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

About Hibernia Wealth Partners, LLC

Investment Activity

Hibernia Wealth Partners, LLC has $184.65 million in total holdings as of June 30, 2026.
Hibernia Wealth Partners, LLC owns shares of 82 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 2.65% of the portfolio was purchased this quarter.
About 95.46% of the portfolio was sold this quarter.
This quarter, Hibernia Wealth Partners, LLC has purchased 122 new stocks and bought additional shares in 6 stocks.
Hibernia Wealth Partners, LLC sold shares of 67 stocks and completely divested from 49 stocks this quarter.

Largest Holdings

SPDR Bloomberg 1-3 Month T-Bill ETF: $23,439,716
SPDR S&P 500 ETF Trust: $22,195,028
Amplify CWP Enhanced Dividend Income ETF: $20,155,463
FT Vest Laddered Buffer ETF: $17,968,136
SPDR SSGA US Sector Rotation ETF: $14,298,524

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $489,708 Holding
015564503 - THE ALGER ETF TRUST: $436,364 Holding
02079K107 - Alphabet: $351,871 Holding
125523100 - Cigna Group: $233,975 Holding
78464A367 - SPDR Portfolio Long Term Corporate Bond ETF: $230,706 Holding

Largest Purchases this Quarter

ExxonMobil: 10,803 shares (about $1.48M)
Advanced Micro Devices: 843 shares (about $489.71K)
THE ALGER ETF TRUST: 9,561 shares (about $436.36K)
Alphabet: 996 shares (about $351.87K)
SPDR Portfolio Emerging Markets ETF: 5,927 shares (about $306.90K)

Largest Sales this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 274,173 shares (about $25.13M)
Amplify CWP Enhanced Dividend Income ETF: 429,351 shares (about $19.62M)
SPDR S&P 500 ETF Trust: 26,143 shares (about $19.52M)
FT Vest Laddered Buffer ETF: 497,458 shares (about $18.17M)
SPDR SSGA US Sector Rotation ETF: 194,121 shares (about $12.59M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$23,439,716	$25,125,155 â–¼	-51.7%	255,781	12.7%	ETF
SPY SPDR S&P 500 ETF Trust	$22,195,028	$19,522,395 â–¼	-46.8%	29,722	12.0%	Finance
DIVO Amplify CWP Enhanced Dividend Income ETF	$20,155,463	$19,621,322 â–¼	-49.3%	441,039	10.9%	ETF
BUFR FT Vest Laddered Buffer ETF	$17,968,136	$18,172,119 â–¼	-50.3%	491,874	9.7%	ETF
XLSR SPDR SSGA US Sector Rotation ETF	$14,298,524	$12,590,637 â–¼	-46.8%	220,453	7.7%	ETF
FISR SPDR SSGA Fixed Income Sector Rotation ETF	$10,496,294	$8,973,889 â–¼	-46.1%	409,212	5.7%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$7,018,037	$5,782,190 â–¼	-45.2%	72,824	3.8%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$5,527,212	$5,069,836 â–¼	-47.8%	95,843	3.0%	ETF
GLD SPDR Gold Shares	$4,581,690	$3,994,521 â–¼	-46.6%	12,438	2.5%	Finance
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$4,263,970	$4,132,789 â–¼	-49.2%	42,906	2.3%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$3,082,867	$2,755,819 â–¼	-47.2%	45,633	1.7%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,960,882	$2,651,002 â–¼	-47.2%	48,176	1.6%	ETF
QQQ Invesco QQQ	$2,861,096	$2,638,010 â–¼	-48.0%	3,886	1.5%	Finance
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$2,600,070	$2,478,577 â–¼	-48.8%	77,707	1.4%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$2,580,997	$2,541,450 â–¼	-49.6%	26,758	1.4%	ETF
EBND SPDR Bloomberg Emerging Markets Local Bond ETF	$2,205,698	$1,919,701 â–¼	-46.5%	105,435	1.2%	ETF
XOM ExxonMobil	$2,048,501	$1,477,004 â–²	258.4%	14,983	1.1%	Energy
TIPX SPDR Bloomberg 1-10 Year TIPS ETF	$1,906,651	$1,555,026 â–¼	-44.9%	100,721	1.0%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$1,859,419	$771,865 â–¼	-29.3%	36,901	1.0%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$1,757,790	$1,376,249 â–¼	-43.9%	43,629	1.0%	ETF
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF	$1,698,398	$1,304,028 â–¼	-43.4%	66,761	0.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,467,303	$84,530 â–²	6.1%	14,824	0.8%	Finance
AAPL Apple	$1,145,945	$939,328 â–¼	-45.0%	3,960	0.6%	Computer and Technology
IFRA iShares U.S. Infrastructure ETF	$1,053,566	$865,206 â–¼	-45.1%	16,713	0.6%	ETF
SMLF iShares U.S. Small Cap Equity Factor ETF	$1,051,277	$1,001,271 â–¼	-48.8%	11,794	0.6%	ETF
NVDA NVIDIA	$1,032,218	$83,034 â–¼	-7.4%	5,159	0.6%	Computer and Technology
MSFT Microsoft	$1,031,020	$813,630 â–¼	-44.1%	2,765	0.6%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$992,715	$306,897 â–²	44.7%	19,172	0.5%	ETF
EMGF iShares Emerging Markets Equity Factor ETF	$971,507	$834,154 â–¼	-46.2%	13,262	0.5%	ETF
IVV iShares Core S&P 500 ETF	$882,727	$805,610 â–¼	-47.7%	1,179	0.5%	ETF
AMZN Amazon.com	$873,042	$179,232 â–¼	-17.0%	3,663	0.5%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$740,050	$652,468 â–¼	-46.9%	2,442	0.4%	ETF
SLV iShares Silver Trust	$717,753	$701,498 â–¼	-49.4%	13,423	0.4%	ETF
DSTL Distillate U.S. Fundamental Stability & Value ETF	$710,971	$720,375 â–¼	-50.3%	11,870	0.4%	ETF
JPM JPMorgan Chase & Co.	$692,650	$650,751 â–¼	-48.4%	2,116	0.4%	Finance
AVGO Broadcom	$637,937	$648,513 â–¼	-50.4%	1,689	0.3%	Computer and Technology
TIDAL TRUST III	$632,773	$632,773 â–¼	-50.0%	21,284	0.3%	MRP SYNTHEQUITY
IEV iShares Europe ETF	$626,950	$534,441 â–¼	-46.0%	8,607	0.3%	ETF
CVX Chevron	$590,870	$579,268 â–¼	-49.5%	3,565	0.3%	Energy
TSM Taiwan Semiconductor Manufacturing	$530,822	$628,203 â–¼	-54.2%	1,112	0.3%	Computer and Technology
GOOGL Alphabet	$492,901	$86,499 â–¼	-14.9%	1,379	0.3%	Computer and Technology
AMD Advanced Micro Devices	$489,708	$489,708 â–²	New Holding	843	0.3%	Computer and Technology
CAT Caterpillar	$459,731	$258,599 â–¼	-36.0%	432	0.2%	Industrials
GWX SPDR S&P International Small Cap ETF	$453,403	$154,416 â–¼	-25.4%	10,362	0.2%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$446,563	$394,328 â–¼	-46.9%	17,500	0.2%	ETF
THE ALGER ETF TRUST	$436,364	$436,364 â–²	New Holding	9,561	0.2%	AI ENABLERS ADOP
SPDR SERIES TRUST	$434,772	$137,268 â–²	46.1%	13,005	0.2%	STATE STRET SPDR
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$425,916	$201,692 â–¼	-32.1%	4,253	0.2%	ETF
VO Vanguard Mid-Cap ETF	$411,002	$205,501 â–²	100.0%	5,102	0.2%	ETF
META Meta Platforms	$398,389	$62,548 â–¼	-13.6%	707	0.2%	Computer and Technology
EFAV iShares MSCI EAFE Min Vol Factor ETF	$387,450	$382,890 â–¼	-49.7%	4,418	0.2%	ETF
EFA iShares MSCI EAFE ETF	$383,443	$68,357 â–²	21.7%	3,691	0.2%	Finance
GOOG Alphabet	$351,871	$351,871 â–²	New Holding	996	0.2%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$344,036	$308,893 â–¼	-47.3%	2,095	0.2%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$336,029	$427,176 â–¼	-56.0%	2,824	0.2%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$324,168	$2,361 â–¼	-0.7%	12,359	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$303,497	$307,194 â–¼	-50.3%	821	0.2%	ETF
MA Mastercard	$300,009	$281,515 â–¼	-48.4%	584	0.2%	Business Services
SPHQ Invesco S&P 500 Quality ETF	$291,654	$291,654 â–¼	-50.0%	3,237	0.2%	ETF
JNJ Johnson & Johnson	$286,027	$141,489 â–¼	-33.1%	1,126	0.2%	Medical
APH Amphenol	$282,798	$704,879 â–¼	-71.4%	1,604	0.2%	Computer and Technology
NEOS ETF TRUST	$274,394	$274,394 â–¼	-50.0%	4,832	0.1%	NASDAQ 100 HIGH
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$247,155	$74,635 â–¼	-23.2%	8,706	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$246,899	$246,426 â–¼	-50.0%	1,044	0.1%	ETF
C Citigroup	$242,444	$126,468 â–¼	-34.3%	1,733	0.1%	Financial Services
VEA Vanguard FTSE Developed Markets ETF	$238,064	$237,922 â–¼	-50.0%	3,342	0.1%	ETF
WALMART INC	$237,992	$461,605 â–¼	-66.0%	2,102	0.1%	COM
CI Cigna Group	$233,975	$233,975 â–²	New Holding	849	0.1%	Medical
SPLB SPDR Portfolio Long Term Corporate Bond ETF	$230,706	$230,706 â–²	New Holding	10,299	0.1%	ETF
CNP CenterPoint Energy	$229,141	$229,141 â–²	New Holding	5,203	0.1%	Utilities
UNH UnitedHealth Group	$225,151	$225,151 â–²	New Holding	542	0.1%	Medical
ADI Analog Devices	$219,645	$88,573 â–¼	-28.7%	553	0.1%	Computer and Technology
MU Micron Technology	$219,316	$219,316 â–²	New Holding	190	0.1%	Computer and Technology
AXP American Express	$215,291	$338,846 â–¼	-61.1%	636	0.1%	Finance
VOO Vanguard S&P 500 ETF	$215,060	$213,690 â–¼	-49.8%	314	0.1%	ETF
MCD McDonald's	$214,594	$373,242 â–¼	-63.5%	794	0.1%	Retail/Wholesale
ISHARES BITCOIN TRUST ETF	$211,625	$211,625 â–¼	-50.0%	6,357	0.1%	SHS BEN INT
SPYV SPDR Portfolio S&P 500 Value ETF	$210,516	$35,258 â–¼	-14.3%	3,463	0.1%	ETF
SBUX Starbucks	$210,016	$167,012 â–¼	-44.3%	2,056	0.1%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$202,269	$227,321 â–¼	-52.9%	2,624	0.1%	ETF
KDP Keurig Dr Pepper	$200,832	$200,832 â–²	New Holding	6,136	0.1%	Consumer Staples
VOD Vodafone Group	$192,031	$49,317 â–¼	-20.4%	14,520	0.1%	Computer and Technology
BRK.B Berkshire Hathaway	$0	$702,727 â–¼	-100.0%	0	0.0%	Finance
NEE NextEra Energy	$0	$558,283 â–¼	-100.0%	0	0.0%	Utilities
TJX TJX Companies	$0	$544,651 â–¼	-100.0%	0	0.0%	Retail/Wholesale
MSI Motorola Solutions	$0	$510,209 â–¼	-100.0%	0	0.0%	Computer and Technology
HON Honeywell International	$0	$476,530 â–¼	-100.0%	0	0.0%	Multi-Sector Conglomerates
ETN Eaton	$0	$473,565 â–¼	-100.0%	0	0.0%	Industrials
PM Philip Morris International	$0	$435,612 â–¼	-100.0%	0	0.0%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$0	$434,108 â–¼	-100.0%	0	0.0%	ETF
ABBV AbbVie	$0	$407,334 â–¼	-100.0%	0	0.0%	Medical
PLD Prologis	$0	$405,783 â–¼	-100.0%	0	0.0%	Finance
LINDE PLC	$0	$404,247 â–¼	-100.0%	0	0.0%	SHS
WEC WEC Energy Group	$0	$389,774 â–¼	-100.0%	0	0.0%	Utilities
MRK Merck & Co., Inc.	$0	$378,314 â–¼	-100.0%	0	0.0%	Medical
PECO Phillips Edison & Company, Inc.	$0	$369,222 â–¼	-100.0%	0	0.0%	Finance
TT Trane Technologies	$0	$346,885 â–¼	-100.0%	0	0.0%	Construction
NOC Northrop Grumman	$0	$339,259 â–¼	-100.0%	0	0.0%	Aerospace
VLO Valero Energy	$0	$329,605 â–¼	-100.0%	0	0.0%	Energy
SPGI S&P Global	$0	$320,627 â–¼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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

About Hibernia Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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

About Hibernia Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHibernia Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools