Hibernia Wealth Partners, LLC

All 13F Filings

Location
Baton Rouge, LA
Most recent 13F
Q2 2026
Holdings value ($000)
184,645
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 82 184,645 13F-HR Hibernia Wealth Partners, LLC
Q1 2026 5/4/2026 122 338,171 13F-HR Hibernia Wealth Partners, LLC
Q4 2025 2/12/2026 108 332,117 13F-HR Hibernia Wealth Partners, LLC
Q3 2025 11/12/2025 49 156,070 13F-HR Hibernia Wealth Partners, LLC
Q2 2025 8/8/2025 104 309,588 13F-HR Hibernia Wealth Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 29.22 K 15.8% 0 78.35 K -78.35 K
ETFs 155.4 K 84.2% 0 75.18 K -75.18 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
184,645
Holdings
82
QoQ value change ($000)
-153,526 (-45.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.