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Latest Hibernia Wealth Partners, LLC Stock Portfolio

$184Million | No. of Holdings #82

Hibernia Wealth Partners, LLC Performance

2026 Q2+3.98%
YTD+2.78%
2025+6.31%

About Hibernia Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hibernia Wealth Partners, LLC reported an equity portfolio of $184.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Hibernia Wealth Partners, LLC are BIL, SPY, AMLX. The fund has invested 12.7% of it's portfolio in SPDR SERIES TRUST and 12% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, NEXTERA ENERGY INC (NEE) and TJX COS INC NEW (TJX) stocks. They significantly reduced their stock positions in AMPHENOL CORP (APH), WALMART INC (WMT) and MCDONALDS CORP (MCD). Hibernia Wealth Partners, LLC opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), THE ALGER ETF TRUST (ATFV) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM), VANGUARD INDEX FDS (VB) and SPDR SERIES TRUST (BIL).
Hibernia Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$184Million
  as of Jul 23, 2026

Hibernia Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hibernia Wealth Partners, LLC made a return of 3.98% in the last quarter. In trailing 12 months, it's portfolio return was 6.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc489,708
the alger etf trust436,364
alphabet inc351,871
the cigna group233,975
spdr series trust230,706
centerpoint energy inc229,141
unitedhealth group inc225,151
micron technology inc219,316
New stocks bought by Hibernia Wealth Partners, LLC

Additions

Ticker% Inc.
exxon mobil corp258
vanguard index fds100
spdr series trust46.14
spdr index shs fds44.75
ishares tr21.69
ishares tr6.11
Additions to existing portfolio by Hibernia Wealth Partners, LLC

Reductions

Ticker% Reduced
amphenol corp-71.37
walmart inc-65.98
mcdonalds corp-63.49
american express co-61.15
spdr series trust-55.97
taiwan semiconductor manufac-54.2
ishares tr-52.92
spdr series trust-51.74
Hibernia Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
northern dynasty minerals lt-21,000
honest co inc-36,862
plains all amern pipeline l-279,294
ishares tr-251,597
ishares ethereum tr-164,536
phillips edison & co inc-369,222
spdr series trust-213,084
at&t inc-263,954
Hibernia Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Hibernia Wealth Partners, LLC has about 80.1% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Utilities
  • Energy
Sector%
Others80.1
Healthcare11.3
Technology2.7
Utilities1.7
Energy1.4

Market Cap. Distribution

Hibernia Wealth Partners, LLC has about 6.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • SMALL-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED80.1
SMALL-CAP10.9
MEGA-CAP6.6
MID-CAP1.6

Stocks belong to which Index?

About 19.8% of the stocks held by Hibernia Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others80.1
RUSSELL 200012.5
S&P 5007.3
Top 5 Winners (%)%
CAT
caterpillar inc
41.3 %
TSM
taiwan semiconductor manufac
30.1 %
APH
amphenol corp
25.4 %
GOOG
alphabet inc
22.5 %
ADI
analog devices inc
21.4 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
4.1 M
EMTL
ssga active tr
2.3 M
AFLG
first tr exchng traded fd vi
2.0 M
BIL
spdr series trust
1.3 M
QQQ
invesco qqq tr
0.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-65.8 %
SLV
ishares silver tr
-16.2 %
CVX
chevron corporation
-15.0 %
XOM
exxon mobil corp
-13.4 %
GLD
spdr gold tr
-11.0 %
Top 5 Losers ($)$
GLD
spdr gold tr
-1.1 M
VB
vanguard index fds
-0.8 M
XOM
exxon mobil corp
-0.3 M
SLV
ishares silver tr
-0.3 M
CVX
chevron corporation
-0.2 M

Hibernia Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hibernia Wealth Partners, LLC

Hibernia Wealth Partners, LLC has 82 stocks in it's portfolio. About 70.4% of the portfolio is in top 10 stocks. GLD proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Hibernia Wealth Partners, LLC last quarter.

$184.65MTotal Value
131Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Hibernia Wealth Partners, LLC, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Hibernia Wealth Partners, LLC's holding in Alps Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Hibernia Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.38%11,870
$711.0K
0.38%
decreased 50.33 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Hibernia Wealth Partners, LLC's holding in Ishares Tr over time
0.57%11,794
$1.05M
0.57%
decreased 48.78 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Hibernia Wealth Partners, LLC's holding in First Tr Exchng Traded Fd Vi over time
9.73%491,874
$17.97M
9.73%
decreased 50.28 percentreduced
AMZA
Etfis Ser Tr I

Etfis Ser Tr I

AMZA
Hibernia Wealth Partners, LLC's holding in Etfis Ser Tr I over time
0%0.00
$0.00
0%
decreased 100 percentsold off