13F Insight
DOSSIER · 13F-HR · Q2 2026

REGIMEN WEALTH, LLC

$371M in tracked AUM across 76 positions as of Q2 2026.

RW
CIK 0001963863 · last filed Jun 30, 2026
Total AUM
$371M
as of Q2 2026
Holdings
76
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

REGIMEN WEALTH, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
HDV
ISHARES TR
$33M1.2M8.9%02
SCHD
SCHWAB STRATEGIC TR
$30M945K8.1%03
DFCF
DIMENSIONAL ETF TRUST
$28M670K7.6%04
FBND
FIDELITY MERRIMACK STR TR
$27M592K7.3%05
VTEB
VANGUARD MUN BD FDS
$26M520K7.1%06
VWOB
VANGUARD WHITEHALL FDS
$23M343K6.2%07
CGDV
CAPITAL GROUP DIVIDEND VALUE
$18M362K4.8%08
FDVV
FIDELITY COVINGTON TRUST
$17M279K4.5%09
USFR
WISDOMTREE TR
$15M300K4.1%10
VYMI
VANGUARD WHITEHALL FDS
$14M144K3.8%

Filing history

2026Q2Jun 30
$371M▲ 8.4%
76 positionsView →2026Q1Mar 31
$342M▲ 0.1%
70 positionsView →2025Q4Dec 31
$342M▲ 1.5%
76 positionsView →2025Q3Sep 30
$337M▲ 4.6%
75 positionsView →2025Q2Jun 30
$322M▲ 3.5%
74 positionsLocked2025Q1Mar 31
$311M▲ 1.6%
65 positionsLocked2024Q4Dec 31
$306M▼ 0.9%
64 positionsLocked2024Q3Sep 30
$309M▲ 6.4%
65 positionsLocked2024Q2Jun 30
$290M▲ 0.7%
62 positionsLocked2024Q1Mar 31
$288M▲ 10.4%
64 positionsLocked2023Q4Dec 31
$261M▲ 7.3%
61 positionsLocked2023Q3Sep 30
$243M▲ 0.9%
57 positionsLocked
Showing 12 of 15