Hibernia Wealth Partners, LLC

Name: Hibernia Wealth Partners, LLC 13F holdings, Q2 2025
Creator: Hibernia Wealth Partners, LLC
Published: 2025-08-08

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Hibernia Wealth Partners, LLC reported 103 stock positions worth $274.4 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 18.4% of the portfolio, followed by Amplify CWP Enhan Divid ETF (DIVO, 12.9%) and FT Vest Lad Buffervetf-Usd I (BUFR, 11.6%). Compared with Q1 2025, it opened 61 new positions, sold out of 3 and added to 42. The biggest buy was Amplify CWP Enhan Divid ETF (DIVO, shares +104%) and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).

Most Recent 13F: Q2 2026
Location: BATON ROUGE, LA
CIK: 0001950637
Portfolio Value: $274.4M (Q2 2025)
SEC Filing: 0001667731-25-001074 ↗ filed Aug 8, 2025

Holdings Value

Holdings 103 stocks · $274.4M


BIL SS SPDR BB 1-3M T-Bill ETF	18.40%	550,209	$50.5M	Add +78.2%
DIVO Amplify CWP Enhan Divid ETF	12.89%	830,912	$35.4M	Add +103.8%
BUFR FT Vest Lad Buffervetf-Usd I	11.63%	1,003,204	$31.9M	Add +98.8%
XLSR SS US Sector Rotation	8.42%	420,646	$23.1M	Add +98.9%
FISR SS Fi Sector Rotation	6.52%	692,390	$17.9M	Add +94.3%
JNK SS SPDR BB High Yield Bond	4.26%	120,061	$11.7M	Add +99.5%
GLD SPDR Gold Shares	3.51%	31,631	$9.6M	Add +95.7%
BILS SS Spdrb B 3-12M T-Bill ETF	2.75%	75,902	$7.5M	Add +98.9%
SPSM SS SPDR P S&P 600 Small Cap	2.68%	172,419	$7.3M	Add +99.9%
USMV iShares MSCI USA Min Vol Fac	2.61%	76,157	$7.1M	Add +103.3%
SPMD SS SPDR P S&P 400 Midcap ETF	1.71%	86,151	$4.7M	Add +100.0%
EBND State Street SPDR Bloomberg	1.63%	209,403	$4.5M	Add +96.4%
SPIB SS SPDR P Int C Corp. ETF	1.62%	132,542	$4.5M	Add +100.4%
QQQ Invesco QQQ Trust Series 1	1.29%	6,403	$3.5M	Add +115.4%
TIPX SS SPDR BB 1-10YR Tips ETF	1.22%	175,092	$3.4M	Add +93.6%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	1.16%	58,253	$3.2M	Add +256.0%
SRLN SS Blackstone Sr Loan ETF	1.04%	68,346	$2.8M	Add +98.8%
EMHC SS SPDR BB Em Usd Bond ETF	0.95%	106,150	$2.6M	Add +98.6%
MSFT Microsoft Corp.	0.84%	4,614	$2.3M	Add +271.2%
SPAB SS SPDR P Agg Bond ETF	0.80%	86,164	$2.2M	Add +91.0%
AAPL Apple Inc.	0.51%	6,817	$1.4M	Add +264.7%
SPDW Ste STR SPDR PT DW Eu ETF	0.49%	33,078	$1.3M	Add +103.3%
IVV iShares Core S&P 500 ETF	0.48%	2,120	$1.3M	Add +109.1%
DSTL Distillate US Fundamental St	0.47%	23,396	$1.3M	Add +100.2%
SMLF iShares US Smallcap Equity F	0.44%	17,773	$1.2M	Add +100.2%
CVX Chevron Corp.	0.41%	7,864	$1.1M	Add +253.4%
JPM JPMorgan Chase & Co.	0.39%	3,697	$1.1M	Add +250.4%
AVGO Broadcom Inc.	0.38%	3,805	$1.0M	New
IBIT iShares Bitcoin Trust ETF	0.37%	16,449	$1.0M	Add +48.8%
VB Vanguard Most SM-Cap ETF-Usd	0.35%	4,015	$951K	Add +105.7%
SLV iShares Silver Trust	0.31%	25,994	$853K	Add +100.0%
AMZN Amazon.com Inc.	0.31%	3,821	$838K	Add +150.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.27%	2,639	$738K	Add +103.8%
NVDA Nvidia Corp.	0.26%	4,512	$713K	New
GSBD Goldman Sachs BDC Inc.	0.25%	61,029	$687K	Add +61.3%
EFAV iShares MSCI Eafe Min Vol Fa	0.25%	8,053	$677K	Add +101.2%
EEMV iShares MSCI Emg MKT Min Vol	0.24%	10,620	$667K	Add +100.6%
SPHQ Invesco S&P 500 Quality ETF	0.23%	9,032	$644K	Add +58.2%
MCD McDonald's Corp.	0.23%	2,194	$641K	Add +186.4%
WMT Walmart Inc.	0.21%	6,011	$588K	New
ITOT iShares Core S&P Total U.S.	0.20%	4,069	$550K	Add +83.7%
BRK.B Berkshire Hathaway Inc. Class B	0.19%	1,100	$535K	Add +30.8%
VTI VG Morningstar TS MKT ETF-US	0.18%	1,660	$505K	Add +103.9%
MA Mastercard Inc. Class A	0.18%	895	$503K	New
ABT Abbott Laboratories	0.16%	3,147	$428K	New
META Meta Platforms Inc. Class A	0.16%	579	$427K	New
AXP American Express Co.	0.16%	1,337	$427K	New
VIG Vanguard Dividend Apprec ETF	0.16%	2,078	$425K	Add +100.0%
APH Amphenol Corp. Class A	0.15%	4,270	$422K	New
TSM Taiwan Semiconductor-SP ADR	0.15%	1,830	$415K	New
NEE Nextera Energy Inc.	0.15%	5,937	$412K	New
ACN Accenture PLC Class A	0.15%	1,373	$410K	New
VEA Vanguard Ftse Developed ETF	0.15%	7,112	$405K	New
ABBV Abbvie Inc.	0.15%	2,157	$400K	New
LOW Lowe's Cos Inc.	0.14%	1,746	$387K	New
XOM Exxon Mobil Corp.	0.14%	3,565	$384K	New
PM Philip Morris International	0.14%	2,092	$381K	New
SMMV iShares MSCI USA Small-Cap M	0.14%	8,936	$375K	Add +80.4%
GWX State Street SPDR S&P Intern	0.14%	9,978	$371K	New
ETN Eaton Corp. PLC	0.14%	1,037	$370K	New
HON Honeywell International Inc.	0.13%	1,561	$363K	New
VLO Valero Energy Corp.	0.13%	2,680	$360K	New
IEFA iShares Core MSCI Eafe ETF	0.13%	4,237	$354K	New
MSI Motorola Solutions Inc.	0.13%	829	$349K	New
AMT American Tower Corp.	0.13%	1,574	$348K	New
PLTR Palantir Technologies Inc. Class A	0.13%	2,519	$343K	New
PECO Phillips Edison & Company Inc.	0.12%	9,662	$338K	New
SPGI S&P Global Inc.	0.12%	634	$334K	New
ROP Roper Technologies Inc.	0.12%	585	$332K	New
LNG Cheniere Energy Inc.	0.12%	1,346	$328K	New
LIN Linde PLC	0.12%	696	$326K	New
PG The Procter & Gamble Co.	0.12%	2,010	$320K	New
IJH iShares Core S&P Midcap ETF	0.12%	5,101	$316K	New
GOOGL Alphabet Inc. Class A	0.12%	1,794	$316K	New
JNJ Johnson & Johnson	0.11%	2,057	$314K	New
VOO Vanguard S&P 500 ETF	0.11%	528	$300K	New
ADI Analog Devices Inc.	0.11%	1,253	$299K	New
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.11%	2,417	$298K	New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.10%	892	$285K	New
WEC WEC Energy Group Inc.	0.10%	2,672	$278K	New
MRSH Marsh & McLennan Cos	0.10%	1,238	$270K	New
TT Trane Technologies PLC	0.10%	607	$266K	New
ZTS Zoetis Inc.	0.10%	1,692	$264K	New
V Visa Inc. Class A	0.09%	732	$260K	New
CAT Caterpillar Inc.	0.09%	661	$256K	New
IFN Aberdeen India Fund Inc.	0.09%	15,018	$248K	New
MDLZ Mondelez International Inc. Class A	0.09%	3,677	$248K	New
IEMG iShares Core MSCI Emerging	0.09%	3,988	$239K	New
VWO Vanguard Ftse Emerging Marke	0.09%	4,774	$236K	New
T AT&T Inc.	0.08%	7,874	$228K	New
CL Colgate-Palmolive Co.	0.08%	2,493	$227K	New
PLD Prologis Inc.	0.08%	2,106	$221K	New
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.08%	4,548	$215K	New
AMZA Infracap MLP ETF	0.08%	4,964	$215K	New
PAA Plains All Amer Pipeline LP	0.08%	11,727	$215K	New
SBUX Starbucks Corp.	0.08%	2,340	$215K	New
UNH Unitedhealth Group Inc.	0.08%	663	$207K	New
SDOG Alps Sector Dividend Dogs	0.07%	3,572	$205K	New
ELV Elevance Health Inc.	0.07%	526	$204K	New
CMCSA Comcast Corp. Class A	0.07%	5,713	$204K	New
CODI Compass Diversified Holdings	0.03%	12,860	$81K	New
FUBO Fubotv Inc.	0.02%	15,754	$61K	New
NAK Northern Dynasty Minerals	0.01%	15,000	$20K	New

Options reported separately and not counted above: SPY puts ($35.2M).

Portfolio Sells Q1 2025 → Q2 2025


SPY SS SPDR S&P 500 ETF Trust-US	Sold out	0.00%	−11.32
MLPA Global X MLP ETF	Sold out	0.00%	−0.22
TRMD Torm PLC-A	Sold out	0.00%	−0.12

Portfolio Buys Q1 2025 → Q2 2025


DIVO Amplify CWP Enhan Divid ETF	Add +103.8%	12.89%	+1.07
BUFR FT Vest Lad Buffervetf-Usd I	Add +98.8%	11.63%	+0.98
XLSR SS US Sector Rotation	Add +98.9%	8.42%	+0.79
JEPQ JPM Nasdaq Equity Premium	Add +256.0%	1.16%	+0.55
MSFT Microsoft Corp.	Add +271.2%	0.84%	+0.51
AVGO Broadcom Inc.	New	0.38%	+0.38
QQQ Invesco QQQ Trust Series 1	Add +115.4%	1.29%	+0.30
NVDA Nvidia Corp.	New	0.26%	+0.26
AAPL Apple Inc.	Add +264.7%	0.51%	+0.21
WMT Walmart Inc.	New	0.21%	+0.21
JPM JPMorgan Chase & Co.	Add +250.4%	0.39%	+0.21
GLD SPDR Gold Shares	Add +95.7%	3.51%	+0.21
MA Mastercard Inc. Class A	New	0.18%	+0.18
JNK SS SPDR BB High Yield Bond	Add +99.5%	4.26%	+0.18
SPSM SS SPDR P S&P 600 Small Cap	Add +99.9%	2.68%	+0.18
ABT Abbott Laboratories	New	0.16%	+0.16
META Meta Platforms Inc. Class A	New	0.16%	+0.16
AXP American Express Co.	New	0.16%	+0.16
APH Amphenol Corp. Class A	New	0.15%	+0.15
TSM Taiwan Semiconductor-SP ADR	New	0.15%	+0.15
NEE Nextera Energy Inc.	New	0.15%	+0.15
ACN Accenture PLC Class A	New	0.15%	+0.15
VEA Vanguard Ftse Developed ETF	New	0.15%	+0.15
CVX Chevron Corp.	Add +253.4%	0.41%	+0.15
ABBV Abbvie Inc.	New	0.15%	+0.15
LOW Lowe's Cos Inc.	New	0.14%	+0.14
SPMD SS SPDR P S&P 400 Midcap ETF	Add +100.0%	1.71%	+0.14
XOM Exxon Mobil Corp.	New	0.14%	+0.14
PM Philip Morris International	New	0.14%	+0.14
GWX State Street SPDR S&P Intern	New	0.14%	+0.14
ETN Eaton Corp. PLC	New	0.14%	+0.14
HON Honeywell International Inc.	New	0.13%	+0.13
VLO Valero Energy Corp.	New	0.13%	+0.13
IEFA iShares Core MSCI Eafe ETF	New	0.13%	+0.13
MSI Motorola Solutions Inc.	New	0.13%	+0.13
AMT American Tower Corp.	New	0.13%	+0.13
PLTR Palantir Technologies Inc. Class A	New	0.13%	+0.13
PECO Phillips Edison & Company Inc.	New	0.12%	+0.12
SPGI S&P Global Inc.	New	0.12%	+0.12
ROP Roper Technologies Inc.	New	0.12%	+0.12
LNG Cheniere Energy Inc.	New	0.12%	+0.12
LIN Linde PLC	New	0.12%	+0.12
PG The Procter & Gamble Co.	New	0.12%	+0.12
IJH iShares Core S&P Midcap ETF	New	0.12%	+0.12
GOOGL Alphabet Inc. Class A	New	0.12%	+0.12
JNJ Johnson & Johnson	New	0.11%	+0.11
USMV iShares MSCI USA Min Vol Fac	Add +103.3%	2.61%	+0.11
EBND State Street SPDR Bloomberg	Add +96.4%	1.63%	+0.11
VOO Vanguard S&P 500 ETF	New	0.11%	+0.11
ADI Analog Devices Inc.	New	0.11%	+0.11

Options Activity Q1 2025 → Q2 2025


SPY SS SPDR S&P 500 ETF Trust-US	put	New	58,659	$35.2M

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