Hibernia Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Baton Rouge, LA
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$191,807
Net value change ($000)
+7,162 (3.9%)
New positions
14
Sold out positions
10
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 2,505 NEW
BUFR 1,560 8.7%
AAPL 1,054 92.0%
SPY 1,043 4.7%
NVDA 732 70.9%
MSFT 693 67.2%
FISR 606 5.8%
SPTL 583 179.9%
SPAB 439 98.2%
SPLB 418 181.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,049 -100.0%
BIL -913 -3.9%
JNK -698 -9.9%
BILS -596 -14.0%
DIVO -543 -2.7%
CAT -460 -100.0%
SPIB -406 -15.6%
SPSM -335 -6.1%
SPTI -247 -100.0%
CNP -229 -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