Hibernia Wealth Partners, LLC

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CIK 1950637

13F portfolio (2026-Q1)

$338M

Positions

122

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

122

Top 5

53.6%

Top 10

71.2%

Effective N

14.5

HHI

0.069

This quarter

18 new · 0 exit →

By sector

Unclassified91.3%

Information Technology2.6%

Financials1.2%

Consumer Discretionary1.1%

Industrials0.8%

Energy0.8%

Health Care0.5%

Communication Services0.5%

Other1.0%

By market cap

Unknown91.7%

Mega (>$200B)4.9%

Large ($10–200B)3.2%

Mid ($2–10B)0.1%

Small ($300M–2B)0.0%

By region

Other91.3%

North America8.4%

Asia-Pacific0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	91.54%	62
Semiconductors & Semiconductor Equipment	1.12%	5
Oil, Gas & Consumable Fuels	0.82%	4
Specialty Retail	0.75%	5
Technology Hardware & Equipment	0.73%	3
Software	0.61%	2
Banks	0.59%	3
Pharmaceuticals & Biotechnology	0.50%	5
Commercial Services & Supplies	0.34%	3
Equity Real Estate Investment Trusts (REITs)	0.31%	3
Hotels, Restaurants & Leisure	0.30%	2
Machinery	0.28%	2
Utilities	0.28%	2
Software & IT Services	0.28%	2
Aerospace & Defense	0.24%	2
Chemicals	0.19%	2
Diversified Telecommunication Services	0.16%	2
Insurance	0.15%	2
Communications Equipment	0.15%	1
Tobacco	0.13%	1
Capital Markets	0.13%	2
Road & Rail	0.08%	1
Paper & Forest Products	0.07%	1
Distributors	0.07%	1
Airlines	0.07%	1
Beverages	0.06%	1
Media & Entertainment	0.06%	1
Metals & Mining	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	BIL	SPDR SERIES TRUST	Unclassified	14.36%
2	DIVO	AMPLIFY ETF TR	Unclassified	11.54%
3	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	10.75%
4	BUFR	FIRST TR EXCHNG TRADED FD VI	Unclassified	9.88%
5	XLSR	SSGA ACTIVE TR	Unclassified	7.08%
6	FISR	SSGA ACTIVE TR	Unclassified	5.77%
7	JNK	SPDR SER TR	Unclassified	3.76%
8	GLD	SPDR GOLD TR	Unclassified	2.96%
9	SPSM	SPDR SERIES TRUST	Unclassified	2.63%
10	BILS	SPDR SERIES TRUST	Unclassified	2.48%

61/122 names classified · sector 8.7% of weight · industry 8.5% · mkt cap 8.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 11 quarters

Information TechnologyAAPL, MSFT, NVDA, AVGO, CRWD · other

FinancialsJPM, HWC, BRK.B, UNH, MA · other

Consumer DiscretionarySYY, AMZN, MCD, TSLA, WMT · other

EnergyCVX, XOM, VLO, PAA, SLB · other

IndustrialsETN, RTX, ACN, CAT, HON · other

MaterialsPG, LIN, CL, SW, RIO · other

Health CareABBV, ABT, ZTS, JNJ, MRK · other

Communication ServicesGOOGL, META, CMCSA, T, VOD · other

UtilitiesNEE, LNG, WEC, DUK, ET · other

Real EstatePLD, AMT, PECO, MAA, IRT · other

Consumer StaplesPM, MDLZ, PEP, KO, STZ · other

UnclassifiedBIL, DIVO, BUFR, SPY, SPYG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 8.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 8% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (55 classified)Hibernia Wealth Partners, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsIndustrialsEnergyHealth CareCommunication ServicesReal EstateUtilitiesMaterialsConsumer Staples

Style box summary for Hibernia Wealth Partners, LLC: centroid Large Core. Heaviest cells: Large Growth 3.3%, Large Value 2.1%, Large Core 1.8%.

Classified: 8.0% of book weight (55/122 names) · unclassified 92.0%: BIL, DIVO, SPY, BUFR, XLSR, FISR, JNK, GLD, SPSM, BILS +57 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 122 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	BILSPDR SERIES TRUST	529,954	$49M	14.4%	ADD 2%
2	DIVOAMPLIFY ETF TR	870,390	$39M	11.5%	ADD 4%
3	SPYSTATE STR SPDR S&P 500 ETF T	55,865	$36M	10.7%	HOLD
4	BUFRFIRST TR EXCHNG TRADED FD VI	989,332	$33M	9.9%	TRIM −3%
5	XLSRSSGA ACTIVE TR	414,574	$24M	7.1%	HOLD
6	FISRSSGA ACTIVE TR	759,071	$20M	5.8%	ADD 5%
7	JNKSPDR SER TR	132,824	$13M	3.8%	ADD 3%
8	GLDSPDR GOLD TR	23,282	$10M	3.0%	TRIM −24%
9	SPSMSPDR SERIES TRUST	183,755	$9M	2.6%	HOLD
10	BILSSPDR SERIES TRUST	84,492	$8M	2.5%	ADD 4%
11	SPMDSPDR SERIES TRUST	86,425	$5M	1.5%	TRIM −2%
12	SPIBSPDR SERIES TRUST	151,783	$5M	1.5%	ADD 7%
13	JEPQJ P MORGAN EXCHANGE TRADED F	91,310	$5M	1.5%	ADD 9%
14	USMVISHARES TR	53,106	$5M	1.5%	TRIM −16%
15	QQQINVESCO QQQ TR	7,469	$4M	1.3%	ADD 6%
16	EBNDSPDR SERIES TRUST	197,199	$4M	1.2%	TRIM −6%
17	TIPXSPDR SERIES TRUST	182,867	$4M	1.0%	ADD 3%
18	SRLNSSGA ACTIVE ETF TR	77,788	$3M	0.9%	ADD 4%
19	EMHCSPDR SERIES TRUST	118,020	$3M	0.9%	ADD 5%
20	SPDWSPDR INDEX SHS FDS	52,219	$2M	0.7%	ADD 42%
21	MSFTMICROSOFT CORP	4,947	$2M	0.5%	ADD 18%
22	AAPLAPPLE INC	7,206	$2M	0.5%	ADD 10%
23	SLVISHARES SILVER TR	26,542	$2M	0.5%	ADD 2%
24	IFRAISHARES U.S. INFRASTRUCTURE ETF	30,438	$2M	0.5%	ADD 157%
25	SMLFiShares MSCI Multifactor USA Small-Cap ETF	23,027	$2M	0.5%	HOLD
26	EMGFISHARES INC	24,649	$1M	0.4%	ADD 71%
27	IVVISHARES TR	2,255	$1M	0.4%	ADD 5%
28	CVXCHEVRON CORP NEW	7,060	$1M	0.4%	ADD 7%
29	AGGISHARES TR	13,970	$1M	0.4%	ADD 86%
30	DSTLETF SER SOLUTIONS	23,897	$1M	0.4%	HOLD
31	JPMJPMORGAN CHASE & CO	4,104	$1M	0.4%	ADD 9%
32	VBVANGUARD INDEX FDS	4,595	$1M	0.4%	ADD 10%
33	SNTHMRP SYNTHEQUITY ETF	42,568	$1M	0.3%	HOLD
34	IEVISHARES TR	15,944	$1M	0.3%	NEW
35	AVGOBROADCOM INC	3,406	$1M	0.3%	ADD 5%
36	NVDANVIDIA CORPORATION	5,574	$972,016	0.3%	ADD 19%
37	AMZNAMAZON COM INC	4,415	$919,702	0.3%	ADD 32%
38	SPABSPDR SERIES TRUST	32,953	$844,182	0.2%	TRIM −45%
39	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,428	$820,160	0.2%	ADD 3%
40	EFAVISHARES TR	8,784	$802,618	0.2%	ADD 4%
41	WMTWALMART INC	6,179	$767,971	0.2%	ADD 7%
42	VOVANGUARD INDEX FDS	2,551	$732,406	0.2%	HOLD
43	XOMEXXON MOBIL CORP	4,180	$709,419	0.2%	ADD 11%
44	APHAMPHENOL CORP	5,602	$707,784	0.2%	HOLD
45	BRK.BBERKSHIRE HATHAWAY INC DEL	1,466	$702,727	0.2%	ADD 43%
46	MCDMCDONALDS CORP	2,175	$675,870	0.2%	HOLD
47	SPYGSPDR SERIES TRUST STATE STREET SPD	6,414	$627,999	0.2%	NEW
48	GBILGOLDMAN SACHS ETF TR	6,267	$627,867	0.2%	ADD 100%
49	SPEMSPDR INDEX SHS FDS	13,245	$621,337	0.2%	NEW
50	GWXSPDR INDEX SHS FDS	13,891	$586,574	0.2%	ADD 28%
51	ITOTISHARES TR	3,976	$566,185	0.2%	TRIM −3%
52	MAMASTERCARD INCORPORATED	1,132	$565,237	0.2%	HOLD
53	NEENEXTERA ENERGY INC	6,012	$558,283	0.2%	HOLD
54	TJXTJX COS INC NEW	3,411	$544,651	0.2%	ADD 7%
55	VTIVANGUARD INDEX FDS	1,652	$529,838	0.2%	HOLD
56	MSIMOTOROLA SOLUTIONS INC	1,176	$510,209	0.2%	ADD 3%
57	AXPAMERICAN EXPRESS CO	1,637	$494,946	0.1%	ADD 5%
58	IBITISHARES BITCOIN TRUST ETF	12,714	$488,472	0.1%	ADD 9%
59	SPHQINVESCO EXCHANGE TRADED FD T	6,474	$486,784	0.1%	TRIM −8%
60	QQQINEOS ETF TRUST	9,664	$480,178	0.1%	TRIM −17%
61	CATCATERPILLAR INC	675	$477,801	0.1%	ADD 11%
62	HONHONEYWELL INTL INC	2,109	$476,530	0.1%	ADD 12%
63	ETNEATON CORP PLC	1,324	$473,565	0.1%	ADD 8%
64	METAMETA PLATFORMS INC	818	$467,704	0.1%	ADD 28%
65	GOOGLALPHABET INC	1,621	$466,092	0.1%	ADD 58%
66	VIGVANGUARD SPECIALIZED FUNDS	2,086	$448,718	0.1%	HOLD
67	PMPHILIP MORRIS INTL INC	2,635	$435,612	0.1%	TRIM −2%
68	IEFAISHARES TR	4,795	$434,108	0.1%	ADD 10%
69	VEAVANGUARD TAX-MANAGED FDS	6,682	$428,212	0.1%	HOLD
70	JNJJOHNSON & JOHNSON	1,683	$411,113	0.1%	ADD 25%
71	ABBVABBVIE INC	1,874	$407,334	0.1%	TRIM −21%
72	PLDPROLOGIS INC.	3,070	$405,783	0.1%	ADD 3%
73	LINLINDE PLC	816	$404,247	0.1%	ADD 7%
74	WECWEC ENERGY GROUP INC	3,367	$389,774	0.1%	ADD 3%
75	MRKMERCK & CO INC	3,145	$378,314	0.1%	NEW
76	IJHISHARES TR	5,573	$376,323	0.1%	ADD 6%
77	VOOVANGUARD INDEX FDS	626	$373,798	0.1%	ADD 3%
78	PECOPHILLIPS EDISON & CO INC	9,868	$369,222	0.1%	HOLD
79	TTTRANE TECHNOLOGIES PLC	832	$346,885	0.1%	HOLD
80	NOCNORTHROP GRUMMAN CORP	497	$339,259	0.1%	HOLD
81	SBUXSTARBUCKS CORP	3,691	$330,726	0.1%	ADD 42%
82	VLOVALERO ENERGY CORP	1,334	$329,605	0.1%	HOLD
83	SPTLSPDR SERIES TRUST	12,449	$327,417	0.1%	NEW
84	SPTISPDR SERIES TRUST	11,335	$324,862	0.1%	NEW
85	SPGIS&P GLOBAL INC	754	$320,627	0.1%	ADD 3%
86	CERYSPDR SERIES TRUST	8,899	$313,617	0.1%	NEW
87	CCITIGROUP INC	2,637	$299,065	0.1%	ADD 29%
88	EFAISHARES TR	3,033	$294,631	0.1%	TRIM −6%
89	MRSHMARSH & MCLENNAN COS INC	1,672	$289,963	0.1%	ADD 3%
90	IEMGISHARES INC	4,157	$289,962	0.1%	TRIM −3%
91	DHRDANAHER CORP DEL	1,518	$287,889	0.1%	TRIM −3%
92	PAAPLAINS ALL AMERN PIPELINE L	12,508	$279,294	0.1%	ADD 2%
93	UNPUNION PAC CORP	1,141	$276,931	0.1%	ADD 6%
94	ABTABBOTT LABS	2,696	$276,794	0.1%	TRIM −14%
95	VODVODAFONE GROUP PLC	18,249	$274,105	0.1%	ADD 35%
96	AMTAMERICAN TOWER CORP	1,585	$273,547	0.1%	ADD 6%
97	LOWLOWES COS INC	1,138	$268,765	0.1%	TRIM −12%
98	ACNACCENTURE PLC IRELAND	1,354	$268,540	0.1%	ADD 4%
99	TAT&T INC	9,105	$263,954	0.1%	ADD 4%
100	VWOVANGUARD INTL EQUITY INDEX F	4,780	$258,324	0.1%	HOLD
101	UTESETFIS SER TR I	3,194	$255,226	0.1%	HOLD
102	GOVTISHARES TR	10,982	$251,597	0.1%	NEW
103	ADIANALOG DEVICES INC	776	$246,630	0.1%	NEW
104	SWSMURFIT WESTROCK PLC	5,950	$237,095	0.1%	ADD 2%
105	SDOGALPS ETF TR	3,592	$233,642	0.1%	HOLD
106	IAUISHARES GOLD TR	2,641	$232,834	0.1%	NEW
107	ARWArrow Electronics	1,622	$232,612	0.1%	NEW
108	SPYVSPDR SERIES TRUST	4,043	$228,752	0.1%	NEW
109	ELVELEVANCE HEALTH INC FORMERLY	781	$228,452	0.1%	ADD 3%
110	PGPROCTER AND GAMBLE CO	1,543	$222,998	0.1%	NEW
111	FDXFEDEX CORP	624	$222,131	0.1%	NEW
112	NDAQNASDAQ INC	2,617	$222,129	0.1%	ADD 7%
113	XLKSELECT SECTOR SPDR TR	1,664	$221,146	0.1%	NEW
114	PLTRPALANTIR TECHNOLOGIES INC	1,499	$219,338	0.1%	TRIM −2%
115	SPMBSPDR SER TR	9,517	$213,084	0.1%	NEW
116	PEPPEPSICO INC	1,342	$208,372	0.1%	NEW
117	ARESARES MANAGEMENT CORPORATION	1,881	$205,176	0.1%	ADD 3%
118	CMCSACOMCAST CORP NEW	7,010	$201,226	0.1%	ADD 3%
119	ZTSZOETIS INC	1,700	$201,006	0.1%	TRIM −11%
120	ETHAISHARES ETHEREUM TR	10,394	$164,536	0.0%	NEW
121	HNSTHONEST CO INC	12,538	$36,862	0.0%	HOLD
122	NAKNORTHERN DYNASTY MINERALS LT	15,000	$21,000	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BILSPDR SERIES TRUST

341K

309K

550K

268K

518K

530K

$49M

DIVOAMPLIFY ETF TR

392K

408K

831K

410K

840K

870K

$39M

SPYSTATE STR SPDR S&P 500 ETF T

—

30K

—

29K

56K

$36M

BUFRFIRST TR EXCHNG TRADED FD VI

465K

505K

1.0M

520K

1.0M

989K

$33M

XLSRSSGA ACTIVE TR

218K

211K

421K

219K

421K

415K

$24M

FISRSSGA ACTIVE TR

362K

356K

692K

351K

726K

759K

$20M

JNKSPDR SER TR

29K

60K

120K

63K

129K

133K

$13M

GLDSPDR GOLD TR

13K

16K

32K

16K

30K

23K

$10M

SPSMSPDR SERIES TRUST

116K

86K

172K

91K

181K

184K

$9M

BILSSPDR SERIES TRUST

20K

38K

76K

40K

81K

84K

$8M

SPMDSPDR SERIES TRUST

44K

43K

86K

45K

88K

86K

$5M

SPIBSPDR SERIES TRUST

—

66K

133K

69K

142K

152K

$5M

JEPQJ P MORGAN EXCHANGE TRADED F

19K

16K

58K

41K

84K

91K

$5M

USMVISHARES TR

37K

76K

38K

63K

53K

$5M

QQQINVESCO QQQ TR

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Hibernia Wealth Partners, LLC