Regimen Wealth, LLC has filed its Form 13F-HR, disclosing the equity securities held by the firm as of the close of business on September 30, 2026. The filing lists the firm's address as 300 Galleria Pkwy SE Suite 1020 in Atlanta, Georgia, and identifies Jonathan G. Kasting as the Chief Compliance Officer responsible for the report.
The portfolio consists of 76 individual positions. The largest holding disclosed is the Dimensional ETF Trust Core Fixed Income ETF, which comprises 855,944 shares. Other significant positions include the Dimensional ETF Trust World Ex US Core ETF with 910,413 shares and the Schwab Strategic US Dividend Equity ETF with 869,771 shares.
The filing also lists a variety of other exchange-traded funds (ETFs) and individual stocks. These include the Vanguard Municipal Bond Funds Tax Exempt Bond, Capital Group Dividend Value Shares, Apple Inc., and Berkshire Hathaway Inc. The portfolio contains a mix of domestic and international equity ETFs, as well as fixed income and precious metal ETFs such as the iShares Core High Dividend ETF and the World Gold Trust SPDR Gold Miners ETF.
Specific individual stock positions include Apple Inc. with 16,093 shares, Amazon.com Inc. with 5,554 shares, and Berkshire Hathaway Inc. Class A shares with 2 shares. The filing indicates that all positions are held in a sole voting capacity.
