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Latest Hibernia Wealth Partners, LLC Stock Portfolio

Hibernia Wealth Partners, LLC Performance:
2025 Q4: 1.04%YTD: 6.31%2024: 7.23%
Performance for 2025 Q4 is 1.04%, and YTD is 6.31%, and 2024 is 7.23%.

About Hibernia Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hibernia Wealth Partners, LLC reported an equity portfolio of $332.1 Millions as of 31 Dec, 2025.

The top stock holdings of Hibernia Wealth Partners, LLC are BIL, SPY, AMLX. The fund has invested 14.2% of it's portfolio in SPDR SERIES TRUST and 11.6% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off ISHARES INC (ACWV) and GOLDMAN SACHS BDC INC (GSBD) stocks. They significantly reduced their stock positions in EXXON MOBIL CORP (XOM). Hibernia Wealth Partners, LLC opened new stock positions in ISHARES INC (EMGF), AMPHENOL CORP NEW (APH) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), APPLE INC (AAPL) and MICROSOFT CORP (MSFT).

Hibernia Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hibernia Wealth Partners, LLC made a return of 1.04% in the last quarter. In trailing 12 months, it's portfolio return was 6.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares inc831,990
amphenol corp new763,515
ishares tr750,573
taiwan semiconductor mfg ltd716,812
walmart inc643,052
mastercard incorporated637,621
ishares tr624,026
american express co579,147
New stocks bought by Hibernia Wealth Partners, LLC

Additions

Ticker% Inc.
broadcom inc215
apple inc175
microsoft corp173
mcdonalds corp168
ishares tr154
jpmorgan chase & co.126
chevron corp new118
ishares bitcoin trust etf112
Additions to existing portfolio by Hibernia Wealth Partners, LLC

Reductions

Ticker% Reduced
exxon mobil corp-37.14
Hibernia Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
goldman sachs bdc inc-235,088
ishares inc-338,985
Hibernia Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Hibernia Wealth Partners, LLC has about 79.4% of it's holdings in Others sector.

Sector%
Others79.4
Healthcare11.9
Technology2.4
Utilities2.3
Financial Services1.2

Market Cap. Distribution

Hibernia Wealth Partners, LLC has about 7.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED79.4
SMALL-CAP11.3
MEGA-CAP4.6
LARGE-CAP2.6
MID-CAP2.1

Stocks belong to which Index?

About 20.4% of the stocks held by Hibernia Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others79.6
RUSSELL 200013.4
S&P 5007
Top 5 Winners (%)%
SLV
ishares silver tr
34.5 %
GLD
spdr gold tr
8.4 %
XOM
exxon mobil corp
5.5 %
AAPL
apple inc
5.4 %
AMZN
amazon com inc
5.0 %
Top 5 Winners ($)$
GLD
spdr gold tr
0.9 M
EMTL
ssga active tr
0.9 M
SPY
spdr s&p 500 etf tr
0.7 M
AFLG
first tr exchng traded fd vi
0.6 M
SLV
ishares silver tr
0.4 M
Top 5 Losers (%)%
ishares bitcoin trust etf
-18.5 %
NACP
tidal trust iii
-6.7 %
MSFT
microsoft corp
-4.3 %
CVX
chevron corp new
-1.0 %
VB
vanguard index fds
-0.9 %
Top 5 Losers ($)$
BIL
spdr series trust
-0.1 M
ishares bitcoin trust etf
-0.1 M
MSFT
microsoft corp
-0.1 M
NACP
tidal trust iii
-0.1 M
EMTL
ssga active tr
-0.1 M

Hibernia Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hibernia Wealth Partners, LLC

Hibernia Wealth Partners, LLC has 108 stocks in it's portfolio. About 73.5% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Hibernia Wealth Partners, LLC last quarter.

Last Reported on: 12 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions