REGIMEN WEALTH, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 342,237
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 70 | 342,237 | 13F-HR | REGIMEN WEALTH, LLC |
| Q4 2025 | 2/9/2026 | 76 | 341,935 | 13F-HR | REGIMEN WEALTH, LLC |
| Q3 2025 | 11/12/2025 | 75 | 336,895 | 13F-HR | REGIMEN WEALTH, LLC |
| Q2 2025 | 8/6/2025 | 74 | 322,070 | 13F-HR | REGIMEN WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.74 K | 11.6% | 0 | 126 K | -126 K |
| ETFs | 302.5 K | 88.4% | 132.8 K | 0 | 132.8 K |
| Other | 0 | 0.0% | 0 | 6.513 K | -6.513 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
342,237
Holdings
70
QoQ value change ($000)
302
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.