Hibernia Wealth Partners
Latest statistics and disclosures from Hibernia Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, DIVO, SPY, BUFR, XLSR, and represent 53.61% of Hibernia Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: DIVO, BIL, IEV, IFRA, FISR, SPDW, AGG, SPYG, SPEM, EMGF.
- Started 18 new stock positions in SPTI, ARW, SPTL, SPEM, FDX, ADI, IAU, IEV, SPYV, MRK. SPMB, PG, GOVT, CERY, SPYG, ETHA, XLK, PEP.
- Reduced shares in these 10 stocks: GLD, USMV, BUFR, SPAB, XLSR, SPY, EBND, ROP, IWF, AMZA.
- Sold out of its positions in AMZA, Fubotv, IWF, ROP.
- Hibernia Wealth Partners was a net buyer of stock by $10M.
- Hibernia Wealth Partners has $338M in assets under management (AUM), dropping by 1.82%.
- Central Index Key (CIK): 0001950637
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Portfolio Holdings for Hibernia Wealth Partners
Hibernia Wealth Partners holds 122 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (BIL) | 14.4 | $49M | +2% | 530k | 91.64 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 11.5 | $39M | +3% | 870k | 44.85 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 10.7 | $36M | 56k | 650.22 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 9.9 | $33M | -2% | 989k | 33.77 |
|
| Ssga Active Tr State Street Us (XLSR) | 7.1 | $24M | 415k | 57.74 |
|
|
| Ssga Active Tr State Street Fix (FISR) | 5.8 | $20M | +4% | 759k | 25.72 |
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| Spdr Series Trust State Street Spd (JNK) | 3.8 | $13M | +3% | 133k | 95.73 |
|
| Spdr Gold Tr Gold Shs (GLD) | 3.0 | $10M | -23% | 23k | 430.11 |
|
| Spdr Series Trust State Street Spd (SPSM) | 2.6 | $8.9M | 184k | 48.32 |
|
|
| Spdr Series Trust State Street Spd (BILS) | 2.5 | $8.4M | +3% | 85k | 99.44 |
|
| Spdr Series Trust State Street Spd (SPMD) | 1.5 | $5.1M | -2% | 86k | 59.22 |
|
| Spdr Series Trust State Street Spd (SPIB) | 1.5 | $5.1M | +7% | 152k | 33.54 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.5 | $5.1M | +8% | 91k | 55.52 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.5 | $4.9M | -16% | 53k | 92.74 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $4.3M | +6% | 7.5k | 577.45 |
|
| Spdr Series Trust Bloomberg Emergi (EBND) | 1.2 | $4.1M | -5% | 197k | 20.64 |
|
| Spdr Series Trust State Stret Spdr (TIPX) | 1.0 | $3.5M | +3% | 183k | 19.19 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.9 | $3.1M | +4% | 78k | 40.14 |
|
| Spdr Series Trust State Street Spd (EMHC) | 0.9 | $2.9M | +4% | 118k | 24.80 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.7 | $2.4M | +42% | 52k | 45.65 |
|
| Microsoft Corporation (MSFT) | 0.5 | $1.8M | +18% | 4.9k | 370.12 |
|
| Apple (AAPL) | 0.5 | $1.8M | +9% | 7.2k | 253.80 |
|
| Ishares Silver Tr Ishares (SLV) | 0.5 | $1.8M | +2% | 27k | 68.14 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $1.7M | +156% | 30k | 57.20 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.5 | $1.7M | 23k | 75.49 |
|
|
| Ishares Emng Mkts Eqt (EMGF) | 0.4 | $1.5M | +71% | 25k | 60.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.5M | +4% | 2.3k | 655.00 |
|
| Chevron Corporation (CVX) | 0.4 | $1.5M | +7% | 7.1k | 206.91 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $1.4M | +85% | 14k | 99.27 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.4 | $1.4M | 24k | 57.88 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.2M | +8% | 4.1k | 294.19 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.2M | +10% | 4.6k | 262.02 |
|
| Tidal Trust Iii Mrp Synthequity (SNTH) | 0.3 | $1.1M | 43k | 26.24 |
|
|
| Ishares Tr Europe Etf (IEV) | 0.3 | $1.1M | NEW | 16k | 67.94 |
|
| Broadcom (AVGO) | 0.3 | $1.1M | +5% | 3.4k | 309.59 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $972k | +18% | 5.6k | 174.40 |
|
| Amazon (AMZN) | 0.3 | $920k | +32% | 4.4k | 208.31 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.2 | $844k | -45% | 33k | 25.62 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $820k | +2% | 2.4k | 337.76 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $803k | +4% | 8.8k | 91.37 |
|
| Wal-Mart Stores (WMT) | 0.2 | $768k | +7% | 6.2k | 124.29 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $732k | 2.6k | 287.11 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $709k | +11% | 4.2k | 169.71 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $708k | 5.6k | 126.35 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $703k | +42% | 1.5k | 479.35 |
|
| McDonald's Corporation (MCD) | 0.2 | $676k | 2.2k | 310.67 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $628k | NEW | 6.4k | 97.91 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $628k | +99% | 6.3k | 100.19 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.2 | $621k | NEW | 13k | 46.91 |
|
| Spdr Index Shs Fds State Street Spd (GWX) | 0.2 | $587k | +27% | 14k | 42.22 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $566k | -2% | 4.0k | 142.40 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $565k | 1.1k | 499.24 |
|
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| Nextera Energy (NEE) | 0.2 | $558k | 6.0k | 92.86 |
|
|
| TJX Companies (TJX) | 0.2 | $545k | +6% | 3.4k | 159.67 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $530k | 1.7k | 320.73 |
|
|
| Motorola Solutions Com New (MSI) | 0.2 | $510k | +2% | 1.2k | 433.51 |
|
| American Express Company (AXP) | 0.1 | $495k | +4% | 1.6k | 302.65 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $489k | +8% | 13k | 38.42 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $487k | -8% | 6.5k | 75.19 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $480k | -16% | 9.7k | 49.69 |
|
| Caterpillar (CAT) | 0.1 | $478k | +10% | 675.00 | 707.85 |
|
| Honeywell International (HON) | 0.1 | $477k | +11% | 2.1k | 225.99 |
|
| Eaton Corp SHS (ETN) | 0.1 | $474k | +7% | 1.3k | 357.70 |
|
| Meta Platforms Cl A (META) | 0.1 | $468k | +27% | 818.00 | 571.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $466k | +57% | 1.6k | 287.52 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $449k | 2.1k | 215.11 |
|
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| Philip Morris International (PM) | 0.1 | $436k | -2% | 2.6k | 165.30 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $434k | +10% | 4.8k | 90.53 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $428k | 6.7k | 64.08 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $411k | +25% | 1.7k | 244.27 |
|
| Abbvie (ABBV) | 0.1 | $407k | -20% | 1.9k | 217.38 |
|
| Prologis (PLD) | 0.1 | $406k | +2% | 3.1k | 132.26 |
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| Linde SHS (LIN) | 0.1 | $404k | +7% | 816.00 | 495.35 |
|
| Wec Energy Group (WEC) | 0.1 | $390k | +3% | 3.4k | 115.77 |
|
| Merck & Co (MRK) | 0.1 | $378k | NEW | 3.1k | 120.29 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $376k | +6% | 5.6k | 67.53 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $374k | +2% | 626.00 | 597.12 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $369k | 9.9k | 37.42 |
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| Trane Technologies SHS (TT) | 0.1 | $347k | 832.00 | 417.47 |
|
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| Northrop Grumman Corporation (NOC) | 0.1 | $339k | 497.00 | 681.12 |
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| Starbucks Corporation (SBUX) | 0.1 | $331k | +41% | 3.7k | 89.63 |
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| Valero Energy Corporation (VLO) | 0.1 | $330k | 1.3k | 247.25 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.1 | $327k | NEW | 12k | 26.30 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $325k | NEW | 11k | 28.66 |
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| S&p Global (SPGI) | 0.1 | $321k | +3% | 754.00 | 425.22 |
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| Spdr Series Trust State Stret Spdr (CERY) | 0.1 | $314k | NEW | 8.9k | 35.24 |
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| Citigroup Com New (C) | 0.1 | $299k | +29% | 2.6k | 113.40 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $295k | -5% | 3.0k | 97.14 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $290k | -3% | 4.2k | 69.75 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $290k | +3% | 1.7k | 173.38 |
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| Danaher Corporation (DHR) | 0.1 | $288k | -3% | 1.5k | 189.80 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $279k | +2% | 13k | 22.33 |
|
| Union Pacific Corporation (UNP) | 0.1 | $277k | +5% | 1.1k | 242.62 |
|
| Abbott Laboratories (ABT) | 0.1 | $277k | -14% | 2.7k | 102.66 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $274k | +35% | 18k | 15.02 |
|
| American Tower Reit (AMT) | 0.1 | $274k | +6% | 1.6k | 172.58 |
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| Lowe's Companies (LOW) | 0.1 | $269k | -11% | 1.1k | 236.28 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $269k | +4% | 1.4k | 198.29 |
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| At&t (T) | 0.1 | $264k | +4% | 9.1k | 28.99 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $258k | 4.8k | 54.04 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $255k | 3.2k | 79.91 |
|
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $252k | NEW | 11k | 22.91 |
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| Analog Devices (ADI) | 0.1 | $247k | NEW | 776.00 | 317.82 |
|
| Smurfit Westrock SHS (SW) | 0.1 | $237k | +2% | 6.0k | 39.84 |
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| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.1 | $234k | 3.6k | 65.05 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $233k | NEW | 2.6k | 88.29 |
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| Arrow Electronics (ARW) | 0.1 | $233k | NEW | 1.6k | 143.41 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $229k | NEW | 4.0k | 56.58 |
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| Anthem (ELV) | 0.1 | $228k | +3% | 781.00 | 292.49 |
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| Procter & Gamble Company (PG) | 0.1 | $223k | NEW | 1.5k | 144.44 |
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| FedEx Corporation (FDX) | 0.1 | $222k | NEW | 624.00 | 356.18 |
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| Nasdaq Omx (NDAQ) | 0.1 | $222k | +7% | 2.6k | 84.84 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $221k | NEW | 1.7k | 132.90 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $219k | -2% | 1.5k | 146.28 |
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| Spdr Series Trust State Street Spd (SPMB) | 0.1 | $213k | NEW | 9.5k | 22.39 |
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| Pepsi (PEP) | 0.1 | $208k | NEW | 1.3k | 155.21 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $205k | +2% | 1.9k | 109.10 |
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| Zoetis Cl A (ZTS) | 0.1 | $201k | -10% | 1.7k | 118.39 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $201k | +2% | 7.0k | 28.71 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $165k | NEW | 10k | 15.83 |
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| Honest (HNST) | 0.0 | $37k | 13k | 2.94 |
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| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $21k | 15k | 1.40 |
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Past Filings by Hibernia Wealth Partners
SEC 13F filings are viewable for Hibernia Wealth Partners going back to 2023
- 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