Regimen Wealth, LLC reported 76 holdings worth US$371M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Regimen Wealth, LLC reported 76 holdings worth US$371M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Amazon.com, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$371M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 16,277 | US$4.71M | 1.3% |
| Berkshire Hathaway Inc. | 2,993 | US$1.5M | 0.40% |
| Amazon.com, Inc. | 5,554 | US$1.32M | 0.36% |
| Coca-cola Company (the) | 10,246 | US$833K | 0.22% |
| Merck & Company, Inc. | 2,668 | US$343K | 0.09% |
| Costco Wholesale Corporation | 296 | US$277K | 0.07% |
| Mastercard Incorporated | 493 | US$253K | 0.07% |
| Exxon Mobil Corporation | 1,631 | US$223K | 0.06% |
| Synopsys, Inc. | 476 | US$212K | 0.06% |
| American Express Company | 611 | US$207K | 0.06% |
| On Semiconductor Corporation | 2,173 | US$205K | 0.06% |
| Mcdonald's Corporation | 750 | US$203K | 0.05% |
| Wheaton Precious Metals Corp | 0 | US$0 | 0.00% |