Hibernia Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Hibernia Wealth Partners, LLC reported 53 stock positions worth $130.7 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 23.8% of the portfolio, followed by Amplify CWP Enhan Divid ETF (DIVO, 12.1%) and FT Vest Lad Buffervetf-Usd I (BUFR, 10.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 73 and reduced 51. The biggest buy was a new position in iShares Bitcoin Trust ETF (IBIT) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- BATON ROUGE, LA
- CIK
- 0001950637
- Portfolio Value
- $130.7M (Q4 2024)
- SEC Filing
- 0001667731-25-000154 ↗ filed Jan 29, 2025
Holdings Value
Holdings 53 stocks · $130.7M
| BIL SS SPDR BB 1-3M T-Bill ETF | 23.82% | 340,621 | $31.1M | Reduce -46.8% |
| DIVO Amplify CWP Enhan Divid ETF | 12.14% | 391,923 | $15.9M | Reduce -45.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 10.83% | 464,800 | $14.2M | Reduce -47.0% |
| XLSR SS US Sector Rotation | 8.93% | 218,473 | $11.7M | Reduce -51.0% |
| FISR SS Fi Sector Rotation | 7.02% | 361,760 | $9.2M | Reduce -50.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.97% | 115,592 | $5.2M | Reduce -55.3% |
| USMV iShares MSCI USA Min Vol Fac | 2.54% | 37,405 | $3.3M | Reduce -49.8% |
| GLD SPDR Gold Shares | 2.32% | 12,506 | $3.0M | Reduce -51.1% |
| JNK SS SPDR BB High Yield Bond | 2.10% | 28,695 | $2.7M | Reduce -47.5% |
| GBIL Goldman Sachs Access Treasur | 1.91% | 24,936 | $2.5M | Reduce -58.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.86% | 44,374 | $2.4M | Reduce -56.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.73% | 66,266 | $2.3M | Reduce -66.0% |
| EBND State Street SPDR Bloomberg | 1.64% | 109,695 | $2.1M | Reduce -49.7% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 1.48% | 19,513 | $1.9M | Reduce -36.2% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 1.48% | 104,573 | $1.9M | Reduce -52.3% |
| SPAB SS SPDR P Agg Bond ETF | 1.21% | 63,269 | $1.6M | Reduce -48.7% |
| SRLN SS Blackstone Sr Loan ETF | 1.13% | 35,521 | $1.5M | Reduce -49.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.10% | 2,819 | $1.4M | Reduce -48.8% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.82% | 45,061 | $1.1M | Reduce -44.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.80% | 18,519 | $1.0M | Reduce -36.4% |
| NVDA Nvidia Corp. | 0.72% | 7,026 | $944K | Reduce -45.1% |
| JPM JPMorgan Chase & Co. | 0.66% | 3,573 | $856K | Reduce -36.7% |
| SYY Sysco Corp. | 0.57% | 9,709 | $742K | Reduce -2.8% |
| HWC Hancock Whitney Corp. | 0.53% | 12,661 | $693K | Reduce -3.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.49% | 9,640 | $646K | Reduce -56.7% |
| GWX State Street SPDR S&P Intern | 0.47% | 19,921 | $617K | Reduce -61.0% |
| SMLF iShares US Smallcap Equity F | 0.46% | 8,895 | $600K | Reduce -47.7% |
| IVV iShares Core S&P 500 ETF | 0.46% | 1,019 | $600K | Reduce -60.7% |
| DSTL Distillate US Fundamental St | 0.45% | 10,819 | $594K | Reduce -46.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.45% | 21,305 | $594K | Reduce -45.2% |
| TSLA Tesla Inc. | 0.43% | 1,405 | $567K | Reduce -21.8% |
| IBIT iShares Bitcoin Trust ETF | 0.42% | 10,413 | $552K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.41% | 20,660 | $541K | Reduce -51.2% |
| AAPL Apple Inc. | 0.41% | 2,151 | $539K | Reduce -82.9% |
| GSBD Goldman Sachs BDC Inc. | 0.38% | 40,522 | $490K | Reduce -43.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.33% | 1,798 | $432K | Reduce -62.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 1,174 | $402K | Reduce -16.0% |
| PG The Procter & Gamble Co. | 0.29% | 2,245 | $376K | Reduce -44.0% |
| AGG iShares Core U.S. Aggregate | 0.28% | 3,812 | $369K | Reduce -48.3% |
| SLV iShares Silver Trust | 0.26% | 12,997 | $342K | Reduce -47.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 1,275 | $337K | Reduce -72.9% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.23% | 5,293 | $307K | Reduce -50.5% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 2,245 | $289K | Reduce -44.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.22% | 4,072 | $288K | Reduce -49.8% |
| MLPA Global X MLP ETF | 0.22% | 5,713 | $282K | Reduce -50.0% |
| MSFT Microsoft Corp. | 0.20% | 607 | $256K | Reduce -82.9% |
| CVX Chevron Corp. | 0.19% | 1,726 | $250K | Reduce -62.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 850 | $246K | Reduce -80.8% |
| AMZN Amazon.com Inc. | 0.18% | 1,058 | $232K | Reduce -52.2% |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,102 | $209K | Reduce -32.9% |
| SMMV iShares MSCI USA Small-Cap M | 0.16% | 4,948 | $205K | Reduce -49.9% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 1,039 | $204K | Reduce -50.0% |
| BIOLINERX LTD | 0.00% | 10,000 | $2K | New |
Options reported separately and not counted above: SPY puts ($22.8M).
Portfolio Sells Q3 2024 → Q4 2024
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -66.0% | 1.73% | −0.81 |
| AAPL Apple Inc. | Reduce -82.9% | 0.41% | −0.61 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.34 |
| MSFT Microsoft Corp. | Reduce -82.9% | 0.20% | −0.33 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.28 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Sold out | 0.00% | −0.26 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.25 |
| TRMD Torm PLC-A | Sold out | 0.00% | −0.25 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -80.8% | 0.19% | −0.25 |
| EZM Wisdomtree US Midcap Fund | Sold out | 0.00% | −0.24 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.24 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.23 |
| CFA Victoryshares US 500 Volatil | Sold out | 0.00% | −0.23 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.22 |
| DFAU Dimensional US Core Equity M | Sold out | 0.00% | −0.22 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.21 |
| FVD First Trust Value Line DVD | Sold out | 0.00% | −0.20 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.18 |
| FPX First Trust US Equity Opport | Sold out | 0.00% | −0.17 |
| GBIL Goldman Sachs Access Treasur | Reduce -58.3% | 1.91% | −0.17 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -72.9% | 0.26% | −0.17 |
| DFUS Dimensional US Eq MKT ETF | Sold out | 0.00% | −0.17 |
| VPL Vanguard Ftse Pacific ETF | Sold out | 0.00% | −0.17 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.17 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.17 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.16 |
| DFAI Dimensional International Co. | Sold out | 0.00% | −0.16 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.15 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.15 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.15 |
| RTX RTX Corp. | Sold out | 0.00% | −0.15 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.13 |
| GWX State Street SPDR S&P Intern | Reduce -61.0% | 0.47% | −0.13 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.13 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.13 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.12 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.12 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.12 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.12 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.12 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.11 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.11 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.10 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.10 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -55.3% | 3.97% | −0.10 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.10 |
| SDOG Alps Sector Dividend Dogs | Sold out | 0.00% | −0.10 |
Portfolio Buys Q3 2024 → Q4 2024
| IBIT iShares Bitcoin Trust ETF | New | 0.42% | +0.42 |
| BIOLINERX LTD | New | 0.00% | +0.00 |
Options Activity Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 79,784 | $45.8Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 40,324 | $22.8M |
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 |