Hibernia Wealth Partners, LLC

CIK 0001950637 · Q2 2026

13F Equity AUM

$184.6M

-45.4% QoQ

Positions

-40 QoQ

AUM Rank

#8,397

Top 67%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #5,017 · Top 60%

vs S&P -10.2%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 53.1%Top 10: 70.4%Top 20: 83.3%

BIL12.7%

SPY12.0%

DIVO10.9%

BUFR9.7%

XLSR7.7%

FISR5.7%

JNK3.8%

SPSM3.0%

GQ92.5%

BILS2.3%

Others (72)29.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services92.9%

Technology3.0%

Other4.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 82Median: 0.27%Avg: 1.22%

0–0.5%

53(11.0%)

0.5–1%

10(6.6%)

1–3%

12(19.8%)

3–5%

1(3.8%)

5%+

6(58.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 82vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New9Increased6Decreased67Exited48

New Positions

AMD0.3%

+843

ALAI0.2%

+10K

GOOG0.2%

+996

CI0.1%

+849

MU0.1%

+190

CNP0.1%

+5K

UNH0.1%

+542

SPLB0.1%

+10K

KDP0.1%

+6K

Increased

XOM1.1%

+11K(+258%)

SPEM0.5%

+6K(+45%)

CERY0.2%

+4K(+46%)

VO0.2%

+3K(+100%)

AGG0.8%

+854(+6%)

EFA0.2%

+658(+22%)

Decreased

BUFR9.7%

-497,458(-50%)

DIVO10.9%

-429,351(-49%)

FISR5.7%

-349,859(-46%)

BIL12.7%

-274,173(-52%)

XLSR7.7%

-194,121(-47%)

EBND1.2%

-91,764(-47%)

SPSM3.0%

-87,912(-48%)

TIPX1.0%

-82,146(-45%)

SPIB1.4%

-74,076(-49%)

JNK3.8%

-60,000(-45%)

Exited

-1,466

-6,012

-3,411

-1,176

-1,324

-2,109

-2,635

-4,795

-3,070

-3,367

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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