Hibernia Wealth Partners

BATON ROUGE, LAfiles as Hibernia Wealth Partners, LLC

$185m in 82 US stocks at the end of 30 June 2026. The top 10 are 70.4% of the money. It changed about 8.4% of the portfolio this quarter.

Value

$185m

Stocks

Top 10 share

70.4%

Turnover

8.4%

What changed this quarter

New

Bought for the first time this quarter.

Advanced Micro DevicesAMD
0.3% of the fund
the Alger ETF TrustALAI
0.2% of the fund
AlphabetGOOG
0.2% of the fund
Cigna GroupCI
0.1% of the fund
Spdr Series TrustSPLB
0.1% of the fund
Centerpoint EnergyCNP
0.1% of the fund
UnitedHealth GroupUNH
0.1% of the fund
Micron TechnologyMU
0.1% of the fund
Keurig Dr PepperKDP
0.1% of the fund

Added

Bought more of a stock they already held.

ExxonMobil HoldingsXOM
1.1% of the fund
+258%
Ishares TRAGG
0.8% of the fund
+6%
Spdr Index SHS FDSSPEM
0.5% of the fund
+45%
Spdr Series TrustCERY
0.2% of the fund
+46%
Ishares TREFA
0.2% of the fund
+22%

Cut

Sold some of their stake.

Spdr Series TrustBIL
12.7% of the fund
-52%
State STR Spdr S&P 500 ETF TSPY
12.0% of the fund
-47%
Amplify ETF TRDIVO
10.9% of the fund
-49%
First TR Exchng Traded FD VIBUFR
9.7% of the fund
-50%
Ssga Active TRXLSR
7.7% of the fund
-47%
Ssga Active TRFISR
5.7% of the fund
-46%
Spdr Series TrustJNK
3.8% of the fund
-45%
Spdr Series TrustSPSM
3.0% of the fund
-48%
Spdr Gold TRGLD
2.5% of the fund
-47%
Spdr Series TrustBILS
2.3% of the fund
-49%
Spdr Series TrustSPMD
1.7% of the fund
-47%
J P Morgan Exchange Traded FJEPQ
1.6% of the fund
-47%
Invesco QQQ TRQQQ
1.5% of the fund
-48%
Spdr Series TrustSPIB
1.4% of the fund
-49%
Ishares TRUSMV
1.4% of the fund
-50%
Spdr Series TrustEBND
1.2% of the fund
-47%
Spdr Series TrustTIPX
1.0% of the fund
-45%
Spdr Index SHS FDSSPDW
1.0% of the fund
-29%
Ssga Active ETF TRSRLN
1.0% of the fund
-44%
Spdr Series TrustEMHC
0.9% of the fund
-43%
AppleAAPL
0.6% of the fund
-45%
Ishares TRIFRA
0.6% of the fund
-45%
Ishares TRSMLF
0.6% of the fund
-49%
NvidiaNVDA
0.6% of the fund
-7%
MicrosoftMSFT
0.6% of the fund
-44%

Sold out

Sold their entire stake.

Holdings

Spdr Series TrustBIL
Share
12.7%
Value
$23m
Shares
255,781
-52%
State STR Spdr S&P 500 ETF TSPY
Share
12.0%
Value
$22m
Shares
29,722
-47%
Amplify ETF TRDIVO
Share
10.9%
Value
$20m
Shares
441,039
-49%
First TR Exchng Traded FD VIBUFR
Share
9.7%
Value
$18m
Shares
491,874
-50%
Ssga Active TRXLSR
Share
7.7%
Value
$14m
Shares
220,453
-47%
Ssga Active TRFISR
Share
5.7%
Value
$10m
Shares
409,212
-46%
Spdr Series TrustJNK
Share
3.8%
Value
$7m
Shares
72,824
-45%
Spdr Series TrustSPSM
Share
3.0%
Value
$6m
Shares
95,843
-48%
Spdr Gold TRGLD
Share
2.5%
Value
$5m
Shares
12,438
-47%
Spdr Series TrustBILS
Share
2.3%
Value
$4m
Shares
42,906
-49%
Spdr Series TrustSPMD
Share
1.7%
Value
$3m
Shares
45,633
-47%
J P Morgan Exchange Traded FJEPQ
Share
1.6%
Value
$3m
Shares
48,176
-47%
Invesco QQQ TRQQQ
Share
1.5%
Value
$3m
Shares
3,886
-48%
Spdr Series TrustSPIB
Share
1.4%
Value
$3m
Shares
77,707
-49%
Ishares TRUSMV
Share
1.4%
Value
$3m
Shares
26,758
-50%
Spdr Series TrustEBND
Share
1.2%
Value
$2m
Shares
105,435
-47%
ExxonMobil HoldingsXOM
Share
1.1%
Value
$2m
Shares
14,983
+258%
Spdr Series TrustTIPX
Share
1.0%
Value
$2m
Shares
100,721
-45%
Spdr Index SHS FDSSPDW
Share
1.0%
Value
$2m
Shares
36,901
-29%
Ssga Active ETF TRSRLN
Share
1.0%
Value
$2m
Shares
43,629
-44%
Spdr Series TrustEMHC
Share
0.9%
Value
$2m
Shares
66,761
-43%
Ishares TRAGG
Share
0.8%
Value
$1m
Shares
14,824
+6%
AppleAAPL
Share
0.6%
Value
$1m
Shares
3,960
-45%
Ishares TRIFRA
Share
0.6%
Value
$1m
Shares
16,713
-45%
Ishares TRSMLF
Share
0.6%
Value
$1m
Shares
11,794
-49%
NvidiaNVDA
Share
0.6%
Value
$1m
Shares
5,159
-7%
MicrosoftMSFT
Share
0.6%
Value
$1m
Shares
2,765
-44%
Spdr Index SHS FDSSPEM
Share
0.5%
Value
$992,715
Shares
19,172
+45%
IsharesEMGF
Share
0.5%
Value
$971,507
Shares
13,262
-46%
Ishares TRIVV
Share
0.5%
Value
$882,727
Shares
1,179
-48%
Amazon.comAMZN
Share
0.5%
Value
$873,042
Shares
3,663
-17%
Vanguard Index FDSVB
Share
0.4%
Value
$740,050
Shares
2,442
-47%
Ishares Silver TRSLV
Share
0.4%
Value
$717,753
Shares
13,423
-49%
ETF SER SolutionsDSTL
Share
0.4%
Value
$710,971
Shares
11,870
-50%
JPMorgan ChaseJPM
Share
0.4%
Value
$692,650
Shares
2,116
-48%
BroadcomAVGO
Share
0.3%
Value
$637,937
Shares
1,689
-50%
Tidal Trust IIISNTH
Share
0.3%
Value
$632,773
Shares
21,284
-50%
Ishares TRIEV
Share
0.3%
Value
$626,950
Shares
8,607
-46%
ChevronCVX
Share
0.3%
Value
$590,870
Shares
3,565
-50%
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$530,822
Shares
1,112
-54%
AlphabetGOOGL
Share
0.3%
Value
$492,901
Shares
1,379
-15%
Advanced Micro DevicesAMD
Share
0.3%
Value
$489,708
Shares
843
New
CaterpillarCAT
Share
0.2%
Value
$459,731
Shares
432
-36%
Spdr Index SHS FDSGWX
Share
0.2%
Value
$453,403
Shares
10,362
-25%
Spdr Series TrustSPAB
Share
0.2%
Value
$446,563
Shares
17,500
-47%
the Alger ETF TrustALAI
Share
0.2%
Value
$436,364
Shares
9,561
New
Spdr Series TrustCERY
Share
0.2%
Value
$434,772
Shares
13,005
+46%
Goldman Sachs ETF TRGBIL
Share
0.2%
Value
$425,916
Shares
4,253
-32%
Vanguard Index FDSVO
Share
0.2%
Value
$411,002
Shares
5,102
-50%
Meta PlatformsMETA
Share
0.2%
Value
$398,389
Shares
707
-14%
Ishares TREFAV
Share
0.2%
Value
$387,450
Shares
4,418
-50%
Ishares TREFA
Share
0.2%
Value
$383,443
Shares
3,691
+22%
AlphabetGOOG
Share
0.2%
Value
$351,871
Shares
996
New
Ishares TRITOT
Share
0.2%
Value
$344,036
Shares
2,095
-47%
Spdr Series TrustSPYG
Share
0.2%
Value
$336,029
Shares
2,824
-56%
Spdr Series TrustSPTL
Share
0.2%
Value
$324,168
Shares
12,359
Held
Vanguard Index FDSVTI
Share
0.2%
Value
$303,497
Shares
821
-50%
MastercardMA
Share
0.2%
Value
$300,009
Shares
584
-48%
Invesco Exchange Traded FD TSPHQ
Share
0.2%
Value
$291,654
Shares
3,237
-50%
Johnson & JohnsonJNJ
Share
0.2%
Value
$286,027
Shares
1,126
-33%
AmphenolAPH
Share
0.2%
Value
$282,798
Shares
1,604
-71%
Neos ETF TrustQQQI
Share
0.1%
Value
$274,394
Shares
4,832
-50%
Spdr Series TrustSPTI
Share
0.1%
Value
$247,155
Shares
8,706
-23%
Vanguard Specialized FundsVIG
Share
0.1%
Value
$246,899
Shares
1,044
-50%
CitigroupC
Share
0.1%
Value
$242,444
Shares
1,733
-34%
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$238,064
Shares
3,342
-50%
WalmartWMT
Share
0.1%
Value
$237,992
Shares
2,102
-66%
Cigna GroupCI
Share
0.1%
Value
$233,975
Shares
849
New
Spdr Series TrustSPLB
Share
0.1%
Value
$230,706
Shares
10,299
New
Centerpoint EnergyCNP
Share
0.1%
Value
$229,141
Shares
5,203
New
UnitedHealth GroupUNH
Share
0.1%
Value
$225,151
Shares
542
New
Analog DevicesADI
Share
0.1%
Value
$219,645
Shares
553
-29%
Micron TechnologyMU
Share
0.1%
Value
$219,316
Shares
190
New
American ExpressAXP
Share
0.1%
Value
$215,291
Shares
636
-61%
Vanguard Index FDSVOO
Share
0.1%
Value
$215,060
Shares
314
-50%
McDonald'sMCD
Share
0.1%
Value
$214,594
Shares
794
-63%
Ishares Bitcoin Trust ETFIBIT
Share
0.1%
Value
$211,625
Shares
6,357
-50%
Spdr Series TrustSPYV
Share
0.1%
Value
$210,516
Shares
3,463
-14%
StarbucksSBUX
Share
0.1%
Value
$210,016
Shares
2,056
-44%
Ishares TRIJH
Share
0.1%
Value
$202,269
Shares
2,624
-53%
Keurig Dr PepperKDP
Share
0.1%
Value
$200,832
Shares
6,136
New
Vodafone GroupVOD
Share
0.1%
Value
$192,031
Shares
14,520
-20%

Company	Share of fund	Value	Shares	Change
Spdr Series TrustBIL	12.7%	$23m	255,781	-52%
State STR Spdr S&P 500 ETF TSPY	12.0%	$22m	29,722	-47%
Amplify ETF TRDIVO	10.9%	$20m	441,039	-49%
First TR Exchng Traded FD VIBUFR	9.7%	$18m	491,874	-50%
Ssga Active TRXLSR	7.7%	$14m	220,453	-47%
Ssga Active TRFISR	5.7%	$10m	409,212	-46%
Spdr Series TrustJNK	3.8%	$7m	72,824	-45%
Spdr Series TrustSPSM	3.0%	$6m	95,843	-48%
Spdr Gold TRGLD	2.5%	$5m	12,438	-47%
Spdr Series TrustBILS	2.3%	$4m	42,906	-49%
Spdr Series TrustSPMD	1.7%	$3m	45,633	-47%
J P Morgan Exchange Traded FJEPQ	1.6%	$3m	48,176	-47%
Invesco QQQ TRQQQ	1.5%	$3m	3,886	-48%
Spdr Series TrustSPIB	1.4%	$3m	77,707	-49%
Ishares TRUSMV	1.4%	$3m	26,758	-50%
Spdr Series TrustEBND	1.2%	$2m	105,435	-47%
ExxonMobil HoldingsXOM	1.1%	$2m	14,983	+258%
Spdr Series TrustTIPX	1.0%	$2m	100,721	-45%
Spdr Index SHS FDSSPDW	1.0%	$2m	36,901	-29%
Ssga Active ETF TRSRLN	1.0%	$2m	43,629	-44%
Spdr Series TrustEMHC	0.9%	$2m	66,761	-43%
Ishares TRAGG	0.8%	$1m	14,824	+6%
AppleAAPL	0.6%	$1m	3,960	-45%
Ishares TRIFRA	0.6%	$1m	16,713	-45%
Ishares TRSMLF	0.6%	$1m	11,794	-49%
NvidiaNVDA	0.6%	$1m	5,159	-7%
MicrosoftMSFT	0.6%	$1m	2,765	-44%
Spdr Index SHS FDSSPEM	0.5%	$992,715	19,172	+45%
IsharesEMGF	0.5%	$971,507	13,262	-46%
Ishares TRIVV	0.5%	$882,727	1,179	-48%
Amazon.comAMZN	0.5%	$873,042	3,663	-17%
Vanguard Index FDSVB	0.4%	$740,050	2,442	-47%
Ishares Silver TRSLV	0.4%	$717,753	13,423	-49%
ETF SER SolutionsDSTL	0.4%	$710,971	11,870	-50%
JPMorgan ChaseJPM	0.4%	$692,650	2,116	-48%
BroadcomAVGO	0.3%	$637,937	1,689	-50%
Tidal Trust IIISNTH	0.3%	$632,773	21,284	-50%
Ishares TRIEV	0.3%	$626,950	8,607	-46%
ChevronCVX	0.3%	$590,870	3,565	-50%
Taiwan Semiconductor ManufacturingTSM	0.3%	$530,822	1,112	-54%
AlphabetGOOGL	0.3%	$492,901	1,379	-15%
Advanced Micro DevicesAMD	0.3%	$489,708	843	New
CaterpillarCAT	0.2%	$459,731	432	-36%
Spdr Index SHS FDSGWX	0.2%	$453,403	10,362	-25%
Spdr Series TrustSPAB	0.2%	$446,563	17,500	-47%
the Alger ETF TrustALAI	0.2%	$436,364	9,561	New
Spdr Series TrustCERY	0.2%	$434,772	13,005	+46%
Goldman Sachs ETF TRGBIL	0.2%	$425,916	4,253	-32%
Vanguard Index FDSVO	0.2%	$411,002	5,102	-50%
Meta PlatformsMETA	0.2%	$398,389	707	-14%
Ishares TREFAV	0.2%	$387,450	4,418	-50%
Ishares TREFA	0.2%	$383,443	3,691	+22%
AlphabetGOOG	0.2%	$351,871	996	New
Ishares TRITOT	0.2%	$344,036	2,095	-47%
Spdr Series TrustSPYG	0.2%	$336,029	2,824	-56%
Spdr Series TrustSPTL	0.2%	$324,168	12,359	Held
Vanguard Index FDSVTI	0.2%	$303,497	821	-50%
MastercardMA	0.2%	$300,009	584	-48%
Invesco Exchange Traded FD TSPHQ	0.2%	$291,654	3,237	-50%
Johnson & JohnsonJNJ	0.2%	$286,027	1,126	-33%
AmphenolAPH	0.2%	$282,798	1,604	-71%
Neos ETF TrustQQQI	0.1%	$274,394	4,832	-50%
Spdr Series TrustSPTI	0.1%	$247,155	8,706	-23%
Vanguard Specialized FundsVIG	0.1%	$246,899	1,044	-50%
CitigroupC	0.1%	$242,444	1,733	-34%
Vanguard Tax-Managed FDSVEA	0.1%	$238,064	3,342	-50%
WalmartWMT	0.1%	$237,992	2,102	-66%
Cigna GroupCI	0.1%	$233,975	849	New
Spdr Series TrustSPLB	0.1%	$230,706	10,299	New
Centerpoint EnergyCNP	0.1%	$229,141	5,203	New
UnitedHealth GroupUNH	0.1%	$225,151	542	New
Analog DevicesADI	0.1%	$219,645	553	-29%
Micron TechnologyMU	0.1%	$219,316	190	New
American ExpressAXP	0.1%	$215,291	636	-61%
Vanguard Index FDSVOO	0.1%	$215,060	314	-50%
McDonald'sMCD	0.1%	$214,594	794	-63%
Ishares Bitcoin Trust ETFIBIT	0.1%	$211,625	6,357	-50%
Spdr Series TrustSPYV	0.1%	$210,516	3,463	-14%
StarbucksSBUX	0.1%	$210,016	2,056	-44%
Ishares TRIJH	0.1%	$202,269	2,624	-53%
Keurig Dr PepperKDP	0.1%	$200,832	6,136	New
Vodafone GroupVOD	0.1%	$192,031	14,520	-20%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is down 32.7% since 30 June 2025.

Where the money is

Technology3.0%

Energy1.4%

Financial services0.8%

Retail & consumer0.7%

Media & telecom0.7%

Health care0.4%

Industrials0.2%

Everyday goods0.2%

Utilities0.1%

Other92.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.