REGIMEN WEALTH, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 16K | $4.13M |
 | KO | 10K | $773.78K |
 | AMZN | 6K | $1.16M |
 | MRK | 3K | $318.63K |
 | XOM | 2K | $275.72K |
 | WPM | 2K | $203.67K |
 | MCD | 750 | $233.22K |
 | MA | 492 | $245.73K |
 | COST | 296 | $294.53K |
 | BRK-A | 2 | $1.44M |
Apple Inc.
AAPL
Shares Held
16K
Value
$4.13M
The Coca-Cola Company
KO
Shares Held
10K
Value
$773.78K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.16M
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$318.63K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$275.72K
Wheaton Precious Metals Corp.
WPM
Shares Held
2K
Value
$203.67K
McDonald's Corporation
MCD
Shares Held
750
Value
$233.22K
Mastercard Incorporated
MA
Shares Held
492
Value
$245.73K
Costco Wholesale Corporation
COST
Shares Held
296
Value
$294.53K
Berkshire Hathaway Inc.
BRK-A
Shares Held
2
Value
$1.44M