Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $23.4M | 12.7% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $22.2M | 12.0% |
| Amplify ETF TRCWP ENHANCED DIV | CWP ENHANCED DIV | $20.2M | 10.9% |
| First TR Exchng Traded FD VIFT LADD BUFF ETF | FT LADD BUFF ETF | $18M | 9.7% |
| Ssga Active TRSTATE STREET US | STATE STREET US | $14.3M | 7.7% |
| Ssga Active TRST STR SECTO ETF | ST STR SECTO ETF | $10.5M | 5.7% |
| SPDR Series TrustST BLOO HIGH ETF | ST BLOO HIGH ETF | $7.02M | 3.8% |
| SPDR Series TrustST STR SP600 SML | ST STR SP600 SML | $5.53M | 3.0% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $4.58M | 2.5% |
| SPDR Series TrustST STR BL 12 ETF | ST STR BL 12 ETF | $4.26M | 2.3% |
| SPDR Series TrustST STR P400MID | ST STR P400MID | $3.08M | 1.7% |
| J P Morgan Exchange Traded FNASDAQ EQT PREM | NASDAQ EQT PREM | $2.96M | 1.6% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $2.86M | 1.5% |
| SPDR Series TrustST INTER BD ETF | ST INTER BD ETF | $2.6M | 1.4% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $2.58M | 1.4% |
| SPDR Series TrustSST SPDR BLOOMBE | SST SPDR BLOOMBE | $2.21M | 1.2% |
| Exxon Mobil Corp.COM | COM | $2.05M | 1.1% |
| SPDR Series TrustSTATE STRET SPDR | STATE STRET SPDR | $1.91M | 1.0% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $1.86M | 1.0% |
| Ssga Active ETF TRST STR BL LN ETF | ST STR BL LN ETF | $1.76M | 1.0% |
| SPDR Series TrustST STR USD ETF | ST STR USD ETF | $1.7M | 0.9% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $1.47M | 0.8% |
| Apple Inc.COM | COM | $1.15M | 0.6% |
| iShares TRUS INFRASTRUC | US INFRASTRUC | $1.05M | 0.6% |
| iShares TRUS SML CAP EQT | US SML CAP EQT | $1.05M | 0.6% |
| Nvidia CorporationCOM | COM | $1.03M | 0.6% |
| Microsoft Corp.COM | COM | $1.03M | 0.6% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $993K | 0.5% |
| iShares Inc.EMNG MKTS EQT | EMNG MKTS EQT | $972K | 0.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $883K | 0.5% |
| Amazon Com Inc.COM | COM | $873K | 0.5% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $740K | 0.4% |
| iShares Silver TRISHARES | ISHARES | $718K | 0.4% |
| ETF Ser SolutionsDISTILLATE US | DISTILLATE US | $711K | 0.4% |
| JPMORGAN Chase & COCOM | COM | $693K | 0.4% |
| Broadcom Inc.COM | COM | $638K | 0.3% |
| Tidal Trust IiiMRP SYNTHEQUITY | MRP SYNTHEQUITY | $633K | 0.3% |
| iShares TREUROPE ETF | EUROPE ETF | $627K | 0.3% |
| Chevron CorporationCOM | COM | $591K | 0.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $531K | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $493K | 0.3% |
| Advanced Micro Devices Inc.COM | COM | $490K | 0.3% |
| Caterpillar Inc.COM | COM | $460K | 0.2% |
| SPDR Index Shs FdsST INTL CAP ETF | ST INTL CAP ETF | $453K | 0.2% |
| SPDR Series TrustST STR AGGRE ETF | ST STR AGGRE ETF | $447K | 0.2% |
| The Alger ETF TrustAI ENABLERS ADOP | AI ENABLERS ADOP | $436K | 0.2% |
| SPDR Series TrustSTATE STRET SPDR | STATE STRET SPDR | $435K | 0.2% |
| Goldman Sachs ETF TRACCES TREASURY | ACCES TREASURY | $426K | 0.2% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $411K | 0.2% |
| Meta Platforms Inc.CL A | CL A | $398K | 0.2% |
SPDR Series TrustST STR BLO 1 ETF$23.4M
- Class
- ST STR BLO 1 ETF
- Share
- 12.7%
State Str SPDR S&P 500 ETF TTR UNIT$22.2M
- Class
- TR UNIT
- Share
- 12.0%
Amplify ETF TRCWP ENHANCED DIV$20.2M
- Class
- CWP ENHANCED DIV
- Share
- 10.9%
First TR Exchng Traded FD VIFT LADD BUFF ETF$18M
- Class
- FT LADD BUFF ETF
- Share
- 9.7%
Ssga Active TRSTATE STREET US$14.3M
- Class
- STATE STREET US
- Share
- 7.7%
Ssga Active TRST STR SECTO ETF$10.5M
- Class
- ST STR SECTO ETF
- Share
- 5.7%
SPDR Series TrustST BLOO HIGH ETF$7.02M
- Class
- ST BLOO HIGH ETF
- Share
- 3.8%
SPDR Series TrustST STR SP600 SML$5.53M
- Class
- ST STR SP600 SML
- Share
- 3.0%
SPDR Gold TRGOLD SHS$4.58M
- Class
- GOLD SHS
- Share
- 2.5%
SPDR Series TrustST STR BL 12 ETF$4.26M
- Class
- ST STR BL 12 ETF
- Share
- 2.3%
SPDR Series TrustST STR P400MID$3.08M
- Class
- ST STR P400MID
- Share
- 1.7%
J P Morgan Exchange Traded FNASDAQ EQT PREM$2.96M
- Class
- NASDAQ EQT PREM
- Share
- 1.6%
Invesco Qqq TRUNIT SER 1$2.86M
- Class
- UNIT SER 1
- Share
- 1.5%
SPDR Series TrustST INTER BD ETF$2.6M
- Class
- ST INTER BD ETF
- Share
- 1.4%
iShares TRMSCI USA MIN ETF$2.58M
- Class
- MSCI USA MIN ETF
- Share
- 1.4%
SPDR Series TrustSST SPDR BLOOMBE$2.21M
- Class
- SST SPDR BLOOMBE
- Share
- 1.2%
Exxon Mobil Corp.COM$2.05M
- Class
- COM
- Share
- 1.1%
SPDR Series TrustSTATE STRET SPDR$1.91M
- Class
- STATE STRET SPDR
- Share
- 1.0%
SPDR Index Shs FdsST STR PO EX ETF$1.86M
- Class
- ST STR PO EX ETF
- Share
- 1.0%
Ssga Active ETF TRST STR BL LN ETF$1.76M
- Class
- ST STR BL LN ETF
- Share
- 1.0%
SPDR Series TrustST STR USD ETF$1.7M
- Class
- ST STR USD ETF
- Share
- 0.9%
iShares TRCORE US AGGBD ET$1.47M
- Class
- CORE US AGGBD ET
- Share
- 0.8%
Apple Inc.COM$1.15M
- Class
- COM
- Share
- 0.6%
iShares TRUS INFRASTRUC$1.05M
- Class
- US INFRASTRUC
- Share
- 0.6%
iShares TRUS SML CAP EQT$1.05M
- Class
- US SML CAP EQT
- Share
- 0.6%
Nvidia CorporationCOM$1.03M
- Class
- COM
- Share
- 0.6%
Microsoft Corp.COM$1.03M
- Class
- COM
- Share
- 0.6%
SPDR Index Shs FdsST PORT MARK ETF$993K
- Class
- ST PORT MARK ETF
- Share
- 0.5%
iShares Inc.EMNG MKTS EQT$972K
- Class
- EMNG MKTS EQT
- Share
- 0.5%
iShares TRCORE S&P500 ETF$883K
- Class
- CORE S&P500 ETF
- Share
- 0.5%
Amazon Com Inc.COM$873K
- Class
- COM
- Share
- 0.5%
Vanguard Index FdsSMALL CP ETF$740K
- Class
- SMALL CP ETF
- Share
- 0.4%
iShares Silver TRISHARES$718K
- Class
- ISHARES
- Share
- 0.4%
ETF Ser SolutionsDISTILLATE US$711K
- Class
- DISTILLATE US
- Share
- 0.4%
JPMORGAN Chase & COCOM$693K
- Class
- COM
- Share
- 0.4%
Broadcom Inc.COM$638K
- Class
- COM
- Share
- 0.3%
Tidal Trust IiiMRP SYNTHEQUITY$633K
- Class
- MRP SYNTHEQUITY
- Share
- 0.3%
iShares TREUROPE ETF$627K
- Class
- EUROPE ETF
- Share
- 0.3%
Chevron CorporationCOM$591K
- Class
- COM
- Share
- 0.3%
Taiwan Semiconductor ManufacSPONSORED ADS$531K
- Class
- SPONSORED ADS
- Share
- 0.3%
Alphabet Inc.CAP STK CL A$493K
- Class
- CAP STK CL A
- Share
- 0.3%
Advanced Micro Devices Inc.COM$490K
- Class
- COM
- Share
- 0.3%
Caterpillar Inc.COM$460K
- Class
- COM
- Share
- 0.2%
SPDR Index Shs FdsST INTL CAP ETF$453K
- Class
- ST INTL CAP ETF
- Share
- 0.2%
SPDR Series TrustST STR AGGRE ETF$447K
- Class
- ST STR AGGRE ETF
- Share
- 0.2%
The Alger ETF TrustAI ENABLERS ADOP$436K
- Class
- AI ENABLERS ADOP
- Share
- 0.2%
SPDR Series TrustSTATE STRET SPDR$435K
- Class
- STATE STRET SPDR
- Share
- 0.2%
Goldman Sachs ETF TRACCES TREASURY$426K
- Class
- ACCES TREASURY
- Share
- 0.2%
Vanguard Index FdsMID CAP ETF$411K
- Class
- MID CAP ETF
- Share
- 0.2%
Meta Platforms Inc.CL A$398K
- Class
- CL A
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 82 positions by value, with holdings of the same security combined. The 82 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1950637
- File number
- 028-23393
- Options
- 0 call, 0 put
- In the 25 largest
- 86.8%
- Prior quarter
- $338M at 31 March 2026
- Positions opened
- 9
- Positions closed
- 49
Common questions
What are Hibernia Wealth Partners’ 13F holdings worth?
$185 million across 82 positions for the quarter ended 30 June 2026.
What is Hibernia Wealth Partners’ largest 13F holding?
SPDR SERIES TRUST (ST STR BLO 1 ETF) was the largest position at $23.4 million, or 12.7% of reported 13F value, as of 30 June 2026.
How concentrated is Hibernia Wealth Partners’ 13F portfolio?
The ten largest positions accounted for 70.4% of reported value and the twenty-five largest for 86.8%, across 82 positions as of 30 June 2026.
Does Form 13F show everything Hibernia Wealth Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Hibernia Wealth Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.