Hibernia Wealth Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Hibernia Wealth Partners, LLC reported 81 stock positions worth $147.0 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 18.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 12.4%) and Amplify CWP Enhan Divid ETF (DIVO, 6.9%). Compared with Q4 2023, it opened 18 new positions, sold out of 2, added to 34 and reduced 27. The biggest buy was Amplify CWP Enhan Divid ETF (DIVO, shares +23%) and the biggest sale Goldman Sachs Access Treasur (GBIL, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- BATON ROUGE, LA
- CIK
- 0001950637
- Portfolio Value
- $147.0M (Q1 2024)
- SEC Filing
- 0001950637-24-000005 ↗ filed May 7, 2024
Holdings Value
Holdings 81 stocks · $147.0M
| BIL SS SPDR BB 1-3M T-Bill ETF | 18.24% | 292,026 | $26.8M | Add +16.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 12.41% | 34,873 | $18.2M | Add +1.9% |
| DIVO Amplify CWP Enhan Divid ETF | 6.94% | 262,256 | $10.2M | Add +22.6% |
| XLSR SS US Sector Rotation | 6.93% | 204,279 | $10.2M | Reduce -5.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 5.98% | 314,552 | $8.8M | Add +23.7% |
| FISR SS Fi Sector Rotation | 5.94% | 340,498 | $8.7M | Add +0.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.89% | 132,702 | $5.7M | Reduce -10.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.84% | 157,321 | $5.6M | Reduce -26.4% |
| GBIL Goldman Sachs Access Treasur | 3.11% | 45,337 | $4.6M | Reduce -35.6% |
| USMV iShares MSCI USA Min Vol Fac | 2.11% | 37,177 | $3.1M | Add +0.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.98% | 54,424 | $2.9M | Reduce -7.9% |
| GLD SPDR Gold Shares | 1.57% | 11,192 | $2.3M | Add +25.5% |
| JNK SS SPDR BB High Yield Bond | 1.48% | 22,883 | $2.2M | Add +33.1% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 1.48% | 116,316 | $2.2M | Reduce -19.5% |
| EBND State Street SPDR Bloomberg | 1.40% | 100,043 | $2.1M | Reduce -1.9% |
| SPAB SS SPDR P Agg Bond ETF | 1.05% | 61,321 | $1.6M | Add +31.4% |
| AAPL Apple Inc. | 0.98% | 8,396 | $1.4M | Add +3.0% |
| SRLN SS Blackstone Sr Loan ETF | 0.91% | 31,780 | $1.3M | Reduce -2.5% |
| GWX State Street SPDR S&P Intern | 0.89% | 40,326 | $1.3M | Reduce -35.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.79% | 19,295 | $1.2M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 2,582 | $1.1M | Add +22.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 3,817 | $992K | Add +5.4% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.60% | 8,858 | $881K | New |
| GSBD Goldman Sachs BDC Inc. | 0.57% | 56,357 | $844K | Add +5.5% |
| SYY Sysco Corp. | 0.54% | 9,817 | $797K | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 0.49% | 3,620 | $725K | Reduce -0.9% |
| EZM Wisdomtree US Midcap Fund | 0.48% | 11,475 | $700K | Add +0.2% |
| NVDA Nvidia Corp. | 0.47% | 760 | $687K | Reduce -1.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.46% | 24,198 | $676K | Reduce -39.1% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.45% | 16,754 | $658K | Reduce -5.2% |
| FPX First Trust US Equity Opport | 0.44% | 6,047 | $640K | Reduce -1.8% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.43% | 26,441 | $639K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 2,557 | $639K | Add +12.5% |
| CFA Victoryshares US 500 Volatil | 0.43% | 7,751 | $631K | Add +1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.42% | 2,675 | $612K | Add +1.6% |
| HWC Hancock Whitney Corp. | 0.40% | 12,652 | $582K | Add +0.0% |
| FVD First Trust Value Line DVD | 0.37% | 12,772 | $539K | Add +1.3% |
| SMLF iShares US Smallcap Equity F | 0.37% | 8,482 | $539K | Reduce -1.4% |
| RDVY First Trust Rising Dividend | 0.36% | 9,406 | $528K | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 0.34% | 958 | $504K | New |
| DSTL Distillate US Fundamental St | 0.33% | 9,124 | $492K | Add +73.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 8,964 | $486K | New |
| DFAU Dimensional US Core Equity M | 0.32% | 12,765 | $466K | Add +23.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 2,832 | $461K | Add +21.1% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 8,895 | $446K | Add +6.9% |
| BND Vanguard Total Bond Market | 0.30% | 6,089 | $442K | New |
| VOO Vanguard S&P 500 ETF | 0.29% | 884 | $425K | Add +8.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 5,588 | $415K | Add +60.3% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 9,181 | $383K | Add +1.6% |
| DFUS Dimensional US Eq MKT ETF | 0.24% | 6,232 | $355K | Add +39.7% |
| TRMD Torm PLC-A | 0.24% | 10,146 | $355K | Reduce -22.8% |
| AGG iShares Core U.S. Aggregate | 0.24% | 3,610 | $354K | New |
| RTX RTX Corp. | 0.23% | 3,426 | $334K | Add +0.2% |
| MSFT Microsoft Corp. | 0.22% | 779 | $328K | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 5,379 | $327K | Add +25.7% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.21% | 5,580 | $316K | Reduce -1.2% |
| SPTI SS SPDR P Int Term TSY ETF | 0.21% | 10,919 | $308K | New |
| DFAI Dimensional International Co. | 0.20% | 9,909 | $299K | New |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.20% | 4,140 | $293K | Reduce -6.8% |
| PG The Procter & Gamble Co. | 0.20% | 1,769 | $287K | Add +7.5% |
| UNH Unitedhealth Group Inc. | 0.19% | 568 | $281K | Reduce -1.6% |
| FPXI First Trust International Eq | 0.19% | 6,078 | $281K | Reduce -4.2% |
| MLPA Global X MLP ETF | 0.19% | 5,689 | $274K | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 1,414 | $271K | New |
| CVX Chevron Corp. | 0.18% | 1,695 | $267K | New |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.17% | 8,546 | $252K | Add +0.9% |
| CFO Victoryshares US 500 Enhance | 0.17% | 3,740 | $247K | Reduce -13.6% |
| IUSG iShares Core S&P U.S. Growth | 0.17% | 2,091 | $245K | Reduce -1.4% |
| ETN Eaton Corp. PLC | 0.16% | 761 | $238K | New |
| TXN Texas Instruments Inc. | 0.16% | 1,350 | $235K | New |
| VT Vanguard Tot World STK ETF | 0.16% | 2,124 | $235K | New |
| QCLN First Trust Nasdaq Clean Edg | 0.16% | 6,686 | $232K | Reduce -6.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.16% | 1,472 | $230K | New |
| ITOT iShares Core S&P Total U.S. | 0.16% | 1,988 | $229K | Reduce -9.4% |
| SLV iShares Silver Trust | 0.16% | 10,065 | $229K | No change |
| SBUX Starbucks Corp. | 0.16% | 2,504 | $229K | No change |
| DFAC Dimensional US Core Equity 2 | 0.16% | 7,147 | $228K | Add +0.1% |
| TSLA Tesla Inc. | 0.15% | 1,266 | $223K | Reduce -14.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.15% | 905 | $217K | New |
| VPL Vanguard Ftse Pacific ETF | 0.14% | 2,666 | $203K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 587 | $202K | New |
Options reported separately and not counted above: SPY calls ($575K).
Portfolio Sells Q4 2023 → Q1 2024
| GBIL Goldman Sachs Access Treasur | Reduce -35.6% | 3.11% | −2.19 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -26.4% | 3.84% | −1.65 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -10.2% | 3.89% | −0.82 |
| GWX State Street SPDR S&P Intern | Reduce -35.5% | 0.89% | −0.61 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Reduce -19.5% | 1.48% | −0.55 |
| XLSR SS US Sector Rotation | Reduce -5.0% | 6.93% | −0.50 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -39.1% | 0.46% | −0.41 |
| PROSHARES ULTRA BLOOMBERG NA | Sold out | 0.00% | −0.34 |
| EBND State Street SPDR Bloomberg | Reduce -1.9% | 1.40% | −0.24 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -7.9% | 1.98% | −0.20 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.17 |
| TSLA Tesla Inc. | Reduce -14.3% | 0.15% | −0.13 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -2.5% | 0.91% | −0.12 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -6.6% | 0.16% | −0.07 |
| TRMD Torm PLC-A | Reduce -22.8% | 0.24% | −0.06 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -5.2% | 0.45% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -1.6% | 0.19% | −0.04 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -6.8% | 0.20% | −0.03 |
| CFO Victoryshares US 500 Enhance | Reduce -13.6% | 0.17% | −0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -1.2% | 0.21% | −0.02 |
| RDVY First Trust Rising Dividend | Reduce -2.9% | 0.36% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -9.4% | 0.16% | −0.02 |
| SMLF iShares US Smallcap Equity F | Reduce -1.4% | 0.37% | −0.02 |
| FPXI First Trust International Eq | Reduce -4.2% | 0.19% | −0.01 |
| FPX First Trust US Equity Opport | Reduce -1.8% | 0.44% | −0.01 |
| SYY Sysco Corp. | Reduce -0.2% | 0.54% | −0.00 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.4% | 0.17% | 0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 0.49% | +0.02 |
| NVDA Nvidia Corp. | Reduce -1.3% | 0.47% | +0.18 |
Portfolio Buys Q4 2023 → Q1 2024
| DIVO Amplify CWP Enhan Divid ETF | Add +22.6% | 6.94% | +1.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +16.8% | 18.24% | +0.99 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +23.7% | 5.98% | +0.88 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.79% | +0.79 |
| BILS SS Spdrb B 3-12M T-Bill ETF | New | 0.60% | +0.60 |
| EMHC SS SPDR BB Em Usd Bond ETF | New | 0.43% | +0.43 |
| IVV iShares Core S&P 500 ETF | New | 0.34% | +0.34 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.33% | +0.33 |
| BND Vanguard Total Bond Market | New | 0.30% | +0.30 |
| GLD SPDR Gold Shares | Add +25.5% | 1.57% | +0.28 |
| JNK SS SPDR BB High Yield Bond | Add +33.1% | 1.48% | +0.25 |
| AGG iShares Core U.S. Aggregate | New | 0.24% | +0.24 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.21% | +0.21 |
| DFAI Dimensional International Co. | New | 0.20% | +0.20 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.18% | +0.18 |
| CVX Chevron Corp. | New | 0.18% | +0.18 |
| ETN Eaton Corp. PLC | New | 0.16% | +0.16 |
| TXN Texas Instruments Inc. | New | 0.16% | +0.16 |
| VT Vanguard Tot World STK ETF | New | 0.16% | +0.16 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.16% | +0.16 |
| SPAB SS SPDR P Agg Bond ETF | Add +31.4% | 1.05% | +0.15 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.15% | +0.15 |
| DSTL Distillate US Fundamental St | Add +73.4% | 0.33% | +0.14 |
| VPL Vanguard Ftse Pacific ETF | New | 0.14% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.14% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +22.9% | 0.78% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.9% | 12.41% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +60.3% | 0.28% | +0.10 |
| DFUS Dimensional US Eq MKT ETF | Add +39.7% | 0.24% | +0.07 |
| DFAU Dimensional US Core Equity M | Add +23.1% | 0.32% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +21.1% | 0.31% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +25.7% | 0.22% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +12.5% | 0.43% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.4% | 0.68% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +8.5% | 0.29% | +0.02 |
| PG The Procter & Gamble Co. | Add +7.5% | 0.20% | +0.01 |
| RTX RTX Corp. | Add +0.2% | 0.23% | +0.01 |
| MSFT Microsoft Corp. | Add +1.6% | 0.22% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +6.9% | 0.30% | +0.00 |
| CFA Victoryshares US 500 Volatil | Add +1.6% | 0.43% | −0.00 |
| DFAC Dimensional US Core Equity 2 | Add +0.1% | 0.16% | −0.00 |
| MLPA Global X MLP ETF | Add +0.2% | 0.19% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.6% | 0.42% | −0.01 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +0.9% | 0.17% | −0.01 |
| GSBD Goldman Sachs BDC Inc. | Add +5.5% | 0.57% | −0.02 |
| FVD First Trust Value Line DVD | Add +1.3% | 0.37% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 0.26% | −0.02 |
| EZM Wisdomtree US Midcap Fund | Add +0.2% | 0.48% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.9% | 2.11% | −0.06 |
| HWC Hancock Whitney Corp. | Add +0.0% | 0.40% | −0.07 |
Options Activity Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | Reduce -50.0% | 1,100 | $575K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 82 | $184.6M | BIL, SPY, DIVO, BUFR, XLSR |
| Q1 2026 | 122 | $338.2M | BIL, DIVO, SPY, BUFR, XLSR |
| Q4 2025 | 108 | $332.1M | BIL, SPY, DIVO, BUFR, XLSR |
| Q3 2025 | 49 | $156.1M | BIL, SPY, DIVO, BUFR, XLSR |
| Q2 2025 | 103 | $274.4M | BIL, DIVO, BUFR, XLSR, FISR |
| Q1 2025 | 45 | $140.7M | BIL, DIVO, SPY, BUFR, XLSR |
| Q4 2024 | 53 | $130.7M | BIL, DIVO, BUFR, XLSR, FISR |
| Q3 2024 | 124 | $288.5M | BIL, DIVO, BUFR, XLSR, FISR |
| Q2 2024 | 90 | $287.2M | BIL, SPY, DIVO, BUFR, XLSR |
| Q1 2024 | 81 | $147.0M | BIL, SPY, DIVO, XLSR, BUFR |