Hibernia Wealth Partners, LLC
Long book
$338.2M
Q1 2026
Positions
122
Top-10 weight
71%
concentration
Last quarter
+6.2%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsHibernia Wealth Partners, LLC is a wealth-management firm allocating client money, running a $338.2M US long book across 122 positions.
The portfolio is concentrated: the top 10 names carry 71% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR BB 1-3M T-BILL ETF, AMPLIFY CWP ENHAN DIVID ETF, SS SPDR S&P 500 ETF TRUST-US, FT VEST LAD BUFFERVETF-USD I, SS US SECTOR ROTATION.
Over the last 9 quarters its long book ran on average 1.7pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.7%
Q2 2024
+4.8%
Q3 2024
+0.2%
Q4 2024
-0.1%
Q1 2025
+5.1%
Q2 2025
+4.9%
Q3 2025
+2.6%
Q4 2025
-0.7%
Q1 2026
+6.2%
Sector allocation
Technology 34%
Consumer discretionary 14%
Financials 13%
Energy 10%
Industrials 7%
Healthcare 6%
Services media 4%
Utilities 3%
Long book by quarter
What does Hibernia Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 4.9K | $1.8M | 0.5% | +18.1% |
| AAPL APPLE INC | Technology | 7.2K | $1.8M | 0.5% | +9.8% |
| CVX CHEVRON CORP | Energy | 7.1K | $1.5M | 0.4% | +7.4% |
| JPM JPMORGAN CHASE & CO | Financials | 4.1K | $1.2M | 0.4% | +8.7% |
| AVGO BROADCOM INC | Technology | 3.4K | $1.1M | 0.3% | +5.3% |
| NVDA NVIDIA CORP | Technology | 5.6K | $972K | 0.3% | +18.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.4K | $920K | 0.3% | +32.1% |
| WMT WALMART INC | Consumer discretionary | 6.2K | $768K | 0.2% | +7.1% |
| XOM EXXON MOBIL CORP | Energy | 4.2K | $709K | 0.2% | +11.1% |
| APH AMPHENOL CORP-CL A | Technology | 5.6K | $708K | 0.2% | -0.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.5K | $703K | 0.2% | +42.7% |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.2K | $676K | 0.2% | +0.2% |
| MA MASTERCARD INC - A | Services media | 1.1K | $565K | 0.2% | +1.3% |
| NEE NEXTERA ENERGY INC | Utilities | 6.0K | $558K | 0.2% | -1.8% |
| TJX TJX COMPANIES INC | Consumer discretionary | 3.4K | $545K | 0.2% | +6.5% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 1.2K | $510K | 0.2% | +3.0% |
| AXP AMERICAN EXPRESS CO | Financials | 1.6K | $495K | 0.1% | +4.5% |
| CAT CATERPILLAR INC | Industrials | 675 | $478K | 0.1% | +10.7% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.1K | $477K | 0.1% | +11.9% |
| ETN EATON CORP PLC | Industrials | 1.3K | $474K | 0.1% | +7.6% |
| META META PLATFORMS INC-CLASS A | Technology | 818 | $468K | 0.1% | +27.6% |
| GOOGL ALPHABET INC-CL A | Technology | 1.6K | $466K | 0.1% | +57.5% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 2.6K | $436K | 0.1% | -2.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.7K | $411K | 0.1% | +25.4% |
| ABBV ABBVIE INC | Healthcare | 1.9K | $407K | 0.1% | -20.6% |
| LIN LINDE PLC | Materials | 816 | $404K | 0.1% | +7.1% |
| WEC WEC ENERGY GROUP INC | Utilities | 3.4K | $390K | 0.1% | +3.3% |
| MRK MERCK & CO. INC. | Healthcare | 3.1K | $378K | 0.1% | New |
| TT TRANE TECHNOLOGIES PLC | Technology | 832 | $347K | 0.1% | -1.5% |
| NOC NORTHROP GRUMMAN CORP | Technology | 497 | $339K | 0.1% | +0.6% |
| SBUX STARBUCKS CORP | Consumer discretionary | 3.7K | $331K | 0.1% | +41.5% |
| VLO VALERO ENERGY CORP | Energy | 1.3K | $330K | 0.1% | +0.3% |
| SPGI S&P GLOBAL INC | Services media | 754 | $321K | 0.1% | +3.3% |
| C CITIGROUP INC | Financials | 2.6K | $299K | 0.1% | +29.0% |
| MRSH MARSH & MCLENNAN COS | Financials | 1.7K | $290K | 0.1% | +3.3% |
| DHR DANAHER CORP | Technology | 1.5K | $288K | 0.1% | -3.5% |
| PAA PLAINS ALL AMER PIPELINE LP | Energy | 12.5K | $279K | 0.1% | +2.1% |
| UNP UNION PACIFIC CORP | Industrials | 1.1K | $277K | 0.1% | +5.6% |
| ABT ABBOTT LABORATORIES | Healthcare | 2.7K | $277K | 0.1% | -14.5% |
| LOW LOWE'S COS INC | Consumer discretionary | 1.1K | $269K | 0.1% | -12.0% |
| ACN ACCENTURE PLC-CL A | Services media | 1.4K | $269K | 0.1% | +4.5% |
| T AT&T INC | Communications | 9.1K | $264K | 0.1% | +4.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 196 | $338.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 121 | $332.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 49 | $156.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 104 | $309.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 45 | $140.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 54 | $153.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 24, 2024 | 125 | $334.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 90 | $287.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 7, 2024 | 89 | $147.5M | canonical | SEC ↗ |