2026 Q1 Portfolio Activity
In 2026 Q1, Hibernia Wealth Partners, LLC maintained a portfolio of 126 distinct positions. The most significant new addition was ISHARES TR, now representing 0.32% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 156.7%. The fund also reduced its exposure to SPDR GOLD TR by 23.6%.
Position History
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Total Positions
126
Quarter
2026 Q1
Top Holding
BIL (14.4%)
Top 10 Concentration
71.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 126
Hibernia Wealth Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BIL
SPDR SERIES TRU...
|
ETF | 14.36% | 14.25% |
#1
Prev: #1
|
6.5 |
—
|
11,881 | 2.3% |
P
S
|
529,954 | $48,564,949 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DIVO
AMPLIFY ETF TR
|
ETF | 11.54% | 11.26% |
#2
1
Prev: #3
|
6.0 |
—
|
30,122 | 3.6% |
P
S
|
870,390 | $39,037,128 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 10.75% | 11.57% |
#3
1
Prev: #2
|
5.5 |
—
|
-487 | -0.9% |
P
S
|
55,865 | $36,341,614 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 9.88% | 10.50% |
#4
Prev: #4
|
5.0 |
—
|
-28,068 | -2.8% |
P
S
|
989,332 | $33,409,690 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XLSR
SSGA ACTIVE TR
|
ETF | 7.08% | 7.90% |
#5
Prev: #5
|
3.8 |
—
|
-6,398 | -1.5% |
P
S
|
414,574 | $23,937,073 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FISR
SSGA ACTIVE TR
|
ETF | 5.77% | 5.66% |
#6
Prev: #6
|
2.8 |
—
|
33,483 | 4.6% |
P
S
|
759,071 | $19,523,295 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JNK
SPDR SERIES TRU...
|
ETF | 3.76% | 3.77% |
#7
Prev: #7
|
2.0 |
—
|
4,164 | 3.2% |
P
S
|
132,824 | $12,714,027 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GLD
SPDR GOLD TR
|
ETF | 2.96% | 3.64% |
#8
Prev: #8
|
1.2 |
—
|
-7,205 | -23.6% |
P
S
|
23,282 | $10,017,994 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 2.63% | 2.56% |
#9
Prev: #9
|
1.6 |
—
|
2,285 | 1.3% |
P
S
|
183,755 | $8,878,954 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BILS
SPDR SERIES TRU...
|
ETF | 2.48% | 2.43% |
#10
Prev: #10
|
1.5 |
—
|
3,056 | 3.8% |
P
S
|
84,492 | $8,401,841 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 1.51% | 1.54% |
#11
1
Prev: #12
|
1.1 |
—
|
-1,981 | -2.2% |
P
S
|
86,425 | $5,118,472 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPIB
SPDR SERIES TRU...
|
ETF | 1.51% | 1.44% |
#12
2
Prev: #14
|
2.6 |
—
|
10,009 | 7.1% |
P
S
|
151,783 | $5,091,052 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 1.50% | 1.47% |
#13
Prev: #13
|
2.6 |
—
|
7,305 | 8.7% |
P
S
|
91,310 | $5,069,592 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
USMV
ISHARES TR
|
ETF | 1.46% | 1.80% |
#14
3
Prev: #11
|
1.1 |
—
|
-10,272 | -16.2% |
P
S
|
53,106 | $4,925,006 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.28% | 1.30% |
#15
1
Prev: #16
|
2.5 |
—
|
455 | 6.5% |
P
S
|
7,469 | $4,312,977 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EBND
SPDR SERIES TRU...
|
ETF | 1.20% | 1.34% |
#16
1
Prev: #15
|
1.0 |
—
|
-11,481 | -5.5% |
P
S
|
197,199 | $4,070,265 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TIPX
SPDR SERIES TRU...
|
ETF | 1.04% | 1.02% |
#17
Prev: #17
|
0.9 |
—
|
5,557 | 3.1% |
P
S
|
182,867 | $3,509,195 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SRLN
SSGA ACTIVE ETF...
|
ETF | 0.92% | 0.93% |
#18
Prev: #18
|
0.9 |
—
|
3,260 | 4.4% |
P
S
|
77,788 | $3,122,133 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EMHC
SPDR SERIES TRU...
|
ETF | 0.87% | 0.86% |
#19
Prev: #19
|
0.8 |
—
|
5,466 | 4.9% |
P
S
|
118,020 | $2,926,821 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.70% | 0.49% |
#20
4
Prev: #24
|
2.8 |
—
|
15,506 | 42.2% |
P
S
|
52,219 | $2,383,769 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.54% | 0.61% |
#21
1
Prev: #20
|
2.2 |
—
|
757 | 18.1% |
P
S
|
4,947 | $1,831,597 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AAPL
APPLE INC
|
Technology | 0.54% | 0.54% |
#22
1
Prev: #21
|
2.2 |
—
|
642 | 9.8% |
P
S
|
7,206 | $1,828,836 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.53% | 0.50% |
#23
Prev: #23
|
0.7 |
—
|
548 | 2.1% |
P
S
|
26,542 | $1,808,601 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IFRA
ISHARES TR
|
ETF | 0.51% | 0.19% |
#24
21
Prev: #45
|
3.2 |
—
|
18,579 | 156.7% |
P
S
|
30,438 | $1,741,054 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SMLF
ISHARES TR
|
ETF | 0.51% | 0.52% |
#25
3
Prev: #22
|
0.7 |
—
|
24 | 0.1% |
P
S
|
23,027 | $1,738,216 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EMGF
ISHARES INC
|
ETF | 0.44% | 0.25% |
#26
8
Prev: #34
|
3.2 |
—
|
10,268 | 71.4% |
P
S
|
24,649 | $1,489,592 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IVV
ISHARES TR
|
ETF | 0.44% | 0.44% |
#27
1
Prev: #26
|
0.7 |
—
|
103 | 4.8% |
P
S
|
2,255 | $1,472,942 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.43% | 0.30% |
#28
4
Prev: #32
|
2.2 |
—
|
487 | 7.4% |
P
S
|
7,060 | $1,460,692 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AGG
ISHARES TR
|
ETF | 0.41% | 0.23% |
#29
9
Prev: #38
|
3.2 |
—
|
6,455 | 85.9% |
P
S
|
13,970 | $1,386,838 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DSTL
ETF SER SOLUTIO...
|
ETF | 0.41% | 0.42% |
#30
3
Prev: #27
|
0.7 |
—
|
459 | 2.0% |
P
S
|
23,897 | $1,383,078 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.36% | 0.37% |
#31
3
Prev: #28
|
2.1 |
—
|
329 | 8.7% |
P
S
|
4,104 | $1,207,121 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.36% | 0.32% |
#32
1
Prev: #31
|
2.1 |
—
|
429 | 10.3% |
P
S
|
4,595 | $1,203,966 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SNTH
TIDAL TRUST III
|
Bond/Debt | 0.33% | 0.35% |
#33
4
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
42,568 | $1,116,984 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IEV
ISHARES TR
|
ETF | 0.32% | — |
#34
Prev: #—
|
3.6 |
—
|
15,944 | — |
NEW
|
15,944 | $1,083,246 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.31% | 0.34% |
#35
5
Prev: #30
|
2.1 |
—
|
171 | 5.3% |
P
S
|
3,406 | $1,054,157 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.29% | 0.26% |
#36
3
Prev: #33
|
2.1 |
—
|
873 | 18.6% |
P
S
|
5,574 | $972,016 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.27% | 0.23% |
#37
2
Prev: #35
|
2.6 |
—
|
1,074 | 32.1% |
P
S
|
4,415 | $919,702 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.25% | 0.47% |
#38
13
Prev: #25
|
0.1 |
—
|
-27,311 | -45.3% |
P
S
|
32,953 | $844,182 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.24% | 0.22% |
#39
1
Prev: #40
|
0.6 |
—
|
70 | 3.0% |
P
S
|
2,428 | $820,160 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EFAV
ISHARES TR
|
ETF | 0.24% | 0.22% |
#40
1
Prev: #39
|
0.6 |
—
|
346 | 4.1% |
P
S
|
8,784 | $802,618 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.23% | 0.19% |
#41
1
Prev: #42
|
2.1 |
—
|
407 | 7.1% |
P
S
|
6,179 | $767,971 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.22% | 0.23% |
#42
5
Prev: #37
|
0.6 |
—
|
-52 | -2.0% |
P
S
|
2,551 | $732,406 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.21% | 0.14% |
#43
13
Prev: #56
|
2.1 |
—
|
416 | 11.1% |
P
S
|
4,180 | $709,419 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.21% | 0.23% |
#44
8
Prev: #36
|
0.6 |
—
|
-48 | -0.8% |
P
S
|
5,602 | $707,784 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.21% | 0.16% |
#45
7
Prev: #52
|
2.6 |
—
|
439 | 42.7% |
P
S
|
1,466 | $702,727 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.20% | 0.20% |
#46
5
Prev: #41
|
0.6 |
—
|
4 | 0.2% |
P
S
|
2,175 | $675,870 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.19% | — |
#47
Prev: #—
|
3.6 |
—
|
6,414 | — |
NEW
|
6,414 | $627,999 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GBIL
GOLDMAN SACHS E...
|
ETF | 0.19% | 0.09% |
#48
30
Prev: #78
|
3.1 |
—
|
3,132 | 99.9% |
P
S
|
6,267 | $627,867 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.18% | — |
#49
Prev: #—
|
3.6 |
—
|
13,245 | — |
NEW
|
13,245 | $621,337 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GWX
SPDR INDEX SHS ...
|
Unknown | 0.17% | 0.13% |
#50
7
Prev: #57
|
2.6 |
—
|
3,006 | 27.6% |
P
S
|
13,891 | $586,574 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-50 of 126 holdings