Hibernia Wealth Partners, LLC
13F Reported Value
ⓘ$338.2M
Holdings
122
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Hibernia Wealth Partners, LLC disclosed 122 positions worth $338.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 9 new positions and exited 2 — including a new stake in $MRK and a full exit from $ROP. The portfolio is most concentrated in Other (87.2% of disclosed assets). All figures are sourced directly from Hibernia Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1950637.
AI Fund Analysis
Diversifying
$TSM
$MA
$TJX
$MSI
$AXPSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$48.6M529,954 shAMPLIFY ETF TR
—Quality
$39.0M870,390 sh- —
Quality
$36.3M55,865 sh FIRST TR EXCHNG TRADED FD VI
—Quality
$33.4M989,332 shSSGA ACTIVE TR
—Quality
$23.9M414,574 shSSGA ACTIVE TR
—Quality
$19.5M759,071 shSPDR SERIES TRUST
—Quality
$12.7M132,824 sh- —
Quality
$10.0M23,282 sh SPDR SERIES TRUST
—Quality
$8.9M183,755 shSPDR SERIES TRUST
—Quality
$8.4M84,492 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $48.6M | 529,954 |
| AMPLIFY ETF TR | — | $39.0M | 870,390 |
 SPDR S&P 500 ETF TRUST$SPY | — | $36.3M | 55,865 |
| FIRST TR EXCHNG TRADED FD VI | — | $33.4M | 989,332 |
| SSGA ACTIVE TR | — | $23.9M | 414,574 |
| SSGA ACTIVE TR | — | $19.5M | 759,071 |
| SPDR SERIES TRUST | — | $12.7M | 132,824 |
 SPDR GOLD TRUST$GLD | — | $10.0M | 23,282 |
| SPDR SERIES TRUST | — | $8.9M | 183,755 |
| SPDR SERIES TRUST | — | $8.4M | 84,492 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hibernia Wealth Partners, LLC's 122 positions.
Showing top 10 of 122 holdings.
Sector Allocation
Other
$294.8M
Financials
$18.1M
Technology
$10.3M
Consumer Discretionary
$3.5M
Energy
$2.8M
Industrials
$2.2M
Healthcare
$2.1M
Real Estate
$1.0M
Full Holdings — Hibernia Wealth Partners, LLC (Q1 2026)
All 122 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $48.6M | 14.4% | +2% | — |
| 2 | — | AMPLIFY ETF TR | $39.0M | 11.5% | +4% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $36.3M | 10.8% | -1% | — |
| 4 | — | FIRST TR EXCHNG TRADED FD VI | $33.4M | 9.9% | -3% | — |
| 5 | — | SSGA ACTIVE TR | $23.9M | 7.1% | -2% | — |
| 6 | — | SSGA ACTIVE TR | $19.5M | 5.8% | +5% | — |
| 7 | — | SPDR SERIES TRUST | $12.7M | 3.8% | +3% | — |
| 8 | $GLD | SPDR GOLD TRUST | $10.0M | 3.0% | -24% | — |
| 9 | — | SPDR SERIES TRUST | $8.9M | 2.6% | +1% | — |
| 10 | — | SPDR SERIES TRUST | $8.4M | 2.5% | +4% | — |
| 11 | — | SPDR SERIES TRUST | $5.1M | 1.5% | -2% | — |
| 12 | — | SPDR SERIES TRUST | $5.1M | 1.5% | +7% | — |
| 13 | — | J P MORGAN EXCHANGE TRADED F | $5.1M | 1.5% | +9% | — |
| 14 | — | ISHARES TR | $4.9M | 1.5% | -16% | — |
| 15 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.3M | 1.3% | +6% | — |
| 16 | — | SPDR SERIES TRUST | $4.1M | 1.2% | -6% | — |
| 17 | — | SPDR SERIES TRUST | $3.5M | 1.0% | +3% | — |
| 18 | — | SSGA ACTIVE ETF TR | $3.1M | 0.9% | +4% | — |
| 19 | — | SPDR SERIES TRUST | $2.9M | 0.9% | +5% | — |
| 20 | — | SPDR INDEX SHS FDS | $2.4M | 0.7% | +42% | — |
| 21 |  $MSFT | MICROSOFT CORP | $1.8M | 0.5% | +18% | 83.7 |
| 22 |  $AAPL | Apple Inc. | $1.8M | 0.5% | +10% | 76.1 |
| 23 |  $SLV | iShares Silver Trust | $1.8M | 0.5% | +2% | — |
| 24 | — | ISHARES TR | $1.7M | 0.5% | +157% | — |
| 25 | — | ISHARES TR | $1.7M | 0.5% | +0% | — |
| 26 | — | ISHARES INC | $1.5M | 0.4% | +71% | — |
| 27 | — | ISHARES TR | $1.5M | 0.4% | +5% | — |
| 28 |  $CVX | CHEVRON CORP | $1.5M | 0.4% | +7% | 54.7 |
| 29 | — | ISHARES TR | $1.4M | 0.4% | +86% | — |
| 30 | — | ETF SER SOLUTIONS | $1.4M | 0.4% | +2% | — |
| 31 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.4% | +9% | 35.6 |
| 32 | — | VANGUARD INDEX FDS | $1.2M | 0.4% | +10% | — |
| 33 | — | TIDAL TRUST III | $1.1M | 0.3% | +0% | — |
| 34 | — | ISHARES TR | $1.1M | 0.3% | +89% | — |
| 35 |  $AVGO | Broadcom Inc. | $1.1M | 0.3% | +5% | 86.4 |
| 36 |  $NVDA | NVIDIA CORP | $972,016 | 0.3% | +19% | 90.2 |
| 37 |  $AMZN | AMAZON COM INC | $919,702 | 0.3% | +32% | 74.6 |
| 38 | — | SPDR SERIES TRUST | $844,182 | 0.3% | -45% | — |
| 39 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $820,160 | 0.2% | +3% | — |
| 40 | — | ISHARES TR | $802,618 | 0.2% | +4% | — |
| 41 |  $WMT | Walmart Inc. | $767,971 | 0.2% | +7% | 63.2 |
| 42 | — | VANGUARD INDEX FDS | $732,406 | 0.2% | -2% | — |
| 43 |  $XOM | EXXON MOBIL CORP | $709,419 | 0.2% | +11% | 61.8 |
| 44 |  $APH | AMPHENOL CORP /DE/ | $707,784 | 0.2% | -1% | 80.5 |
| 45 |  $BRK.B | BERKSHIRE HATHAWAY INC | $702,727 | 0.2% | +43% | 64.5 |
| 46 |  $MCD | MCDONALDS CORP | $675,870 | 0.2% | +0% | 73.9 |
| 47 | — | SPDR SERIES TRUST | $627,999 | 0.2% | -96% | — |
| 48 |  $GS | GOLDMAN SACHS GROUP INC | $627,867 | 0.2% | +100% | — |
| 49 | — | SPDR INDEX SHS FDS | $621,337 | 0.2% | +22% | — |
| 50 | — | SPDR INDEX SHS FDS | $586,574 | 0.2% | +28% | — |
| 51 | — | ISHARES TR | $566,185 | 0.2% | -3% | — |
| 52 | $MA | Mastercard Inc | $565,237 | 0.2% | +1% | 81.7 |
| 53 |  $NEE | NEXTERA ENERGY INC | $558,283 | 0.2% | -2% | 71.7 |
| 54 | $TJX | TJX COMPANIES INC /DE/ | $544,651 | 0.2% | +7% | 70.7 |
| 55 | — | VANGUARD INDEX FDS | $529,838 | 0.2% | -1% | — |
| 56 | $MSI | Motorola Solutions, Inc. | $510,209 | 0.1% | +3% | 73.8 |
| 57 | $AXP | AMERICAN EXPRESS CO | $494,946 | 0.1% | +5% | 73.2 |
| 58 |  $IBIT | iShares Bitcoin Trust ETF | $488,472 | 0.1% | +9% | — |
| 59 |  $IVZ | Invesco Ltd. | $486,784 | 0.1% | -8% | — |
| 60 | — | NEOS ETF TRUST | $480,178 | 0.1% | -17% | — |
| 61 |  $CAT | CATERPILLAR INC | $477,801 | 0.1% | +11% | 67.8 |
| 62 |  $HON | HONEYWELL INTERNATIONAL INC | $476,530 | 0.1% | +12% | 65.7 |
| 63 |  $ETN | Eaton Corp plc | $473,565 | 0.1% | +8% | — |
| 64 |  $META | Meta Platforms, Inc. | $467,704 | 0.1% | +28% | 80.9 |
| 65 |  $GOOG | Alphabet Inc. | $466,092 | 0.1% | +58% | 80.2 |
| 66 | — | VANGUARD SPECIALIZED FUNDS | $448,718 | 0.1% | +0% | — |
| 67 |  $PM | Philip Morris International Inc. | $435,612 | 0.1% | -2% | 80.5 |
| 68 | — | ISHARES TR | $434,108 | 0.1% | +10% | — |
| 69 | — | VANGUARD TAX-MANAGED FDS | $428,212 | 0.1% | +0% | — |
| 70 |  $JNJ | JOHNSON & JOHNSON | $411,113 | 0.1% | +25% | 72.8 |
| 71 |  $ABBV | AbbVie Inc. | $407,334 | 0.1% | -21% | 59.3 |
| 72 |  $PLD | Prologis, Inc. | $405,783 | 0.1% | +3% | 67.5 |
| 73 |  $LIN | LINDE PLC | $404,247 | 0.1% | +7% | — |
| 74 |  $WEC | WEC ENERGY GROUP, INC. | $389,774 | 0.1% | +3% | 67 |
| 75 |  $MRK | Merck & Co., Inc. | $378,314 | 0.1% | NEW | 70.9 |
| 76 | — | ISHARES TR | $376,323 | 0.1% | +6% | — |
| 77 | — | VANGUARD INDEX FDS | $373,798 | 0.1% | +3% | — |
| 78 |  $PECO | Phillips Edison & Company, Inc. | $369,222 | 0.1% | +1% | 50.4 |
| 79 |  $TT | Trane Technologies plc | $346,885 | 0.1% | -2% | — |
| 80 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $339,259 | 0.1% | +1% | 60.5 |
| 81 |  $SBUX | STARBUCKS CORP | $330,726 | 0.1% | +42% | 54.6 |
| 82 |  $VLO | VALERO ENERGY CORP/TX | $329,605 | 0.1% | +0% | 51.4 |
| 83 | — | SPDR SERIES TRUST | $327,417 | 0.1% | -93% | — |
| 84 | — | SPDR SERIES TRUST | $324,862 | 0.1% | -94% | — |
| 85 |  $SPGI | S&P Global Inc. | $320,627 | 0.1% | +3% | 79.4 |
| 86 | — | SPDR SERIES TRUST | $313,617 | 0.1% | -95% | — |
| 87 |  $C | CITIGROUP INC | $299,065 | 0.1% | +29% | 54.8 |
| 88 | — | ISHARES TR | $294,631 | 0.1% | -6% | — |
| 89 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $289,963 | 0.1% | +3% | 71.5 |
| 90 | — | ISHARES INC | $289,962 | 0.1% | -3% | — |
| 91 |  $DHR | DANAHER CORP /DE/ | $287,889 | 0.1% | -3% | 63.9 |
| 92 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $279,294 | 0.1% | +2% | 57.4 |
| 93 |  $UNP | UNION PACIFIC CORP | $276,931 | 0.1% | +6% | 74 |
| 94 |  $ABT | ABBOTT LABORATORIES | $276,794 | 0.1% | -14% | 67 |
| 95 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $274,105 | 0.1% | +35% | — |
| 96 |  $AMT | AMERICAN TOWER CORP /MA/ | $273,547 | 0.1% | +6% | 69.8 |
| 97 |  $LOW | LOWES COMPANIES INC | $268,765 | 0.1% | -12% | 63.5 |
| 98 |  $ACN | Accenture plc | $268,540 | 0.1% | +4% | — |
| 99 |  $T | AT&T INC. | $263,954 | 0.1% | +4% | 71.9 |
| 100 | — | VANGUARD INTL EQUITY INDEX F | $258,324 | 0.1% | +0% | — |
| 101 | — | ETFIS SER TR I | $255,226 | 0.1% | +0% | — |
| 102 | — | ISHARES TR | $251,597 | 0.1% | +30% | — |
| 103 |  $ADI | ANALOG DEVICES INC | $246,630 | 0.1% | NEW | 76.2 |
| 104 |  $SW | Smurfit Westrock plc | $237,095 | 0.1% | +2% | — |
| 105 |  $ALPS | Alps Group Inc | $233,642 | 0.1% | +0% | — |
| 106 |  $IAU | ISHARES GOLD TRUST | $232,834 | 0.1% | NEW | — |
| 107 |  $ARW | ARROW ELECTRONICS, INC. | $232,612 | 0.1% | NEW | 51.4 |
| 108 | — | SPDR SERIES TRUST | $228,752 | 0.1% | -98% | — |
| 109 |  $ELV | Elevance Health, Inc. | $228,452 | 0.1% | +3% | 59.4 |
| 110 |  $PG | PROCTER & GAMBLE Co | $222,998 | 0.1% | NEW | 72.9 |
| 111 |  $FDX | FEDEX CORP | $222,131 | 0.1% | NEW | 60.3 |
| 112 |  $NDAQ | NASDAQ, INC. | $222,129 | 0.1% | +7% | 78.5 |
| 113 | — | SELECT SECTOR SPDR TR | $221,146 | 0.1% | NEW | — |
| 114 |  $PLTR | Palantir Technologies Inc. | $219,338 | 0.1% | -2% | 85.8 |
| 115 | — | SPDR SERIES TRUST | $213,084 | 0.1% | -95% | — |
| 116 |  $PEP | PEPSICO INC | $208,372 | 0.1% | NEW | 62.7 |
| 117 |  $ARES | Ares Management Corp | $205,176 | 0.1% | +3% | 70.8 |
| 118 |  $CCZ | COMCAST CORP | $201,226 | 0.1% | +3% | 70.4 |
| 119 |  $ZTS | Zoetis Inc. | $201,006 | 0.1% | -11% | 72.6 |
| 120 |  $ETHA | iShares Ethereum Trust ETF | $164,536 | 0.1% | NEW | — |
| 121 |  $HNST | Honest Company, Inc. | $36,862 | 0.0% | +0% | 46.3 |
| 122 |  $NAK | NORTHERN DYNASTY MINERALS LTD | $21,000 | 0.0% | +0% | — |
New Positions (9)
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