Fund Universe

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☆Hibernia Wealth Partners, LLC

CIK 0001950637 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.564
AUM ($M)
185
Positions
82
Turnover
0.08
Top-10 wt
70%
Herfindahl
0.067
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 131 positions · portfolio value $185M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BIL funds › SPDR SERIES TRUST TRIM — 12.7% -1.7% 23.4 255,781 -274,173 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 12.0% +1.3% 22.2 29,722 -26,143 4 —
☆DIVO funds › AMPLIFY ETF TR TRIM — 10.9% -0.6% 20.2 441,039 -429,351 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 9.7% -0.1% 18.0 491,874 -497,458 5 —
☆XLSR funds › SSGA ACTIVE TR TRIM — 7.7% +0.7% 14.3 220,453 -194,121 5 —
☆FISR funds › SSGA ACTIVE TR TRIM — 5.7% -0.1% 10.5 409,212 -349,859 5 —
☆JNK funds › SPDR SERIES TRUST TRIM — 3.8% +0.0% 7.0 72,824 -60,000 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 3.0% +0.4% 5.5 95,843 -87,912 5 —
☆GLD funds › SPDR GOLD TR TRIM — 2.5% -0.5% 4.6 12,438 -10,844 5 —
☆BILS funds › SPDR SERIES TRUST TRIM — 2.3% -0.2% 4.3 42,906 -41,586 5 —
☆SPMD funds › SPDR SERIES TRUST TRIM — 1.7% +0.2% 3.1 45,633 -40,792 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 1.6% +0.1% 3.0 48,176 -43,134 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 1.5% +0.3% 2.9 3,886 -3,583 5 —
☆SPIB funds › SPDR SERIES TRUST TRIM — 1.4% -0.1% 2.6 77,707 -74,076 5 —
☆USMV funds › ISHARES TR TRIM — 1.4% -0.1% 2.6 26,758 -26,348 5 —
☆EBND funds › SPDR SERIES TRUST TRIM — 1.2% -0.0% 2.2 105,435 -91,764 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 1.1% +0.9% 2.0 14,983 +10,803 5 —
☆TIPX funds › SPDR SERIES TRUST TRIM — 1.0% -0.0% 1.9 100,721 -82,146 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 1.0% +0.3% 1.9 36,901 -15,318 5 —
☆SRLN funds › SSGA ACTIVE ETF TR TRIM — 1.0% +0.0% 1.8 43,629 -34,159 5 —
☆EMHC funds › SPDR SERIES TRUST TRIM — 0.9% +0.1% 1.7 66,761 -51,259 5 —
☆AGG funds › ISHARES TR ADD — 0.8% +0.4% 1.5 14,824 +854 3 —
☆AAPL funds › APPLE INC TRIM — 0.6% +0.1% 1.1 3,960 -3,246 5 —
☆IFRA funds › ISHARES TR TRIM — 0.6% +0.1% 1.1 16,713 -13,725 3 —
☆SMLF funds › ISHARES TR TRIM — 0.6% +0.1% 1.1 11,794 -11,233 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.6% +0.3% 1.0 5,159 -415 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.6% +0.0% 1.0 2,765 -2,182 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.5% +0.4% 1.0 19,172 +5,927 2 —
☆EMGF funds › ISHARES INC TRIM — 0.5% +0.1% 1.0 13,262 -11,387 3 —
☆IVV funds › ISHARES TR TRIM — 0.5% +0.0% 0.9 1,179 -1,076 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.5% +0.2% 0.9 3,663 -752 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.4% +0.0% 0.7 2,442 -2,153 5 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.4% -0.1% 0.7 13,423 -13,119 5 —
☆CUSIP:26922A321 funds › ETF SER SOLUTIONS TRIM — 0.4% -0.0% 0.7 11,870 -12,027 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.4% +0.0% 0.7 2,116 -1,988 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.3% +0.0% 0.6 1,689 -1,717 5 —
☆SNTH funds › TIDAL TRUST III TRIM — 0.3% +0.0% 0.6 21,284 -21,284 4 —
☆IEV funds › ISHARES TR TRIM — 0.3% +0.0% 0.6 8,607 -7,337 2 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.3% -0.1% 0.6 3,565 -3,495 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.3% +0.0% 0.5 1,112 -1,316 3 —
☆GOOGL funds › ALPHABET INC TRIM — 0.3% +0.1% 0.5 1,379 -242 3 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.3% +0.3% 0.5 843 +843 1 —
☆CAT funds › CATERPILLAR INC TRIM — 0.2% +0.1% 0.5 432 -243 3 —
☆GWX funds › SPDR INDEX SHS FDS TRIM — 0.2% +0.1% 0.5 10,362 -3,529 5 —
☆SPAB funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 0.4 17,500 -15,453 5 —
☆ALAI funds › THE ALGER ETF TRUST NEW — 0.2% +0.2% 0.4 9,561 +9,561 1 —
☆CERY funds › SPDR SERIES TRUST ADD — 0.2% +0.1% 0.4 13,005 +4,106 2 —
☆GBIL funds › GOLDMAN SACHS ETF TR TRIM — 0.2% +0.0% 0.4 4,253 -2,014 3 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.4 5,102 +2,551 5 —
☆META funds › META PLATFORMS INC TRIM — 0.2% +0.1% 0.4 707 -111 3 —
☆EFAV funds › ISHARES TR TRIM — 0.2% -0.0% 0.4 4,418 -4,366 5 —
☆EFA funds › ISHARES TR ADD — 0.2% +0.1% 0.4 3,691 +658 3 —
☆GOOG funds › ALPHABET INC NEW — 0.2% +0.2% 0.4 996 +996 1 —
☆ITOT funds › ISHARES TR TRIM — 0.2% +0.0% 0.3 2,095 -1,881 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 0.3 2,824 -3,590 2 —
☆SPTL funds › SPDR SERIES TRUST TRIM — 0.2% +0.1% 0.3 12,359 -90 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.2% +0.0% 0.3 821 -831 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.2% -0.0% 0.3 584 -548 3 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% +0.0% 0.3 3,237 -3,237 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.2% +0.0% 0.3 1,126 -557 3 —
☆APH funds › AMPHENOL CORP TRIM — 0.2% -0.1% 0.3 1,604 -3,998 3 —
☆QQQI funds › NEOS ETF TRUST TRIM — 0.1% +0.0% 0.3 4,832 -4,832 4 —
☆SPTI funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 0.2 8,706 -2,629 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% +0.0% 0.2 1,044 -1,042 5 —
☆C funds › CITIGROUP INC TRIM — 0.1% +0.0% 0.2 1,733 -904 3 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.1% +0.0% 0.2 3,342 -3,340 5 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.1% 0.2 2,102 -4,077 3 —
☆CI funds › THE CIGNA GROUP NEW — 0.1% +0.1% 0.2 849 +849 1 —
☆SPLB funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.2 10,299 +10,299 1 —
☆CNP funds › CENTERPOINT ENERGY INC NEW — 0.1% +0.1% 0.2 5,203 +5,203 1 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.1% +0.1% 0.2 542 +542 1 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.1% +0.0% 0.2 553 -223 2 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.2 190 +190 1 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 0.2 636 -1,001 3 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.1% +0.0% 0.2 314 -312 3 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.1% 0.2 794 -1,381 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.0% 0.2 6,357 -6,357 5 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 0.2 3,463 -580 2 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.1% +0.0% 0.2 2,056 -1,635 3 —
☆IJH funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 2,624 -2,949 3 —
☆KDP funds › KEURIG DR PEPPER INC NEW — 0.1% +0.1% 0.2 6,136 +6,136 1 —
☆VOD funds › VODAFONE GROUP PLC TRIM — 0.1% +0.0% 0.2 14,520 -3,729 3 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.1% 0.0 0 -2,109 0 —
☆FDX funds › FEDEX CORP EXIT — 0.0% -0.1% 0.0 0 -624 0 —
☆NAK funds › NORTHERN DYNASTY MINERALS LT EXIT — 0.0% -0.0% 0.0 0 -15,000 0 —
☆NOC funds › NORTHROP GRUMMAN CORP EXIT — 0.0% -0.1% 0.0 0 -497 0 —
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -0.1% 0.0 0 -1,354 0 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY EXIT — 0.0% -0.1% 0.0 0 -781 0 —
☆T funds › AT&T INC EXIT — 0.0% -0.1% 0.0 0 -9,105 0 —
☆SDOG funds › ALPS ETF TR EXIT ETP 0.0% -0.1% 0.0 0 -3,592 0 —
☆PG funds › PROCTER & GAMBLE CO EXIT — 0.0% -0.1% 0.0 0 -1,543 0 —
☆ARW funds › ARROW ELECTRS INC EXIT — 0.0% -0.1% 0.0 0 -1,622 0 —
☆IEMG funds › ISHARES INC EXIT — 0.0% -0.1% 0.0 0 -4,157 0 —
☆AMT funds › AMERICAN TOWER CORP EXIT — 0.0% -0.1% 0.0 0 -1,585 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.1% 0.0 0 -4,780 0 —
☆WEC funds › WEC ENERGY GROUP INC EXIT — 0.0% -0.1% 0.0 0 -3,367 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL EXIT — 0.0% -0.2% 0.0 0 -1,466 0 —
☆UTES funds › ETFIS SER TR I EXIT — 0.0% -0.1% 0.0 0 -3,194 0 —
☆SPMB funds › SPDR SERIES TRUST EXIT — 0.0% -0.1% 0.0 0 -9,517 0 —
☆HNST funds › HONEST CO INC EXIT — 0.0% -0.0% 0.0 0 -12,538 0 —
☆ETHA funds › ISHARES ETHEREUM TR EXIT — 0.0% -0.0% 0.0 0 -10,394 0 —
☆LOW funds › LOWES COS INC EXIT — 0.0% -0.1% 0.0 0 -1,138 0 —
☆PM funds › PHILIP MORRIS INTL INC EXIT — 0.0% -0.1% 0.0 0 -2,635 0 —
☆PLD funds › PROLOGIS INC. EXIT — 0.0% -0.1% 0.0 0 -3,070 0 —
☆MSI funds › MOTOROLA SOLUTIONS INC EXIT — 0.0% -0.2% 0.0 0 -1,176 0 —
☆DHR funds › DANAHER CORP DEL EXIT — 0.0% -0.1% 0.0 0 -1,518 0 —
☆TT funds › TRANE TECHNOLOGIES PLC EXIT — 0.0% -0.1% 0.0 0 -832 0 —
☆LIN funds › LINDE PLC EXIT — 0.0% -0.1% 0.0 0 -816 0 —
☆NDAQ funds › NASDAQ INC EXIT — 0.0% -0.1% 0.0 0 -2,617 0 —
☆ZTS funds › ZOETIS INC EXIT — 0.0% -0.1% 0.0 0 -1,700 0 —
☆XLK funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.1% 0.0 0 -1,664 0 —
☆CMCSA funds › COMCAST CORP NEW EXIT — 0.0% -0.1% 0.0 0 -7,010 0 —
☆IAU funds › ISHARES GOLD TR EXIT — 0.0% -0.1% 0.0 0 -2,641 0 —
☆VLO funds › VALERO ENERGY CORP EXIT — 0.0% -0.1% 0.0 0 -1,334 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -1,499 0 —
☆SW funds › SMURFIT WESTROCK PLC EXIT — 0.0% -0.1% 0.0 0 -5,950 0 —
☆NEE funds › NEXTERA ENERGY INC EXIT — 0.0% -0.2% 0.0 0 -6,012 0 —
☆ABBV funds › ABBVIE INC EXIT — 0.0% -0.1% 0.0 0 -1,874 0 —
☆IEFA funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -4,795 0 —
☆ETN funds › EATON CORP PLC EXIT — 0.0% -0.1% 0.0 0 -1,324 0 —
☆ABT funds › ABBOTT LABORATORIES EXIT — 0.0% -0.1% 0.0 0 -2,696 0 —
☆PEP funds › PEPSICO INC EXIT — 0.0% -0.1% 0.0 0 -1,342 0 —
☆UNP funds › UNION PAC CORP EXIT — 0.0% -0.1% 0.0 0 -1,141 0 —
☆SPGI funds › S&P GLOBAL INC EXIT — 0.0% -0.1% 0.0 0 -754 0 —
☆MRK funds › MERCK & CO INC EXIT — 0.0% -0.1% 0.0 0 -3,145 0 —
☆ARES funds › ARES MANAGEMENT CORPORATION EXIT — 0.0% -0.1% 0.0 0 -1,881 0 —
☆PECO funds › PHILLIPS EDISON & CO INC EXIT — 0.0% -0.1% 0.0 0 -9,868 0 —
☆GOVT funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -10,982 0 —
☆TJX funds › TJX COS INC NEW EXIT — 0.0% -0.2% 0.0 0 -3,411 0 —
☆MRSH funds › MARSH & MCLENNAN COS INC EXIT — 0.0% -0.1% 0.0 0 -1,672 0 —
☆PAA funds › PLAINS ALL AMERN PIPELINE L EXIT — 0.0% -0.1% 0.0 0 -12,508 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 185 82 0.08 70% 0.067 0.564 — in
2026Q1 338 122 0.05 71% 0.069 0.740 — in
2025Q4 332 108 0.07 74% 0.073 0.673 — in
2025Q3 156 49 0.14 78% 0.083 0.461 — in
2025Q2 274 103 0.14 74% 0.082 0.561 — entered
2025Q1 141 45 0.00 81% 0.095 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status