Hibernia Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Hibernia Wealth Partners, Llc disclosed 86 stock positions valued at approximately $191.81M as of quarter-end September 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, SPDR SERIES TRUST, and AMPLIFY ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 86
- Portfolio Value
- $191.81M
Holdings by Sector
Hibernia Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 12.12% | 30,471 | +749 | +2.52% | $23,238,423 |
| SPDR SERIES TRUST | BIL | Other | 11.74% | 245,822 | -9,959 | -3.89% | $22,527,121 |
| AMPLIFY ETF TR | DIVO | Other | 10.22% | 421,855 | -19,184 | -4.35% | $19,612,017 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 10.18% | 521,173 | +29,299 | +5.96% | $19,528,368 |
| SSGA ACTIVE TR | XLSR | Other | 7.43% | 214,532 | -5,921 | -2.69% | $14,247,067 |
| SSGA ACTIVE TR | FISR | Other | 5.79% | 454,818 | +45,606 | +11.14% | $11,102,119 |
| SPDR SERIES TRUST | JNK | Other | 3.29% | 68,137 | -4,687 | -6.44% | $6,319,750 |
| SPDR SERIES TRUST | SPSM | Other | 2.71% | 98,227 | +2,384 | +2.49% | $5,192,277 |
| SPDR GOLD TR | GLD | Other | 2.35% | 11,817 | -621 | -4.99% | $4,500,154 |
| SPDR SERIES TRUST | BILS | Other | 1.91% | 36,920 | -5,986 | -13.95% | $3,667,641 |
| SPDR SERIES TRUST | SPMD | Other | 1.57% | 47,697 | +2,064 | +4.52% | $3,006,759 |
| INVESCO QQQ TR | QQQ | Other | 1.54% | 3,997 | +111 | +2.86% | $2,956,795 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 1.47% | 46,063 | -2,113 | -4.39% | $2,821,836 |
| ISHARES TR | USMV | Other | 1.33% | 26,274 | -484 | -1.81% | $2,560,136 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.31% | 15,394 | +411 | +2.74% | $2,505,361 |
| APPLE INC | AAPL | Technology | 1.15% | 6,607 | +2,647 | +66.84% | $2,200,276 |
| SPDR SERIES TRUST | SPIB | Other | 1.14% | 67,956 | -9,751 | -12.55% | $2,193,601 |
| SPDR SERIES TRUST | EBND | Other | 1.14% | 105,754 | +319 | +0.30% | $2,178,551 |
| SSGA ACTIVE ETF TR | SRLN | Other | 1.03% | 48,960 | +5,331 | +12.22% | $1,977,480 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.01% | 38,447 | +1,546 | +4.19% | $1,930,451 |
| SPDR SERIES TRUST | TIPX | Other | 1.00% | 104,807 | +4,086 | +4.06% | $1,908,531 |
| SPDR SERIES TRUST | EMHC | Other | 0.96% | 77,340 | +10,579 | +15.85% | $1,846,118 |
| NVIDIA CORPORATION | NVDA | Technology | 0.92% | 7,726 | +2,567 | +49.76% | $1,764,462 |
| MICROSOFT CORP | MSFT | Technology | 0.90% | 3,362 | +597 | +21.59% | $1,724,441 |
| ISHARES TR | AGG | Other | 0.78% | 15,897 | +1,073 | +7.24% | $1,502,911 |
| ISHARES TR | IVV | Other | 0.58% | 1,456 | +277 | +23.49% | $1,115,218 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.58% | 4,463 | +800 | +21.84% | $1,111,958 |
| ISHARES TR | SMLF | Other | 0.52% | 11,882 | +88 | +0.75% | $992,864 |
| ISHARES INC | EMGF | Other | 0.51% | 13,709 | +447 | +3.37% | $980,745 |
| ISHARES TR | IFRA | Other | 0.50% | 17,271 | +558 | +3.34% | $950,444 |
Showing 30 of 86 holdings in the latest reporting period.