Hibernia Wealth Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Hibernia Wealth Partners, LLC reported 122 stock positions worth $338.2 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 14.4% of the portfolio, followed by Amplify CWP Enhan Divid ETF (DIVO, 11.5%) and SS SPDR S&P 500 ETF Trust-US (SPY, 10.7%). Compared with Q4 2025, it opened 18 new positions, sold out of 4, added to 73 and reduced 25. The biggest buy was iShares US Infrastructure (IFRA, shares +157%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).

Most Recent 13F
Q2 2026
Location
BATON ROUGE, LA
CIK
0001950637
Portfolio Value
$338.2M (Q1 2026)
SEC Filing
0002085853-26-000555 ↗ filed May 4, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $147.0M Q1 2024 Q2 2024: $287.2M Q2 2024 Q3 2024: $288.5M Q3 2024 Q4 2024: $130.7M Q4 2024 Q1 2025: $140.7M Q1 2025 Q2 2025: $274.4M Q2 2025 Q3 2025: $156.1M Q3 2025 Q4 2025: $332.1M Q4 2025 Q1 2026: $338.2M $338.2M Q1 2026 Q2 2026: $184.6M Q2 2026

Holdings 122 stocks · $338.2M
BIL SS SPDR BB 1-3M T-Bill ETF 14.36% 529,954 $48.6M Add +2.3%
DIVO Amplify CWP Enhan Divid ETF 11.54% 870,390 $39.0M Add +3.6%
SPY SS SPDR S&P 500 ETF Trust-US 10.75% 55,865 $36.3M Reduce -0.9%
BUFR FT Vest Lad Buffervetf-Usd I 9.88% 989,332 $33.4M Reduce -2.8%
XLSR SS US Sector Rotation 7.08% 414,574 $23.9M Reduce -1.5%
FISR SS Fi Sector Rotation 5.77% 759,071 $19.5M Add +4.6%
JNK SS SPDR BB High Yield Bond 3.76% 132,824 $12.7M Add +3.2%
GLD SPDR Gold Shares 2.96% 23,282 $10.0M Reduce -23.6%
SPSM SS SPDR P S&P 600 Small Cap 2.63% 183,755 $8.9M Add +1.3%
BILS SS Spdrb B 3-12M T-Bill ETF 2.48% 84,492 $8.4M Add +3.8%
SPMD SS SPDR P S&P 400 Midcap ETF 1.51% 86,425 $5.1M Reduce -2.2%
SPIB SS SPDR P Int C Corp. ETF 1.51% 151,783 $5.1M Add +7.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 1.50% 91,310 $5.1M Add +8.7%
USMV iShares MSCI USA Min Vol Fac 1.46% 53,106 $4.9M Reduce -16.2%
QQQ Invesco QQQ Trust Series 1 1.28% 7,469 $4.3M Add +6.5%
EBND State Street SPDR Bloomberg 1.20% 197,199 $4.1M Reduce -5.5%
TIPX SS SPDR BB 1-10YR Tips ETF 1.04% 182,867 $3.5M Add +3.1%
SRLN SS Blackstone Sr Loan ETF 0.92% 77,788 $3.1M Add +4.4%
EMHC SS SPDR BB Em Usd Bond ETF 0.87% 118,020 $2.9M Add +4.9%
SPDW Ste STR SPDR PT DW Eu ETF 0.70% 52,219 $2.4M Add +42.2%
MSFT Microsoft Corp. 0.54% 4,947 $1.8M Add +18.1%
AAPL Apple Inc. 0.54% 7,206 $1.8M Add +9.8%
SLV iShares Silver Trust 0.53% 26,542 $1.8M Add +2.1%
IFRA iShares US Infrastructure 0.51% 30,438 $1.7M Add +156.7%
SMLF iShares US Smallcap Equity F 0.51% 23,027 $1.7M Add +0.1%
EMGF iShares Emerging Markets Equ 0.44% 24,649 $1.5M Add +71.4%
IVV iShares Core S&P 500 ETF 0.44% 2,255 $1.5M Add +4.8%
CVX Chevron Corp. 0.43% 7,060 $1.5M Add +7.4%
AGG iShares Core U.S. Aggregate 0.41% 13,970 $1.4M Add +85.9%
DSTL Distillate US Fundamental St 0.41% 23,897 $1.4M Add +2.0%
JPM JPMorgan Chase & Co. 0.36% 4,104 $1.2M Add +8.7%
VB Vanguard Most SM-Cap ETF-Usd 0.36% 4,595 $1.2M Add +10.3%
SNTH MRP Synthequity ETF 0.33% 42,568 $1.1M No change
IEV iShares Europe ETF 0.32% 15,944 $1.1M New
AVGO Broadcom Inc. 0.31% 3,406 $1.1M Add +5.3%
NVDA Nvidia Corp. 0.29% 5,574 $972K Add +18.6%
AMZN Amazon.com Inc. 0.27% 4,415 $920K Add +32.1%
SPAB SS SPDR P Agg Bond ETF 0.25% 32,953 $844K Reduce -45.3%
TSM Taiwan Semiconductor-SP ADR 0.24% 2,428 $820K Add +3.0%
EFAV iShares MSCI Eafe Min Vol Fa 0.24% 8,784 $803K Add +4.1%
WMT Walmart Inc. 0.23% 6,179 $768K Add +7.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.22% 2,551 $732K Reduce -2.0%
XOM Exxon Mobil Corp. 0.21% 4,180 $709K Add +11.1%
APH Amphenol Corp. Class A 0.21% 5,602 $708K Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.21% 1,466 $703K Add +42.8%
MCD McDonald's Corp. 0.20% 2,175 $676K Add +0.2%
SPYG SS SPDR P S&P 500 Growth ETF 0.19% 6,414 $628K New
GBIL Goldman Sachs Access Treasur 0.19% 6,267 $628K Add +99.9%
SPEM State Street SP PTF Em ETF 0.18% 13,245 $621K New
GWX State Street SPDR S&P Intern 0.17% 13,891 $587K Add +27.6%
ITOT iShares Core S&P Total U.S. 0.17% 3,976 $566K Reduce -2.7%
MA Mastercard Inc. Class A 0.17% 1,132 $565K Add +1.3%
NEE Nextera Energy Inc. 0.17% 6,012 $558K Reduce -1.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.16% 3,411 $545K Add +6.5%
VTI VG Morningstar TS MKT ETF-US 0.16% 1,652 $530K Reduce -0.7%
MSI Motorola Solutions Inc. 0.15% 1,176 $510K Add +3.0%
AXP American Express Co. 0.15% 1,637 $495K Add +4.5%
IBIT iShares Bitcoin Trust ETF 0.14% 12,714 $488K Add +8.8%
SPHQ Invesco S&P 500 Quality ETF 0.14% 6,474 $487K Reduce -8.0%
QQQI Neos Nasdaq-100 High Inc. ETF 0.14% 9,664 $480K Reduce -16.7%
CAT Caterpillar Inc. 0.14% 675 $478K Add +10.7%
HON Honeywell International Inc. 0.14% 2,109 $477K Add +11.9%
ETN Eaton Corp. PLC 0.14% 1,324 $474K Add +7.5%
META Meta Platforms Inc. Class A 0.14% 818 $468K Add +27.6%
GOOGL Alphabet Inc. Class A 0.14% 1,621 $466K Add +57.5%
VIG Vanguard Dividend Apprec ETF 0.13% 2,086 $449K No change
PM Philip Morris International 0.13% 2,635 $436K Reduce -2.4%
IEFA iShares Core MSCI Eafe ETF 0.13% 4,795 $434K Add +10.5%
VEA Vanguard Ftse Developed ETF 0.13% 6,682 $428K No change
JNJ Johnson & Johnson 0.12% 1,683 $411K Add +25.4%
ABBV Abbvie Inc. 0.12% 1,874 $407K Reduce -20.6%
PLD Prologis Inc. 0.12% 3,070 $406K Add +2.5%
LIN Linde PLC 0.12% 816 $404K Add +7.1%
WEC WEC Energy Group Inc. 0.12% 3,367 $390K Add +3.3%
MRK Merck & Co. Inc. 0.11% 3,145 $378K New
IJH iShares Core S&P Midcap ETF 0.11% 5,573 $376K Add +6.5%
VOO Vanguard S&P 500 ETF 0.11% 626 $374K Add +2.6%
PECO Phillips Edison & Company Inc. 0.11% 9,868 $369K Add +0.7%
TT Trane Technologies PLC 0.10% 832 $347K Reduce -1.5%
NOC Northrop Grumman Corp. 0.10% 497 $339K Add +0.6%
SBUX Starbucks Corp. 0.10% 3,691 $331K Add +41.5%
VLO Valero Energy Corp. 0.10% 1,334 $330K Add +0.3%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.10% 12,449 $327K New
SPTI SS SPDR P Int Term TSY ETF 0.10% 11,335 $325K New
SPGI S&P Global Inc. 0.09% 754 $321K Add +3.3%
CERY SS SPDR BBG En RY CM St N-Ui 0.09% 8,899 $314K New
C Citigroup Inc. 0.09% 2,637 $299K Add +29.0%
EFA iShares MSCI Eafe ETF 0.09% 3,033 $295K Reduce -5.5%
MRSH Marsh & McLennan Cos 0.09% 1,672 $290K Add +3.3%
IEMG iShares Core MSCI Emerging 0.09% 4,157 $290K Reduce -3.1%
DHR Danaher Corp. 0.09% 1,518 $288K Reduce -3.5%
PAA Plains All Amer Pipeline LP 0.08% 12,508 $279K Add +2.1%
UNP Union Pacific Corp. 0.08% 1,141 $277K Add +5.7%
ABT Abbott Laboratories 0.08% 2,696 $277K Reduce -14.5%
VOD Vodafone Group PLC-SP ADR 0.08% 18,249 $274K Add +35.5%
AMT American Tower Corp. 0.08% 1,585 $274K Add +6.2%
LOW Lowe's Cos Inc. 0.08% 1,138 $269K Reduce -12.0%
ACN Accenture PLC Class A 0.08% 1,354 $269K Add +4.5%
T AT&T Inc. 0.08% 9,105 $264K Add +4.5%
VWO Vanguard Ftse Emerging Marke 0.08% 4,780 $258K No change

Show all 122 holdings

Portfolio Sells Q4 2025 → Q1 2026
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.9% 10.75% −0.83
XLSR SS US Sector Rotation Reduce -1.5% 7.08% −0.82
GLD SPDR Gold Shares Reduce -23.6% 2.96% −0.68
BUFR FT Vest Lad Buffervetf-Usd I Reduce -2.8% 9.88% −0.62
USMV iShares MSCI USA Min Vol Fac Reduce -16.2% 1.46% −0.34
SPAB SS SPDR P Agg Bond ETF Reduce -45.3% 0.25% −0.22
EBND State Street SPDR Bloomberg Reduce -5.5% 1.20% −0.14
ROP Roper Technologies Inc. Sold out 0.00% −0.07
IWF iShares Russell 1000 Growth Sold out 0.00% −0.06
AMZA Infracap MLP ETF Sold out 0.00% −0.06
QQQI Neos Nasdaq-100 High Inc. ETF Reduce -16.7% 0.14% −0.05
ABBV Abbvie Inc. Reduce -20.6% 0.12% −0.04
ABT Abbott Laboratories Reduce -14.5% 0.08% −0.04
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -2.2% 1.51% −0.03
DHR Danaher Corp. Reduce -3.5% 0.09% −0.02
APH Amphenol Corp. Class A Reduce -0.8% 0.21% −0.02
PLTR Palantir Technologies Inc. Class A Reduce -2.4% 0.06% −0.02
ITOT iShares Core S&P Total U.S. Reduce -2.7% 0.17% −0.02
SPHQ Invesco S&P 500 Quality ETF Reduce -8.0% 0.14% −0.02
LOW Lowe's Cos Inc. Reduce -12.0% 0.08% −0.01
ZTS Zoetis Inc. Reduce -10.8% 0.06% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -0.7% 0.16% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.0% 0.22% −0.01
FUBO Fubotv Inc. Sold out 0.00% −0.01
EFA iShares MSCI Eafe ETF Reduce -5.5% 0.09% −0.01
PM Philip Morris International Reduce -2.4% 0.13% −0.00
IEMG iShares Core MSCI Emerging Reduce -3.1% 0.09% −0.00
TT Trane Technologies PLC Reduce -1.5% 0.10% +0.00
NEE Nextera Energy Inc. Reduce -1.8% 0.17% +0.02

Portfolio Buys Q4 2025 → Q1 2026
IFRA iShares US Infrastructure Add +156.7% 0.51% +0.33
IEV iShares Europe ETF New 0.32% +0.32
DIVO Amplify CWP Enhan Divid ETF Add +3.6% 11.54% +0.28
SPDW Ste STR SPDR PT DW Eu ETF Add +42.2% 0.70% +0.21
EMGF iShares Emerging Markets Equ Add +71.4% 0.44% +0.19
SPYG SS SPDR P S&P 500 Growth ETF New 0.19% +0.19
AGG iShares Core U.S. Aggregate Add +85.9% 0.41% +0.18
SPEM State Street SP PTF Em ETF New 0.18% +0.18
CVX Chevron Corp. Add +7.4% 0.43% +0.13
FISR SS Fi Sector Rotation Add +4.6% 5.77% +0.11
MRK Merck & Co. Inc. New 0.11% +0.11
BIL SS SPDR BB 1-3M T-Bill ETF Add +2.3% 14.36% +0.11
SPTL SS SPDR PF LNG TRM TSY E-Usd New 0.10% +0.10
SPTI SS SPDR P Int Term TSY ETF New 0.10% +0.10
CERY SS SPDR BBG En RY CM St N-Ui New 0.09% +0.09
GBIL Goldman Sachs Access Treasur Add +99.9% 0.19% +0.09
GOVT iShares US Treasury Bond ETF New 0.07% +0.07
XOM Exxon Mobil Corp. Add +11.1% 0.21% +0.07
ADI Analog Devices Inc. New 0.07% +0.07
IAU iShares Gold Trust New 0.07% +0.07
ARW Arrow Electronics Inc. New 0.07% +0.07
SPYV SS SPDR P S&P 500 Value ETF New 0.07% +0.07
PG The Procter & Gamble Co. New 0.07% +0.07
FDX FedEx Corp. New 0.07% +0.07
XLK SS Technology Select Sector New 0.07% +0.07
SPSM SS SPDR P S&P 600 Small Cap Add +1.3% 2.63% +0.07
SPMB SS SPDR P Mort Back Bond ETF New 0.06% +0.06
SPIB SS SPDR P Int C Corp. ETF Add +7.1% 1.51% +0.06
PEP Pepsico Inc. New 0.06% +0.06
BRK.B Berkshire Hathaway Inc. Class B Add +42.8% 0.21% +0.05
BILS SS Spdrb B 3-12M T-Bill ETF Add +3.8% 2.48% +0.05
ETHA iShares Ethereum Trust ETF New 0.05% +0.05
GOOGL Alphabet Inc. Class A Add +57.5% 0.14% +0.04
AMZN Amazon.com Inc. Add +32.1% 0.27% +0.04
GWX State Street SPDR S&P Intern Add +27.6% 0.17% +0.04
JNJ Johnson & Johnson Add +25.4% 0.12% +0.04
CAT Caterpillar Inc. Add +10.7% 0.14% +0.04
WMT Walmart Inc. Add +7.0% 0.23% +0.03
VLO Valero Energy Corp. Add +0.3% 0.10% +0.03
VB Vanguard Most SM-Cap ETF-Usd Add +10.3% 0.36% +0.03
SBUX Starbucks Corp. Add +41.5% 0.10% +0.03
SLV iShares Silver Trust Add +2.1% 0.53% +0.03
HON Honeywell International Inc. Add +11.9% 0.14% +0.03
JEPQ JPM Nasdaq Equity Premium Add +8.7% 1.50% +0.03
VOD Vodafone Group PLC-SP ADR Add +35.5% 0.08% +0.03
TSM Taiwan Semiconductor-SP ADR Add +3.0% 0.24% +0.03
NVDA Nvidia Corp. Add +18.6% 0.29% +0.02
ETN Eaton Corp. PLC Add +7.5% 0.14% +0.02
LIN Linde PLC Add +7.1% 0.12% +0.02
MSI Motorola Solutions Inc. Add +3.0% 0.15% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 82$184.6MBIL, SPY, DIVO, BUFR, XLSR
Q1 2026 122$338.2MBIL, DIVO, SPY, BUFR, XLSR
Q4 2025 108$332.1MBIL, SPY, DIVO, BUFR, XLSR
Q3 2025 49$156.1MBIL, SPY, DIVO, BUFR, XLSR
Q2 2025 103$274.4MBIL, DIVO, BUFR, XLSR, FISR
Q1 2025 45$140.7MBIL, DIVO, SPY, BUFR, XLSR
Q4 2024 53$130.7MBIL, DIVO, BUFR, XLSR, FISR
Q3 2024 124$288.5MBIL, DIVO, BUFR, XLSR, FISR
Q2 2024 90$287.2MBIL, SPY, DIVO, BUFR, XLSR
Q1 2024 81$147.0MBIL, SPY, DIVO, XLSR, BUFR