Hibernia Wealth Partners, LLC

Q3 2026 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 7/23/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 ENVESTNET ASSET MANAGEMENT INC 028-13411
2 Nuveen Asset Management, LLC 028-14498