HIBERNIA WEALTH PARTNERS, LLC

Filed: 8/8/2025ACC: 0001667731-25-001074

📋 What this filing means

HIBERNIA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $309.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

104

Positions

$309.59M

Total AUM (reported)

5.45M

Total Shares

Allocation by class

BLOOMBERG 1-3 MO$50.47M16.3%

CWP ENHANCED DIV$35.36M11.4%

TR UNIT$35.22M11.4%

FT VEST LADDERED$31.90M10.3%

SPDR SSGA US SCT$23.10M7.5%

COM$18.43M6.0%

SPDR SSGA FXD$17.89M5.8%

Portfolio Concentration

Top 3$121.05M39.1%

4–10$109.11M35.2%

11–25$46.13M14.9%

Rest$33.30M10.8%

Top 3 weight

39.1%

Top 10 weight

74.3%

Voting Authority Distribution

Total shares with voting rights: 5.39M

Sole

Full voting authority

2.78M

% of voting shares51.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.61M

% of voting shares48.4%

Investment Discretion (by position count)

Sole104

Shared0

Other0

Dominant voting typeSole · 51.6% of voting shares

Institutional Holdings104

Rows:

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares550.21K

TypeSH

Market value$50.47M

16.30%

Sole

265.14K

Shared

0.00

None

285.07K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares830.91K

TypeSH

Market value$35.36M

11.42%

Sole

414.31K

Shared

0.00

None

416.60K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares58.66K

TypeSH

Market value$35.22M

11.38%

Sole

0.00

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares1M

TypeSH

Market value$31.90M

10.30%

Sole

516.04K

Shared

0.00

None

487.16K

SSGA ACTIVE TR

SOLE

SPDR SSGA US SCT

Shares420.65K

TypeSH

Market value$23.10M

7.46%

Sole

217.11K

Shared

0.00

None

203.53K

SSGA ACTIVE TR

SOLE

SPDR SSGA FXD

Shares692.39K

TypeSH

Market value$17.89M

5.78%

Sole

375.27K

Shared

0.00

None

317.12K

SPDR SERIES TRUST

SOLE

BLOOMBERG HIGH Y

Shares120.06K

TypeSH

Market value$11.68M

3.77%

Sole

63.01K

Shared

0.00

None

57.05K

SPDR GOLD TR

SOLE

GOLD SHS

Shares31.63K

TypeSH

Market value$9.64M

3.11%

Sole

17.04K

Shared

0.00

None

14.59K

SPDR SERIES TRUST

SOLE

BLOOMBERG 3-12 M

Shares75.90K

TypeSH

Market value$7.55M

2.44%

Sole

39.70K

Shared

0.00

None

36.21K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P600

Shares172.42K

TypeSH

Market value$7.35M

2.37%

Sole

88.96K

Shared

0.00

None

83.46K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares76.16K

TypeSH

Market value$7.15M

2.31%

Sole

42.10K

Shared

0.00

None

34.06K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P400

Shares86.15K

TypeSH

Market value$4.69M

1.51%

Sole

44.20K

Shared

0.00

None

41.95K

SPDR SERIES TRUST

SOLE

BLOOMBERG EMERGI

Shares209.40K

TypeSH

Market value$4.48M

1.45%

Sole

111.10K

Shared

0.00

None

98.30K

SPDR SERIES TRUST

SOLE

PORTFOLIO INTRMD

Shares132.54K

TypeSH

Market value$4.45M

1.44%

Sole

69.88K

Shared

0.00

None

62.67K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares6.40K

TypeSH

Market value$3.53M

1.14%

Sole

3.16K

Shared

0.00

None

3.24K

SPDR SERIES TRUST

SOLE

BLOOMBERG 1 10 Y

Shares175.09K

TypeSH

Market value$3.35M

1.08%

Sole

95.21K

Shared

0.00

None

79.88K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares58.25K

TypeSH

Market value$3.17M

1.02%

Sole

27.14K

Shared

0.00

None

31.11K

SSGA ACTIVE ETF TR

SOLE

BLACKSTONE SENR

Shares68.35K

TypeSH

Market value$2.84M

0.92%

Sole

36.09K

Shared

0.00

None

32.25K

SPDR SERIES TRUST

SOLE

BLOOMBERG EMG MK

Shares106.15K

TypeSH

Market value$2.61M

0.84%

Sole

55.90K

Shared

0.00

None

50.25K

MICROSOFT CORP

SOLE

COM

Shares4.61K

TypeSH

Market value$2.30M

0.74%

Sole

3.23K

Shared

0.00

None

1.38K

SPDR SERIES TRUST

SOLE

PORTFOLIO AGRGTE

Shares86.16K

TypeSH

Market value$2.21M

0.71%

Sole

47.24K

Shared

0.00

None

38.92K

APPLE INC

SOLE

COM

Shares6.82K

TypeSH

Market value$1.40M

0.45%

Sole

4.63K

Shared

0.00

None

2.19K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares33.08K

TypeSH

Market value$1.34M

0.43%

Sole

16.54K

Shared

0.00

None

16.54K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares2.12K

TypeSH

Market value$1.32M

0.43%

Sole

1.11K

Shared

0.00

None

1.01K

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares23.40K

TypeSH

Market value$1.29M

0.42%

Sole

11.68K

Shared

0.00

None

11.72K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	550.21K	SH	$50.47M 16.30%	265.14K	285.07K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	830.91K	SH	$35.36M 11.42%	414.31K	416.60K
SPDR S&P 500 ETF TRSOLE	TR UNIT	58.66K	SH	$35.22M 11.38%	0.00	0.00
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	1M	SH	$31.90M 10.30%	516.04K	487.16K
SSGA ACTIVE TRSOLE	SPDR SSGA US SCT	420.65K	SH	$23.10M 7.46%	217.11K	203.53K
SSGA ACTIVE TRSOLE	SPDR SSGA FXD	692.39K	SH	$17.89M 5.78%	375.27K	317.12K
SPDR SERIES TRUSTSOLE	BLOOMBERG HIGH Y	120.06K	SH	$11.68M 3.77%	63.01K	57.05K
SPDR GOLD TRSOLE	GOLD SHS	31.63K	SH	$9.64M 3.11%	17.04K	14.59K
SPDR SERIES TRUSTSOLE	BLOOMBERG 3-12 M	75.90K	SH	$7.55M 2.44%	39.70K	36.21K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P600	172.42K	SH	$7.35M 2.37%	88.96K	83.46K
ISHARES TRSOLE	MSCI USA MIN VOL	76.16K	SH	$7.15M 2.31%	42.10K	34.06K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P400	86.15K	SH	$4.69M 1.51%	44.20K	41.95K
SPDR SERIES TRUSTSOLE	BLOOMBERG EMERGI	209.40K	SH	$4.48M 1.45%	111.10K	98.30K
SPDR SERIES TRUSTSOLE	PORTFOLIO INTRMD	132.54K	SH	$4.45M 1.44%	69.88K	62.67K
INVESCO QQQ TRSOLE	UNIT SER 1	6.40K	SH	$3.53M 1.14%	3.16K	3.24K
SPDR SERIES TRUSTSOLE	BLOOMBERG 1 10 Y	175.09K	SH	$3.35M 1.08%	95.21K	79.88K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	58.25K	SH	$3.17M 1.02%	27.14K	31.11K
SSGA ACTIVE ETF TRSOLE	BLACKSTONE SENR	68.35K	SH	$2.84M 0.92%	36.09K	32.25K
SPDR SERIES TRUSTSOLE	BLOOMBERG EMG MK	106.15K	SH	$2.61M 0.84%	55.90K	50.25K
MICROSOFT CORPSOLE	COM	4.61K	SH	$2.30M 0.74%	3.23K	1.38K
SPDR SERIES TRUSTSOLE	PORTFOLIO AGRGTE	86.16K	SH	$2.21M 0.71%	47.24K	38.92K
APPLE INCSOLE	COM	6.82K	SH	$1.40M 0.45%	4.63K	2.19K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	33.08K	SH	$1.34M 0.43%	16.54K	16.54K
ISHARES TRSOLE	CORE S&P500 ETF	2.12K	SH	$1.32M 0.43%	1.11K	1.01K
ETF SER SOLUTIONSSOLE	DISTILLATE US	23.40K	SH	$1.29M 0.42%	11.68K	11.72K

Page 1 of 5

…