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CIK: 0001963863
Total reported value
$371.0M
$371.0M
76 檔
31.2%
At the close of Q4 2025, Regimen Wealth, LLC disclosed equity holdings valued at approximately $371.0M, spread across 76 reported holdings.
In Q4 2025, Regimen Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 29 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 | 8.14% | -0.44% | +0.36% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.79% | -0.42% | +0.78% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.56% | -0.28% | +2.27% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 6.30% | -0.25% | +0.62% | |
| 5 | FDVV | Fidelity High Dividend ETF | ETF-Other | 6.05% | +0.12% | -0.54% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.85% | -0.03% | +1.30% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.83% | -0.24% | +0.35% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 5.34% | +0.35% | -0.87% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 4.54% | -0.16% | +1.87% | |
| 10 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.88% | -0.06% | -0.37% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.84% | +0.22% | -1.71% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.60% | +0.18% | +0.86% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.35% | +0.18% | -0.65% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 3.30% | — | +0.13% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.21% | +0.09% | +0.52% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.12% | +0.33% | -0.36% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.80% | -0.10% | +2.69% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.62% | +0.15% | -2.39% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.06% | -0.34% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | +0.01% | +0.58% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.98% | -0.01% | +2.23% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | +0.06% | -0.74% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.03% | -0.33% | |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.86% | +0.05% | -0.35% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.77% | -0.01% | +0.49% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.03% | +1.03% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.03% | — | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.02% | — | |
| 29 | MBB | Ishares Mbs ETF | ETF-Other | 0.42% | -0.03% | +3.29% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.42% | -0.03% | +2.22% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.40% | +0.03% | -0.58% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | +0.05% | +4.89% | |
| 33 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.38% | +0.02% | -0.12% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.02% | — | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.37% | +0.04% | -3.16% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.36% | +0.02% | — | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.31% | — | -1.31% | |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.31% | -0.02% | +3.67% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.28% | -0.02% | +5.03% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.27% | +0.02% | — | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.26% | +0.08% | +0.14% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.22% | +0.01% | +0.41% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.12% | +0.06% | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.21% | -0.04% | -0.96% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | -0.01% | +1.51% | |
| 46 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.20% | — | +0.37% | |
| 47 | TAXF | American Century Diver Muni | ETF-Other | 0.19% | -0.02% | +1.26% | |
| 48 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.19% | — | +1.17% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | — | +0.80% | |
| 50 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.15% | +0.11% | -0.52% |
According to official SEC Form 13F filings, Regimen Wealth, LLC reported a total U.S. public equity portfolio value of $371.0M across 76 disclosed positions in Q4 2025.
During Q4 2025, Regimen Wealth, LLC's top holdings by market value included HDV (8.1%)、FBND (6.8%)、VTEB (6.6%). The largest single position, HDV, represented 8.1% 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 31.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
BIL
市值: $312.8K
Top Position Liquidated / Trimmed
VT
前期市值: $275.3K
In Q4 2025, Regimen Wealth, LLC made 47 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 15 holdings, and fully liquidating 1 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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