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HWP

Hibernia Wealth Partners Portfolio holdings

AUM $185M
1-Year Est. Return 13.27%
This Fund
S&P 500
This Quarter Est. Return
+1.62%
1 Year Est. Return
+13.27%
3 Year Est. Return
+34.39%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$332M
AUM Growth
+$176M
Cap. Flow
+$173M
Cap. Flow %
52.06%
Top 10 Hldgs %
73.54%
Holding
110
New
61
Increased
46
Reduced
1
Closed
2

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$22.9M
2
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$19.3M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$18.3M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$16.8M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$12.4M

Top Sells

Rank Stock Value
1
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$339K
2
XOM icon
ExxonMobil
XOM
+$258K
3
GSBD icon
Goldman Sachs BDC
GSBD
+$235K

Sector Composition

Rank Sector Weight
1 Technology 2.58%
2 Financials 1.33%
3 Consumer Discretionary 0.81%
4 Healthcare 0.63%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPHQ icon
51
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$528K 0.16%
7,038
+2,522
+56% +$187K
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.13T
$516K 0.16%
1,027
+432
+73% +$215K
TJX icon
53
TJX Companies
TJX
$175B
$492K 0.15%
+3,202
New +$474K
NEE icon
54
NextEra Energy
NEE
$177B
$491K 0.15%
+6,121
New +$507K
VIG icon
55
Vanguard Dividend Appreciation ETF
VIG
$114B
$458K 0.14%
2,086
+1,043
+100% +$228K
XOM icon
56
ExxonMobil
XOM
$657B
$453K 0.14%
3,764
-2,224
-37% -$258K
GWX icon
57
State Street SPDR S&P International Small Cap ETF
GWX
$914M
$445K 0.13%
10,885
+5,351
+97% +$215K
MSI icon
58
Motorola Solutions
MSI
$76.5B
$438K 0.13%
+1,142
New +$459K
PM icon
59
Philip Morris
PM
$290B
$433K 0.13%
+2,700
New +$418K
META icon
60
Meta Platforms (Facebook)
META
$1.52T
$423K 0.13%
+641
New +$428K
VEA icon
61
Vanguard FTSE Developed Markets ETF
VEA
$236B
$417K 0.13%
6,682
+3,125
+88% +$191K
ABT icon
62
Abbott
ABT
$188B
$395K 0.12%
+3,153
New +$402K
ETN icon
63
Eaton
ETN
$173B
$392K 0.12%
+1,231
New +$436K
IEFA icon
64
iShares Core MSCI EAFE ETF
IEFA
$195B
$388K 0.12%
+4,340
New +$384K
VOO icon
65
Vanguard S&P 500 ETF
VOO
$1.03T
$383K 0.12%
+610
New +$379K
PLD icon
66
Prologis
PLD
$132B
$382K 0.12%
+2,994
New +$373K
SPGI icon
67
S&P Global
SPGI
$121B
$381K 0.11%
+730
New +$361K
HON icon
68
Honeywell
HON
$77B
$368K 0.11%
+1,885
New +$369K
DHR icon
69
Danaher
DHR
$147B
$360K 0.11%
+1,573
New +$346K
CAT icon
70
Caterpillar
CAT
$385B
$349K 0.11%
+610
New +$339K
PECO icon
71
Phillips Edison & Co
PECO
$5.15B
$349K 0.11%
+9,800
New +$340K
ACN icon
72
Accenture
ACN
$109B
$348K 0.1%
+1,296
New +$329K
IJH icon
73
iShares Core S&P Mid-Cap ETF
IJH
$127B
$345K 0.1%
+5,234
New +$343K
WEC icon
74
WEC Energy
WEC
$34.6B
$344K 0.1%
+3,261
New +$361K
TT icon
75
Trane Technologies
TT
$105B
$329K 0.1%
+845
New +$349K
1 2
3
4 5

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PIA
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IVGAV
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GCA
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PSAMP
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NAM
Nutshell Asset Management Sevenoaks, United Kingdom $184M AUM 2.02% 1-Year Est. Return

Hibernia Wealth Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Hibernia Wealth Partners held 110 positions worth $332M, up 113% from $156M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Hibernia Wealth Partners deployed $173M of net new capital in Q4 2025, opening 61 new positions and adding to 46 existing holdings. Its largest new stake was iShares Emerging Markets Equity Factor ETF: 14,381 shares worth $832K.

By sector, the portfolio is most concentrated in Technology at 2.6% of assets, up from 1.5% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was ExxonMobil, an estimated $258K trimmed.

  • Hibernia Wealth Partners's largest Q4 2025 buy was iShares Emerging Markets Equity Factor ETF: 14,381 shares worth $832K.
  • Hibernia Wealth Partners added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025, an estimated $22.9M increase.
  • Hibernia Wealth Partners's biggest Q4 2025 reduction was ExxonMobil, cutting an estimated $258K.
  • Hibernia Wealth Partners fully exited iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2025, selling an estimated $339K.
  • Hibernia Wealth Partners's ten largest holdings make up 74% of its $332M portfolio in Q4 2025.
  • Hibernia Wealth Partners opened 61 new positions and closed 2 in Q4 2025.
  • Hibernia Wealth Partners's portfolio value rose 113% quarter-over-quarter to $332M.

Based on Hibernia Wealth Partners's 13F filing for Q4 2025, filed 12 Feb 2026.