REGIMEN WEALTH, LLC
CIK
1963863
Location
ATLANTA, GA
Portfolio Value
Micro
$4,127,132
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,801
/ 8,232
▲ 180
Top Industry
Consumer Electronics
54.1%
3Y Alpha vs SPY
-3.9%
Period ended 2 months ago
Filed May 7, 2026 · 38d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.7%
SPY
+76.3%
Annualised alpha
-3.9%
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
12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
45.7%
−0.0 pts
Top 5
80.0%
+1.0 pts
Top 10
95.2%
+2.2 pts
HHI
2,468
Moderately concentrated+9
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.7% | $4,127,132 |
| Unclassified | 15.6% | $1,407,119 |
| Consumer Cyclical | 15.4% | $1,389,823 |
| Consumer Defensive | 11.8% | $1,068,751 |
| Healthcare | 3.5% | $318,648 |
| Energy | 3.1% | $275,697 |
| Financial Services | 2.7% | $245,832 |
| Basic Materials | 2.3% | $203,720 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
1 positions ·
$4,127,132 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 16,262 | $4,127,132 | 100.00% |