Data as of Q4 2025 (Dec 31, 2025)

Hibernia Wealth Partners, LLC

โ€ขCIK: 1950637โ€ขFiling: Q4 2025

**Hibernia Wealth Partners, LLC** manages $332M across a diversified portfolio of 108 positions. The fund exhibits significant allocations to fixed income and broad market exposure, notably holding $47.3M in BIL and $38.4M in SPY. Key concentrations include $37.4M in DIVO and $34.9M in BUFR, suggesting a focus on income generation and defensive positioning. This structure indicates a tactical approach balancing yield capture with core market exposure.

Total AUM
$332.1M
QoQ Performance
+112.8%
Positions
82
Top 10 Concentration
73.5%
Latest Filing
Q4 2025

Top Holdings Allocation

BIL
SPY
DIVO
BUFR
XLSR
FISR
BIL14.3%
SPY11.6%
DIVO11.3%
BUFR10.5%
XLSR7.9%
FISR5.7%
JNK3.8%
GQ93.6%

๐Ÿ“ˆ Biggest Buys

BIL
SPDR SERIES TRUST
+93.6%
14.3% of portfolio
DIVO
AMPLIFY ETF TR
+104.8%
11.3% of portfolio
SPY
SPDR S&P 500 ETF TR
+92.9%
11.6% of portfolio
BUFR
FIRST TR EXCHNG TRADED FD VI
+95.7%
10.5% of portfolio
XLSR
SSGA ACTIVE TR
+91.9%
7.9% of portfolio

๐Ÿ“‰ Biggest Sells

XOM
EXXON MOBIL CORP
-37.1%
0.1% of portfolio

Sector Breakdown

Other82.6%
ETF12.1%
Technology2.1%
Financial0.9%
Consumer0.8%
Healthcare0.5%
Industrial0.3%
Energy0.2%

๐Ÿšช Exited Positionssold since Q3 2025

EEMV
ISHARES INC
SOLD
$339.0K
GSBD
GOLDMAN SACHS BDC INC
SOLD
$235.1K

Changes from Q3 2025

NEW61 new positions
โ†‘46 increased
โ†“1 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023