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Funds / Hibernia Wealth Partners, LLC
Institutional Fund

Hibernia Wealth Partners, LLC

Baton Rouge, LACIK 19506375 filings on record

Portfolio Value
$338.17M
Q1 2026
Holdings
122
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+1.8%
from $332.12M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Spdr Series Trust14.4%
  • Amplify ETF Tr11.5%
  • Spdr S&P 500 ETF Tr10.7%
  • First Tr Exchng Traded Fd Vi9.9%
  • Ssga Active Tr7.1%
  • Ssga Active Tr5.8%
  • Other40.6%

Portfolio Holdings

122 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr Series Trust530.0K$48.56M14.4%+11.9KAdded
2Amplify ETF Tr870.4K$39.04M11.5%+30.1KAdded
3Spdr S&P 500 ETF Tr55.9K$36.34M10.7%487Reduced
4First Tr Exchng Traded Fd Vi989.3K$33.41M9.9%28.1KReduced
5Ssga Active Tr414.6K$23.94M7.1%6.4KReduced
6Ssga Active Tr759.1K$19.52M5.8%+33.5KAdded
7Spdr Series Trust132.8K$12.71M3.8%+4.2KAdded
8Spdr Gold Tr23.3K$10.02M3.0%7.2KReduced
9Spdr Series Trust183.8K$8.88M2.6%+2.3KAdded
10Spdr Series Trust84.5K$8.40M2.5%+3.1KAdded

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