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Hibernia Wealth Partners, LLC Portfolio
$191.8M across 86 positions as of 2026-09-30, with 68% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+6.6%
-7.9% a year vs the S&P 500
3 years
+10.4%
-10.9% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 12
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +5.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +4.5% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYState Street SPDR S&P 500 ETF Trust | $23.2M | 12.1% | 30,471 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $22.5M | 11.7% | 245,822 |
| DIVOAmplify CWP Enhanced Dividend Income ETF | $19.6M | 10.2% | 421,855 |
| BUFRFT Vest Laddered Buffer ETF | $19.5M | 10.2% | 521,173 |
| SSGA ACTIVE TR | $14.2M | 7.4% | 214,532 |
| SSGA ACTIVE TR | $11.1M | 5.8% | 454,818 |
| JNKSPDR Bloomberg Barclays High Yield Bond ETF | $6.3M | 3.3% | 68,137 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $5.2M | 2.7% | 98,227 |
| GLDSPDR Gold Shares | $4.5M | 2.3% | 11,817 |
| BILSSPDR Bloomberg 3-12 Month T-Bill ETF | $3.7M | 1.9% | 36,920 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $3M | 1.6% | 47,697 |
| QQQInvesco QQQ Trust, Series 1 | $3M | 1.5% | 3,997 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $2.8M | 1.5% | 46,063 |
| USMViShares MSCI USA Min Vol Factor ETF | $2.6M | 1.3% | 26,274 |
| XOMExxonmobil Holdings Corp | $2.5M | 1.3% | 15,394 |
| AAPLApple Inc | $2.2M | 1.1% | 6,607 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $2.2M | 1.1% | 67,956 |
| EBNDSPDR Bloomberg Emerging Markets Local Bond ETF | $2.2M | 1.1% | 105,754 |
| SRLNState Street Blackstone Senior Loan ETF | $2M | 1.0% | 48,960 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $1.9M | 1.0% | 38,447 |
| SPDR SERIES TRUST | $1.9M | 1.0% | 104,807 |
| SPDR SERIES TRUST | $1.8M | 1.0% | 77,340 |
| NVDANVIDIA Corp | $1.8M | 0.9% | 7,726 |
| MSFTMicrosoft Corp | $1.7M | 0.9% | 3,362 |
| AGGiShares Core U.S. Aggregate Bond ETF | $1.5M | 0.8% | 15,897 |
| IVViShares Core S&P 500 ETF | $1.1M | 0.6% | 1,456 |
| AMZNAmazon.com Inc | $1.1M | 0.6% | 4,463 |
| ISHARES TR | $992.9K | 0.5% | 11,882 |
| ISHARES INC | $980.7K | 0.5% | 13,709 |
| IFRAiShares U.S. Infrastructure ETF | $950.4K | 0.5% | 17,271 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $943.4K | 0.5% | 18,226 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $906.9K | 0.5% | 38,023 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $886.5K | 0.5% | 36,391 |
| JPMJPMorgan Chase & Co | $843.6K | 0.4% | 2,550 |
| CVXChevron Corp | $797.1K | 0.4% | 3,903 |
| ETF SER SOLUTIONS | $764.3K | 0.4% | 11,946 |
| AVGOBroadcom Inc | $733.9K | 0.4% | 2,090 |
| SLViShares Silver Trust | $731.7K | 0.4% | 13,423 |
| VBVanguard Small-Cap ETF | $695.6K | 0.4% | 2,445 |
| GOOGAlphabet Inc | $691.5K | 0.4% | 2,030 |
| SPDR SERIES TRUST | $649.1K | 0.3% | 31,849 |
| ISHARES TR | $644.6K | 0.3% | 9,062 |
| SNTHMRP SynthEquity ETF | $627.9K | 0.3% | 21,284 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $584.2K | 0.3% | 1,281 |
| AMDAdvanced Micro Devices Inc | $567.1K | 0.3% | 927 |
| SPDR SERIES TRUST | $524.7K | 0.3% | 13,379 |
| GOOGLAlphabet Inc | $513.9K | 0.3% | 1,494 |
| SPDR INDEX SHS FDS | $489.5K | 0.3% | 10,742 |
| VOVanguard Mid-Cap ETF | $460.2K | 0.2% | 5,868 |
| GBILGOLDMAN SACHS ETF TR | $448.6K | 0.2% | 4,481 |
| METAMeta Platforms Inc | $444.7K | 0.2% | 613 |
| THE ALGER ETF TRUST | $444.3K | 0.2% | 9,561 |
| EFAiShares MSCI EAFE ETF | $419.1K | 0.2% | 4,034 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $399.4K | 0.2% | 4,383 |
| MAMastercard Inc | $350.4K | 0.2% | 635 |
| VOOVanguard S&P 500 ETF | $349.4K | 0.2% | 499 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $334.9K | 0.2% | 2,721 |
| APHAmphenol Corp | $333.2K | 0.2% | 3,953 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $329.6K | 0.2% | 1,982 |
| WMTWalmart Inc | $329.3K | 0.2% | 3,169 |
| JNJJohnson & Johnson | $326K | 0.2% | 1,231 |
| VTIVanguard Total Stock Market ETF | $307.2K | 0.2% | 821 |
| IBITiShares Bitcoin Trust ETF | $306.8K | 0.2% | 6,480 |
| MUMicron Technology Inc | $291.8K | 0.2% | 274 |
| VVisa Inc | $288.6K | 0.2% | 803 |
| DHRDanaher Corp | $282.2K | 0.1% | 1,274 |
| ADIAnalog Devices Inc | $278K | 0.1% | 701 |
| SPHQInvesco S&P 500 Quality ETF | $272.2K | 0.1% | 3,237 |
| VUGVanguard Growth ETF | $270.9K | 0.1% | 3,006 |
| IEFAiShares Core MSCI EAFE ETF | $269.1K | 0.1% | 2,777 |
| NEOS ETF TRUST | $268.4K | 0.1% | 4,832 |
| CCitigroup Inc | $245.1K | 0.1% | 1,893 |
| VIGVanguard Div Appreciation ETF | $243.5K | 0.1% | 1,044 |
| VEAVanguard FTSE Developed Markets ETF | $235.9K | 0.1% | 3,341 |
| VODVodafone Group PLC | $235.2K | 0.1% | 14,566 |
| LINDE PLC | $234.2K | 0.1% | 493 |
| BRK.BBerkshire Hathaway Inc | $232.5K | 0.1% | 467 |
| SPDR SERIES TRUST | $228.5K | 0.1% | 3,737 |
| MRKMerck & Co Inc | $224.6K | 0.1% | 1,546 |
| EATON CORP PLC | $222.4K | 0.1% | 518 |
| IVWiShares S&P 500 Growth ETF | $220.4K | 0.1% | 1,550 |
| PLTRPalantir Technologies Inc | $217.5K | 0.1% | 1,163 |
| ABBVAbbVie Inc | $215.2K | 0.1% | 822 |
| PMPhilip Morris International Inc | $212.1K | 0.1% | 1,112 |
| CICigna Group | $210.7K | 0.1% | 775 |
| AURORA INNOVATION INC | $65.5K | 0.0% | 11,830 |
Quarter ending 2026-09-30.
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