Hibernia Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Baton Rouge, LA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$338,171
Net value change ($000)
+6,054 (1.8%)
New positions
18
Sold out positions
4
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DIVO 1,645 4.4%
BIL 1,224 2.6%
IFRA 1,117 179.0%
IEV 1,083 NEW
SPDW 754 46.3%
FISR 723 3.8%
EMGF 658 79.1%
AGG 636 84.7%
SPYG 628 NEW
SPEM 621 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLSR -2,294 -8.7%
SPY -2,098 -5.5%
GLD -2,064 -17.1%
BUFR -1,446 -4.1%
USMV -1,043 -17.5%
SPAB -708 -45.6%
EBND -389 -8.7%
ROP -232 -100.0%
IWF -210 -100.0%
AMZA -202 -100.0%
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