Hibernia Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Baton Rouge, LA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
49
Total value ($000)
$156,070
Net value change ($000)
-153,518 (-49.6%)
New positions
3
Sold out positions
57
Turnover %
24.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/8/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 19,461 NEW
SNTH 646 NEW
QQQI 314 NEW
XOM 291 75.8%
Top Reduces (Value $000, Stocks/ETFs)
BIL -25,916 -51.3%
DIVO -17,071 -48.3%
BUFR -14,531 -45.5%
XLSR -10,027 -43.4%
FISR -8,738 -48.8%
JNK -5,480 -46.9%
GLD -3,903 -40.5%
BILS -3,575 -47.4%
USMV -3,518 -49.2%
SPSM -3,128 -42.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type