Hibernia Wealth Partners, LLC
Hibernia Wealth Partners, LLC is an independent investment adviser headquartered in Baton Rouge, Louisiana. The firm is registered with the SEC and provides wealth management, financial planning, and investment advisory services, primarily serving individuals and families. They are recognized for a team-based approach and a focus on long-term client relationships, and have received recognition from Forbes as Best-In-State Wealth Advisors in Louisiana from 2021 to 2024. The company was incorporated in Louisiana and operates alongside, but distinctly from, Hibernia Wealth Management, with which it shares some branding and association. The number of employees is not explicitly stated in public filings.
Investment Strategy
Hibernia Wealth Partners, LLC offers diversified portfolio management and long-term financial planning, focusing on asset allocation using ETFs and mutual funds tailored to client risk and return objectives. Their approach combines human advisory expertise with technology-driven, algorithm-based solutions through platforms like Guided Wealth Portfolios (GWP), powered by LPL Financial, to help clients pursue financial flexibility and growth across market cycles. The firm emphasizes clarity in complex financial decisions and tailors retirement planning and wealth management to each client's goals.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 16.30% | $50.5M | 550,209 | $91.62 | $91.73 | +$22.1M |
D DIVO | AMPLIFY ETF TR | 11.42% | $35.4M | 830,912 | $40.39 | $42.55 | +$18.7M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 10.30% | $31.9M | 1,003,204 | $30.08 | $31.80 | +$16.9M |
X XLSR | SSGA ACTIVE TR | 7.46% | $23.1M | 420,646 | $51.74 | $54.92 | +$12.4M |
F FISR | SSGA ACTIVE TR | 5.78% | $17.9M | 692,390 | $25.70 | $25.84 | +$8.7M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $35.2M | 587 | $617.85 | $617.85 | +586.59 | +$35.2M |