Hibernia Wealth Partners, LLC

RIA/Wealth

Hibernia Wealth Partners, LLC is a RIA/Wealth based in Baton Rouge, LA led by Paul Vincent Saltaformaggio, reporting $346.6M in AUM as of Q3 2025 with 92% ETF concentration, 79% concentrated in top 10 holdings, and 16% allocation to BIL.

Managing PartnerPaul Vincent Saltaformaggio

Portfolio Value: $155.4M
Positions: 48
Top Holding: BIL at 15.8%
Last Reported: Q3 2025

Address6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806, United States

Top Holdings

Largest long holdings in Hibernia Wealth Partners, LLC's portfolio (78.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$24.6M	15.80%	-$25.9M Sold	— 267.6K shares	Q3 2023 Held for 2y 2m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$19.5M	12.52%	+$19.5M Bought	— 29.2K shares	Q3 2023 Held for 2y 2m
3 Amplify CWP Enhanced Dividend Income DIVO	ETF ETF	$18.3M	11.76%	-$18.7M Sold	— 410.2K shares	Q3 2023 Held for 2y 2m
4 FT Vest Laddered Buffer BUFR	ETF ETF	$17.4M	11.18%	-$16.2M Sold	— 519.8K shares	Q3 2023 Held for 2y 2m
5 SPDR SSGA US Sector Rotation XLSR	ETF ETF	$13.1M	8.41%	-$12.0M Sold	— 219.3K shares	Q4 2023 Held for 1y 11m
6 FISR SPDR SSGA Fixed Income Sector Rotation FISR	ETF ETF	$9.2M	5.89%	-$8.9M Sold	— 351.3K shares	Q4 2023 Held for 1y 11m
7 JNK SPDR Bloomberg High Yield Bond JNK	ETF ETF	$6.2M	3.99%	-$5.6M Sold	— 63.3K shares	Q4 2023 Held for 1y 11m
8 GLD SPDR Gold Trust GLD	Unknown Unknown	$5.7M	3.69%	-$5.5M Sold	— 16.1K shares	Q3 2023 Held for 2y 2m
9 SPDR Portfolio S&P 600 Small Cap ETF SPSM	ETF ETF	$4.2M	2.71%	-$3.8M Sold	— 91.0K shares	Q3 2023 Held for 2y 2m
10 SPDR Bloomberg 3-12 Month T-Bill BILS	ETF ETF	$4.0M	2.56%	-$3.6M Sold	— 39.9K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hibernia Wealth Partners, LLC's latest filing

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Market Value

$155.4M

Prior: $274.4M

Q/Q Change

-43.35%

-$118.9M

Net Flows % of MV

-95.89%

Turnover Ratio

54.59%

New Purchases

1 stocks

$314.3K

Added To

1 stocks

+$273.0K

Sold Out Of

57 stocks

$17.3M

Reduced Holdings

45 stocks

-$132.4M

Increased Positions

Position	Shares Δ	Change
1 QQQI NEOS Nasdaq 100 High Income ETF QQQI	New	0 → 5.8K +$314.3K
2 Exxon Mobil XOM	+67.97%	3.6K → 6.0K +$273.0K

Decreased Positions

Position	Shares Δ	Change
1 Walmart WMT	Sold	6.0K → 0 −$587.9K
2 Mastercard MA	Sold	895.0 → 0 −$503.0K
3 Abbott ABT	Sold	3.1K → 0 −$428.1K
4 Meta Platforms, Inc. META	Sold	579.0 → 0 −$426.8K
5 American Express AXP	Sold	1.3K → 0 −$426.5K