Hibernia Wealth Partners
Hibernia Wealth Partners reported 86 stocks worth $192M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPY (12.1%), BIL (11.7%) and DIVO (10.2%). Compared with Q2 2026, the fund opened new positions in XOM, V and DHR, added to SPY, BUFR and FISR, trimmed BIL, DIVO and XLSR and sold out of XOM, CAT and SPTI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $23.2M | 12.1% | 30K | +749 (+3%) | 6 of 8 | |
| 2 |  BIL ST Stert Spdr Blmbg 1 3 | $22.5M | 11.7% | 246K | −9,959 (−4%) | 8 of 8 | |
| 3 |  DIVO Amplify ETF TR | $19.6M | 10.2% | 422K | −19K (−4%) | 8 of 8 | |
| 4 |  BUFR First Trust | $19.5M | 10.2% | 521K | +29K (+6%) | 8 of 8 | |
| 5 |  XLSR Ssga Active TR | $14.2M | 7.4% | 215K | −5,921 (−3%) | 8 of 8 | |
| 6 |  FISR Ssga Active TR | $11.1M | 5.8% | 455K | +46K (+11%) | 8 of 8 | |
| 7 |  JNK Spdr Series Trust | $6.3M | 3.3% | 68K | −4,687 (−6%) | 8 of 8 | |
| 8 |  SPSM State Street | $5.2M | 2.7% | 98K | +2,384 (+2%) | 8 of 8 | |
| 9 |  GLD Spdr Gold TR | $4.5M | 2.4% | 12K | −621 (−5%) | 8 of 8 | |
| 10 |  BILS Spdr Series Trust | $3.7M | 1.9% | 37K | −5,986 (−14%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2M | 15K |
 CAT Caterpillar Inc | $460K | 432 |
 SPTI Spdr Series Trust | $247K | 8,706 |
 CNP Centerpoint Energy Inc | $229K | 5,203 |
 UNH Unitedhealth Group Inc | $225K | 542 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hibernia Wealth Partners 13F FAQ
What does Hibernia Wealth Partners own?
Hibernia Wealth Partners reported 86 stocks worth $192M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPY (12.1%), BIL (11.7%) and DIVO (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did Hibernia Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 49 added to, 15 trimmed and 10 sold out. New positions include XOM, V and DHR. It sold all of XOM, CAT and SPTI.
When will Hibernia Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Hibernia Wealth Partners's portfolio worth?
The Q3 2026 filing reports $192M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.