REGIMEN WEALTH, LLC
•CIK: 1963863•Filing: Q4 2025
**REGIMEN WEALTH, LLC** manages $342M across a diversified portfolio of 76 holdings. The strategy exhibits a notable tilt toward income-generating and defensive assets, evidenced by top positions such as HDV ($27.8M) and FBND ($23.2M). Significant allocations are also directed into fixed income and dividend-focused ETFs, including VTEB ($22.4M) and SCHD ($19.9M). This structure suggests a focus on capital preservation coupled with consistent yield generation.
Total AUM
$341.9M
QoQ Performance
+1.5%
Positions
35
Top 10 Concentration
59.3%
Latest Filing
Q4 2025
Top Holdings Allocation
HDV
FBND
VTEB
USFR
FDVV
AGG
SCHD
CGDV
HDV8.1%
FBND6.8%
VTEB6.6%
USFR6.3%
FDVV6.0%
AGG5.9%
SCHD5.8%
CGDV5.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.7%
Technology1.3%
ETF1.0%
Consumer0.5%
Consumer Staples0.2%
Financial0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑47 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022