Hibernia Wealth Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$1.62M |
| 2 |
Alger AI Enablers & Adopters ETF
ALAI
|
+$398K |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$356K |
| 4 |
Advanced Micro Devices
AMD
|
+$346K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$303K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$25.1M |
| 2 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$19.7M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$19M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$17.8M |
| 5 |
State Street US Sector Rotation ETF
XLSR
|
+$12.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.03% |
| 2 | Energy | 1.43% |
| 3 | Financials | 0.79% |
| 4 | Communication Services | 0.78% |
| 5 | Consumer Discretionary | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| – | – |
-4,780
| Closed | -$258K |
|
127
WEC Energy
WEC
$37.1B
| – | – |
-3,367
| Closed | -$390K |
|
128
State Street Technology Select Sector SPDR ETF
XLK
$114B
| – | – |
-1,664
| Closed | -$221K |
|
129
Zoetis
ZTS
$32.3B
| – | – |
-1,700
| Closed | -$201K |
|
|
SW
130
Smurfit Westrock
SW
$26B
| – | – |
-5,950
| Closed | -$237K |
|
|
ETHA
131
iShares Ethereum Trust ETF
ETHA
$5.67B
| – | – |
-10,394
| Closed | -$165K |
|
Similar funds
Hibernia Wealth Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Hibernia Wealth Partners held 131 positions worth $185M, down 45% from $338M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
Hibernia Wealth Partners withdrew a net $170M in Q2 2026, closing 49 positions and reducing 68 holdings. Its most notable exit was Berkshire Hathaway Class B, an estimated $703K position sold in full.
By sector, the portfolio is most concentrated in Technology at 3% of assets, up from 2.6% a quarter earlier, followed by Energy and Financials.
Against the trend, Hibernia Wealth Partners opened a new position in Alger AI Enablers & Adopters ETF worth $436K.
- Hibernia Wealth Partners's largest Q2 2026 buy was Alger AI Enablers & Adopters ETF: 9,561 shares worth $436K.
- Hibernia Wealth Partners added most to ExxonMobil in Q2 2026, an estimated $1.62M increase.
- Hibernia Wealth Partners's biggest Q2 2026 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $25.1M.
- Hibernia Wealth Partners fully exited Berkshire Hathaway Class B in Q2 2026, selling an estimated $703K.
- Hibernia Wealth Partners's ten largest holdings make up 70% of its $185M portfolio in Q2 2026.
- Hibernia Wealth Partners opened 9 new positions and closed 49 in Q2 2026.
- Hibernia Wealth Partners's portfolio value fell 45% quarter-over-quarter to $185M.
Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.