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.
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
- SPAB Spdr Series Trust+107.9% shares
- AAPL Apple Inc+66.8% shares
- NVDA Nvidia Corporation+49.8% shares
- AVGO Broadcom Inc+23.7% shares
- IVV Ishares Tr+23.5% shares
- AMZN Amazon Com Inc+21.8% shares
- MSFT Microsoft Corp+21.6% shares
- JPM Jpmorgan Chase & Co+20.5% shares
Reduced
- BILS Spdr Series Trust-14.0% shares
- SPIB Spdr Series Trust-12.5% shares
- JNK Spdr Series Trust-6.4% shares
Left the top 50
- XOM Exxon Mobil Corpwas 1.1%
- CAT Caterpillar Incwas 0.2%
- ALAI The Alger ETF Trustwas 0.2%
- META Meta Platforms Incwas 0.2%
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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $191.8M | 86 |
| Q2 2026 | $184.6M | 82 |
| Q1 2026 | $338.2M | 122 |
| Q4 2025 | $332.1M | 108 |
| Q3 2025 | $156.1M | 49 |
| Q2 2025 | $274.4M | 103 |
| Q1 2025 | $140.7M | 45 |
| Q4 2024 | $130.7M | 53 |
| Q3 2024 | $288.5M | 124 |
| Q2 2024 | $287.2M | 90 |
| Q1 2024 | $147.0M | 81 |
| Q4 2023 | $132.4M | 65 |
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.