Hibernia Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Baton Rouge, LA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$184,645
Net value change ($000)
-153,526 (-45.4%)
New positions
9
Sold out positions
49
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XOM 1,340 189.0%
AMD 490 NEW
ALAI 436 NEW
SPEM 372 59.9%
GOOGL 352 NEW
CI 234 NEW
SPLB 231 NEW
CNP 229 NEW
UNH 225 NEW
MU 219 NEW
Top Reduces (Value $000, Stocks/ETFs)
BIL -25,125 -51.7%
DIVO -18,882 -48.4%
BUFR -15,442 -46.2%
SPY -14,147 -38.9%
XLSR -9,638 -40.3%
FISR -9,027 -46.2%
JNK -5,696 -44.8%
GLD -5,436 -54.3%
BILS -4,138 -49.3%
SPSM -3,352 -37.8%
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