REGIMEN WEALTH, LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$371,070
Net value change ($000)
+46 (0.0%)
New positions
11
Sold out positions
11
Turnover %
17.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
DFAX 20,803 161.3%
SCHX 17,209 3367.7%
VOE 14,881 NEW
SCHP 11,741 NEW
VMBS 11,290 NEW
VYMI 7,900 56.0%
SUB 7,160 NEW
DFCF 6,064 21.4%
CGDV 5,634 31.6%
VWO 2,676 23.7%
Top Reduces (Value $000, Stocks/ETFs)
HDV -23,096 -70.0%
FBND -15,729 -58.5%
VWOB -14,324 -62.2%
VOT -12,929 -100.0%
FDVV -12,677 -75.5%
EFG -9,006 -69.2%
IUSB -2,152 -61.6%
IVE -1,756 -55.5%
SCHD -1,684 -5.6%
DYNF -1,552 -56.0%
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