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 53.11% of Hibernia Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: XOM, AMD, ALAI, GOOG, SPEM, CI, SPLB, CNP, UNH, MU.
- Started 9 new stock positions in ALAI, UNH, MU, AMD, KDP, CNP, CI, GOOG, SPLB.
- Reduced shares in these 10 stocks: BIL (-$25M), DIVO (-$20M), SPY (-$20M), BUFR (-$18M), XLSR (-$13M), FISR (-$9.0M), JNK (-$5.8M), SPSM (-$5.1M), BILS, GLD.
- Sold out of its positions in SDOG, T, ABT, ABBV, AMT, ELV, ARES, ARW, BRK.B, CMCSA.
- Hibernia Wealth Partners was a net seller of stock by $-171M.
- Hibernia Wealth Partners has $185M in assets under management (AUM), dropping by -45.40%.
- Central Index Key (CIK): 0001950637
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Portfolio Holdings for Hibernia Wealth Partners
Hibernia Wealth Partners holds 82 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 12.7 | $23M | -51% | 256k | 91.64 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 12.0 | $22M | -46% | 30k | 746.75 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 10.9 | $20M | -49% | 441k | 45.70 |
|
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 9.7 | $18M | -50% | 492k | 36.53 |
|
| Ssga Active Tr State Street Us (XLSR) | 7.7 | $14M | -46% | 221k | 64.86 |
|
| Ssga Active Tr St Str Secto Etf (FISR) | 5.7 | $11M | -46% | 409k | 25.65 |
|
| Spdr Series Trust St Bloo High Etf (JNK) | 3.8 | $7.0M | -45% | 73k | 96.37 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 3.0 | $5.5M | -47% | 96k | 57.67 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.5 | $4.6M | -46% | 12k | 368.36 |
|
| Spdr Series Trust St Str Bl 12 Etf (BILS) | 2.3 | $4.3M | -49% | 43k | 99.38 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 1.7 | $3.1M | -47% | 46k | 67.56 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.6 | $3.0M | -47% | 48k | 61.46 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $2.9M | -47% | 3.9k | 736.26 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 1.4 | $2.6M | -48% | 78k | 33.46 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 1.4 | $2.6M | -49% | 27k | 96.46 |
|
| Spdr Series Trust Sst Spdr Bloombe (EBND) | 1.2 | $2.2M | -46% | 105k | 20.92 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $2.0M | +258% | 15k | 136.72 |
|
| Spdr Series Trust State Stret Spdr (TIPX) | 1.0 | $1.9M | -44% | 101k | 18.93 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 1.0 | $1.9M | -29% | 37k | 50.39 |
|
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 1.0 | $1.8M | -43% | 44k | 40.29 |
|
| Spdr Series Trust St Str Usd Etf (EMHC) | 0.9 | $1.7M | -43% | 67k | 25.44 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $1.5M | +6% | 15k | 98.98 |
|
| Apple (AAPL) | 0.6 | $1.1M | -45% | 4.0k | 289.38 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.6 | $1.1M | -45% | 17k | 63.04 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.6 | $1.1M | -48% | 12k | 89.14 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.0M | -7% | 5.2k | 200.08 |
|
| Microsoft Corporation (MSFT) | 0.6 | $1.0M | -44% | 2.8k | 372.88 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.5 | $993k | +44% | 19k | 51.78 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.5 | $972k | -46% | 13k | 73.25 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $883k | -47% | 1.2k | 748.71 |
|
| Amazon (AMZN) | 0.5 | $873k | -17% | 3.7k | 238.34 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $740k | -46% | 2.4k | 303.05 |
|
| Ishares Silver Tr Ishares (SLV) | 0.4 | $718k | -49% | 13k | 53.47 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.4 | $711k | -50% | 12k | 59.90 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $693k | -48% | 2.1k | 327.34 |
|
| Broadcom (AVGO) | 0.3 | $638k | -50% | 1.7k | 377.70 |
|
| Tidal Trust Iii Mrp Synthequity (SNTH) | 0.3 | $633k | -50% | 21k | 29.73 |
|
| Ishares Tr Europe Etf (IEV) | 0.3 | $627k | -46% | 8.6k | 72.84 |
|
| Chevron Corporation (CVX) | 0.3 | $591k | -49% | 3.6k | 165.74 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $531k | -54% | 1.1k | 477.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $493k | -14% | 1.4k | 357.43 |
|
| Advanced Micro Devices (AMD) | 0.3 | $490k | NEW | 843.00 | 580.91 |
|
| Caterpillar (CAT) | 0.2 | $460k | -36% | 432.00 | 1064.19 |
|
| Spdr Index Shs Fds St Intl Cap Etf (GWX) | 0.2 | $453k | -25% | 10k | 43.76 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.2 | $447k | -46% | 18k | 25.52 |
|
| The Alger Etf Trust Ai Enablers Adop (ALAI) | 0.2 | $436k | NEW | 9.6k | 45.64 |
|
| Spdr Series Trust State Stret Spdr (CERY) | 0.2 | $435k | +46% | 13k | 33.43 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $426k | -32% | 4.3k | 100.14 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $411k | +100% | 5.1k | 80.56 |
|
| Meta Platforms Cl A (META) | 0.2 | $398k | -13% | 707.00 | 563.49 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $388k | -49% | 4.4k | 87.70 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $383k | +21% | 3.7k | 103.89 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $352k | NEW | 996.00 | 353.28 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $344k | -47% | 2.1k | 164.22 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.2 | $336k | -55% | 2.8k | 118.99 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.2 | $324k | 12k | 26.23 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $304k | -50% | 821.00 | 369.67 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $300k | -48% | 584.00 | 513.71 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $292k | -50% | 3.2k | 90.10 |
|
| Johnson & Johnson (JNJ) | 0.2 | $286k | -33% | 1.1k | 254.02 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $283k | -71% | 1.6k | 176.31 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $274k | -50% | 4.8k | 56.79 |
|
| Spdr Series Trust St Inter Etf (SPTI) | 0.1 | $247k | -23% | 8.7k | 28.39 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $247k | -49% | 1.0k | 236.49 |
|
| Citigroup Com New (C) | 0.1 | $242k | -34% | 1.7k | 139.90 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $238k | -49% | 3.3k | 71.23 |
|
| Wal-Mart Stores (WMT) | 0.1 | $238k | -65% | 2.1k | 113.22 |
|
| Cigna Corp (CI) | 0.1 | $234k | NEW | 849.00 | 275.59 |
|
| Spdr Series Trust St Long Bd Etf (SPLB) | 0.1 | $231k | NEW | 10k | 22.40 |
|
| CenterPoint Energy (CNP) | 0.1 | $229k | NEW | 5.2k | 44.04 |
|
| UnitedHealth (UNH) | 0.1 | $225k | NEW | 542.00 | 415.41 |
|
| Analog Devices (ADI) | 0.1 | $220k | -28% | 553.00 | 397.19 |
|
| Micron Technology (MU) | 0.1 | $219k | NEW | 190.00 | 1154.29 |
|
| American Express Company (AXP) | 0.1 | $215k | -61% | 636.00 | 338.51 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $215k | -49% | 314.00 | 684.90 |
|
| McDonald's Corporation (MCD) | 0.1 | $215k | -63% | 794.00 | 270.27 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $212k | -50% | 6.4k | 33.29 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $211k | -14% | 3.5k | 60.79 |
|
| Starbucks Corporation (SBUX) | 0.1 | $210k | -44% | 2.1k | 102.15 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $202k | -52% | 2.6k | 77.08 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $201k | NEW | 6.1k | 32.73 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $192k | -20% | 15k | 13.23 |
|
Past Filings by Hibernia Wealth Partners
SEC 13F filings are viewable for Hibernia Wealth Partners going back to 2023
- Hibernia Wealth Partners 2026 Q2 filed July 23, 2026
- Hibernia Wealth Partners 2026 Q1 filed May 4, 2026
- 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