Regimen Wealth, LLC
Net buyer this quarter
$371M
21
+$977K
10.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VOT | $12.9M | 3.48% | Not reported | +0.7% | Q4 2022 |
 DFAX | $12.9M | 3.48% | Not reported | +2.5% | Q1 2026 |
 AAPL | $4.71M | 1.27% | 0.00% | +0.1% | Q4 2022 |
 BRK.A | $1.5M | 0.40% | Not reported | Not reported | Q4 2022 |
 AMZN | $1.32M | 0.36% | 0.00% | Not reported | Q4 2022 |
 EMXC | $1.19M | 0.32% | Not reported | -2.2% | Q4 2023 |
| THRO | $995K | 0.27% | 0.29% | -1.8% | Q2 2025 |
| IWS | $883K | 0.24% | Not reported | +0.3% | Q4 2022 |
 KO | $833K | 0.22% | 0.00% | +0.7% | Q4 2022 |
| IDEV | $669K | 0.18% | Not reported | +2.0% | Q4 2022 |
| IAU | $601K | 0.16% | 0.00% | -0.2% | Q2 2025 |
 SPY | $543K | 0.15% | Not reported | +0.3% | Q4 2022 |
 QQQ | $444K | 0.12% | Not reported | +46.7% | Q4 2022 |
 MRK | $343K | 0.09% | 0.00% | +0.7% | Q4 2024 |
 COST | $277K | 0.07% | 0.00% | Not reported | Q1 2024 |
 MA | $253K | 0.07% | 0.00% | +0.2% | Q4 2023 |
 XOM | $223K | 0.06% | 0.00% | +0.4% | Q1 2026 |
 SNPS | $212K | 0.06% | 0.00% | Not reported | Q2 2023 |
 AXP | $207K | 0.06% | 0.00% | Not reported | Q3 2025 |
 ON | $205K | 0.06% | 0.00% | Not reported | Q2 2023 |
 MCD | $203K | 0.05% | 0.00% | Not reported | Q4 2022 |
| Q1 2026 | |||||
| DFAX | $11.6M | 3.39% | Not reported | New | Q1 2026 |
| VOT | $10.8M | 3.15% | Not reported | +9.7% | Q4 2022 |
| AAPL | $4.13M | 1.21% | 0.00% | +0.1% | Q4 2022 |
| BRK.A | $1.44M | 0.42% | Not reported | Not reported | Q4 2022 |
| AMZN | $1.16M | 0.34% | 0.00% | Not reported | Q4 2022 |
| EMXC | $942K | 0.28% | Not reported | -30.7% | Q4 2023 |
| THRO | $848K | 0.25% | 0.30% | -30.1% | Q2 2025 |
| IWS | $780K | 0.23% | Not reported | +0.3% | Q4 2022 |
| KO | $774K | 0.23% | 0.00% | Not reported | Q4 2022 |
| IAU | $698K | 0.20% | 0.00% | -11.6% | Q2 2025 |
| IDEV | $617K | 0.18% | Not reported | -4.2% | Q4 2022 |
| SPY | $472K | 0.14% | Not reported | +0.3% | Q4 2022 |
| MRK | $319K | 0.09% | 0.00% | -16.4% | Q4 2024 |
| COST | $295K | 0.09% | 0.00% | +0.3% | Q1 2024 |
| XOM | $276K | 0.08% | 0.00% | New | Q1 2026 |
| MA | $246K | 0.07% | 0.00% | +0.2% | Q4 2023 |
| QQQ | $237K | 0.07% | Not reported | Not reported | Q4 2022 |
| MCD | $233K | 0.07% | 0.00% | +0.4% | Q4 2022 |
 WPM | $204K | 0.06% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| VOT | $10.7M | 3.12% | Not reported | -0.4% | Q4 2022 |
| AAPL | $4.42M | 1.29% | 0.00% | -0.3% | Q4 2022 |
| BRK.A | $1.51M | 0.44% | Not reported | Not reported | Q4 2022 |
| THRO | $1.29M | 0.38% | 0.42% | -0.1% | Q2 2025 |
| AMZN | $1.28M | 0.37% | 0.00% | Not reported | Q4 2022 |
| EMXC | $1.26M | 0.37% | Not reported | -3.2% | Q4 2023 |
| IWS | $752K | 0.22% | Not reported | +0.4% | Q4 2022 |
| IAU | $727K | 0.21% | 0.00% | -1.0% | Q2 2025 |
| KO | $711K | 0.21% | 0.00% | +1.5% | Q4 2022 |
| IDEV | $634K | 0.19% | Not reported | +1.2% | Q4 2022 |
| SPY | $493K | 0.14% | Not reported | +0.3% | Q4 2022 |
| MRK | $333K | 0.10% | 0.00% | +0.8% | Q4 2024 |
| MA | $280K | 0.08% | 0.00% | +0.2% | Q4 2023 |
| COST | $255K | 0.07% | 0.00% | Not reported | Q1 2024 |
| QQQ | $252K | 0.07% | Not reported | +0.2% | Q4 2022 |
| GLDM | $233K | 0.07% | 0.00% | -62.2% | Q1 2023 |
| MCD | $228K | 0.07% | 0.00% | +0.4% | Q4 2022 |
| AXP | $225K | 0.07% | 0.00% | +0.2% | Q3 2025 |
| SNPS | $224K | 0.07% | 0.00% | Not reported | Q2 2023 |
| Q3 2025 | |||||
| VOT | $11.3M | 3.34% | Not reported | -0.7% | Q4 2022 |
| AAPL | $4.15M | 1.23% | 0.00% | +0.1% | Q4 2022 |
| BRK.A | $1.51M | 0.45% | Not reported | Not reported | Q4 2022 |
| THRO | $1.27M | 0.38% | 0.42% | +0.3% | Q2 2025 |
| AMZN | $1.22M | 0.36% | 0.00% | Not reported | Q4 2022 |
| EMXC | $1.2M | 0.36% | Not reported | -1.0% | Q4 2023 |
| IWS | $742K | 0.22% | Not reported | +0.4% | Q4 2022 |
| KO | $665K | 0.20% | 0.00% | +0.7% | Q4 2022 |
| IAU | $658K | 0.20% | 0.00% | +0.7% | Q2 2025 |
| IDEV | $609K | 0.18% | Not reported | -3.4% | Q4 2022 |
| GLDM | $553K | 0.16% | 0.00% | +16.2% | Q1 2023 |
| SPY | $480K | 0.14% | Not reported | +0.3% | Q4 2022 |
| MA | $279K | 0.08% | 0.00% | Not reported | Q4 2023 |
| COST | $273K | 0.08% | 0.00% | +0.3% | Q1 2024 |
| MRK | $264K | 0.08% | 0.00% | +0.8% | Q4 2024 |
| QQQ | $246K | 0.07% | Not reported | +0.2% | Q4 2022 |
| SNPS | $235K | 0.07% | 0.00% | Not reported | Q2 2023 |
| MCD | $226K | 0.07% | 0.00% | -1.5% | Q4 2022 |
| AXP | $202K | 0.06% | 0.00% | New | Q3 2025 |