REGIMEN WEALTH, LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$342,237
Net value change ($000)
+302 (0.1%)
New positions
4
Sold out positions
10
Turnover %
15.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFCF 27,463 NEW
DFAX 11,604 NEW
SCHD 8,551 42.9%
VWOB 6,252 40.2%
HDV 4,127 14.8%
FBND 3,030 13.0%
VTEB 2,784 12.4%
BIL 1,243 397.1%
AVUV 494 4.3%
BAI 422 80.7%
Top Reduces (Value $000, Stocks/ETFs)
AGG -19,334 -96.6%
IQLT -11,289 -100.0%
USFR -6,760 -31.4%
FDVV -5,583 -27.0%
CGDV -3,012 -16.5%
SCHG -2,729 -20.8%
IUSB -2,608 -42.3%
QUAL -2,546 -72.8%
EFV -1,887 -56.2%
SPYG -1,409 -25.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type