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Hibernia Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Hibernia Wealth Partners, LLC

Investment Activity

  • Hibernia Wealth Partners, LLC has $338.17 million in total holdings as of March 31, 2026.
  • Hibernia Wealth Partners, LLC owns shares of 122 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 5.28% of the portfolio was purchased this quarter.
  • About 2.33% of the portfolio was sold this quarter.
  • This quarter, Hibernia Wealth Partners, LLC has purchased 108 new stocks and bought additional shares in 73 stocks.
  • Hibernia Wealth Partners, LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

464287861 - iShares Europe ETF
$1,083,246 Holding
78464A409 - SPDR Portfolio S&P 500 Growth ETF
$627,999 Holding
78463X509 - SPDR Portfolio Emerging Markets ETF
$621,337 Holding
58933Y105 - Merck & Co., Inc.
$378,314 Holding
78464A664 - SPDR Portfolio Long Term Treasury ETF
$327,417 Holding

Largest Purchases this Quarter

Amplify CWP Enhanced Dividend Income ETF
30,122 shares (about $1.35M)
SPDR Bloomberg 1-3 Month T-Bill ETF
11,881 shares (about $1.09M)
iShares Europe ETF
15,944 shares (about $1.08M)
iShares U.S. Infrastructure ETF
18,579 shares (about $1.06M)
SPDR SSGA Fixed Income Sector Rotation ETF
33,483 shares (about $861.18K)

Largest Sales this Quarter

SPDR Gold Shares
7,205 shares (about $3.10M)
iShares MSCI USA Min Vol Factor ETF
10,272 shares (about $952.62K)
FT Vest Laddered Buffer ETF
28,068 shares (about $947.85K)
SPDR Portfolio Aggregate Bond ETF
27,311 shares (about $699.65K)
SPDR SSGA US Sector Rotation ETF
6,398 shares (about $369.41K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHibernia Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$48,564,949$1,088,774 2.3%529,95414.4%ETF
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$39,037,128$1,350,976 3.6%870,39011.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$36,341,614$316,806 -0.9%55,86510.7%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$33,409,690$947,855 -2.8%989,3329.9%ETF
SPDR SSGA US Sector Rotation ETF stock logo
XLSR
SPDR SSGA US Sector Rotation ETF
$23,937,073$369,414 -1.5%414,5747.1%ETF
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
$19,523,295$861,182 4.6%759,0715.8%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$12,714,027$398,582 3.2%132,8243.8%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$10,017,994$3,100,234 -23.6%23,2823.0%Finance
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$8,878,954$110,410 1.3%183,7552.6%ETF
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$8,401,841$303,887 3.8%84,4922.5%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$5,118,472$117,324 -2.2%86,4251.5%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$5,091,052$335,718 7.1%151,7831.5%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$5,069,592$405,578 8.7%91,3101.5%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$4,925,006$952,617 -16.2%53,1061.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,312,977$262,740 6.5%7,4691.3%Finance
SPDR Bloomberg Emerging Markets Local Bond ETF stock logo
EBND
SPDR Bloomberg Emerging Markets Local Bond ETF
$4,070,265$236,972 -5.5%197,1991.2%ETF
SPDR Bloomberg 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg 1-10 Year TIPS ETF
$3,509,195$106,638 3.1%182,8671.0%ETF
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$3,122,133$130,845 4.4%77,7880.9%ETF
EMHC
SPDR Bloomberg Emerging Markets USD Bond ETF
$2,926,821$135,553 4.9%118,0200.9%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,383,769$707,840 42.2%52,2190.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,831,597$280,275 18.1%4,9470.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,828,836$162,935 9.8%7,2060.5%Computer and Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$1,808,601$37,341 2.1%26,5420.5%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$1,741,054$1,062,719 156.7%30,4380.5%ETF
iShares U.S. Small Cap Equity Factor ETF stock logo
SMLF
iShares U.S. Small Cap Equity Factor ETF
$1,738,216$1,812 0.1%23,0270.5%ETF
iShares Emerging Markets Equity Factor ETF stock logo
EMGF
iShares Emerging Markets Equity Factor ETF
$1,489,592$620,517 71.4%24,6490.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,472,942$67,279 4.8%2,2550.4%ETF
Chevron Corporation stock logo
CVX
Chevron
$1,460,692$100,759 7.4%7,0600.4%Energy
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,386,838$640,805 85.9%13,9700.4%Finance
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$1,383,078$26,565 2.0%23,8970.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,207,121$96,770 8.7%4,1040.4%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,203,966$112,405 10.3%4,5950.4%ETF
TIDAL TRUST III
$1,116,9840.0%42,5680.3%MRP SYNTHEQUITY
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$1,083,246$1,083,246 New Holding15,9440.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,054,157$52,925 5.3%3,4060.3%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$972,016$152,237 18.6%5,5740.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$919,702$223,728 32.1%4,4150.3%Retail/Wholesale
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$844,182$699,647 -45.3%32,9530.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$820,160$23,645 3.0%2,4280.2%Computer and Technology
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$802,618$31,615 4.1%8,7840.2%ETF
WALMART INC
$767,971$50,585 7.1%6,1790.2%COM
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$732,406$14,929 -2.0%2,5510.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$709,419$70,602 11.1%4,1800.2%Energy
Amphenol Corporation stock logo
APH
Amphenol
$707,784$6,065 -0.8%5,6020.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$702,727$210,435 42.7%1,4660.2%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$675,870$1,243 0.2%2,1750.2%Retail/Wholesale
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$627,999$627,999 New Holding6,4140.2%ETF
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$627,867$313,783 99.9%6,2670.2%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$621,337$621,337 New Holding13,2450.2%ETF
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$586,574$126,934 27.6%13,8910.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$566,185$15,949 -2.7%3,9760.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$565,237$7,490 1.3%1,1320.2%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$558,283$10,122 -1.8%6,0120.2%Utilities
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$544,651$33,372 6.5%3,4110.2%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$529,838$3,528 -0.7%1,6520.2%ETF
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$510,209$14,751 3.0%1,1760.2%Computer and Technology
American Express Company stock logo
AXP
American Express
$494,946$21,467 4.5%1,6370.1%Finance
ISHARES BITCOIN TRUST ETF
$488,472$39,419 8.8%12,7140.1%SHS BEN INT
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$486,784$42,408 -8.0%6,4740.1%ETF
NEOS ETF TRUST
$480,178$96,145 -16.7%9,6640.1%NASDAQ 100 HIGH
Caterpillar Inc. stock logo
CAT
Caterpillar
$477,801$46,010 10.7%6750.1%Industrials
Honeywell International Inc. stock logo
HON
Honeywell International
$476,530$50,613 11.9%2,1090.1%Multi-Sector Conglomerates
Eaton Corporation, PLC stock logo
ETN
Eaton
$473,565$33,264 7.6%1,3240.1%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$467,704$101,202 27.6%8180.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$466,092$170,220 57.5%1,6210.1%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$448,7180.0%2,0860.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$435,612$10,746 -2.4%2,6350.1%Consumer Staples
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$434,108$41,193 10.5%4,7950.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$428,2120.0%6,6820.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$411,113$83,297 25.4%1,6830.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$407,334$105,420 -20.6%1,8740.1%Medical
Prologis, Inc. stock logo
PLD
Prologis
$405,783$10,045 2.5%3,0700.1%Finance
LINDE PLC
$404,247$26,752 7.1%8160.1%SHS
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$389,774$12,271 3.3%3,3670.1%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$378,314$378,314 New Holding3,1450.1%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$376,323$22,891 6.5%5,5730.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$373,798$9,554 2.6%6260.1%ETF
Phillips Edison & Company, Inc. stock logo
PECO
Phillips Edison & Company, Inc.
$369,222$2,544 0.7%9,8680.1%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$346,885$5,420 -1.5%8320.1%Construction
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$339,259$2,048 0.6%4970.1%Aerospace
Starbucks Corporation stock logo
SBUX
Starbucks
$330,726$97,040 41.5%3,6910.1%Retail/Wholesale
Valero Energy Corporation stock logo
VLO
Valero Energy
$329,605$988 0.3%1,3340.1%Energy
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$327,417$327,417 New Holding12,4490.1%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$324,862$324,862 New Holding11,3350.1%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$320,627$10,206 3.3%7540.1%Finance
SPDR SERIES TRUST
$313,617$313,617 New Holding8,8990.1%STATE STRET SPDR
Citigroup Inc. stock logo
C
Citigroup
$299,065$67,253 29.0%2,6370.1%Financial Services
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$294,631$17,194 -5.5%3,0330.1%Finance
MARSH & MCLENNAN COS INC
$289,963$9,191 3.3%1,6720.1%COM
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$289,962$9,417 -3.1%4,1570.1%ETF
Danaher Corporation stock logo
DHR
Danaher
$287,889$10,431 -3.5%1,5180.1%Medical
PLAINS ALL AMERN PIPELINE L
$279,294$5,761 2.1%12,5080.1%UNIT LTD PARTN
Union Pacific Corporation stock logo
UNP
Union Pacific
$276,931$14,805 5.6%1,1410.1%Transportation
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$276,794$46,919 -14.5%2,6960.1%Medical
Vodafone Group PLC stock logo
VOD
Vodafone Group
$274,105$71,812 35.5%18,2490.1%Computer and Technology
American Tower Corporation stock logo
AMT
American Tower
$273,547$15,878 6.2%1,5850.1%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$268,765$36,607 -12.0%1,1380.1%Retail/Wholesale
Accenture PLC stock logo
ACN
Accenture
$268,540$11,503 4.5%1,3540.1%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$263,954$11,364 4.5%9,1050.1%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$258,3240.0%4,7800.1%ETF

Showing largest 100 holdings. View all holdings.
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