§ 13F · FUND PROFILE
REGIMEN WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $322.1T (13F)Positions · 74Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$548.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | HDV | ISHARES TR | 229K | $27.8T | 8.1% | ±0% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 505K | $23.2T | 6.8% | +1% |
| 3 | VTEB | VANGUARD MUN BD FDS | 446K | $22.4T | 6.6% | +2% |
| 4 | USFR | WISDOMTREE TR | 428K | $21.6T | 6.3% | +1% |
| 5 | FDVV | FIDELITY COVINGTON TRUST | 365K | $20.7T | 6.0% | −1% |
| 6 | AGG | ISHARES TR | 200K | $20.0T | 5.9% | +1% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 727K | $19.9T | 5.8% | ±0% |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 418K | $18.2T | 5.3% | −1% |
| 9 | VWOB | VANGUARD WHITEHALL FDS | 230K | $15.5T | 4.5% | +2% |
| 10 | VYMI | VANGUARD WHITEHALL FDS | 147K | $13.3T | 3.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REGIMEN SIGNAL
AC read
REGIMEN WEALTH, LLC is a Other fund managing $322069.9 trillion in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed