Regimen Wealth, LLC Portfolio Holdings

Regimen Wealth, LLC

  • $337 Billion
  • Q3 2025

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.

Portfolio value $337 Billion
ETFs: $325 Billion
Technology: $4.39 Billion
Financial Services: $1.99 Billion
Consumer Cyclical: $1.45 Billion
Consumer Defensive: $938 Million
Healthcare: $264 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.7B
$235 Million 0.07% of portfolio
476
Q4 2024 Reduced 3.64%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $337 Billion
  • Prior Value $322 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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