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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
(+113%)
Cap. Flow
+$173M
Cap. Flow
% of AUM
52.06%
Top 10 Holdings %
Top 10 Hldgs %
73.54%
Holding
110
New
61
Increased
46
Reduced
1
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$22.9M |
| 2 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$19.3M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$18.3M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$16.8M |
| 5 |
State Street US Sector Rotation ETF
XLSR
|
+$12.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$339K |
| 2 |
ExxonMobil
XOM
|
+$258K |
| 3 |
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 | |
|---|---|---|---|---|---|---|
76
Linde
LIN
$227B
| $325K | 0.1% |
+762
| New | +$326K |
|
77
Alphabet (Google) Class A
GOOGL
$4.3T
| $322K | 0.1% |
+1,029
| New | +$294K |
|
78
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
| $313K | 0.09% |
+3,135
| New | +$314K |
|
79
Lowe's Companies
LOW
$125B
| $312K | 0.09% |
+1,293
| New | +$310K |
|
80
iShares MSCI EAFE ETF
EFA
$80B
| $308K | 0.09% |
+3,210
| New | +$304K |
|
|
MRSH
81
Marsh
MRSH
$91.1B
| $300K | 0.09% |
+1,619
| New | +$303K |
|
82
Ares Management
ARES
$32.1B
| $296K | 0.09% |
+1,831
| New | +$285K |
|
83
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
| $289K | 0.09% |
+4,292
| New | +$288K |
|
84
Northrop Grumman
NOC
$81.4B
| $282K | 0.08% |
+494
| New | +$287K |
|
85
Johnson & Johnson
JNJ
$624B
| $277K | 0.08% |
+1,342
| New | +$265K |
|
86
Palantir
PLTR
$420B
| $273K | 0.08% |
+1,536
| New | +$278K |
|
87
Elevance Health
ELV
$85.1B
| $265K | 0.08% |
+757
| New | +$256K |
|
88
American Tower
AMT
$79.5B
| $262K | 0.08% |
+1,493
| New | +$272K |
|
89
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $257K | 0.08% |
+4,780
| New | +$260K |
|
90
Virtus Reaves Utilities ETF
UTES
$1.3B
| $252K | 0.08% |
+3,188
| New | +$263K |
|
91
Union Pacific
UNP
$173B
| $250K | 0.08% |
+1,080
| New | +$247K |
|
92
Zoetis
ZTS
$30.9B
| $240K | 0.07% |
+1,906
| New | +$249K |
|
93
Citigroup
C
$229B
| $239K | 0.07% |
+2,044
| New | +$212K |
|
94
Nasdaq
NDAQ
$53.3B
| $237K | 0.07% |
+2,437
| New | +$219K |
|
95
Roper Technologies
ROP
$39.6B
| $232K | 0.07% |
+522
| New | +$242K |
|
|
SW
96
Smurfit Westrock
SW
$25.4B
| $226K | 0.07% |
+5,832
| New | +$222K |
|
97
Plains All American Pipeline
PAA
$16.4B
| $220K | 0.07% |
+12,250
| New | +$208K |
|
98
Starbucks
SBUX
$122B
| $220K | 0.07% |
+2,608
| New | +$220K |
|
99
ALPS Sector Dividend Dogs ETF
SDOG
$1.44B
| $217K | 0.07% |
+3,586
| New | +$215K |
|
100
Valero Energy
VLO
$92.9B
| $217K | 0.07% |
+1,330
| New | +$225K |
|
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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.