Hibernia Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Hibernia Wealth Partners, LLC reported 49 stock positions worth $156.1 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 15.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 12.5%) and Amplify CWP Enhan Divid ETF (DIVO, 11.7%). Compared with Q2 2025, it opened 3 new positions, sold out of 57, added to 1 and reduced 45. 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 −51%).
- Most Recent 13F
- Q2 2026
- Location
- BATON ROUGE, LA
- CIK
- 0001950637
- Portfolio Value
- $156.1M (Q3 2025)
- SEC Filing
- 0002085853-25-000261 ↗ filed Nov 12, 2025
Holdings Value
Holdings 49 stocks · $156.1M
| BIL SS SPDR BB 1-3M T-Bill ETF | 15.73% | 267,627 | $24.6M | Reduce -51.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 12.47% | 29,215 | $19.5M | New |
| DIVO Amplify CWP Enhan Divid ETF | 11.72% | 410,234 | $18.3M | Reduce -50.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 11.13% | 519,808 | $17.4M | Reduce -48.2% |
| XLSR SS US Sector Rotation | 8.38% | 219,325 | $13.1M | Reduce -47.9% |
| FISR SS Fi Sector Rotation | 5.87% | 351,293 | $9.2M | Reduce -49.3% |
| JNK SS SPDR BB High Yield Bond | 3.97% | 63,267 | $6.2M | Reduce -47.3% |
| GLD SPDR Gold Shares | 3.68% | 16,119 | $5.7M | Reduce -49.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.70% | 91,029 | $4.2M | Reduce -47.2% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 2.54% | 39,910 | $4.0M | Reduce -47.4% |
| USMV iShares MSCI USA Min Vol Fac | 2.33% | 38,162 | $3.6M | Reduce -49.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.66% | 45,203 | $2.6M | Reduce -47.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.51% | 41,020 | $2.4M | Reduce -29.6% |
| SPIB SS SPDR P Int C Corp. ETF | 1.50% | 69,209 | $2.3M | Reduce -47.8% |
| EBND State Street SPDR Bloomberg | 1.46% | 106,817 | $2.3M | Reduce -49.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.37% | 3,567 | $2.1M | Reduce -44.3% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 1.07% | 86,426 | $1.7M | Reduce -50.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.96% | 36,082 | $1.5M | Reduce -47.2% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.90% | 56,041 | $1.4M | Reduce -47.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.64% | 38,862 | $1.0M | Reduce -54.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.52% | 18,809 | $806K | Reduce -43.1% |
| MSFT Microsoft Corp. | 0.51% | 1,531 | $789K | Reduce -66.8% |
| IVV iShares Core S&P 500 ETF | 0.44% | 1,021 | $683K | Reduce -51.8% |
| DSTL Distillate US Fundamental St | 0.44% | 11,787 | $683K | Reduce -49.6% |
| XOM Exxon Mobil Corp. | 0.43% | 5,988 | $675K | Add +68.0% |
| SMLF iShares US Smallcap Equity F | 0.43% | 9,046 | $673K | Reduce -49.1% |
| SNTH MRP Synthequity ETF | 0.41% | 21,284 | $646K | New |
| NVDA Nvidia Corp. | 0.38% | 3,309 | $600K | Reduce -26.7% |
| AAPL Apple Inc. | 0.38% | 2,385 | $600K | Reduce -65.0% |
| SLV iShares Silver Trust | 0.35% | 12,997 | $551K | Reduce -50.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.33% | 2,048 | $521K | Reduce -49.0% |
| JPM JPMorgan Chase & Co. | 0.33% | 1,668 | $521K | Reduce -54.9% |
| AMZN Amazon.com Inc. | 0.30% | 2,167 | $471K | Reduce -43.3% |
| CVX Chevron Corp. | 0.30% | 3,014 | $466K | Reduce -61.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 1,295 | $380K | Reduce -50.9% |
| IBIT iShares Bitcoin Trust ETF | 0.23% | 5,493 | $357K | Reduce -66.6% |
| AVGO Broadcom Inc. | 0.23% | 1,026 | $351K | Reduce -73.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.22% | 4,027 | $342K | Reduce -50.0% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.22% | 5,311 | $339K | Reduce -50.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.21% | 4,516 | $331K | Reduce -50.0% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.20% | 5,799 | $314K | New |
| ITOT iShares Core S&P Total U.S. | 0.20% | 2,142 | $312K | Reduce -47.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 595 | $298K | Reduce -45.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 814 | $267K | Reduce -51.0% |
| MCD McDonald's Corp. | 0.16% | 808 | $246K | Reduce -63.2% |
| GSBD Goldman Sachs BDC Inc. | 0.15% | 23,116 | $235K | Reduce -62.1% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 1,043 | $225K | Reduce -49.8% |
| GWX State Street SPDR S&P Intern | 0.14% | 5,534 | $222K | Reduce -44.5% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 3,557 | $213K | Reduce -50.0% |
Portfolio Sells Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -51.4% | 15.73% | −2.66 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -50.6% | 11.72% | −1.17 |
| FISR SS Fi Sector Rotation | Reduce -49.3% | 5.87% | −0.66 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -48.2% | 11.13% | −0.50 |
| MSFT Microsoft Corp. | Reduce -66.8% | 0.51% | −0.33 |
| JNK SS SPDR BB High Yield Bond | Reduce -47.3% | 3.97% | −0.28 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -49.9% | 2.33% | −0.28 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.21 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -47.4% | 2.54% | −0.21 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.18 |
| EBND State Street SPDR Bloomberg | Reduce -49.0% | 1.46% | −0.17 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -54.9% | 0.64% | −0.16 |
| AVGO Broadcom Inc. | Reduce -73.0% | 0.23% | −0.16 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.16 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.16 |
| AXP American Express Co. | Sold out | 0.00% | −0.16 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.15 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Reduce -50.6% | 1.07% | −0.15 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.15 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.15 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.15 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.15 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.14 |
| PM Philip Morris International | Sold out | 0.00% | −0.14 |
| IBIT iShares Bitcoin Trust ETF | Reduce -66.6% | 0.23% | −0.14 |
| SMMV iShares MSCI USA Small-Cap M | Sold out | 0.00% | −0.14 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.14 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.13 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.13 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.13 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.13 |
| AAPL Apple Inc. | Reduce -65.0% | 0.38% | −0.13 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.13 |
| PECO Phillips Edison & Company Inc. | Sold out | 0.00% | −0.12 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.12 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.12 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.12 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -47.8% | 1.50% | −0.12 |
| LIN Linde PLC | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.12 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.12 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.11 |
| CVX Chevron Corp. | Reduce -61.7% | 0.30% | −0.11 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.11 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.11 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.11 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.10 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.10 |
Portfolio Buys Q2 2025 → Q3 2025
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 58,659 | $35.2Mbefore 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 |