Hibernia Wealth Partners
Latest statistics and disclosures from Hibernia Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, SPY, DIVO, BUFR, XLSR, and represent 55.48% of Hibernia Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$23M), DIVO (+$19M), SPY (+$19M), BUFR (+$17M), XLSR (+$13M), FISR (+$9.7M), JNK (+$6.4M), GLD (+$5.7M), SPSM, BILS.
- Started 61 new stock positions in T, CAT, SBUX, CMCSA, PLTR, JNJ, ZTS, AGG, NDAQ, TT.
- Reduced shares in these 3 stocks: EEMV, XOM, GSBD.
- Sold out of its positions in GSBD, EEMV.
- Hibernia Wealth Partners was a net buyer of stock by $174M.
- Hibernia Wealth Partners has $332M in assets under management (AUM), dropping by 112.80%.
- Central Index Key (CIK): 0001950637
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Portfolio Holdings for Hibernia Wealth Partners
Hibernia Wealth Partners holds 108 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (BIL) | 14.3 | $47M | +93% | 518k | 91.38 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.6 | $38M | +92% | 56k | 682.14 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 11.3 | $37M | +104% | 840k | 44.50 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 10.5 | $35M | +95% | 1.0M | 34.26 |
|
| Ssga Active Tr State Street Us (XLSR) | 7.9 | $26M | +91% | 421k | 62.31 |
|
| Ssga Active Tr State Street Fix (FISR) | 5.7 | $19M | +106% | 726k | 25.91 |
|
| Spdr Series Trust State Street Spd (JNK) | 3.8 | $13M | +103% | 129k | 97.21 |
|
| Spdr Gold Tr Gold Shs (GLD) | 3.6 | $12M | +89% | 31k | 396.31 |
|
| Spdr Series Trust State Street Spd (SPSM) | 2.6 | $8.5M | +99% | 182k | 46.86 |
|
| Spdr Series Trust State Street Spd (BILS) | 2.4 | $8.1M | +104% | 81k | 99.21 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.8 | $6.0M | +66% | 63k | 94.16 |
|
| Spdr Series Trust State Street Spd (SPMD) | 1.5 | $5.1M | +95% | 88k | 57.91 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.5 | $4.9M | +104% | 84k | 58.12 |
|
| Spdr Series Trust State Street Spd (SPIB) | 1.4 | $4.8M | +104% | 142k | 33.81 |
|
| Spdr Series Trust Bloomberg Emergi (EBND) | 1.3 | $4.5M | +95% | 209k | 21.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $4.3M | +96% | 7.0k | 614.41 |
|
| Spdr Series Trust State Stret Spdr (TIPX) | 1.0 | $3.4M | +105% | 177k | 19.08 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.9 | $3.1M | +106% | 75k | 41.27 |
|
| Spdr Series Trust State Street Spd (EMHC) | 0.9 | $2.9M | +100% | 113k | 25.45 |
|
| Microsoft Corporation (MSFT) | 0.6 | $2.0M | +173% | 4.2k | 483.79 |
|
| Apple (AAPL) | 0.5 | $1.8M | +175% | 6.6k | 271.85 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.5 | $1.7M | +154% | 23k | 74.88 |
|
| Ishares Silver Tr Ishares (SLV) | 0.5 | $1.7M | +100% | 26k | 64.42 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $1.6M | +95% | 37k | 44.41 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.5 | $1.6M | +55% | 60k | 25.75 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.5M | +110% | 2.2k | 684.88 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.4 | $1.4M | +98% | 23k | 58.90 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.2M | +126% | 3.8k | 322.24 |
|
| Tidal Trust Iii Mrp Synthequity (SNTH) | 0.4 | $1.2M | +100% | 43k | 27.69 |
|
| Broadcom (AVGO) | 0.3 | $1.1M | +215% | 3.2k | 346.11 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.1M | +103% | 4.2k | 258.06 |
|
| Chevron Corporation (CVX) | 0.3 | $1.0M | +118% | 6.6k | 152.41 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $877k | +42% | 4.7k | 186.48 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.3 | $832k | NEW | 14k | 57.85 |
|
| Amazon (AMZN) | 0.2 | $771k | +54% | 3.3k | 230.88 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $764k | NEW | 5.7k | 135.14 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $755k | +101% | 2.6k | 290.15 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $751k | NEW | 7.5k | 99.88 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $728k | +109% | 8.4k | 86.25 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $717k | NEW | 2.4k | 303.99 |
|
| McDonald's Corporation (MCD) | 0.2 | $663k | +168% | 2.2k | 305.54 |
|
| Wal-Mart Stores (WMT) | 0.2 | $643k | NEW | 5.8k | 111.41 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $638k | NEW | 1.1k | 570.83 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.2 | $625k | +100% | 12k | 53.86 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $624k | NEW | 12k | 52.62 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $608k | +90% | 4.1k | 148.71 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $580k | +112% | 12k | 49.65 |
|
| American Express Company (AXP) | 0.2 | $579k | NEW | 1.6k | 369.83 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $557k | +104% | 1.7k | 335.18 |
|
| Abbvie (ABBV) | 0.2 | $539k | NEW | 2.4k | 228.42 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $528k | +55% | 7.0k | 75.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $517k | +72% | 1.0k | 502.88 |
|
| TJX Companies (TJX) | 0.1 | $492k | NEW | 3.2k | 153.60 |
|
| Nextera Energy (NEE) | 0.1 | $492k | NEW | 6.1k | 80.29 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $459k | +100% | 2.1k | 219.79 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $453k | -37% | 3.8k | 120.35 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $445k | +96% | 11k | 40.83 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $438k | NEW | 1.1k | 383.28 |
|
| Philip Morris International (PM) | 0.1 | $433k | NEW | 2.7k | 160.36 |
|
| Meta Platforms Cl A (META) | 0.1 | $423k | NEW | 641.00 | 659.40 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $418k | +87% | 6.7k | 62.47 |
|
| Abbott Laboratories (ABT) | 0.1 | $395k | NEW | 3.2k | 125.28 |
|
| Eaton Corp SHS (ETN) | 0.1 | $392k | NEW | 1.2k | 318.58 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $388k | NEW | 4.3k | 89.46 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $383k | NEW | 610.00 | 627.91 |
|
| Prologis (PLD) | 0.1 | $382k | NEW | 3.0k | 127.66 |
|
| S&p Global (SPGI) | 0.1 | $381k | NEW | 730.00 | 522.22 |
|
| Honeywell International (HON) | 0.1 | $368k | NEW | 1.9k | 194.99 |
|
| Danaher Corporation (DHR) | 0.1 | $360k | NEW | 1.6k | 228.93 |
|
| Caterpillar (CAT) | 0.1 | $349k | NEW | 610.00 | 572.33 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $349k | NEW | 9.8k | 35.57 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $348k | NEW | 1.3k | 268.36 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $346k | NEW | 5.2k | 66.01 |
|
| Wec Energy Group (WEC) | 0.1 | $344k | NEW | 3.3k | 105.46 |
|
| Trane Technologies SHS (TT) | 0.1 | $329k | NEW | 845.00 | 389.15 |
|
| Linde SHS (LIN) | 0.1 | $325k | NEW | 762.00 | 426.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $322k | NEW | 1.0k | 312.88 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $313k | NEW | 3.1k | 99.92 |
|
| Lowe's Companies (LOW) | 0.1 | $312k | NEW | 1.3k | 241.05 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $308k | NEW | 3.2k | 96.04 |
|
| Marsh & McLennan Companies | 0.1 | $300k | NEW | 1.6k | 185.51 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $296k | NEW | 1.8k | 161.67 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $289k | NEW | 4.3k | 67.22 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $282k | NEW | 494.00 | 570.17 |
|
| Johnson & Johnson (JNJ) | 0.1 | $277k | NEW | 1.3k | 206.67 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $273k | NEW | 1.5k | 177.75 |
|
| Anthem (ELV) | 0.1 | $265k | NEW | 757.00 | 350.30 |
|
| American Tower Reit (AMT) | 0.1 | $262k | NEW | 1.5k | 175.52 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $257k | NEW | 4.8k | 53.75 |
|
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $252k | NEW | 3.2k | 78.93 |
|
| Union Pacific Corporation (UNP) | 0.1 | $250k | NEW | 1.1k | 231.36 |
|
| Zoetis Cl A (ZTS) | 0.1 | $240k | NEW | 1.9k | 125.85 |
|
| Citigroup Com New (C) | 0.1 | $239k | NEW | 2.0k | 116.71 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $237k | NEW | 2.4k | 97.13 |
|
| Roper Industries (ROP) | 0.1 | $233k | NEW | 522.00 | 445.33 |
|
| Smurfit Westrock SHS (SW) | 0.1 | $226k | NEW | 5.8k | 38.67 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $220k | NEW | 12k | 17.96 |
|
| Starbucks Corporation (SBUX) | 0.1 | $220k | NEW | 2.6k | 84.27 |
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.1 | $217k | NEW | 3.6k | 60.46 |
|
| Valero Energy Corporation (VLO) | 0.1 | $217k | NEW | 1.3k | 162.79 |
|
| At&t (T) | 0.1 | $216k | NEW | 8.7k | 24.84 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $210k | NEW | 443.00 | 474.18 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $204k | NEW | 6.8k | 29.89 |
|
| Etfis Ser Tr I Infrac Act Mlp (AMZA) | 0.1 | $202k | NEW | 5.1k | 39.51 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $178k | NEW | 14k | 13.21 |
|
| Honest (HNST) | 0.0 | $32k | NEW | 13k | 2.58 |
|
| Fubotv Class A Com Shs (FUBO) | 0.0 | $32k | NEW | 13k | 2.52 |
|
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $30k | NEW | 15k | 1.97 |
|
Past Filings by Hibernia Wealth Partners
SEC 13F filings are viewable for Hibernia Wealth Partners going back to 2023
- Hibernia Wealth Partners 2025 Q4 filed Feb. 12, 2026
- Hibernia Wealth Partners 2025 Q3 filed Nov. 12, 2025
- Hibernia Wealth Partners 2025 Q2 filed Aug. 8, 2025
- Hibernia Wealth Partners 2025 Q1 filed April 24, 2025
- Hibernia Wealth Partners 2024 Q4 filed Jan. 29, 2025
- Hibernia Wealth Partners 2024 Q3 filed Oct. 24, 2024
- Hibernia Wealth Partners 2024 Q2 filed July 25, 2024
- Hibernia Wealth Partners 2024 Q1 filed May 7, 2024
- Hibernia Wealth Partners 2023 Q4 filed Jan. 19, 2024
- Hibernia Wealth Partners 2023 Q3 filed Oct. 12, 2023