REGIMEN WEALTH, LLC - Portfolio Stock Holdings
REGIMEN WEALTH, LLC disclosed 80 stock positions in a recent SEC 13F filing. $314,698,518 of stock holdings were filed, with the largest holdings including SCHD, DFCF, and FBND. This filing represented positions held on March 31, 2026, and was filed on May 7, 2026.We estimate the fund has a total AUM of $365,160,462 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
80Est. Stock Holding Value:
$314,698,518Top Stock Holdings By Sector
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Portfolio Stock Holdings - REGIMEN WEALTH, LLC
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