REGIMEN WEALTH, LLC

CIK

1963863

Location

ATLANTA, GA

Portfolio Value

Micro $8,761,025

Diversification

Highly concentrated

Filing Date

Global Rank

#8,176 / 8,603 ▲ 42 · as of Mar 2026

Top Industry

Consumer Electronics 56.1%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.0%

SPY

+76.0%

Annualised alpha

-3.0%

Max drawdown

−22.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

47.1%

+1.4 pts

Top 5

82.5%

+3.5 pts

Top 10

97.7%

+4.7 pts

HHI

2,616

Highly concentrated+157

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.1%	$4,127,132	1
Unclassified	16.1%	$1,407,119	3
Consumer Cyclical	15.9%	$1,389,823	2
Consumer Defensive	12.2%	$1,068,751	2
Healthcare	3.6%	$318,648	1
Financial Services	2.8%	$245,832	1
Basic Materials	2.3%	$203,720	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+15	16,262	$4,127,132
MCD	Mcdonalds Corp	+3	750	$233,092
SPY	Spdr S&P 500 ETF Trust	+2	725	$471,496
COST	Costco Wholesale Corp /New	+1	296	$294,943
MA	Mastercard Inc	+1	492	$245,832
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−1,036	7,922	$698,403
MRK	Merck & Co., Inc.	−518	2,649	$318,648
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
WPM	Wheaton Precious Metals Corp.	1,555	$203,720
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	2,735	$233,486
AXP	American Express Co	608	$224,929
SNPS	Synopsys Inc	476	$223,586
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $8,761,025 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	16,262	+15	$4,127,132	−6.6%	47.11%
AMZN	Amazon Com Inc Consumer Cyclical	Held	5,554	0	$1,156,731	−9.8%	13.20%
KO	Coca Cola Co Consumer Defensive	Held	10,175	0	$773,808	+8.8%	8.83%
IAU	Ishares Gold Trust	Reduced	7,922	-1,036	$698,403	−3.9%	7.97%
SPY	Spdr S&P 500 ETF Trust	Added	725	+2	$471,496	−4.4%	5.38%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,649	-518	$318,648	−4.4%	3.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	296	+1	$294,943	+15.9%	3.37%
MA	Mastercard Inc Financial Services	Added	492	+1	$245,832	−12.3%	2.81%
QQQ	Invesco Qqq Trust, Series 1	Held	411	0	$237,220	−6.0%	2.71%
MCD	Mcdonalds Corp Consumer Cyclical	Added	750	+3	$233,092	+2.1%	2.66%
WPM	Wheaton Precious Metals Corp. Basic Materials	NEW	1,555	NEW	$203,720	NEW	2.33%