Hibernia Wealth Partners, LLC

CIK

1950637

Location

BATON ROUGE, LA

Portfolio Value

Small $184,933,086

Diversification

Diversified

Reports for

ENVESTNET ASSET MANAGEMENT INC Nuveen Asset Management, LLC

Filing Date

Global Rank

#6,733 / 8,794 ▼ 2427 · as of Jun 2026

Top Industry

Semiconductors 21.5%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

12 quarters · since Sep 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.2%

−2.3 pts

Top 5

67.1%

−3.5 pts

Top 10

86.9%

−0.0 pts

HHI

1,094

Diversified−103

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.1%	$170,364,319	23
Technology	3.2%	$5,872,896	9
Energy	1.4%	$2,639,409	2
Financial Services	0.8%	$1,450,249	4
Communication Services	0.8%	$1,435,074	3
Consumer Cyclical	0.7%	$1,297,767	3
Healthcare	0.4%	$745,293	3
Industrials	0.2%	$460,036	1
Consumer Defensive	0.2%	$438,903	2
Utilities	0.1%	$229,140	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	+10,803	14,983	$2,048,475
GOOGL	Alphabet Inc.	+754	2,375	$844,729
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−578,139	673,294	$26,552,680
—		−532,970	575,017	$37,270,837
AFGR	First Trust Active Factor Large Cap Growth ETF	−497,458	491,874	$17,968,157
AIEQ	Amplify AI Powered Equity ETF	−429,351	441,039	$20,155,482
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−288,192	356,750	$16,701,967
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−87,337	92,703	$8,980,623
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−43,134	48,176	$2,960,896
SPY	Spdr S&P 500 ETF Trust	−26,143	29,722	$22,195,497
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	−21,284	21,284	$632,773
SLV	iShares Silver Trust	−13,119	13,423	$717,727
CWI	State Street SPDR MSCI ACWI ex-US ETF	−12,920	66,435	$3,305,608
—		−12,027	11,870	$711,013
BKF	iShares MSCI BIC ETF	−11,387	13,262	$971,574
GLD	Spdr Gold Trust	−10,844	12,438	$4,581,910
IBIT	iShares Bitcoin Trust ETF	−6,357	6,357	$211,624
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	−4,832	4,832	$274,409
WMT	Walmart Inc.	−4,077	2,102	$238,072
APH	Amphenol Corp /De/	−3,998	1,604	$565,634
VOD	Vodafone Group Public Ltd Co	−3,729	14,520	$192,099
QQQ	Invesco Qqq Trust, Series 1	−3,583	3,886	$2,861,650
CVX	Chevron Corp	−3,495	3,565	$590,934
VEA	Vanguard FTSE Developed Markets ETF	−3,340	3,342	$238,117
AAPL	Apple Inc.	−3,246	3,960	$1,145,865
CVY	Invesco Zacks Multi-Asset Income ETF	−3,237	3,237	$291,653
MSFT	Microsoft Corp	−2,182	2,765	$1,031,400
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	843	$489,707
ALAI	Alger AI Enablers & Adopters ETF	9,561	$436,364
CI	Cigna Group	849	$234,052
CNP	Centerpoint Energy Inc	5,203	$229,140
UNH	Unitedhealth Group Inc	542	$225,271
MU	Micron Technology Inc	190	$219,315
KDP	Keurig Dr Pepper Inc.	6,136	$200,831
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1,466	$702,507
NEE	Nextera Energy Inc	6,012	$558,394
TJX	Tjx Companies Inc /De/	3,411	$544,736
MSI	Motorola Solutions, Inc.	1,176	$510,348
HON	Honeywell International Inc	2,109	$476,697
ETN	Eaton Corp plc	1,324	$473,554
PM	Philip Morris International Inc.	2,635	$435,670
ABBV	AbbVie Inc.	1,874	$407,575
PLD	Prologis, Inc.	3,070	$405,791
LIN	Linde PLC	816	$404,539
WEC	Wec Energy Group, Inc.	3,367	$389,797
MRK	Merck & Co., Inc.	3,145	$378,311
PECO	Phillips Edison & Company, Inc.	9,868	$369,260
TT	Trane Technologies plc	832	$346,727
NOC	Northrop Grumman Corp /De/	497	$339,072
VLO	Valero Energy Corp/Tx	1,334	$329,604
SPGI	S&P Global Inc.	754	$320,705
MRSH	Marsh & Mclennan Companies, Inc.	1,672	$290,007
DHR	Danaher Corp /De/	1,518	$287,812
PAA	Plains All American Pipeline LP	12,508	$279,303
UNP	Union Pacific Corp	1,141	$276,829
ABT	Abbott Laboratories	2,696	$276,797
AMT	American Tower Corp /Ma/	1,585	$273,539
LOW	Lowes Companies Inc	1,138	$268,886
ACN	Accenture plc	1,354	$268,483
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $184,933,086 total · filing declares 82 positions · $184,645,382 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
		Reduced	575,017	-532,970	$37,270,837	−48.7%	20.15%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Reduced	673,294	-578,139	$26,552,680	−43.0%	14.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	29,722	-26,143	$22,195,497	−38.9%	12.00%
AIEQ	Amplify AI Powered Equity ETF	Reduced	441,039	-429,351	$20,155,482	−48.4%	10.90%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	491,874	-497,458	$17,968,157	−46.2%	9.72%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	356,750	-288,192	$16,701,967	−43.5%	9.03%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	92,703	-87,337	$8,980,623	—	4.86%
GLD	Spdr Gold Trust	Reduced	12,438	-10,844	$4,581,910	−54.3%	2.48%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	66,435	-12,920	$3,305,608	−8.0%	1.79%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	48,176	-43,134	$2,960,896	−41.6%	1.60%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,886	-3,583	$2,861,650	−33.6%	1.55%
XOM	ExxonMobil Holdings Corp Energy	Added	14,983	+10,803	$2,048,475	+188.9%	1.11%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	8,679	-745	$1,670,747	−27.1%	0.90%
AAPL	Apple Inc. Technology	Reduced	3,960	-3,246	$1,145,865	−37.3%	0.62%
NVDA	Nvidia Corp Technology	Reduced	5,159	-415	$1,032,264	+6.2%	0.56%
MSFT	Microsoft Corp Technology	Reduced	2,765	-2,182	$1,031,400	−43.7%	0.56%
BKF	iShares MSCI BIC ETF	Reduced	13,262	-11,387	$971,574	−34.8%	0.53%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,663	-752	$873,039	−5.1%	0.47%
GOOGL	Alphabet Inc. Communication Services	Added	2,375	+754	$844,729	+81.2%	0.46%
SLV	iShares Silver Trust	Reduced	13,423	-13,119	$717,727	−60.3%	0.39%
		Reduced	11,870	-12,027	$711,013	−48.6%	0.38%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,116	-1,988	$692,630	−42.6%	0.37%
AVGO	Broadcom Inc. Technology	Reduced	1,689	-1,717	$638,019	−39.5%	0.34%
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	Reduced	21,284	-21,284	$632,773	−43.3%	0.34%
CVX	Chevron Corp Energy	Reduced	3,565	-3,495	$590,934	−59.5%	0.32%
APH	Amphenol Corp /De/ Technology	Reduced	1,604	-3,998	$565,634	−60.0%	0.31%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,112	-1,316	$531,057	−35.3%	0.29%
AMD	Advanced Micro Devices Inc Technology	NEW	843	NEW	$489,707	NEW	0.26%
CAT	Caterpillar Inc Industrials	Reduced	432	-243	$460,036	−3.8%	0.25%
ALAI	Alger AI Enablers & Adopters ETF	NEW	9,561	NEW	$436,364	NEW	0.24%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	4,253	-2,014	$425,980	−32.2%	0.23%
META	Meta Platforms, Inc. Communication Services	Reduced	707	-111	$398,246	−14.9%	0.22%
MA	Mastercard Inc Financial Services	Reduced	584	-548	$299,942	−47.0%	0.16%
CVY	Invesco Zacks Multi-Asset Income ETF	Reduced	3,237	-3,237	$291,653	−40.1%	0.16%
JNJ	Johnson & Johnson Healthcare	Reduced	1,126	-557	$285,970	−30.5%	0.15%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Reduced	4,832	-4,832	$274,409	−42.9%	0.15%
VIG	Vanguard Dividend Appreciation ETF	Reduced	1,044	-1,042	$247,031	−44.9%	0.13%
C	Citigroup Inc Financial Services	Reduced	1,733	-904	$242,550	−18.9%	0.13%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	3,342	-3,340	$238,117	−44.4%	0.13%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,102	-4,077	$238,072	−69.0%	0.13%
CI	Cigna Group Healthcare	NEW	849	NEW	$234,052	NEW	0.13%
CNP	Centerpoint Energy Inc Utilities	NEW	5,203	NEW	$229,140	NEW	0.12%
UNH	Unitedhealth Group Inc Healthcare	NEW	542	NEW	$225,271	NEW	0.12%
ADI	Analog Devices Inc Technology	Reduced	553	-223	$219,635	−11.0%	0.12%
MU	Micron Technology Inc Technology	NEW	190	NEW	$219,315	NEW	0.12%
AXP	American Express Co Financial Services	Reduced	636	-1,001	$215,127	−56.6%	0.12%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	794	-1,381	$214,626	−68.2%	0.12%
IBIT	iShares Bitcoin Trust ETF	Reduced	6,357	-6,357	$211,624	−56.7%	0.11%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,056	-1,635	$210,102	−36.5%	0.11%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	NEW	6,136	NEW	$200,831	NEW	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.