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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, exited 49, added to 7, and trimmed 64.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$1.3M +188.8%
  • SPDR INDEX SHS FDS$371.4K +59.8%
  • SPDR SERIES TRUST$121.2K +38.6%
  • ISHARES TR$88.8K +30.1%
  • ISHARES TR$80.5K +5.8%
Show all 7 →

Top Trims

  • SPDR SERIES TRUST-$25.1M -51.7%
  • AMPLIFY ETF TR-$18.9M -48.4%
  • FIRST TR EXCHNG TRADED FD VI-$15.4M -46.2%
  • STATE STR SPDR S&P 500 ETF T-$14.1M -38.9%
  • SSGA ACTIVE TR-$9.6M -40.3%
Show all 64 →

New Positions

  • ADVANCED MICRO DEVICES INC$489.7K
  • THE ALGER ETF TRUST$436.4K
  • ALPHABET INC$351.9K
  • THE CIGNA GROUP$234.0K
  • SPDR SERIES TRUST$230.7K
Show all 9 →

Exited Positions

  • BERKSHIRE HATHAWAY INC DEL$702.7K
  • NEXTERA ENERGY INC$558.3K
  • TJX COS INC NEW$544.7K
  • MOTOROLA SOLUTIONS INC$510.2K
  • HONEYWELL INTL INC$476.5K
Show all 49 →
All Holdings

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