Hibernia Wealth Partners, LLC

Name: Hibernia Wealth Partners, LLC 13F holdings, Q1 2026
Creator: Hibernia Wealth Partners, LLC
Published: 2026-05-04

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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

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
UTES Virtus Reaves Utilities ETF	0.08%	3,194	$255K	Add +0.2%
GOVT iShares US Treasury Bond ETF	0.07%	10,982	$252K	New
ADI Analog Devices Inc.	0.07%	776	$247K	New
SW Smurfit Westrock PLC	0.07%	5,950	$237K	Add +2.0%
SDOG Alps Sector Dividend Dogs	0.07%	3,592	$234K	Add +0.2%
IAU iShares Gold Trust	0.07%	2,641	$233K	New
ARW Arrow Electronics Inc.	0.07%	1,622	$233K	New
SPYV SS SPDR P S&P 500 Value ETF	0.07%	4,043	$229K	New
ELV Elevance Health Inc.	0.07%	781	$228K	Add +3.2%
PG The Procter & Gamble Co.	0.07%	1,543	$223K	New
FDX FedEx Corp.	0.07%	624	$222K	New
NDAQ Nasdaq Inc.	0.07%	2,617	$222K	Add +7.4%
XLK SS Technology Select Sector	0.07%	1,664	$221K	New
PLTR Palantir Technologies Inc. Class A	0.06%	1,499	$219K	Reduce -2.4%
SPMB SS SPDR P Mort Back Bond ETF	0.06%	9,517	$213K	New
PEP Pepsico Inc.	0.06%	1,342	$208K	New
ARES Ares Management Corp. Class A	0.06%	1,881	$205K	Add +2.7%
CMCSA Comcast Corp. Class A	0.06%	7,010	$201K	Add +2.9%
ZTS Zoetis Inc.	0.06%	1,700	$201K	Reduce -10.8%
ETHA iShares Ethereum Trust ETF	0.05%	10,394	$165K	New
HNST The Honest Co. Inc.	0.01%	12,538	$37K	No change
NAK Northern Dynasty Minerals	0.01%	15,000	$21K	No change

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

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	82	$184.6M	BIL, SPY, DIVO, BUFR, XLSR
Q1 2026	122	$338.2M	BIL, DIVO, SPY, BUFR, XLSR
Q4 2025	108	$332.1M	BIL, SPY, DIVO, BUFR, XLSR
Q3 2025	49	$156.1M	BIL, SPY, DIVO, BUFR, XLSR
Q2 2025	103	$274.4M	BIL, DIVO, BUFR, XLSR, FISR
Q1 2025	45	$140.7M	BIL, DIVO, SPY, BUFR, XLSR
Q4 2024	53	$130.7M	BIL, DIVO, BUFR, XLSR, FISR
Q3 2024	124	$288.5M	BIL, DIVO, BUFR, XLSR, FISR
Q2 2024	90	$287.2M	BIL, SPY, DIVO, BUFR, XLSR
Q1 2024	81	$147.0M	BIL, SPY, DIVO, XLSR, BUFR