Holdings
Regimen Wealth, LLC
As of Jun 30, 2026, Regimen Wealth, LLC reported 12 positions worth US$10.3M. Largest: Apple Inc, Berkshire Hathaway Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 16,277 | US$4.71M | +15 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,993 | US$1.5M | −4 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,554 | US$1.32M | no change | Jun 30, 2026 |
| Coca-cola Company (the) | 10,246 | US$833K | +71 | Jun 30, 2026 |
| Merck & Company, Inc. | 2,668 | US$343K | +19 | Jun 30, 2026 |
| Costco Wholesale Corporation | 296 | US$277K | no change | Jun 30, 2026 |
| Mastercard Incorporated | 493 | US$253K | +1 | Jun 30, 2026 |
| Exxon Mobil Corporation | 1,631 | US$223K | +6 | Jun 30, 2026 |
| Synopsys, Inc. | 476 | US$212K | new | Jun 30, 2026 |
| American Express Company | 611 | US$207K | new | Jun 30, 2026 |