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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 SPY, BIL, DIVO, BUFR, XLSR, and represent 51.69% of Hibernia Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: XOM, FISR, BUFR, AAPL, SPTL, NVDA, SPY, SPAB, SPLB, GOOG.
Started 14 new stock positions in PM, BRK.B, XOM, PLTR, LIN, VUG, MRK, ABBV, IEFA, DHR. V, AUR, IVW, ETN.
Reduced shares in these 10 stocks: , BIL, DIVO, BILS, CAT, JNK, XLSR, SPIB, , GLD.
Sold out of its positions in AXP, CAT, CNP, Exxon Mobil Corporation, IJH, KDP, MCD, SPTI, SBUX, UNH.
Hibernia Wealth Partners was a net buyer of stock by $6.4M.
Hibernia Wealth Partners has $192M in assets under management (AUM), dropping by 3.88%.
Central Index Key (CIK): 0001950637

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Portfolio Holdings for Hibernia Wealth Partners

Hibernia Wealth Partners holds 86 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	12.1	$23M	+2%	31k	762.64	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	11.7	$23M	-3%	246k	91.64	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	10.2	$20M	-4%	422k	46.49	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	10.2	$20M	+5%	521k	37.47	View chart
Ssga Active Tr State Street Us (XLSR)	7.4	$14M	-2%	215k	66.41	View chart
Ssga Active Tr St Str Secto Etf (FISR)	5.8	$11M	+11%	455k	24.41	View chart
Spdr Series Trust St Bloo High Etf (JNK)	3.3	$6.3M	-6%	68k	92.75	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	2.7	$5.2M	+2%	98k	52.86	View chart
Spdr Gold Tr Gold Shs (GLD)	2.3	$4.5M	-4%	12k	380.82	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	1.9	$3.7M	-13%	37k	99.34	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.6	$3.0M	+4%	48k	63.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$3.0M	+2%	4.0k	739.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.5	$2.8M	-4%	46k	61.26	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.3	$2.6M		26k	97.44	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	1.3	$2.5M	NEW	15k	162.75	View chart
Apple (AAPL)	1.1	$2.2M	+66%	6.6k	333.02	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	1.1	$2.2M	-12%	68k	32.28	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	1.1	$2.2M		106k	20.60	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	1.0	$2.0M	+12%	49k	40.39	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.0	$1.9M	+4%	38k	50.21	View chart
Spdr Series Trust State Stret Spdr (TIPX)	1.0	$1.9M	+4%	105k	18.21	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	1.0	$1.8M	+15%	77k	23.87	View chart
NVIDIA Corporation (NVDA)	0.9	$1.8M	+49%	7.7k	228.38	View chart
Microsoft Corporation (MSFT)	0.9	$1.7M	+21%	3.4k	512.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$1.5M	+7%	16k	94.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.1M	+23%	1.5k	765.95	View chart
Amazon (AMZN)	0.6	$1.1M	+21%	4.5k	249.15	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$993k		12k	83.56	View chart
Ishares Emng Mkts Eqt (EMGF)	0.5	$981k	+3%	14k	71.54	View chart
Ishares Tr Us Infrastruc (IFRA)	0.5	$950k	+3%	17k	55.03	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.5	$943k	-4%	18k	51.76	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.5	$907k	+207%	38k	23.85	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.5	$887k	+107%	36k	24.36	View chart
JPMorgan Chase & Co. (JPM)	0.4	$844k	+20%	2.6k	330.82	View chart
Chevron Corporation (CVX)	0.4	$797k	+9%	3.9k	204.24	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.4	$764k		12k	63.98	View chart
Broadcom (AVGO)	0.4	$734k	+23%	2.1k	351.14	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$732k		13k	54.51	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.4	$696k		2.4k	284.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$692k	+103%	2.0k	340.62	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.3	$649k	+209%	32k	20.38	View chart
Ishares Tr Europe Etf (IEV)	0.3	$645k	+5%	9.1k	71.13	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.3	$628k		21k	29.50	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$584k	+15%	1.3k	456.03	View chart
Advanced Micro Devices (AMD)	0.3	$567k	+9%	927.00	611.76	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.3	$525k	+2%	13k	39.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$514k	+8%	1.5k	343.99	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.3	$490k	+3%	11k	45.57	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$460k	+15%	5.9k	78.42	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$449k	+5%	4.5k	100.10	View chart
Meta Platforms Cl A (META)	0.2	$445k	-13%	613.00	725.40	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.2	$444k		9.6k	46.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$419k	+9%	4.0k	103.90	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$399k		4.4k	91.13	View chart
Mastercard Incorporated Cl A (MA)	0.2	$350k	+8%	635.00	551.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$349k	+58%	499.00	700.25	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$335k	-3%	2.7k	123.08	View chart
Amphenol Corp Cl A (APH)	0.2	$333k	+146%	4.0k	84.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$330k	-5%	2.0k	166.30	View chart
Wal-Mart Stores (WMT)	0.2	$329k	+50%	3.2k	103.92	View chart
Johnson & Johnson (JNJ)	0.2	$326k	+9%	1.2k	264.83	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$307k		821.00	374.17	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$307k		6.5k	47.34	View chart
Micron Technology (MU)	0.2	$292k	+44%	274.00	1065.12	View chart
Visa Com Cl A (V)	0.2	$289k	NEW	803.00	359.35	View chart
Danaher Corporation (DHR)	0.1	$282k	NEW	1.3k	221.47	View chart
Analog Devices (ADI)	0.1	$278k	+26%	701.00	396.56	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$272k		3.2k	84.08	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$271k	NEW	3.0k	90.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$269k	NEW	2.8k	96.90	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$268k		4.8k	55.55	View chart
Citigroup Com New (C)	0.1	$245k	+9%	1.9k	129.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$244k		1.0k	233.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$236k		3.3k	70.61	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$235k		15k	16.15	View chart
Linde SHS (LIN)	0.1	$234k	NEW	493.00	475.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$233k	NEW	467.00	497.95	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$229k	+7%	3.7k	61.13	View chart
Merck & Co (MRK)	0.1	$225k	NEW	1.5k	145.31	View chart
Eaton Corp SHS (ETN)	0.1	$222k	NEW	518.00	429.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$220k	NEW	1.6k	142.22	View chart
Palantir Technologies Cl A (PLTR)	0.1	$218k	NEW	1.2k	187.05	View chart
Abbvie (ABBV)	0.1	$215k	NEW	822.00	261.74	View chart
Philip Morris International (PM)	0.1	$212k	NEW	1.1k	190.78	View chart
Cigna Corp (CI)	0.1	$211k	-8%	775.00	271.81	View chart
Aurora Innovation Class A Com (AUR)	0.0	$66k	NEW	12k	5.54	View chart

Past Filings by Hibernia Wealth Partners

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

Hibernia Wealth Partners 2026 Q3 filed Oct. 29, 2026
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

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