfolio Value
- $184.6M
Holdings by Sector
Hibernia Wealth Partners, Llc Portfolio Holdings in Q2 2026
79 holdings in the latest reporting period.
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| 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 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 3,663 | -752 | -17.03% | $873,042 |
| VANGUARD INDEX FDS | VB | Other | 0.40% | 2,442 | -2,153 | -46.86% | $740,050 |
| ISHARES SILVER TR | SLV | Other | 0.39% | 13,423 | -13,119 | -49.43% | $717,753 |
| ETF SER SOLUTIONS | DSTL | Other | 0.39% | 11,870 | -12,027 | -50.33% | $710,971 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.38% | 2,116 | -1,988 | -48.44% | $692,650 |
| BROADCOM INC | AVGO | Technology | 0.35% | 1,689 | -1,717 | -50.41% | $637,937 |
| ISHARES TR | IEV | Other | 0.34% | 8,607 | -7,337 | -46.02% | $626,950 |
| CHEVRON CORPORATION | CVX | Energy | 0.32% | 3,565 | -3,495 | -49.50% | $590,870 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.29% | 1,112 | -1,316 | -54.20% | $530,822 |
| ALPHABET INC | GOOGL | Communication Services | 0.27% | 1,379 | -242 | -14.93% | $492,901 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.27% | 843 | +843 | +100.00% | $489,708 |
| CATERPILLAR INC | CAT | Industrials | 0.25% | 432 | -243 | -36.00% | $459,731 |
| SPDR INDEX SHS FDS | GWX | Other | 0.25% | 10,362 | -3,529 | -25.40% | $453,403 |
| SPDR SERIES TRUST | SPAB | Other | 0.24% | 17,500 | -15,453 | -46.89% | $446,563 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.23% | 4,253 | -2,014 | -32.14% | $425,916 |
| VANGUARD INDEX FDS | VO | Other | 0.22% | 5,102 | +2,551 | +100.00% | $411,002 |
| META PLATFORMS INC | META | Communication Services | 0.22% | 707 | -111 | -13.57% | $398,389 |
| ISHARES TR | EFAV | Other | 0.21% | 4,418 | -4,366 | -49.70% | $387,450 |
| ISHARES TR | EFA | Other | 0.21% | 3,691 | +658 | +21.69% | $383,443 |
| ALPHABET INC | GOOG | Communication Services | 0.19% | 996 | +996 | +100.00% | $351,871 |
| ISHARES TR | ITOT | Other | 0.19% | 2,095 | -1,881 | -47.31% | $344,036 |
| SPDR SERIES TRUST | SPYG | Other | 0.18% | 2,824 | -3,590 | -55.97% | $336,029 |
| SPDR SERIES TRUST | SPTL | Other | 0.18% | 12,359 | -90 | -0.72% | $324,168 |
| VANGUARD INDEX FDS | VTI | Other | 0.16% | 821 | -831 | -50.30% | $303,497 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.16% | 584 | -548 | -48.41% | $300,009 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.16% | 3,237 | -3,237 | -50.00% | $291,654 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.15% | 1,126 | -557 | -33.10% | $286,027 |
| AMPHENOL CORP | APH | Technology | 0.15% | 1,604 | -3,998 | -71.37% | $282,798 |
| NEOS ETF TRUST | QQQI | Other | 0.15% | 4,832 | -4,832 | -50.00% | $274,394 |
| SPDR SERIES TRUST | SPTI | Other | 0.13% | 8,706 | -2,629 | -23.19% | $247,155 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.13% | 1,044 | -1,042 | -49.95% | $246,899 |
| CITIGROUP INC | C | Financial Services | 0.13% | 1,733 | -904 | -34.28% | $242,444 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.13% | 3,342 | -3,340 | -49.99% | $238,064 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 2,102 | -4,077 | -65.98% | $237,992 |
| THE CIGNA GROUP | CI | Healthcare | 0.13% | 849 | +849 | +100.00% | $233,975 |
| SPDR SERIES TRUST | SPLB | Other | 0.12% | 10,299 | +10,299 | +100.00% | $230,706 |
| CENTERPOINT ENERGY INC | CNP | Utilities | 0.12% | 5,203 | +5,203 | +100.00% | $229,141 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.12% | 542 | +542 | +100.00% | $225,151 |
| ANALOG DEVICES INC | ADI | Technology | 0.12% | 553 | -223 | -28.74% | $219,645 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.12% | 190 | +190 | +100.00% | $219,316 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.12% | 636 | -1,001 | -61.15% | $215,291 |
| VANGUARD INDEX FDS | VOO | Other | 0.12% | 314 | -312 | -49.84% | $215,060 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.12% | 794 | -1,381 | -63.49% | $214,594 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.11% | 6,357 | -6,357 | -50.00% | $211,625 |
| SPDR SERIES TRUST | SPYV | Other | 0.11% | 3,463 | -580 | -14.35% | $210,516 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.11% | 2,056 | -1,635 | -44.30% | $210,016 |
| ISHARES TR | IJH | Other | 0.11% | 2,624 | -2,949 | -52.92% | $202,269 |
| KEURIG DR PEPPER INC | KDP | Consumer Defensive | 0.11% | 6,136 | +6,136 | +100.00% | $200,832 |
| VODAFONE GROUP PLC | VOD | Communication Services | 0.10% | 14,520 | -3,729 | -20.43% | $192,031 |