0001950637-24-000005.txt : 20240507 0001950637-24-000005.hdr.sgml : 20240507 20240507111902 ACCESSION NUMBER: 0001950637-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hibernia Wealth Partners, LLC CENTRAL INDEX KEY: 0001950637 ORGANIZATION NAME: IRS NUMBER: 811847599 STATE OF INCORPORATION: LA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23393 FILM NUMBER: 24920375 BUSINESS ADDRESS: STREET 1: 6700 JEFFERSON HWY STREET 2: BUILDING 4, SUITE B CITY: BATON ROUGE STATE: LA ZIP: 70806 BUSINESS PHONE: 225-778-7972 MAIL ADDRESS: STREET 1: 6700 JEFFERSON HWY STREET 2: BUILDING 4, SUITE B CITY: BATON ROUGE STATE: LA ZIP: 70806 FORMER COMPANY: FORMER CONFORMED NAME: PSHWM, LLC DATE OF NAME CHANGE: 20221013 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001950637 XXXXXXXX 03-31-2024 03-31-2024 false Hibernia Wealth Partners, LLC

6700 Jefferson Hwy Building 4, Suite B Baton Rouge LA 70806

13F HOLDINGS REPORT 028-23393 000319509 801-124947 N Paul Saltaformaggio 225-778-7972 /s/Paul Saltaformaggio Baton Rouge LA 05-07-2024 0 89 147544397 INFORMATION TABLE 2 infotable.xml AMPLIFY ETF TR CWP ENHANCED DIV 032108409 9681655 249014 SH SOLE 8925 0 240089 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 514852 13242 SH SOLE 0 0 13242 APPLE INC COM 037833100 1439799 8396 SH SOLE 0 0 8396 CHEVRON CORP NEW COM 166764100 267316 1695 SH SOLE 1295 0 400 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 228348 7147 SH SOLE 0 0 7147 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 466428 12765 SH SOLE 0 0 12765 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 355081 6232 SH SOLE 0 0 6232 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 299454 9909 SH SOLE 0 0 9909 EATON CORP PLC SHS G29183103 237949 761 SH SOLE 0 0 761 ETF SER SOLUTIONS DISTILLATE US 26922A321 491863 9124 SH SOLE 204 0 8920 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 280678 6078 SH SOLE 0 0 6078 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 528308 9406 SH SOLE 0 0 9406 FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 639801 6047 SH SOLE 0 0 6047 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 231855 6686 SH SOLE 0 0 6686 FIRST TR EXCHNG TRADED FD VI FT VEST FD OF BU 33740F755 8794883 314552 SH SOLE 34402 0 280150 FIRST TR VALUE LINE DIVID IN SHS 33734H106 539361 12772 SH SOLE 0 0 12772 GLOBAL X FDS GLBL X MLP ETF 37954Y343 274314 5689 SH SOLE 0 0 5689 GOLDMAN SACHS BDC INC SHS 38147U107 844223 56357 SH SOLE 0 0 56357 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 4574030 45337 SH SOLE 6753 0 38584 HANCOCK WHITNEY CORPORATION COM 410120109 18393 400 SH SOLE 400 0 0 HANCOCK WHITNEY CORPORATION COM 410120109 564072 12252 SH SOLE 0 0 12252 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 658090 16754 SH SOLE 0 0 16754 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1165801 19295 SH SOLE 0 0 19295 INVESCO QQQ TR UNIT SER 1 46090E103 1146288 2582 SH SOLE 224 0 2358 ISHARES INC MSCI EMERG MRKT 464286533 315775 5580 SH SOLE 1278 0 4302 ISHARES SILVER TR ISHARES 46428Q109 228979 10065 SH SOLE 4000 0 6065 ISHARES TR CORE S&P TTL STK 464287150 229223 1988 SH SOLE 994 0 994 ISHARES TR CORE S&P MCP ETF 464287507 326684 5379 SH SOLE 0 0 5379 ISHARES TR MSCI EAFE MIN VL 46429B689 293455 4140 SH SOLE 803 0 3337 ISHARES TR CORE MSCI EAFE 46432F842 414728 5588 SH SOLE 0 0 5588 ISHARES TR CORE US AGGBD ET 464287226 353611 3610 SH SOLE 0 0 3610 ISHARES TR CORE S&P500 ETF 464287200 503873 958 SH SOLE 24 0 934 ISHARES TR US SML CAP EQT 46434V290 539297 8482 SH SOLE 2189 0 6293 ISHARES TR MSCI USA MIN VOL 46429B697 3107289 37177 SH SOLE 4818 0 32359 ISHARES TR CORE S&P US GWT 464287671 245055 2091 SH SOLE 0 0 2091 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 486232 8964 SH SOLE 0 0 8964 JPMORGAN CHASE & CO COM 46625H100 725156 3620 SH SOLE 0 0 3620 MICROSOFT CORP COM 594918104 327805 779 SH SOLE 0 0 779 NVIDIA CORPORATION COM 67066G104 686710 760 SH SOLE 0 0 760 PROCTER AND GAMBLE CO COM 742718109 286971 1769 SH SOLE 0 0 1769 RTX CORPORATION COM 75513E101 334108 3426 SH SOLE 0 0 3426 SPDR GOLD TR GOLD SHS 78463V107 2302414 11192 SH SOLE 1871 0 9321 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 855655 23874 SH SOLE 0 0 23874 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1309777 40326 SH SOLE 5561 0 34765 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4782728 133447 SH SOLE 18288 0 115159 SPDR S&P 500 ETF TR TR UNIT 78462F103 18241242 34873 SH SOLE 4183 0 30690 SPDR S&P 500 ETF TR TR UNIT 78462F103 575377 1100 SH Call SOLE 0 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 614192 11515 SH SOLE 0 0 11515 SPDR SER TR PORTFOLIO S&P600 78468R853 5026102 116778 SH SOLE 14427 0 102351 SPDR SER TR PORTFOLIO LN TSR 78464A664 676096 24198 SH SOLE 3267 0 20931 SPDR SER TR PORTFLI INTRMDIT 78464A672 307701 10919 SH SOLE 1036 0 9883 SPDR SER TR PORTFOLIO S&P600 78468R853 685387 15924 SH SOLE 0 0 15924 SPDR SER TR BLOOMBERG EMG MK 78468R515 639070 26441 SH SOLE 2531 0 23910 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 2168135 116316 SH SOLE 15445 0 100871 SPDR SER TR PORTFOLIO S&P400 78464A847 2288755 42909 SH SOLE 5179 0 37730 SPDR SER TR BLOOMBERG EMERGI 78464A391 2050894 100043 SH SOLE 12747 0 87296 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 426367 4645 SH SOLE 0 0 4645 SPDR SER TR BLOOMBERG HIGH Y 78468R622 2178482 22883 SH SOLE 2656 0 20227 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 26381537 287381 SH SOLE 7442 0 279939 SPDR SER TR PORTFOLIO AGRGTE 78464A649 1550192 61321 SH SOLE 5927 0 55394 SPDR SER TR BLOOMBERG 3-12 M 78468R523 880618 8858 SH SOLE 8 0 8850 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 1338272 31780 SH SOLE 4006 0 27774 SSGA ACTIVE TR SPDR SSGA FXD 78470P507 8726960 340498 SH SOLE 43379 0 297119 SSGA ACTIVE TR SPDR SSGA US SCT 78470P408 10184518 204279 SH SOLE 24970 0 179309 STARBUCKS CORP COM 855244109 228844 2504 SH SOLE 0 0 2504 SYSCO CORP COM 871829107 796924 9817 SH SOLE 0 0 9817 TESLA INC COM 88160R101 222550 1266 SH SOLE 0 0 1266 TEXAS INSTRS INC COM 882508104 235184 1350 SH SOLE 0 0 1350 TORM PLC SHS CL A G89479102 354596 10146 SH SOLE 0 0 10146 UNITEDHEALTH GROUP INC COM 91324P102 281201 568 SH SOLE 0 0 568 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 442253 6089 SH SOLE 0 0 6089 VANGUARD INDEX FDS LARGE CAP ETF 922908637 216986 905 SH SOLE 0 0 905 VANGUARD INDEX FDS GROWTH ETF 922908736 201883 587 SH SOLE 0 0 587 VANGUARD INDEX FDS SMALL CP ETF 922908751 228205 998 SH SOLE 0 0 998 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 229552 1472 SH SOLE 0 0 1472 VANGUARD INDEX FDS VALUE ETF 922908744 461173 2832 SH SOLE 0 0 2832 VANGUARD INDEX FDS MID CAP ETF 922908629 638821 2557 SH SOLE 0 0 2557 VANGUARD INDEX FDS TOTAL STK MKT 922908769 992142 3817 SH SOLE 0 0 3817 VANGUARD INDEX FDS SMALL CP ETF 922908751 383413 1677 SH SOLE 152 0 1525 VANGUARD INDEX FDS SM CP VAL ETF 922908611 271323 1414 SH SOLE 0 0 1414 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 424721 884 SH SOLE 0 0 884 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 234749 2124 SH SOLE 0 0 2124 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 383488 9181 SH SOLE 0 0 9181 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 202664 2666 SH SOLE 0 0 2666 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 446256 8895 SH SOLE 0 0 8895 VICTORY PORTFOLIOS II VCSHS US 500 ENH 92647N782 246684 3740 SH SOLE 0 0 3740 VICTORY PORTFOLIOS II VCSHS US 500 VOL 92647N766 630590 7751 SH SOLE 0 0 7751 WISDOMTREE TR US MIDCAP FUND 97717W570 700177 11475 SH SOLE 0 0 11475 WISDOMTREE TR EM EX ST-OWNED 97717X578 251754 8546 SH SOLE 0 0 8546