Hibernia Wealth Partners, LLC reported 35 positions worth $24.82M for the quarter ended Sep 30, 2026, up 25.4% on the prior quarter. It opened 10 new positions, added to 21, trimmed 3 and exited 7. Its largest holding is Spdr Gold Trust at 18.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +2,647 | +66.8% | $881.51K | 8.87% |
| NVDA Nvidia Corp | +2,567 | +49.8% | $586.25K | 7.11% |
| GOOG Alphabet Inc. | +1,034 | +103.8% | $352.20K | 2.79% |
| MSFT Microsoft Corp | +597 | +21.6% | $306.21K | 6.95% |
| V Visa Inc. | +803 | – | $288.56K | 1.16% |
| DHR Danaher Corp | +1,274 | – | $282.15K | 1.14% |
| LIN Linde Plc | +493 | – | $234.21K | 0.944% |
| BRK-B Berkshire Hathaway Inc | +467 | – | $232.54K | 0.937% |
| MRK Merck & Co., Inc. | +1,546 | – | $224.64K | 0.905% |
| ETN Eaton Corp plc | +518 | – | $222.39K | 0.896% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | -432 | -100.0% | $459.73K | Exited |
| GLD Spdr Gold Trust | -621 | -5.0% | $236.49K | 18.13% |
| CNP Centerpoint Energy Inc | -5,203 | -100.0% | $229.14K | Exited |
| UNH Unitedhealth Group Inc | -542 | -100.0% | $225.15K | Exited |
| AXP American Express Co | -636 | -100.0% | $215.29K | Exited |
| MCD Mcdonalds Corp | -794 | -100.0% | $214.59K | Exited |
| SBUX Starbucks Corp | -2,056 | -100.0% | $210.02K | Exited |
| KDP Keurig Dr Pepper Inc. | -6,136 | -100.0% | $200.83K | Exited |
| META Meta Platforms, Inc. | -94 | -13.3% | $68.19K | 1.79% |
| CI Cigna Group | -74 | -8.7% | $20.11K | 0.849% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| V Visa Inc. | +803 | $288.56K | 1.16% |
| DHR Danaher Corp | +1,274 | $282.15K | 1.14% |
| LIN Linde Plc | +493 | $234.21K | 0.944% |
| BRK-B Berkshire Hathaway Inc | +467 | $232.54K | 0.937% |
| MRK Merck & Co., Inc. | +1,546 | $224.64K | 0.905% |
| ETN Eaton Corp plc | +518 | $222.39K | 0.896% |
| PLTR Palantir Technologies Inc. | +1,163 | $217.54K | 0.877% |
| ABBV AbbVie Inc. | +822 | $215.15K | 0.867% |
| PM Philip Morris International Inc. | +1,112 | $212.15K | 0.855% |
| AUR Aurora Innovation, Inc. | +11.8K | $65.54K | 0.264% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CAT Caterpillar Inc | -432 | $459.73K | 2.32% |
| CNP Centerpoint Energy Inc | -5,203 | $229.14K | 1.16% |
| UNH Unitedhealth Group Inc | -542 | $225.15K | 1.14% |
| AXP American Express Co | -636 | $215.29K | 1.09% |
| MCD Mcdonalds Corp | -794 | $214.59K | 1.08% |
| SBUX Starbucks Corp | -2,056 | $210.02K | 1.06% |
| KDP Keurig Dr Pepper Inc. | -6,136 | $200.83K | 1.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD Spdr Gold Trust | Financial Services | 11.8K | $4.50M | 18.13% | -621 | -5.0% | Reduced | 0% |
| 2 | XOM ExxonMobil Holdings Corp | Energy | 15.4K | $2.51M | 10.1% | +411 | +2.7% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 6,607 | $2.20M | 8.87% | +2,647 | +66.8% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 7,726 | $1.76M | 7.11% | +2,567 | +49.8% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 3,362 | $1.72M | 6.95% | +597 | +21.6% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 4,463 | $1.11M | 4.48% | +800 | +21.8% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 2,550 | $843.59K | 3.4% | +434 | +20.5% | Added | 0% |
| 8 | CVX Chevron Corp | Energy | 3,903 | $797.14K | 3.21% | +338 | +9.5% | Added | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 2,090 | $733.89K | 2.96% | +401 | +23.7% | Added | 0% |
| 10 | SLV iShares Silver Trust | Others | 13.4K | $731.71K | 2.95% | 0 | 0.0% | Unchanged | 0% |
| 11 | GOOG Alphabet Inc. | Technology | 2,030 | $691.46K | 2.79% | +1,034 | +103.8% | Added | 0% |
| 12 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1,281 | $584.18K | 2.35% | +169 | +15.2% | Added | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 927 | $567.10K | 2.29% | +84 | +10.0% | Added | 0% |
| 14 | GOOGL Alphabet Inc. | Technology | 1,494 | $513.92K | 2.07% | +115 | +8.3% | Added | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 613 | $444.67K | 1.79% | -94 | -13.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Hibernia Wealth Partners.
As of its Q3 2026 13F filing, Hibernia Wealth Partners, LLC’s five largest positions were Spdr Gold Trust (GLD) at 18.1%, ExxonMobil Holdings Corp (XOM) at 10.1%, Apple Inc. (AAPL) at 8.9%, Nvidia Corp (NVDA) at 7.1%, Microsoft Corp (MSFT) at 6.9% of the reported portfolio.
Hibernia Wealth Partners, LLC reported a 13F portfolio worth $24.82M across 35 positions for Q3 2026. That is up 25.4% from the previous quarter.
Its largest purchases by value were Apple Inc. ($881.51K), Nvidia Corp ($586.25K), Alphabet Inc. ($352.20K). It opened 10 new positions.
Its largest sales by value were Caterpillar Inc ($459.73K), Spdr Gold Trust ($236.49K), Centerpoint Energy Inc ($229.14K). It exited 7 positions entirely.
From the Form 13F-HR reports Hibernia Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.