account_balance

Investment manager · 13F filer · SEC CIK 1963863

Regimen Wealth, LLC

Reported value$371Mas of Sep 30, 2026
Positions76 10 new, 10 sold out
Top 10 weight61.9%DFCF alone is 9%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFCF Dimensional ETF Trust 9.3% Added +28%
DFAX Dimensional ETF Trust 9.1% Added +160%
SCHD Schwab Strategic Tr 7.6% Trimmed −8%
VTEB Vanguard Mun Bd FDS 6.8% Added +3%
CGDV Capital Group Dividend Value 6.3% Added +33%
VYMI Vanguard Whitehall FDS 5.9% Added +51%
SCHX Schwab Strategic Tr 4.8% Added +3300%
USFR Wisdomtree Tr 4.1% Held
VOE Vanguard Index FDS 4.0% New
AVUV American Centy ETF Tr 4.0% Added +15%
VWO Vanguard Intl Equity Index F 3.8% Added +24%
SCHG Schwab Strategic Tr 3.3% Trimmed −4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • VOE $14.9M
  • SCHP $11.7M
  • VMBS $11.3M
  • SUB $7.16M
arrow_upwardAdded
  • SCHX +3300%
  • DFAX +160%
  • VYMI +51%
  • CGDV +33%
arrow_downwardTrimmed
  • FDVV −76%
  • HDV −71%
  • EFG −68%
  • VWOB −60%
remove_circleSold out
  • VOT $12.9M
  • TAXF $792K
  • COWZ $371K
  • SCHZ $343K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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