Regimen Wealth, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $337 Billion distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core High Dividend ETF with a value of $27.9B, Fidelity Merrimack Str Tr Tota with a value of $23.1B, Vanguard Mun Bd Fds Tax Exempt with a value of $21.8B, Wisdomtree Floating Rate Treas with a value of $21.4B, and Fidelity High Dividend ETF with a value of $20.4B.
Examining the 13F form we can see an increase of $14.8B in the current position value, from $322B to 337B.
Regimen Wealth, LLC is based out at Atlanta, GA
Below you can find more details about Regimen Wealth, LLC portfolio as well as his latest detailed transactions.
