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Q3 2026 13F · SEC CIK 1950637

Hibernia Wealth Partners, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$191.8M
Reported positions
86
Top holdings a year, 3 yrs
+10.5%
Assets under management
$372.5M

Hibernia Wealth Partners, LLC is a wealth manager that reported 86 positions worth $191.8M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 12.1%), Spdr Series Trust (BIL, 11.7%), Amplify ETF Tr (DIVO, 10.2%). A portfolio copying its top holdings returned 10.5% a year over the last 3 years, against 21.8% for the S&P 500.

Hibernia Wealth Partners, LLC holdings largest 50 of 86 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hibernia Wealth Partners, LLC 13F holdings
Stock% of 13F valueShare changeReported value
SPYState Str Spdr S&p 500 ETF T12.1%+2.5%$23.2M
BILSpdr Series Trust11.7%-3.9%$22.5M
DIVOAmplify ETF Tr10.2%-4.3%$19.6M
BUFRFirst Tr Exchng Traded Fd Vi10.2%+6.0%$19.5M
XLSRSsga Active Tr7.4%-2.7%$14.2M
FISRSsga Active Tr5.8%+11.1%$11.1M
JNKSpdr Series Trust3.3%-6.4%$6.3M
SPSMSpdr Series Trust2.7%+2.5%$5.2M
GLDSpdr Gold Tr2.3%-5.0%$4.5M
BILSSpdr Series Trust1.9%-14.0%$3.7M
SPMDSpdr Series Trust1.6%+4.5%$3.0M
QQQInvesco Qqq Tr1.5%+2.9%$3.0M
JEPQJ P Morgan Exchange Traded F1.5%-4.4%$2.8M
USMVIshares Tr1.3%-1.8%$2.6M
XOMExxonmobil Holdings Corp1.3%—$2.5M
AAPLApple Inc1.1%+66.8%$2.2M
SPIBSpdr Series Trust1.1%-12.5%$2.2M
EBNDSpdr Series Trust1.1%+0.3%$2.2M
SRLNSsga Active ETF Tr1.0%+12.2%$2.0M
SPDWSpdr Index Shs Fds1.0%+4.2%$1.9M
TIPXSpdr Series Trust1.0%+4.1%$1.9M
EMHCSpdr Series Trust1.0%+15.8%$1.8M
NVDANvidia Corporation0.9%+49.8%$1.8M
MSFTMicrosoft Corp0.9%+21.6%$1.7M
AGGIshares Tr0.8%+7.2%$1.5M
IVVIshares Tr0.6%+23.5%$1.1M
AMZNAmazon Com Inc0.6%+21.8%$1.1M
SMLFIshares Tr0.5%+0.7%$993K
EMGFIshares Inc0.5%+3.4%$981K
IFRAIshares Tr0.5%+3.3%$950K
SPEMSpdr Index Shs Fds0.5%-4.9%$943K
SPTLSpdr Series Trust0.5%—$907K
SPABSpdr Series Trust0.5%+107.9%$886K
JPMJpmorgan Chase & Co0.4%+20.5%$844K
CVXChevron Corporation0.4%+9.5%$797K
DSTLETF Ser Solutions0.4%+0.6%$764K
AVGOBroadcom Inc0.4%+23.7%$734K
SLVIshares Silver Tr0.4%+0.0%$732K
VBVanguard Index Fds0.4%+0.1%$696K
GOOGAlphabet Inc0.4%—$691K
SPLBSpdr Series Trust0.3%—$649K
IEVIshares Tr0.3%+5.3%$645K
SNTHTidal Trust III0.3%+0.0%$628K
TSMTaiwan Semiconductor Manufac0.3%+15.2%$584K
AMDAdvanced Micro Devices Inc0.3%+10.0%$567K
CERYSpdr Series Trust0.3%+2.9%$525K
GOOGLAlphabet Inc0.3%+8.3%$514K
GWXSpdr Index Shs Fds0.3%+3.7%$490K
VOVanguard Index Fds0.2%+15.0%$460K
GBILGoldman Sachs ETF Tr0.2%+5.4%$449K

What Hibernia Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+10.2% /yr
S&P 500 +20.1%
3 years
+10.5% /yr
S&P 500 +21.8%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$191.8M86
Q2 2026$184.6M82
Q1 2026$338.2M122
Q4 2025$332.1M108
Q3 2025$156.1M49
Q2 2025$274.4M103
Q1 2025$140.7M45
Q4 2024$130.7M53
Q3 2024$288.5M124
Q2 2024$287.2M90
Q1 2024$147.0M81
Q4 2023$132.4M65

Questions about Hibernia Wealth Partners, LLC's portfolio

What stocks does Hibernia Wealth Partners, LLC own?

Hibernia Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 86 positions worth $191.8M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 12.1%, Spdr Series Trust (BIL) at 11.7%, Amplify ETF Tr (DIVO) at 10.2%, First Tr Exchng Traded Fd Vi (BUFR) at 10.2% and Ssga Active Tr (XLSR) at 7.4%.

What did Hibernia Wealth Partners, LLC buy last quarter?

In Q3 2026, Hibernia Wealth Partners, LLC added Spdr Series Trust (SPAB) (+107.9% shares), Apple Inc (AAPL) (+66.8% shares) and Nvidia Corporation (NVDA) (+49.8% shares), compared with its Q2 2026 filing.

What did Hibernia Wealth Partners, LLC sell last quarter?

In Q3 2026, Hibernia Wealth Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 The Alger ETF Trust (ALAI), cut from its top 50 Meta Platforms Inc (META), Spdr Series Trust (BILS) (-14.0% shares), Spdr Series Trust (SPIB) (-12.5% shares) and Spdr Series Trust (JNK) (-6.4% shares), compared with its Q2 2026 filing.

How has Hibernia Wealth Partners, LLC's portfolio performed?

A portfolio copying Hibernia Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.5% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +10.2% against +20.1%.

When is Hibernia Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hibernia Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Hibernia Wealth Partners, LLC manage?

Hibernia Wealth Partners, LLC reported $372.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $191.8M.