Hibernia Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Hibernia Wealth Partners, LLC reported 45 stock positions worth $140.7 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 20.1% of the portfolio, followed by Amplify CWP Enhan Divid ETF (DIVO, 11.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 11.3%). Compared with Q4 2024, it opened 5 new positions, sold out of 13, added to 17 and reduced 20. The biggest buy was a new position in SS SPDR S&P 500 ETF Trust-US (SPY) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- BATON ROUGE, LA
- CIK
- 0001950637
- Portfolio Value
- $140.7M (Q1 2025)
- SEC Filing
- 0001667731-25-000503 ↗ filed Apr 24, 2025
Holdings Value
Holdings 45 stocks · $140.7M
| BIL SS SPDR BB 1-3M T-Bill ETF | 20.12% | 308,738 | $28.3M | Reduce -9.4% |
| DIVO Amplify CWP Enhan Divid ETF | 11.81% | 407,798 | $16.6M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.32% | 29,574 | $15.9M | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 10.64% | 504,537 | $15.0M | Add +8.6% |
| XLSR SS US Sector Rotation | 7.63% | 211,492 | $10.7M | Reduce -3.2% |
| FISR SS Fi Sector Rotation | 6.55% | 356,259 | $9.2M | Reduce -1.5% |
| JNK SS SPDR BB High Yield Bond | 4.08% | 60,183 | $5.7M | Add +109.7% |
| GLD SPDR Gold Shares | 3.31% | 16,165 | $4.7M | Add +29.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 2.70% | 38,169 | $3.8M | Add +95.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.50% | 86,258 | $3.5M | Reduce -25.4% |
| USMV iShares MSCI USA Min Vol Fac | 2.49% | 37,454 | $3.5M | Add +0.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.57% | 43,085 | $2.2M | Reduce -2.9% |
| SPIB SS SPDR P Int C Corp. ETF | 1.56% | 66,151 | $2.2M | New |
| EBND State Street SPDR Bloomberg | 1.52% | 106,641 | $2.1M | Reduce -2.8% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 1.23% | 90,452 | $1.7M | Reduce -13.5% |
| SRLN SS Blackstone Sr Loan ETF | 1.00% | 34,385 | $1.4M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.99% | 2,973 | $1.4M | Add +5.5% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.92% | 53,451 | $1.3M | Add +18.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.82% | 45,106 | $1.2M | Reduce -28.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.60% | 16,364 | $847K | Reduce -11.6% |
| DSTL Distillate US Fundamental St | 0.45% | 11,686 | $634K | Add +8.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 16,268 | $592K | Reduce -75.5% |
| IVV iShares Core S&P 500 ETF | 0.41% | 1,014 | $570K | Reduce -0.5% |
| SMLF iShares US Smallcap Equity F | 0.39% | 8,878 | $552K | Reduce -0.2% |
| IBIT iShares Bitcoin Trust ETF | 0.37% | 11,052 | $517K | Add +6.1% |
| MSFT Microsoft Corp. | 0.33% | 1,243 | $467K | Add +104.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 841 | $448K | New |
| GSBD Goldman Sachs BDC Inc. | 0.31% | 37,833 | $440K | Reduce -6.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 1,952 | $433K | Add +8.6% |
| AAPL Apple Inc. | 0.29% | 1,869 | $415K | Reduce -13.1% |
| SLV iShares Silver Trust | 0.29% | 12,997 | $403K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.27% | 5,708 | $379K | Reduce -40.8% |
| CVX Chevron Corp. | 0.26% | 2,225 | $372K | Add +28.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 1,295 | $335K | Add +1.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.22% | 4,002 | $312K | Reduce -1.7% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.22% | 5,293 | $309K | No change |
| MLPA Global X MLP ETF | 0.22% | 5,715 | $304K | Add +0.0% |
| AMZN Amazon.com Inc. | 0.21% | 1,523 | $290K | Add +44.0% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 2,215 | $270K | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.18% | 1,055 | $259K | Reduce -70.5% |
| MCD McDonald's Corp. | 0.17% | 766 | $239K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 814 | $224K | Reduce -4.2% |
| SMMV iShares MSCI USA Small-Cap M | 0.15% | 4,954 | $205K | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 1,039 | $202K | No change |
| TRMD Torm PLC-A | 0.12% | 10,117 | $167K | New |
Portfolio Sells Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -9.4% | 20.12% | −3.70 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −1.91 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -25.4% | 2.50% | −1.47 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -75.5% | 0.42% | −1.31 |
| XLSR SS US Sector Rotation | Reduce -3.2% | 7.63% | −1.30 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.72 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.57 |
| HWC Hancock Whitney Corp. | Sold out | 0.00% | −0.53 |
| GWX State Street SPDR S&P Intern | Sold out | 0.00% | −0.47 |
| JPM JPMorgan Chase & Co. | Reduce -70.5% | 0.18% | −0.47 |
| FISR SS Fi Sector Rotation | Reduce -1.5% | 6.55% | −0.47 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.45 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.43 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.41 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -28.7% | 0.82% | −0.39 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.31 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -2.9% | 1.57% | −0.29 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.29 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.28 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Reduce -13.5% | 1.23% | −0.25 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -40.8% | 0.27% | −0.23 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -11.6% | 0.60% | −0.20 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.16 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -3.2% | 1.00% | −0.13 |
| EBND State Street SPDR Bloomberg | Reduce -2.8% | 1.52% | −0.12 |
| AAPL Apple Inc. | Reduce -13.1% | 0.29% | −0.12 |
| SMLF iShares US Smallcap Equity F | Reduce -0.2% | 0.39% | −0.07 |
| GSBD Goldman Sachs BDC Inc. | Reduce -6.6% | 0.31% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 0.41% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.2% | 0.16% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.3% | 0.19% | −0.03 |
| BIOLINERX LTD | Sold out | 0.00% | −0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -1.7% | 0.22% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | New | 11.32% | +11.32 |
| JNK SS SPDR BB High Yield Bond | Add +109.7% | 4.08% | +1.98 |
| SPIB SS SPDR P Int C Corp. ETF | New | 1.56% | +1.56 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +95.6% | 2.70% | +1.22 |
| GLD SPDR Gold Shares | Add +29.3% | 3.31% | +0.99 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.32% | +0.32 |
| MCD McDonald's Corp. | New | 0.17% | +0.17 |
| MSFT Microsoft Corp. | Add +104.8% | 0.33% | +0.14 |
| TRMD Torm PLC-A | New | 0.12% | +0.12 |
| EMHC SS SPDR BB Em Usd Bond ETF | Add +18.6% | 0.92% | +0.10 |
| CVX Chevron Corp. | Add +28.9% | 0.26% | +0.07 |
| AMZN Amazon.com Inc. | Add +44.0% | 0.21% | +0.03 |
| MLPA Global X MLP ETF | Add +0.0% | 0.22% | +0.00 |
| DSTL Distillate US Fundamental St | Add +8.0% | 0.45% | −0.00 |
| SMMV iShares MSCI USA Small-Cap M | Add +0.1% | 0.15% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.6% | 0.24% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.6% | 0.31% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 2.49% | −0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +6.1% | 0.37% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 0.99% | −0.11 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +8.6% | 10.64% | −0.19 |
| DIVO Amplify CWP Enhan Divid ETF | Add +4.0% | 11.81% | −0.32 |
Options Activity Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 40,324 | $22.8Mbefore exit |
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 |