REGIMEN WEALTH, LLC

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$341,935
Net value change ($000)
+5,040 (1.5%)
New positions
2
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VYMI 743 5.9%
VTEB 591 2.7%
CGDV 527 3.0%
VWOB 411 2.7%
IQLT 330 3.0%
BIL 313 NEW
AAPL 266 6.4%
FDVV 258 1.3%
EFV 239 7.7%
HGER 236 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOT -595 -5.3%
GLDM -320 -57.9%
VT -275 -100.0%
HDV -84 -0.3%
VWO -21 -0.2%
MTUM -20 -2.2%
SPYG -19 -0.3%
COST -18 -6.6%
BAI -16 -3.0%
SNPS -11 -4.7%
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