Hibernia Wealth Partners

Hibernia Wealth Partners as of Dec. 31, 2025

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