REGIMEN WEALTH, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 371,024
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 76 | 371,024 | 13F-HR | REGIMEN WEALTH, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.89 K | 11.8% | 4.148 K | 0 | 4.148 K |
| ETFs | 327.1 K | 88.2% | 24.64 K | 0 | 24.64 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
371,024
Holdings
76
QoQ value change ($000)
28,787
(8.4%)
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.