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CIK: 0001963863
Total reported value
$371.0M
$371.0M
75 檔
30.9%
In Q3 2025, Regimen Wealth, LLC's U.S. equity holdings reached a combined market value of $371.0M, distributed across 75 disclosed stock positions.
In Q3 2025, Regimen Wealth, LLC displayed an active expansion posture, initiating 16 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HDV | Ishares Core High Dividend E | ETF-Other | 8.28% | -0.44% | +0.02% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.87% | -0.42% | +2.01% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.48% | -0.28% | +0.39% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 6.35% | -0.25% | +1.17% | |
| 5 | FDVV | Fidelity High Dividend ETF | ETF-Other | 6.06% | +0.12% | -0.60% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.88% | -0.03% | +1.76% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.87% | -0.24% | +0.24% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 5.26% | +0.35% | -1.44% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 4.49% | -0.16% | +1.79% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.87% | +0.22% | -0.73% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.72% | -0.06% | -0.05% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.62% | +0.18% | -0.46% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.34% | +0.33% | -0.74% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.34% | +0.18% | -0.74% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.27% | +0.09% | -0.43% | |
| 16 | IQLT | Ishares Msci International Q | ETF-Other | 3.25% | — | -0.51% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.79% | -0.10% | +2.09% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.65% | +0.15% | -3.54% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.06% | +0.11% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.01% | +0.01% | +0.58% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.93% | -0.01% | +0.28% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | +0.06% | +0.17% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.03% | -0.90% | |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.85% | +0.05% | +0.45% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.76% | -0.01% | +0.66% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.03% | +0.80% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.03% | +0.09% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | -0.02% | — | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.42% | -0.03% | +2.34% | |
| 30 | MBB | Ishares Mbs ETF | ETF-Other | 0.42% | -0.03% | +2.52% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.39% | +0.03% | +0.25% | |
| 32 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.38% | +0.02% | +0.30% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.37% | +0.05% | +1.12% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.02% | — | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.36% | +0.04% | -0.97% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.35% | +0.02% | +0.25% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.31% | — | — | |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.30% | -0.02% | +2.84% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.28% | -0.02% | +1.41% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.27% | +0.08% | +0.54% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.27% | +0.02% | +0.16% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.22% | +0.01% | +0.42% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.12% | -3.55% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.20% | — | +0.48% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.20% | -0.01% | +0.72% | |
| 46 | IAU | Ishares Gold Trust | ETF-Commodities | 0.20% | -0.04% | +0.65% | |
| 47 | TAXF | American Century Diver Muni | ETF-Other | 0.19% | -0.02% | +0.95% | |
| 48 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.18% | — | -3.38% | |
| 49 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.16% | — | +16.24% | |
| 50 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.16% | +0.11% | -0.66% |
According to official SEC Form 13F filings, Regimen Wealth, LLC reported a total U.S. public equity portfolio value of $371.0M across 75 disclosed positions in Q3 2025.
During Q3 2025, Regimen Wealth, LLC's top holdings by market value included HDV (8.3%)、FBND (6.9%)、VTEB (6.5%). The largest single position, HDV, represented 8.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HDV, FBND, VTEB) accounted for 30.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
FDVV
市值: $20.4M
Top Position Liquidated / Trimmed
TLT
前期市值: $731.0K
In Q3 2025, Regimen Wealth, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 12 positions, trimming 16 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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