REGIMEN WEALTH, LLC
REGIMEN WEALTH, LLC reported 76 positions worth $371.0M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: HDV (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | HDV | SH | $33.0M | 8.89% | 1,203,858 | — | — | |
| ▸ 2 | SCHD | SH | $30.0M | 8.08% | 945,328 | — | — | |
| ▸ 3 | DFCF | SH | $28.3M | 7.62% | 669,870 | — | — | |
| ▸ 4 | FBND | SH | $26.9M | 7.25% | 591,500 | — | — | |
| ▸ 5 | VTEB | SH | $26.3M | 7.09% | 519,938 | — | — | |
| ▸ 6 | VWOB | SH | $23.0M | 6.21% | 342,544 | — | — | |
| ▸ 7 | CGDV | SH | $17.8M | 4.81% | 361,848 | — | — | |
| ▸ 8 | FDVV | SH | $16.8M | 4.53% | 278,629 | — | — | |
| ▸ 9 | USFR | SH | $15.1M | 4.07% | 300,141 | — | — | |
| ▸ 10 | VYMI | SH | $14.1M | 3.80% | 143,731 | — | — |
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Frequently Asked Questions
What stocks does REGIMEN WEALTH, LLC hold as of Q2 2026?
REGIMEN WEALTH, LLC reported 76 positions worth $371.0M in its Q2 2026 13F filing. Largest positions: HDV (8.9%), SCHD (8.1%), DFCF (7.6%), FBND (7.3%) and VTEB (7.1%).
What did REGIMEN WEALTH, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did REGIMEN WEALTH, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.