HW

Hibernia Wealth Partners, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$338.2M

Reporting period: 2026-03-31 · Number of holdings: 196

Hibernia Wealth Partners, LLC disclosed 196 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $338.2M and a quarterly turnover rate of 9.2%.

Personality snowflake

Concentration
27.66
Portfolio Stability
9.22
Momentum/Contrarian
100
Sector conviction
45.51
Diversification
100
Sizing Uniformity
72.62

Recent moves

  • Trim XLSR

    -1.5%　-$2.3M

  • Trim SPY

    -0.9%　-$2.1M

  • Trim GLD

    -23.6%　-$2.1M

  • Trim BUFR

    -2.8%　-$1.4M

  • Trim USMV

    -16.2%　-$1.0M

  • Add IFRA

    +156.7%　$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 122 holdings (of 196 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds14.36%+0.11%+2.29%
2DIVOAmplify Cwp Enhan Divid ETFETF-Other11.54%+0.28%+3.58%
3SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth10.75%-0.82%-0.86%
4BUFRFt Vest Lad Buffervetf-usd IETF-Other9.88%-0.62%-2.76%
5XLSRSs US Sector RotationETF-Other7.08%-0.82%-1.52%
6FISRSs Fi Sector RotationETF-Other5.77%+0.11%+4.61%
7JNKSs Spdr Bb High Yield BondETF-High Yield3.76%-0.01%+3.24%
8GLDSpdr Gold SharesETF-Commodities2.96%-0.68%-23.63%
9SPSMSs Spdr P S&p 600 Small CapETF-Small Cap2.63%+0.07%+1.26%
10BILSSs Spdrb B 3-12m T-bill ETFETF-Other2.48%+0.05%+3.75%
11SPMDSs Spdr P S&p 400 Midcap ETFETF-Other1.51%—-2.24%
12SPIBSs Spdr P Int C CORP ETFETF-Other1.51%+0.07%+7.06%
13JEPQJPM Nasdaq Equity PremiumETF-Tech1.50%+0.03%+8.70%
14USMVIshares Msci USA Min Vol FacETF-Other1.46%-0.34%-16.21%
15QQQInvesco Qqq Trust Series 1ETF-Tech1.28%—+6.49%
16EBNDState Street Spdr BloombergETF-Other1.20%-0.14%-5.50%
17TIPXSs Spdr Bb 1-10yr Tips ETFETF-Other1.04%—+3.13%
18SRLNSs Blackstone Sr Loan ETFETF-Other0.92%—+4.37%
19EMHCSs Spdr Bb Em Usd Bond ETFETF-Other0.87%—+4.86%
20SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.70%+0.21%+42.24%
21MSFTMicrosoft CORPStock-Tech0.54%-0.07%+18.07%
22AAPLApple INCStock-Tech0.54%—+9.78%
23SLVIshares Silver TrustETF-Commodities0.53%+0.03%+2.11%
24IFRAIshares US InfrastructureETF-Other0.51%+0.32%+156.67%
25SMLFIshares US Smallcap Equity FETF-Other0.51%—+0.10%
26EMGFIshares Emerging Markets EquETF-Emerging Markets0.44%+0.19%+71.40%
27IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.44%—+4.79%
28CVXChevron CORPStock-Energy0.43%+0.13%+7.41%
29AGGIshares Core U.s. AggregateETF-Other0.41%+0.18%+85.89%
30DSTLDistillate US Fundamental StETF-Other0.41%—+1.96%
31JPMJpmorgan Chase & CoStock-Financials0.36%—+8.72%
32VBVanguard Small-cap ETFETF-Other0.36%—+10.30%
33SNTHMrp Synthequity ETFETF-Other0.33%——
34IEVIshares Europe ETFETF-Other0.32%+0.32%NEW
35AVGOBroadcom INCStock-Tech0.31%—+5.29%
36NVDANvidia CORPStock-Tech0.29%—+18.57%
37AMZNAmazon.com INCStock-Consumer Disc0.27%+0.04%+32.15%
38SPABSs Spdr P Agg Bond ETFETF-Other0.25%-0.22%-45.32%
39TSMTaiwan Semiconductor-sp AdrStock-Tech0.24%—+2.97%
40EFAVIshares Msci Eafe Min Vol FaETF-Other0.24%—+4.10%
41WMTWalmart INCStock-Consumer Staples0.23%—+7.05%
42VOVanguard Mid-cap ETFETF-Other0.22%—-2.00%
43XOMExxon Mobil CORPStock-Energy0.21%+0.07%+11.05%
44APHAmphenol Corp-cl AStock-Tech0.21%—-0.85%
45BRK-BBerkshire Hathaway Inc-cl BStock-Other0.21%+0.05%+42.75%
46MCDMcdonald's CORPStock-Consumer Disc0.20%—+0.18%
47SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.19%+0.19%NEW
48GBILGoldman Sachs Access TreasurETF-Commodities0.19%+0.10%+99.90%
49SPEMState Street Sp Ptf Em ETFETF-Other0.18%+0.18%NEW
50GWXState Street Spdr S&p InternETF-Other0.17%+0.04%+27.62%
1–50 of 122

Holding changes this quarter

Hibernia Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: Ishares Europe ETF (IEV); New buy: Ss Spdr P S&p 500 Growth ETF (SPYG); New buy: State Street Sp Ptf Em ETF (SPEM); New buy: Merck & Co. INC. (MRK); New buy: Ss Spdr Pf Lng Trm Tsy E-usd (SPTL).

Position changes disclosed by Hibernia Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IFRAIshares US Infrastructure+0.3%+156.67%Add
2DIVOAmplify Cwp Enhan Divid ETF+0.3%+3.58%Add
3SPDWSte Str Spdr Pt Dw EU ETF+0.2%+42.24%Add
4EMGFIshares Emerging Markets Equ+0.2%+71.40%Add
5AGGIshares Core U.s. Aggregate+0.2%+85.89%Add
6CVXChevron CORP+0.1%+7.41%Add
7BILSs Spdr Bb 1-3m T-bill ETF+0.1%+2.29%Add
8FISRSs Fi Sector Rotation+0.1%+4.61%Add
9GBILGoldman Sachs Access Treasur+0.1%+99.90%Add
10SPSMSs Spdr P S&p 600 Small Cap+0.1%+1.26%Add
11SPIBSs Spdr P Int C CORP ETF+0.1%+7.06%Add
12XOMExxon Mobil CORP+0.1%+11.05%Add
13BILSSs Spdrb B 3-12m T-bill ETF+0.1%+3.75%Add
14BRK-BBerkshire Hathaway Inc-cl B+0.1%+42.75%Add
15AMZNAmazon.com INC0%+32.15%Add
16GOOGLAlphabet Inc-cl A0%+57.53%Add
17GWXState Street Spdr S&p Intern0%+27.62%Add
18JEPQJPM Nasdaq Equity Premium0%+8.70%Add
19SLVIshares Silver Trust0%+2.11%Add
20JNKSs Spdr Bb High Yield Bond0%+3.24%Add
21QQQINeos Nasdaq-100 High INC ETF-0.1%-16.68%Trim
22MSFTMicrosoft CORP-0.1%+18.07%Add
23EBNDState Street Spdr Bloomberg-0.1%-5.50%Trim
24SPABSs Spdr P Agg Bond ETF-0.2%-45.32%Trim
25USMVIshares Msci USA Min Vol Fac-0.3%-16.21%Trim
26BUFRFt Vest Lad Buffervetf-usd I-0.6%-2.76%Trim
27GLDSpdr Gold Shares-0.7%-23.63%Trim
28XLSRSs US Sector Rotation-0.8%-1.52%Trim
29SPYSs Spdr S&p 500 ETF Trust-us-0.8%-0.86%Trim
30IEVIshares Europe ETF—NEWNew buy
31SPYGSs Spdr P S&p 500 Growth ETF—NEWNew buy
32SPEMState Street Sp Ptf Em ETF—NEWNew buy
33MRKMerck & Co. INC.—NEWNew buy
34SPTLSs Spdr Pf Lng Trm Tsy E-usd—NEWNew buy
35SPTISs Spdr P Int Term Tsy ETF—NEWNew buy
36CERYSs Spdr Bbg En Ry Cm St N-ui—NEWNew buy
37GOVTIshares US Treasury Bond ETF—NEWNew buy
38ADIAnalog Devices INC—NEWNew buy
39IAUIshares Gold Trust—NEWNew buy
40ARWArrow Electronics INC—NEWNew buy
41ROPRoper Technologies INC—EXITSold out
42SPYVSs Spdr P S&p 500 Value ETF—NEWNew buy
43PGProcter & Gamble Co/the—NEWNew buy
44FDXFedex CORP—NEWNew buy
45XLKSs Technology Select Sector—NEWNew buy
46SPMBSs Spdr P Mort Back Bond ETF—NEWNew buy
47IWFIshares Russell 1000 Growth—EXITSold out
48PEPPepsico INC—NEWNew buy
49AMZAInfracap Mlp ETF—EXITSold out
50ETHAIshares Ethereum Trust ETF—NEWNew buy

FAQ

What is Hibernia Wealth Partners, LLC and what type of investor is it?
Hibernia Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $338.2M, spread across 196 disclosed positions.
What are Hibernia Wealth Partners, LLC's largest equity positions?
Based on the latest 13F filing, Hibernia Wealth Partners, LLC's top holdings by market value are: 1. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $48.6M (14.4%) 2. Amplify Cwp Enhan Divid ETF (DIVO) — $39.0M (11.5%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $36.3M (10.8%) 4. Ft Vest Lad Buffervetf-usd I (BUFR) — $33.4M (9.9%) 5. Ss US Sector Rotation (XLSR) — $23.9M (7.1%)
What changes did Hibernia Wealth Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Hibernia Wealth Partners, LLC made 50 notable position adjustments: 18 new positions were initiated, 21 existing holdings were added to, 8 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Ishares Europe ETF (IEV); New buy: Ss Spdr P S&p 500 Growth ETF (SPYG); New buy: State Street Sp Ptf Em ETF (SPEM); New buy: Merck & Co. INC. (MRK); New buy: Ss Spdr Pf Lng Trm Tsy E-usd (SPTL)
What sectors does Hibernia Wealth Partners, LLC focus on?
Hibernia Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.7% • Financials: 14.7% • Consumer Discretionary: 10.2% • Energy: 9.5% • Industrials: 8.9% • Health Care: 7.5%