Latest Hibernia Wealth Partners, LLC Stock Portfolio
Hibernia Wealth Partners, LLC Performance:
2025 Q3: 8.77%YTD: 10.26%2024: 5.86%
Performance for 2025 Q3 is 8.77%, and YTD is 10.26%, and 2024 is 5.86%.
About Hibernia Wealth Partners, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Hibernia Wealth Partners, LLC reported an equity portfolio of $156.1 Millions as of 30 Sep, 2025.
The top stock holdings of Hibernia Wealth Partners, LLC are BIL, SPY, AMLX. The fund has invested 15.7% of it's portfolio in SPDR SERIES TRUST and 12.5% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off WALMART INC (WMT), MASTERCARD INCORPORATED (MA) and ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), MICROSOFT CORP (MSFT) and ISHARES BITCOIN TRUST ETF. Hibernia Wealth Partners, LLC opened new stock positions in SPDR S&P 500 ETF TR (SPY), TIDAL TRUST III (NACP) and NEOS ETF TRUST (KOCG). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM).
The top stock holdings of Hibernia Wealth Partners, LLC are BIL, SPY, AMLX. The fund has invested 15.7% of it's portfolio in SPDR SERIES TRUST and 12.5% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off WALMART INC (WMT), MASTERCARD INCORPORATED (MA) and ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), MICROSOFT CORP (MSFT) and ISHARES BITCOIN TRUST ETF. Hibernia Wealth Partners, LLC opened new stock positions in SPDR S&P 500 ETF TR (SPY), TIDAL TRUST III (NACP) and NEOS ETF TRUST (KOCG). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM).
Hibernia Wealth Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Hibernia Wealth Partners, LLC made a return of 8.77% in the last quarter. In trailing 12 months, it's portfolio return was 11.87%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr s&p 500 etf tr | 19,461,500 |
| tidal trust iii | 646,074 |
| neos etf trust | 314,322 |
New stocks bought by Hibernia Wealth Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| exxon mobil corp | 67.97 |
Additions to existing portfolio by Hibernia Wealth Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| broadcom inc | -73.04 |
| microsoft corp | -66.82 |
| ishares bitcoin trust etf | -66.61 |
| apple inc | -65.01 |
| mcdonalds corp | -63.17 |
| goldman sachs bdc inc | -62.12 |
| chevron corp new | -61.67 |
| spdr series trust | -54.9 |
Hibernia Wealth Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| fubotv inc | -60,810 |
| india fd inc | -248,258 |
| northern dynasty minerals lt | -20,100 |
| compass diversified | -80,762 |
| plains all amern pipeline l | -214,832 |
| phillips edison & co inc | -338,460 |
| ishares tr | -375,426 |
| at&t inc | -227,887 |
Hibernia Wealth Partners, LLC got rid off the above stocks
Sector Distribution
Hibernia Wealth Partners, LLC has about 82.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 82.6 |
| Healthcare | 11.7 |
| Utilities | 2.5 |
| Technology | 1.5 |
Market Cap. Distribution
Hibernia Wealth Partners, LLC has about 2.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 82.6 |
| MICRO-CAP | 11.7 |
| MEGA-CAP | 2.9 |
| SMALL-CAP | 2.7 |
Stocks belong to which Index?
About 17.3% of the stocks held by Hibernia Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 82.7 |
| RUSSELL 2000 | 14.3 |
| S&P 500 | 3 |
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 49 stocks in it's portfolio. About 78.2% of the portfolio is in top 10 stocks. GSBD proved to be the most loss making stock for the portfolio. AMLX was the most profitable stock for Hibernia Wealth Partners, LLC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.38 | 2,385 | 599,934 | reduced | -65.01 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACES | alps etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACIO | etf ser solutions | 0.44 | 11,787 | 683,198 | reduced | -49.62 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.43 | 9,046 | 672,575 | reduced | -49.1 | ||
| ACWV | ishares inc | 0.22 | 5,311 | 338,985 | reduced | -49.99 | ||
| ADI | analog devices inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFLG | first tr exchng traded fd vi | 11.13 | 519,808 | 17,371,500 | reduced | -48.19 | ||
| AGT | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AJG | gallagher arthur j & co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMLX | amplify etf tr | 11.71 | 410,234 | 18,283,900 | reduced | -50.63 | ||
| AMPS | ishares tr | 2.33 | 38,162 | 3,630,690 | reduced | -49.89 | ||
| AMPS | ishares tr | 0.22 | 4,027 | 341,595 | reduced | -49.99 | ||
| AMT | american tower corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZA | etfis ser tr i | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 0.30 | 2,167 | 471,140 | reduced | -43.29 | ||
| APH | amphenol corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVGO | broadcom inc | 0.22 | 1,026 | 351,251 | reduced | -73.04 | ||