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Hibernia Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1950637 · latest 13F-HR filed 2026-07-23

Backtest portfolio

Hibernia Wealth Partners, LLC manages $184.6M in 13F-reported U.S. long-equity assets across 82 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BIL (12.69%), SPY (12.02%), DIVO (10.92%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions and exited 49; 7 existing positions rose in reported value and 64 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$184.6M

Long-equity book

Holdings
82

Distinct positions

Period
2026-06-30

Filed 2026-07-23

Q/Q Activity
+9 / −49 / ↑7 / ↓64

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
BIL12.7% · -52%SPY12.0% · -47%DIVO10.9% · -49%BUFR9.7% · -50%XLSR7.7% · -47%FISR5.7% · -46%JNK3.8% · -45%SPSM3.0% · -48%GLD2.5% · -47%BILS2.3% · -49%SPMD1.7% · -47%JEPQ1.6% · -47%QQQ1.6% · -48%SPIB1.4% · -49%USMV1.4% · -50%EBND1.2% · -46%XOM1.1% · +258%NZUS1.0% · newSPDW1.0% · -29%SRLN1.0% · -44%EMHC0.9% · -43%AGG0.8% · +6%AAPL0.6% · -45%IFRA0.6% · -45%SMLF0.6% · -49%NVDA0.6% · -7%MSFT0.6% · -44%SPEM0.5% · +45%EMGF0.5% · -46%IVV0.5% · -48%AMZN0.5% · -17%VB0.4% · -47%SLV0.4% · -49%DSTL0.4% · -50%JPM0.4% · -48%AVGO0.3% · -50%SNTH0.3% · -50%IEV0.3% · -46%CVX0.3% · -50%TSM0.3% · -54%GOOGL0.3% · -15%AMD0.3% · newCAT0.2% · -36%GWX0.2% · -25%SPAB0.2% · -47%ALAI0.2% · newCERY0.2% · +46%GBIL0.2% · -32%VO0.2% · +100%META0.2% · -14%EFAV0.2% · -50%EFA0.2% · +22%GOOG0.2% · newITOT0.2% · -47%SPYG0.2% · -56%SPTL0.2% · -1%VTI0.2% · -50%MA0.2% · -48%SPHQ0.2% · -50%JNJ0.2% · -33%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 70.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 4, 2026.

Assets Under Management
$372.5M
Discretionary
$364.7M
Employees
10
Accounts
1,069
Address
6700 JEFFERSON HWY.
BUILDING 4, SUITE B
BATON ROUGE, LA 70806
Phone
(225) 778-7972
Website
Name Title / Status Ownership Type
SALTAFORMAGGIO, PAUL, VINCENT ControlMANAGING MEMBER/CCO
since Mar 2022
75% or moreIndividual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 7 →

Top Trims

Show all 64 →

New Positions

Show all 9 →

Exited Positions

Show all 49 →

Hibernia Wealth Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST BIL 78468R663 $23.4M 12.69% 255,781 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $22.2M 12.02% 29,722 SH
3 AMPLIFY ETF TR DIVO 032108409 $20.2M 10.92% 441,039 SH
4 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $18.0M 9.73% 491,874 SH
5 SSGA ACTIVE TR XLSR 78470P408 $14.3M 7.74% 220,453 SH
6 SSGA ACTIVE TR FISR 78470P507 $10.5M 5.68% 409,212 SH
7 SPDR SERIES TRUST JNK 78468R622 $7.0M 3.80% 72,824 SH
8 SPDR SERIES TRUST SPSM 78468R853 $5.5M 2.99% 95,843 SH
9 SPDR GOLD TR GLD 78463V107 $4.6M 2.48% 12,438 SH
10 SPDR SERIES TRUST BILS 78468R523 $4.3M 2.31% 42,906 SH
11 SPDR SERIES TRUST SPMD 78464A847 $3.1M 1.67% 45,633 SH
12 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $3.0M 1.60% 48,176 SH
13 INVESCO QQQ TR QQQ 46090E103 $2.9M 1.55% 3,886 SH
14 SPDR SERIES TRUST SPIB 78464A375 $2.6M 1.41% 77,707 SH
15 ISHARES TR USMV 46429B697 $2.6M 1.40% 26,758 SH
16 SPDR SERIES TRUST EBND 78464A391 $2.2M 1.19% 105,435 SH
17 EXXON MOBIL CORP XOM 30231G102 $2.0M 1.11% 14,983 SH
18 SPDR SERIES TRUST TIPX 78468R861 $1.9M 1.03% 100,721 SH
19 SPDR INDEX SHS FDS SPDW 78463X889 $1.9M 1.01% 36,901 SH
20 SSGA ACTIVE ETF TR SRLN 78467V608 $1.8M 0.95% 43,629 SH
21 SPDR SERIES TRUST EMHC 78468R515 $1.7M 0.92% 66,761 SH
22 ISHARES TR AGG 464287226 $1.5M 0.79% 14,824 SH
23 APPLE INC AAPL 037833100 $1.1M 0.62% 3,960 SH
24 ISHARES TR IFRA 46435U713 $1.1M 0.57% 16,713 SH
25 ISHARES TR SMLF 46434V290 $1.1M 0.57% 11,794 SH
26 NVIDIA CORPORATION NVDA 67066G104 $1.0M 0.56% 5,159 SH
27 MICROSOFT CORP MSFT 594918104 $1.0M 0.56% 2,765 SH
28 SPDR INDEX SHS FDS SPEM 78463X509 $992.7K 0.54% 19,172 SH
29 ISHARES INC EMGF 46434G889 $971.5K 0.53% 13,262 SH
30 ISHARES TR IVV 464287200 $882.7K 0.48% 1,179 SH
31 AMAZON COM INC AMZN 023135106 $873.0K 0.47% 3,663 SH
32 VANGUARD INDEX FDS VB 922908751 $740.0K 0.40% 2,442 SH
33 ISHARES SILVER TR SLV 46428Q109 $717.8K 0.39% 13,423 SH
34 ETF SER SOLUTIONS DSTL 26922A321 $711.0K 0.39% 11,870 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $692.6K 0.38% 2,116 SH
36 BROADCOM INC AVGO 11135F101 $637.9K 0.35% 1,689 SH
37 TIDAL TRUST III SNTH 45259A548 $632.8K 0.34% 21,284 SH
38 ISHARES TR IEV 464287861 $627.0K 0.34% 8,607 SH
39 CHEVRON CORPORATION CVX 166764100 $590.9K 0.32% 3,565 SH
40 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $530.8K 0.29% 1,112 SH
41 ALPHABET INC GOOGL 02079K305 $492.9K 0.27% 1,379 SH
42 ADVANCED MICRO DEVICES INC AMD 007903107 $489.7K 0.27% 843 SH
43 CATERPILLAR INC CAT 149123101 $459.7K 0.25% 432 SH
44 SPDR INDEX SHS FDS GWX 78463X871 $453.4K 0.25% 10,362 SH
45 SPDR SERIES TRUST SPAB 78464A649 $446.6K 0.24% 17,500 SH
46 THE ALGER ETF TRUST ALAI 015564503 $436.4K 0.24% 9,561 SH
47 SPDR SERIES TRUST CERY 78468R440 $434.8K 0.24% 13,005 SH
48 GOLDMAN SACHS ETF TR GBIL 381430529 $425.9K 0.23% 4,253 SH
49 VANGUARD INDEX FDS VO 922908629 $411.0K 0.22% 5,102 SH
50 META PLATFORMS INC META 30303M102 $398.4K 0.22% 707 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $184.6M 82 0002085853-26-000844
2026-03-31 2026-05-04 $338.2M 196 0002085853-26-000555
2025-12-31 2026-02-12 $332.1M 121 0002085853-26-000253
Filer Information
Address
6700 JEFFERSON HWY
BUILDING 4, SUITE B
BATON ROUGE, LA 70806
Phone
(225) 778-7972
Filing Manager
Hibernia Wealth Partners, LLC
BATON ROUGE, LA
Signatory
Paul Saltaformaggio
CCO, CEO, Owner