REGIMEN WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, REGIMEN WEALTH, LLC held in its portfolio 74 assets valued at $341,935,263 (i.e. $341.94M).
The most valuable assets in the portfolio included: ISHARES TR ($27.82M), FIDELITY MERRIMACK STR TR ($23.23M), and VANGUARD MUN BD FDS ($22.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
REGIMEN WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 228736 | 27816534 | CORE HIGH DV ETF |
| FIDELITY MERRIMACK STR TR | 504507 | 23227496 | TOTAL BD ETF |
| VANGUARD MUN BD FDS | 445880 | 22423296 | TAX EXEMPT BD |
| WISDOMTREE TR | 428334 | 21553759 | FLOATNG RAT TREA |
| FIDELITY COVINGTON TRUST | 364872 | 20684598 | HIGH DIVID ETF |
| ISHARES TR | 200313 | 20007244 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 726612 | 19930975 | US DIVIDEND EQ |
| CAPITAL GROUP DIVIDEND VALUE | 418093 | 18245577 | SHS CREATION UNI |
| VANGUARD WHITEHALL FDS | 230388 | 15535066 | EM MK GOV BD ETF |
| VANGUARD WHITEHALL FDS | 147358 | 13262189 | INTL HIGH ETF |
| SCHWAB STRATEGIC TR | 402382 | 13125714 | US LCAP GR ETF |
| ISHARES TR | 107914 | 12293582 | EAFE GRWTH ETF |
| AMERICAN CENTY ETF TR | 112302 | 11452565 | US SML CP VALU |
| ISHARES TR | 248387 | 11289195 | MSCI INTL QUALTY |
| VANGUARD INTL EQUITY INDEX F | 204455 | 10991496 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 38204 | 10664294 | MCAP GR IDXVIP |
| SPDR SERIES TRUST | 64853 | 6619226 | STATE STREET SPD |
| ISHARES TR | 132525 | 6167713 | CORE UNIVRSL USD |
| APPLE INC | 16247 | 4416900 | COM |
| ISHARES TR | 17619 | 3499438 | MSCI USA QLT FCT |
| ISHARES TR | 47047 | 3359605 | EAFE VALUE ETF |
| ISHARES TR | 25344 | 3123906 | S&P 500 GRWT ETF |
| ISHARES TR | 4509 | 3088592 | CORE S&P500 ETF |
| BLACKROCK ETF TRUST | 48220 | 2932287 | ISHARES US EQUIT |
| ISHARES TR | 12394 | 2628438 | S&P 500 VAL ETF |
| ISHARES TR | 17401 | 1863804 | NATIONAL MUN ETF |
| ISHARES TR | 3466 | 1640587 | RUS 1000 GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| ISHARES TR | 15197 | 1447057 | MBS ETF |
| ISHARES TR | 14019 | 1425353 | 10-20 YR TRS ETF |
| ISHARES TR | 3958 | 1357377 | S&P 100 ETF |
| ISHARES INC | 19974 | 1342638 | CORE MSCI EMKT |
| BLACKROCK ETF TRUST | 33522 | 1292604 | ISHARES US THEMA |
| AMAZON COM INC | 5554 | 1281974 | COM |
| ISHARES INC | 17291 | 1256679 | MSCI EMRG CHN |
| ISHARES TR | 3263 | 1218687 | RUS 1000 ETF |
| ISHARES TR | 5293 | 1056910 | U.S. TECH ETF |
| BLACKROCK ETF TRUST II | 19767 | 1043093 | ISHARES FLEXIBLE |
| ISHARES TR | 19320 | 966177 | CORE INTL AGGR |
| ISHARES TR | 4393 | 924056 | RUS 1000 VAL ETF |
| ISHARES TR | 3516 | 880081 | MSCI USA MMENTM |
| ISHARES TR | 5334 | 752340 | RUS MDCP VAL ETF |
| ISHARES GOLD TR | 8958 | 727121 | ISHARES NEW |
| COCA COLA CO | 10175 | 711309 | COM |
| ISHARES TR | 6727 | 689781 | CORE S&P US VLU |
| AMERICAN CENTY ETF TR | 12645 | 637077 | DIVERSIFIED MU |
| ISHARES TR | 7689 | 634203 | CORE MSCI INTL |
| VANGUARD SPECIALIZED FUNDS | 2506 | 550723 | DIV APP ETF |
| BLACKROCK ETF TRUST | 15701 | 522855 | ISHARES A I INNO |
| SPDR S&P 500 ETF TR | 723 | 493066 | TR UNIT |
| ISHARES TR | 7012 | 470718 | MSCI ACWI EX US |
| VANGUARD STAR FDS | 6170 | 465495 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 16780 | 451541 | US LRG CAP ETF |
| SPDR INDEX SHS FDS | 9280 | 434397 | PORTFOLIO EMG MK |
| J P MORGAN EXCHANGE TRADED F | 5480 | 361187 | BETABULDRS JAPAN |
| PACER FDS TR | 5748 | 345831 | US CASH COWS 100 |
| ISHARES TR | 3582 | 344845 | JPMORGAN USD EMG |
| MERCK &CO INC | 3167 | 333309 | COM |
| SCHWAB STRATEGIC TR | 13174 | 316701 | INTL EQTY ETF |
| ISHARES TR | 3066 | 313906 | 0-5 YR TIPS ETF |
| WISDOMTREE TR | 4521 | 310895 | INTL EQUITY FD |
| SCHWAB STRATEGIC TR | 12950 | 302650 | US AGGREGATE B |
| ISHARES TR | 2918 | 280595 | 7-10 YR TRSY BD |
| MASTERCARD INCORPORATED | 491 | 280304 | CL A |
| VANGUARD INDEX FDS | 934 | 270956 | MID CAP ETF |
| COSTCO WHSL CORP NEW | 295 | 254566 | COM |
| INVESCO QQQ TR | 411 | 252312 | UNIT SER 1 |
| HARBOR ETF TRUST | 9495 | 235666 | HARBOR COMMODITY |
| WORLD GOLD TR | 2735 | 233487 | SPDR GLD MINIS |
| MCDONALDS CORP | 747 | 228423 | COM |
| AMERICAN EXPRESS CO | 608 | 224959 | COM |
| SYNOPSYS INC | 476 | 223587 | COM |
| VANGUARD INDEX FDS | 862 | 222365 | SMALL CP ETF |
| J P MORGAN EXCHANGE TRADED F | 3351 | 211731 | US QUALTY FCTR |
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