HIBERNIA WEALTH PARTNERS, LLC

Filed: 4/24/2025ACC: 0001667731-25-000503

📋 What this filing means

HIBERNIA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $140.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$140.75M

Total AUM (reported)

2.67M

Total Shares

Allocation by class

BLOOMBERG 1-3 MO$28.32M20.1%

CWP ENHANCED DIV$16.63M11.8%

TR UNIT$15.94M11.3%

FT VEST LADDERED$14.98M10.6%

SPDR SSGA US SCT$10.74M7.6%

SPDR SSGA FXD$9.22M6.6%

BLOOMBERG HIGH Y$5.74M4.1%

Portfolio Concentration

Top 3$60.88M43.3%

4–10$52.64M37.4%

11–25$20.75M14.7%

Rest$6.47M4.6%

Top 3 weight

43.3%

Top 10 weight

80.7%

Voting Authority Distribution

Total shares with voting rights: 2.67M

Sole

Full voting authority

220.91K

% of voting shares8.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.45M

% of voting shares91.7%

Investment Discretion (by position count)

Sole45

Shared0

Other0

Dominant voting typeNone · 91.7% of voting shares

Institutional Holdings45

Rows:

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares308.74K

TypeSH

Market value$28.32M

20.12%

Sole

5.98K

Shared

0.00

None

302.75K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares407.80K

TypeSH

Market value$16.63M

11.81%

Sole

9.37K

Shared

0.00

None

398.43K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares29.57K

TypeSH

Market value$15.94M

11.32%

Sole

2.69K

Shared

0.00

None

26.88K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares504.54K

TypeSH

Market value$14.98M

10.64%

Sole

52.23K

Shared

0.00

None

452.31K

SSGA ACTIVE TR

SOLE

SPDR SSGA US SCT

Shares211.49K

TypeSH

Market value$10.74M

7.63%

Sole

21.17K

Shared

0.00

None

190.32K

SSGA ACTIVE TR

SOLE

SPDR SSGA FXD

Shares356.26K

TypeSH

Market value$9.22M

6.55%

Sole

42.38K

Shared

0.00

None

313.88K

SPDR SER TR

SOLE

BLOOMBERG HIGH Y

Shares60.18K

TypeSH

Market value$5.74M

4.07%

Sole

6.71K

Shared

0.00

None

53.47K

SPDR GOLD TR

SOLE

GOLD SHS

Shares16.16K

TypeSH

Market value$4.66M

3.31%

Sole

2.17K

Shared

0.00

None

14K

SPDR SER TR

SOLE

BLOOMBERG 3-12 M

Shares38.17K

TypeSH

Market value$3.80M

2.70%

Sole

4.29K

Shared

0.00

None

33.88K

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares86.26K

TypeSH

Market value$3.52M

2.50%

Sole

8.36K

Shared

0.00

None

77.90K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares37.45K

TypeSH

Market value$3.51M

2.49%

Sole

4.89K

Shared

0.00

None

32.56K

SPDR SER TR

SOLE

PORTFOLIO S&P400

Shares43.09K

TypeSH

Market value$2.21M

1.57%

Sole

4.22K

Shared

0.00

None

38.86K

SPDR SER TR

SOLE

PORTFOLIO INTRMD

Shares66.15K

TypeSH

Market value$2.20M

1.56%

Sole

7.61K

Shared

0.00

None

58.54K

SPDR SER TR

SOLE

BLOOMBERG EMERGI

Shares106.64K

TypeSH

Market value$2.14M

1.52%

Sole

11.66K

Shared

0.00

None

94.98K

SPDR SER TR

SOLE

BLOOMBERG 1 10 Y

Shares90.45K

TypeSH

Market value$1.74M

1.23%

Sole

10.71K

Shared

0.00

None

79.74K

SSGA ACTIVE ETF TR

SOLE

BLACKSTONE SENR

Shares34.38K

TypeSH

Market value$1.41M

1.00%

Sole

3.91K

Shared

0.00

None

30.47K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares2.97K

TypeSH

Market value$1.39M

0.99%

Sole

173.00

Shared

0.00

None

2.80K

SPDR SER TR

SOLE

BLOOMBERG EMG MK

Shares53.45K

TypeSH

Market value$1.29M

0.92%

Sole

6.06K

Shared

0.00

None

47.39K

SPDR SER TR

SOLE

PORTFOLIO AGRGTE

Shares45.11K

TypeSH

Market value$1.15M

0.82%

Sole

5.39K

Shared

0.00

None

39.72K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares16.36K

TypeSH

Market value$847.3K

0.60%

Sole

0.00

Shared

0.00

None

16.36K

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares11.69K

TypeSH

Market value$633.9K

0.45%

Sole

207.00

Shared

0.00

None

11.48K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares16.27K

TypeSH

Market value$592.3K

0.42%

Sole

0.00

Shared

0.00

None

16.27K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares1.01K

TypeSH

Market value$570.0K

0.40%

Sole

33.00

Shared

0.00

None

982.00

ISHARES TR

SOLE

US SML CAP EQT

Shares8.88K

TypeSH

Market value$551.8K

0.39%

Sole

1.57K

Shared

0.00

None

7.30K

ISHARES BITCOIN TRUST ETF

SOLE

SHS BEN INT

Shares11.05K

TypeSH

Market value$517.3K

0.37%

Sole

0.00

Shared

0.00

None

11.05K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	308.74K	SH	$28.32M 20.12%	5.98K	302.75K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	407.80K	SH	$16.63M 11.81%	9.37K	398.43K
SPDR S&P 500 ETF TRSOLE	TR UNIT	29.57K	SH	$15.94M 11.32%	2.69K	26.88K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	504.54K	SH	$14.98M 10.64%	52.23K	452.31K
SSGA ACTIVE TRSOLE	SPDR SSGA US SCT	211.49K	SH	$10.74M 7.63%	21.17K	190.32K
SSGA ACTIVE TRSOLE	SPDR SSGA FXD	356.26K	SH	$9.22M 6.55%	42.38K	313.88K
SPDR SER TRSOLE	BLOOMBERG HIGH Y	60.18K	SH	$5.74M 4.07%	6.71K	53.47K
SPDR GOLD TRSOLE	GOLD SHS	16.16K	SH	$4.66M 3.31%	2.17K	14K
SPDR SER TRSOLE	BLOOMBERG 3-12 M	38.17K	SH	$3.80M 2.70%	4.29K	33.88K
SPDR SER TRSOLE	PORTFOLIO S&P600	86.26K	SH	$3.52M 2.50%	8.36K	77.90K
ISHARES TRSOLE	MSCI USA MIN VOL	37.45K	SH	$3.51M 2.49%	4.89K	32.56K
SPDR SER TRSOLE	PORTFOLIO S&P400	43.09K	SH	$2.21M 1.57%	4.22K	38.86K
SPDR SER TRSOLE	PORTFOLIO INTRMD	66.15K	SH	$2.20M 1.56%	7.61K	58.54K
SPDR SER TRSOLE	BLOOMBERG EMERGI	106.64K	SH	$2.14M 1.52%	11.66K	94.98K
SPDR SER TRSOLE	BLOOMBERG 1 10 Y	90.45K	SH	$1.74M 1.23%	10.71K	79.74K
SSGA ACTIVE ETF TRSOLE	BLACKSTONE SENR	34.38K	SH	$1.41M 1.00%	3.91K	30.47K
INVESCO QQQ TRSOLE	UNIT SER 1	2.97K	SH	$1.39M 0.99%	173.00	2.80K
SPDR SER TRSOLE	BLOOMBERG EMG MK	53.45K	SH	$1.29M 0.92%	6.06K	47.39K
SPDR SER TRSOLE	PORTFOLIO AGRGTE	45.11K	SH	$1.15M 0.82%	5.39K	39.72K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	16.36K	SH	$847.3K 0.60%	0.00	16.36K
ETF SER SOLUTIONSSOLE	DISTILLATE US	11.69K	SH	$633.9K 0.45%	207.00	11.48K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	16.27K	SH	$592.3K 0.42%	0.00	16.27K
ISHARES TRSOLE	CORE S&P500 ETF	1.01K	SH	$570.0K 0.40%	33.00	982.00
ISHARES TRSOLE	US SML CAP EQT	8.88K	SH	$551.8K 0.39%	1.57K	7.30K
ISHARES BITCOIN TRUST ETFSOLE	SHS BEN INT	11.05K	SH	$517.3K 0.37%	0.00	11.05K

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