REGIMEN WEALTH, LLC - Portfolio Stock Holdings
REGIMEN WEALTH, LLC disclosed 76 stock positions in a recent SEC 13F filing. $370,734,013 of stock holdings were filed, with the largest holdings including HDV, SCHD, and DFCF. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 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:
June 30, 2026No. of Stocks:
76Est. Stock Holding Value:
$370,734,013Top Stock Holdings By Sector
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Portfolio Stock Holdings - REGIMEN WEALTH, LLC
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