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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 59.43% of Hibernia Wealth Partners's stock portfolio.
Added to shares of these 3 stocks: SNTH, QQQI, XOM.
Started 2 new stock positions in QQQI, SNTH.
Reduced shares in these 10 stocks: BIL (-$26M), SPY (-$20M), DIVO (-$19M), BUFR (-$16M), XLSR (-$12M), FISR (-$8.9M), JNK (-$5.6M), GLD (-$5.5M), SPSM, USMV.
Sold out of its positions in SDOG, T, ABT, ABBV, GOOGL, AXP, AMT, APH, ADI, ELV.
Hibernia Wealth Partners was a net seller of stock by $-168M.
Hibernia Wealth Partners has $156M in assets under management (AUM), dropping by -49.59%.
Central Index Key (CIK): 0001950637

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Positions held by Hibernia Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hibernia Wealth Partners

Hibernia Wealth Partners holds 49 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	15.7	$25M	-51%	268k	91.75	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	12.5	$20M	-50%	29k	666.15	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	11.7	$18M	-50%	410k	44.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	11.1	$17M	-48%	520k	33.42	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	8.4	$13M	-47%	219k	59.62	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	5.9	$9.2M	-49%	351k	26.06	View chart
Spdr Series Trust Bloomberg High Y (JNK)	4.0	$6.2M	-47%	63k	97.98	View chart
Spdr Gold Tr Gold Shs (GLD)	3.7	$5.7M	-49%	16k	356.01	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	2.7	$4.2M	-47%	91k	46.33	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	2.5	$4.0M	-47%	40k	99.52	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.3	$3.6M	-49%	38k	95.14	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	1.7	$2.6M	-47%	45k	57.19	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.5	$2.4M	-29%	41k	57.52	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.5	$2.3M	-47%	69k	33.89	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	1.5	$2.3M	-48%	107k	21.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$2.1M	-44%	3.6k	600.35	View chart
Spdr Series Trust Bloomberg 1 10 Y (TIPX)	1.1	$1.7M	-50%	86k	19.29	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	1.0	$1.5M	-47%	36k	41.57	View chart
Spdr Series Trust Bloomberg Emg Mk (EMHC)	0.9	$1.4M	-47%	56k	25.20	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.6	$1.0M	-54%	39k	25.85	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$806k	-43%	19k	42.83	View chart
Microsoft Corporation (MSFT)	0.5	$789k	-66%	1.5k	515.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$683k	-51%	1.0k	669.34	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.4	$683k	-49%	12k	57.96	View chart
Exxon Mobil Corporation (XOM)	0.4	$675k	+67%	6.0k	112.68	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.4	$673k	-49%	9.0k	74.35	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.4	$646k	NEW	21k	30.35	View chart
NVIDIA Corporation (NVDA)	0.4	$601k	-26%	3.3k	181.46	View chart
Apple (AAPL)	0.4	$600k	-65%	2.4k	251.54	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$551k	-50%	13k	42.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$521k	-48%	2.0k	254.27	View chart
JPMorgan Chase & Co. (JPM)	0.3	$521k	-54%	1.7k	312.14	View chart
Amazon (AMZN)	0.3	$471k	-43%	2.2k	217.42	View chart
Chevron Corporation (CVX)	0.3	$466k	-61%	3.0k	154.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$380k	-50%	1.3k	293.76	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$357k	-66%	5.5k	65.00	View chart
Broadcom (AVGO)	0.2	$351k	-73%	1.0k	342.35	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$342k	-49%	4.0k	84.83	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$339k	-49%	5.3k	63.83	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$331k	-50%	4.5k	73.29	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$314k	NEW	5.8k	54.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$312k	-47%	2.1k	145.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$298k	-45%	595.00	501.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$267k	-50%	814.00	328.21	View chart
McDonald's Corporation (MCD)	0.2	$246k	-63%	808.00	304.31	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$235k	-62%	23k	10.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$225k	-49%	1.0k	215.72	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$223k	-44%	5.5k	40.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$213k	-49%	3.6k	59.92	View chart

Past Filings by Hibernia Wealth Partners

SEC 13F filings are viewable for Hibernia Wealth Partners going back to 2023

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

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