HIBERNIA WEALTH PARTNERS, LLC

Filed: 11/12/2025ACC: 0002085853-25-000261

📋 What this filing means

HIBERNIA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $156.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$156.07M

Total AUM (reported)

2.69M

Total Shares

Allocation by class

BLOOMBERG 1-3 MO$24.55M15.7%

TR UNIT$19.46M12.5%

CWP ENHANCED DIV$18.28M11.7%

FT VEST LADDERED$17.37M11.1%

SPDR SSGA US SCT$13.08M8.4%

SPDR SSGA FXD$9.15M5.9%

BLOOMBERG HIGH Y$6.20M4.0%

Portfolio Concentration

Top 3$62.30M39.9%

4–10$59.73M38.3%

11–25$24.56M15.7%

Rest$9.48M6.1%

Top 3 weight

39.9%

Top 10 weight

78.2%

Voting Authority Distribution

Total shares with voting rights: 2.69M

Sole

Full voting authority

228.82K

% of voting shares8.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.46M

% of voting shares91.5%

Investment Discretion (by position count)

Sole36

Shared0

Other13

Dominant voting typeNone · 91.5% of voting shares

Institutional Holdings49

Rows:

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares267.63K

TypeSH

Market value$24.55M

15.73%

Sole

8.03K

Shared

0.00

None

259.59K

SPDR S&P 500 ETF TR

OTR

TR UNIT

Shares29.21K

TypeSH

Market value$19.46M

12.47%

Sole

2.71K

Shared

0.00

None

26.51K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares410.23K

TypeSH

Market value$18.28M

11.72%

Sole

18.31K

Shared

0.00

None

391.92K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares519.81K

TypeSH

Market value$17.37M

11.13%

Sole

52.57K

Shared

0.00

None

467.24K

SSGA ACTIVE TR

OTR

SPDR SSGA US SCT

Shares219.32K

TypeSH

Market value$13.08M

8.38%

Sole

21.30K

Shared

0.00

None

198.03K

SSGA ACTIVE TR

OTR

SPDR SSGA FXD

Shares351.29K

TypeSH

Market value$9.15M

5.86%

Sole

40.92K

Shared

0.00

None

310.38K

SPDR SERIES TRUST

OTR

BLOOMBERG HIGH Y

Shares63.27K

TypeSH

Market value$6.20M

3.97%

Sole

6.83K

Shared

0.00

None

56.44K

SPDR GOLD TR

OTR

GOLD SHS

Shares16.12K

TypeSH

Market value$5.74M

3.68%

Sole

2.10K

Shared

0.00

None

14.02K

SPDR SERIES TRUST

OTR

PORTFOLIO S&P600

Shares91.03K

TypeSH

Market value$4.22M

2.70%

Sole

8.66K

Shared

0.00

None

82.37K

SPDR SERIES TRUST

SOLE

BLOOMBERG 3-12 M

Shares39.91K

TypeSH

Market value$3.97M

2.54%

Sole

4.34K

Shared

0.00

None

35.57K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares38.16K

TypeSH

Market value$3.63M

2.33%

Sole

5.07K

Shared

0.00

None

33.09K

SPDR SERIES TRUST

OTR

PORTFOLIO S&P400

Shares45.20K

TypeSH

Market value$2.59M

1.66%

Sole

4.29K

Shared

0.00

None

40.92K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares41.02K

TypeSH

Market value$2.36M

1.51%

Sole

0.00

Shared

0.00

None

41.02K

SPDR SERIES TRUST

SOLE

PORTFOLIO INTRMD

Shares69.21K

TypeSH

Market value$2.35M

1.50%

Sole

7.75K

Shared

0.00

None

61.46K

SPDR SERIES TRUST

OTR

BLOOMBERG EMERGI

Shares106.82K

TypeSH

Market value$2.28M

1.46%

Sole

11.17K

Shared

0.00

None

95.64K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares3.57K

TypeSH

Market value$2.14M

1.37%

Sole

198.00

Shared

0.00

None

3.37K

SPDR SERIES TRUST

OTR

BLOOMBERG 1 10 Y

Shares86.43K

TypeSH

Market value$1.67M

1.07%

Sole

10.26K

Shared

0.00

None

76.16K

SSGA ACTIVE ETF TR

OTR

BLACKSTONE SENR

Shares36.08K

TypeSH

Market value$1.50M

0.96%

Sole

3.95K

Shared

0.00

None

32.13K

SPDR SERIES TRUST

OTR

BLOOMBERG EMG MK

Shares56.04K

TypeSH

Market value$1.41M

0.90%

Sole

6.02K

Shared

0.00

None

50.02K

SPDR SERIES TRUST

SOLE

PORTFOLIO AGRGTE

Shares38.86K

TypeSH

Market value$1.00M

0.64%

Sole

3.67K

Shared

0.00

None

35.19K

SPDR INDEX SHS FDS

OTR

PORTFOLIO DEVLPD

Shares18.81K

TypeSH

Market value$805.7K

0.52%

Sole

0.00

Shared

0.00

None

18.81K

MICROSOFT CORP

SOLE

COM

Shares1.53K

TypeSH

Market value$789.1K

0.51%

Sole

24.00

Shared

0.00

None

1.51K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares1.02K

TypeSH

Market value$683.4K

0.44%

Sole

33.00

Shared

0.00

None

988.00

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares11.79K

TypeSH

Market value$683.2K

0.44%

Sole

208.00

Shared

0.00

None

11.58K

EXXON MOBIL CORP

SOLE

COM

Shares5.99K

TypeSH

Market value$674.7K

0.43%

Sole

75.00

Shared

0.00

None

5.91K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	267.63K	SH	$24.55M 15.73%	8.03K	259.59K
SPDR S&P 500 ETF TROTR	TR UNIT	29.21K	SH	$19.46M 12.47%	2.71K	26.51K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	410.23K	SH	$18.28M 11.72%	18.31K	391.92K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	519.81K	SH	$17.37M 11.13%	52.57K	467.24K
SSGA ACTIVE TROTR	SPDR SSGA US SCT	219.32K	SH	$13.08M 8.38%	21.30K	198.03K
SSGA ACTIVE TROTR	SPDR SSGA FXD	351.29K	SH	$9.15M 5.86%	40.92K	310.38K
SPDR SERIES TRUSTOTR	BLOOMBERG HIGH Y	63.27K	SH	$6.20M 3.97%	6.83K	56.44K
SPDR GOLD TROTR	GOLD SHS	16.12K	SH	$5.74M 3.68%	2.10K	14.02K
SPDR SERIES TRUSTOTR	PORTFOLIO S&P600	91.03K	SH	$4.22M 2.70%	8.66K	82.37K
SPDR SERIES TRUSTSOLE	BLOOMBERG 3-12 M	39.91K	SH	$3.97M 2.54%	4.34K	35.57K
ISHARES TRSOLE	MSCI USA MIN VOL	38.16K	SH	$3.63M 2.33%	5.07K	33.09K
SPDR SERIES TRUSTOTR	PORTFOLIO S&P400	45.20K	SH	$2.59M 1.66%	4.29K	40.92K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	41.02K	SH	$2.36M 1.51%	0.00	41.02K
SPDR SERIES TRUSTSOLE	PORTFOLIO INTRMD	69.21K	SH	$2.35M 1.50%	7.75K	61.46K
SPDR SERIES TRUSTOTR	BLOOMBERG EMERGI	106.82K	SH	$2.28M 1.46%	11.17K	95.64K
INVESCO QQQ TRSOLE	UNIT SER 1	3.57K	SH	$2.14M 1.37%	198.00	3.37K
SPDR SERIES TRUSTOTR	BLOOMBERG 1 10 Y	86.43K	SH	$1.67M 1.07%	10.26K	76.16K
SSGA ACTIVE ETF TROTR	BLACKSTONE SENR	36.08K	SH	$1.50M 0.96%	3.95K	32.13K
SPDR SERIES TRUSTOTR	BLOOMBERG EMG MK	56.04K	SH	$1.41M 0.90%	6.02K	50.02K
SPDR SERIES TRUSTSOLE	PORTFOLIO AGRGTE	38.86K	SH	$1.00M 0.64%	3.67K	35.19K
SPDR INDEX SHS FDSOTR	PORTFOLIO DEVLPD	18.81K	SH	$805.7K 0.52%	0.00	18.81K
MICROSOFT CORPSOLE	COM	1.53K	SH	$789.1K 0.51%	24.00	1.51K
ISHARES TRSOLE	CORE S&P500 ETF	1.02K	SH	$683.4K 0.44%	33.00	988.00
ETF SER SOLUTIONSSOLE	DISTILLATE US	11.79K	SH	$683.2K 0.44%	208.00	11.58K
EXXON MOBIL CORPSOLE	COM	5.99K	SH	$674.7K 0.43%	75.00	5.91K

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