Hibernia Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1950637 · latest 13F-HR filed 2026-05-04
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$338.2M
Long-equity book
Holdings
196
Distinct positions
Period
2026-03-31
Filed 2026-05-04
Q/Q Activity
+18 / −4 / ↑44 / ↓28
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.1M +179.0%
- SPDR INDEX SHS FDS$753.4K +46.2%
- ISHARES INC$657.6K +79.0%
- ISHARES TR$636.3K +84.8%
- CHEVRON CORPORATION$458.9K +45.8%
Top Trims
- SSGA ACTIVE TR-$2.3M -8.7%
- STATE STR SPDR S&P 500 ETF T-$2.1M -5.5%
- SPDR GOLD TR-$2.1M -17.1%
- ISHARES TR-$1.0M -17.5%
- SPDR SERIES TRUST-$707.5K -45.6%
New Positions
- ISHARES TR$1.1M
- SPDR SERIES TRUST$628.0K
- SPDR INDEX SHS FDS$621.3K
- MERCK & CO INC$378.3K
- SPDR SERIES TRUST$327.4K
Exited Positions
- ROPER TECHNOLOGIES INC$232.5K
- ISHARES TR$210.1K
- ETFIS SER TR I$201.6K
- FUBOTV INC$32.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | BIL | 78468R663 | $47.8M | 14.14% | 521,762 | SH |
| 2 | AMPLIFY ETF TR | DIVO | 032108409 | $39.0M | 11.54% | 870,390 | SH |
| 3 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $34.9M | 10.31% | 53,587 | SH |
| 4 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $33.4M | 9.87% | 988,245 | SH |
| 5 | SSGA ACTIVE TR | XLSR | 78470P408 | $23.0M | 6.80% | 397,993 | SH |
| 6 | SSGA ACTIVE TR | FISR | 78470P507 | $18.9M | 5.59% | 734,406 | SH |
| 7 | SPDR SERIES TRUST | JNK | 78468R622 | $12.6M | 3.72% | 131,540 | SH |
| 8 | SPDR GOLD TR | GLD | 78463V107 | $9.8M | 2.89% | 22,701 | SH |
| 9 | SPDR SERIES TRUST | SPSM | 78468R853 | $8.5M | 2.52% | 176,436 | SH |
| 10 | SPDR SERIES TRUST | BILS | 78468R523 | $8.4M | 2.48% | 84,397 | SH |
| 11 | SPDR SERIES TRUST | SPIB | 78464A375 | $5.1M | 1.50% | 151,615 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $5.1M | 1.50% | 91,310 | SH |
| 13 | ISHARES TR | USMV | 46429B697 | $4.9M | 1.46% | 53,106 | SH |
| 14 | SPDR SERIES TRUST | SPMD | 78464A847 | $4.9M | 1.45% | 82,963 | SH |
| 15 | INVESCO QQQ TR | QQQ | 46090E103 | $4.3M | 1.28% | 7,469 | SH |
| 16 | SPDR SERIES TRUST | EBND | 78464A391 | $4.0M | 1.18% | 192,672 | SH |
| 17 | SPDR SERIES TRUST | NZUS | 78468R861 | $3.4M | 1.01% | 178,061 | SH |
| 18 | SSGA ACTIVE ETF TR | SRLN | 78467V608 | $3.0M | 0.88% | 73,852 | SH |
| 19 | SPDR SERIES TRUST | EMHC | 78468R515 | $2.8M | 0.82% | 111,282 | SH |
| 20 | ISHARES SILVER TR | SLV | 46428Q109 | $1.8M | 0.53% | 26,542 | SH |
| 21 | ISHARES TR | IFRA | 46435U713 | $1.7M | 0.51% | 30,438 | SH |
| 22 | ISHARES TR | SMLF | 46434V290 | $1.7M | 0.51% | 23,027 | SH |
| 23 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $1.7M | 0.50% | 36,826 | SH |
| 24 | ISHARES INC | EMGF | 46434G889 | $1.5M | 0.44% | 24,649 | SH |
| 25 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.5M | 0.44% | 2,278 | SH |
| 26 | ISHARES TR | IVV | 464287200 | $1.5M | 0.43% | 2,244 | SH |
| 27 | ETF SER SOLUTIONS | DSTL | 26922A321 | $1.4M | 0.41% | 23,897 | SH |
| 28 | ISHARES TR | AGG | 464287226 | $1.3M | 0.38% | 12,999 | SH |
| 29 | APPLE INC | AAPL | 037833100 | $1.2M | 0.36% | 4,785 | SH |
| 30 | VANGUARD INDEX FDS | VB | 922908751 | $1.2M | 0.36% | 4,595 | SH |
| 31 | MICROSOFT CORP | MSFT | 594918104 | $1.2M | 0.36% | 3,248 | SH |
| 32 | CHEVRON CORPORATION | CVX | 166764100 | $1.2M | 0.35% | 5,677 | SH |
| 33 | TIDAL TRUST III | SNTH | 45259A548 | $1.1M | 0.33% | 42,568 | SH |
| 34 | ISHARES TR | IEV | 464287861 | $1.1M | 0.32% | 15,944 | SH |
| 35 | SSGA ACTIVE TR | XLSR | 78470P408 | $957.4K | 0.28% | 16,581 | SH |
| 36 | AMAZON COM INC | AMZN | 023135106 | $919.7K | 0.27% | 4,415 | SH |
| 37 | JPMORGAN CHASE & CO | JPM | 46625H100 | $887.6K | 0.26% | 3,018 | SH |
| 38 | ISHARES TR | EFAV | 46429B689 | $802.6K | 0.24% | 8,784 | SH |
| 39 | SPDR SERIES TRUST | SPAB | 78464A649 | $792.7K | 0.23% | 30,942 | SH |
| 40 | SPDR SERIES TRUST | BIL | 78468R663 | $750.7K | 0.22% | 8,192 | SH |
| 41 | VANGUARD INDEX FDS | VO | 922908629 | $732.4K | 0.22% | 2,551 | SH |
| 42 | BROADCOM INC | AVGO | 11135F101 | $724.8K | 0.21% | 2,342 | SH |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $702.7K | 0.21% | 1,466 | SH |
| 44 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $702.7K | 0.21% | 15,393 | SH |
| 45 | SSGA ACTIVE TR | FISR | 78470P507 | $634.4K | 0.19% | 24,665 | SH |
| 46 | MICROSOFT CORP | MSFT | 594918104 | $628.8K | 0.19% | 1,699 | SH |
| 47 | SPDR SERIES TRUST | SPYG | 78464A409 | $628.0K | 0.19% | 6,414 | SH |
| 48 | GOLDMAN SACHS ETF TR | GBIL | 381430529 | $627.9K | 0.19% | 6,267 | SH |
| 49 | APPLE INC | AAPL | 037833100 | $614.4K | 0.18% | 2,421 | SH |
| 50 | WALMART INC | WMT | 931142103 | $601.9K | 0.18% | 4,843 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $338.2M | 196 | 0002085853-26-000555 |
| 2025-12-31 | 2026-02-12 | $332.1M | 121 | 0002085853-26-000253 |