Regimen Wealth, LLC Portfolio Holdings

Regimen Wealth, LLC

  • $322 Billion
  • Q2 2025

Regimen Wealth, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $322 Billion distributed in 74 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 $26.7B, Fidelity Merrimack Str Tr Tota with a value of $22.5B, Vanguard Mun Bd Fds Tax Exempt with a value of $21.3B, Wisdomtree Floating Rate Treas with a value of $21.2B, and Ishares Core U.S. Aggregate Bo with a value of $19.3B.

Examining the 13F form we can see an increase of $11B in the current position value, from $311B to 322B.

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 $322 Billion
ETFs: $311 Billion
Technology: $3.59 Billion
Financial Services: $2.01 Billion
Consumer Cyclical: $1.44 Billion
Consumer Defensive: $996 Million
Healthcare: $247 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.2B
$281 Million 0.09% of portfolio
527
Q2 2025 Added 0.38%
$95.7B
$244 Million 0.08% of portfolio
476
Q4 2024 Reduced 3.64%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $322 Billion
  • Prior Value $311 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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