Hibernia Wealth Partners, LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.4ptsvs SPY
Invested
$338.2M
Holdings
122
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIL
SPDR SERIES TRUST
Q1 2026: Exited (was 518.1k shares)
14.4%
02
$DIVO
AMPLIFY ETF TR
Q1 2026: Exited (was 840.3k shares)
11.5%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +713.3% (2.1k → 16.9k shares)
10.7%
04
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 1.02M shares)
9.9%
05
$XLSR
SSGA ACTIVE TR
Q1 2026: Exited (was 6.0k shares)
7.1%
06
$FISR
SSGA ACTIVE TR
Q1 2026: Exited (was 9.2k shares)
5.8%
07
$JNK
SPDR SERIES TRUST
Q1 2026: Exited (was 422 shares)
3.8%
08
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 212 shares)
3.0%
09
$SPSM
SPDR SERIES TRUST
Q1 2026: Exited (was 3.0k shares)
2.6%
10
$BILS
SPDR SERIES TRUST
Q1 2026: Exited (was 81.4k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:26 UTC.