Latest Hibernia Wealth Partners, LLC Stock Portfolio

$338Million– No. of Holdings #122

Hibernia Wealth Partners, LLC Performance:

2026 Q1: -1.15%YTD: -1.15%2025: 6.31%

Performance for 2026 Q1 is -1.15%, and YTD is -1.15%, and 2025 is 6.31%.

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

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hibernia Wealth Partners, LLC reported an equity portfolio of $338.2 Millions as of 31 Mar, 2026.

The top stock holdings of Hibernia Wealth Partners, LLC are BIL, AMLX, SPY. The fund has invested 14.4% of it's portfolio in SPDR SERIES TRUST and 11.5% of portfolio in AMPLIFY ETF TR.

The fund managers got completely rid off ROPER TECHNOLOGIES INC (ROP), ISHARES TR (IJR) and ETFIS SER TR I (AMZA) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SPDR GOLD TR (GLD) and ABBVIE INC (ABBV). Hibernia Wealth Partners, LLC opened new stock positions in ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN), GOLDMAN SACHS ETF TR (GBIL) and ISHARES TR (IJR).

Hibernia Wealth Partners, LLC Equity Portfolio Value

Last Reported on: 04 May, 2026

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

Our best estimate is that Hibernia Wealth Partners, LLC made a return of -1.15% in the last quarter. In trailing 12 months, it's portfolio return was 5.41%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	1,083,250
spdr series trust	627,999
spdr index shs fds	621,337
merck & co inc	378,314
spdr series trust	327,417
spdr series trust	324,862
spdr series trust	313,617
ishares tr	251,597

New stocks bought by Hibernia Wealth Partners, LLC

Additions

Ticker	% Inc.
ishares tr	156
goldman sachs etf tr	99.9
ishares tr	85.89
ishares inc	71.4
alphabet inc	57.53
berkshire hathaway inc del	42.75
spdr index shs fds	42.24
starbucks corp	41.53

Additions to existing portfolio by Hibernia Wealth Partners, LLC

Reductions

Ticker	% Reduced
spdr series trust	-45.32
spdr gold tr	-23.63
abbvie inc	-20.56
neos etf trust	-16.68
ishares tr	-16.21
abbott laboratories	-14.49
lowes cos inc	-11.99
zoetis inc	-10.81

Hibernia Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
etfis ser tr i	-201,638
fubotv inc	-32,140
roper technologies inc	-232,462
ishares tr	-210,060

Hibernia Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Hibernia Wealth Partners, LLC has about 78.7% of it's holdings in Others sector.

Others
Healthcare
Technology
Utilities
Financial Services

Sector	%
Others	78.7
Healthcare	12.2
Technology	2.3
Utilities	2
Financial Services	1.1

Market Cap. Distribution

Hibernia Wealth Partners, LLC has about 7.8% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
SMALL-CAP
MEGA-CAP
LARGE-CAP
MID-CAP

Category	%
UNALLOCATED	78.7
SMALL-CAP	11.5
MEGA-CAP	5.1
LARGE-CAP	2.7
MID-CAP	1.9

Stocks belong to which Index?

About 21% of the stocks held by Hibernia Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
RUSSELL 2000
S&P 500

Index	%
Others	79
RUSSELL 2000	13.4
S&P 500	7.6

Top 5 Winners (%)		%
VLO	valero energy corp	51.7 %
XOM	exxon mobil corp	38.2 %
CVX	chevron corporation	34.1 %
PAA	plains all amern pipeline l	24.0 %
CAT	caterpillar inc	22.3 %

Top 5 Winners ($)		$
GLD	spdr gold tr	0.9 M
CVX	chevron corporation	0.4 M
AMLX	amplify etf tr	0.3 M
BIL	spdr series trust	0.3 M
XOM	exxon mobil corp	0.2 M

Top 5 Losers (%)		%
ARES	ares management corporation	-32.2 %
NAK	northern dynasty minerals lt	-28.9 %
ACN	accenture plc ireland	-25.7 %
MSFT	microsoft corp	-22.1 %
	ishares bitcoin trust etf	-21.9 %

Top 5 Losers ($)		$
EMTL	ssga active tr	-1.9 M
SPY	state str spdr s&p 500 etf t	-1.8 M
MSFT	microsoft corp	-0.5 M
AFLG	first tr exchng traded fd vi	-0.5 M
QQQ	invesco qqq tr	-0.3 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 122 stocks in it's portfolio. About 71.2% of the portfolio is in top 10 stocks. EMTL 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: 04 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.54	7,206	1,828,840	added	9.78

ABBV	abbvie inc	0.12	1,874	407,334	reduced	-20.56

ABT	abbott laboratories	0.08	2,696	276,794	reduced	-14.49

ACES	alps etf tr	0.07	3,592	233,642	added	0.17

ACIO	etf ser solutions	0.41	23,897	1,383,080	added	1.96

ACN	accenture plc ireland	0.08	1,354	268,540	added	4.48

ACWF	ishares tr	0.51	23,027	1,738,220	added	0.1

ADI	analog devices inc	0.07	776	246,630	new

AFLG	first tr exchng traded fd vi	9.88	989,332	33,409,700	reduced	-2.76

AMLX	amplify etf tr	11.54	870,390	39,037,100	added	3.58

AMPS	ishares tr	1.46	53,106	4,925,010	reduced	-16.21

AMPS	ishares tr	0.24	8,784	802,618	added	4.1

AMPS	ishares tr	0.07	10,982	251,597	new

AMT	american tower corp	0.08	1,585	273,547	added	6.16

AMZA	etfis ser tr i	0.07	3,194	255,226	added	0.19

AMZA	etfis ser tr i	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.27	4,415	919,702	added	32.15

ANTX	elevance health inc formerly	0.07	781	228,452	added	3.17

APH	amphenol corp	0.21	5,602	707,784	reduced	-0.85

ARES	ares management corporation	0.06	1,881	205,176	added	2.73