# EDGAR Filing Document

**Accession Number:** 0001963863
**File Stem:** 0001765380-26-000178
**Filing Date:** 2026-5
**Character Count:** 10946
**Document Hash:** 941fe069e2f90ba2cae8e8b7297c5fac
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000178.hdr.sgml**: 20260507

**ACCESSION NUMBER**: 0001765380-26-000178

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260507

**DATE AS OF CHANGE**: 20260507

**EFFECTIVENESS DATE**: 20260507

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** REGIMEN WEALTH, LLC
- **CENTRAL INDEX KEY:** 0001963863

**ORGANIZATION NAME:**
- **EIN:** 813105755
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22821
- **FILM NUMBER:** 26951116

**BUSINESS ADDRESS:**
- **STREET 1:** 300 GALLERIA PKWY SE
- **STREET 2:** SUITE 1020
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30339
- **BUSINESS PHONE:** 770-738-8200

**MAIL ADDRESS:**
- **STREET 1:** 300 GALLERIA PKWY SE
- **STREET 2:** SUITE 1020
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30339

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** REGIMEN WEALTH LLC<br>**Address:** 300 GALLERIA PKWY SE<br>SUITE 1020<br>ATLANTA, GA 30339

**Form 13F File Number:** 028-22821

**CRD Number (if applicable):** 000309672

**SEC File Number (if applicable):** 801-119088

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jonathan G. Kasting<br>**Title:** Chief Compliance Officer<br>**Phone:** 513-977-8615

**Signature, Place, and Date of Signing:**

Jonathan G. Kasting  Cincinnati, OH  05-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $342236650

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 31943753 | 235382 | SH |  | SOLE |  | 0 | 0 | 235382 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 28481679 | 928347 | SH |  | SOLE |  | 0 | 0 | 928347 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 27463440 | 650484 | SH |  | SOLE |  | 0 | 0 | 650484 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 26256946 | 575558 | SH |  | SOLE |  | 0 | 0 | 575558 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 25207265 | 505550 | SH |  | SOLE |  | 0 | 0 | 505550 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 21787431 | 331670 | SH |  | SOLE |  | 0 | 0 | 331670 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 15234040 | 358111 | SH |  | SOLE |  | 0 | 0 | 358111 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 15102464 | 273397 | SH |  | SOLE |  | 0 | 0 | 273397 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 14794226 | 293886 | SH |  | SOLE |  | 0 | 0 | 293886 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 13202368 | 140093 | SH |  | SOLE |  | 0 | 0 | 140093 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 11947014 | 108147 | SH |  | SOLE |  | 0 | 0 | 108147 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 11603812 | 341590 | SH |  | SOLE |  | 0 | 0 | 341590 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 11412047 | 102470 | SH |  | SOLE |  | 0 | 0 | 102470 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 10789079 | 41924 | SH |  | SOLE |  | 0 | 0 | 41924 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 10397189 | 356924 | SH |  | SOLE |  | 0 | 0 | 356924 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 10112291 | 187091 | SH |  | SOLE |  | 0 | 0 | 187091 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 4145755 | 42343 | SH |  | SOLE |  | 0 | 0 | 42343 |
| APPLE INC | COM | 037833100 |  | 4127179 | 16262 | SH |  | SOLE |  | 0 | 0 | 16262 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 3559566 | 77064 | SH |  | SOLE |  | 0 | 0 | 77064 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 2953720 | 13989 | SH |  | SOLE |  | 0 | 0 | 13989 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 2409069 | 41407 | SH |  | SOLE |  | 0 | 0 | 41407 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2342321 | 3586 | SH |  | SOLE |  | 0 | 0 | 3586 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1985528 | 17554 | SH |  | SOLE |  | 0 | 0 | 17554 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1856906 | 17493 | SH |  | SOLE |  | 0 | 0 | 17493 |
| ISHARES TR | S 100 ETF | 464287101 |  | 1692239 | 5320 | SH |  | SOLE |  | 0 | 0 | 5320 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1599183 | 22927 | SH |  | SOLE |  | 0 | 0 | 22927 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 1556230 | 16982 | SH |  | SOLE |  | 0 | 0 | 16982 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1473798 | 3456 | SH |  | SOLE |  | 0 | 0 | 3456 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 1472575 | 19806 | SH |  | SOLE |  | 0 | 0 | 19806 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1436280 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 1300504 | 12912 | SH |  | SOLE |  | 0 | 0 | 12912 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1158181 | 3248 | SH |  | SOLE |  | 0 | 0 | 3248 |
| AMAZON COM INC | COM | 023135106 |  | 1156732 | 5554 | SH |  | SOLE |  | 0 | 0 | 5554 |
| ISHARES TR | MBS ETF | 464288588 |  | 1089916 | 11479 | SH |  | SOLE |  | 0 | 0 | 11479 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 956372 | 3985 | SH |  | SOLE |  | 0 | 0 | 3985 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 953322 | 4970 | SH |  | SOLE |  | 0 | 0 | 4970 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 944569 | 28667 | SH |  | SOLE |  | 0 | 0 | 28667 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 942097 | 11977 | SH |  | SOLE |  | 0 | 0 | 11977 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 939295 | 4396 | SH |  | SOLE |  | 0 | 0 | 4396 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 848390 | 23423 | SH |  | SOLE |  | 0 | 0 | 23423 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 829395 | 15971 | SH |  | SOLE |  | 0 | 0 | 15971 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 779779 | 5350 | SH |  | SOLE |  | 0 | 0 | 5350 |
| COCA COLA CO | COM | 191216100 |  | 773781 | 10175 | SH |  | SOLE |  | 0 | 0 | 10175 |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | 025072505 |  | 772545 | 15435 | SH |  | SOLE |  | 0 | 0 | 15435 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 757712 | 15142 | SH |  | SOLE |  | 0 | 0 | 15142 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 727220 | 9471 | SH |  | SOLE |  | 0 | 0 | 9471 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 698404 | 7922 | SH |  | SOLE |  | 0 | 0 | 7922 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 672737 | 6759 | SH |  | SOLE |  | 0 | 0 | 6759 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 626650 | 6129 | SH |  | SOLE |  | 0 | 0 | 6129 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 617472 | 7369 | SH |  | SOLE |  | 0 | 0 | 7369 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 485532 | 2258 | SH |  | SOLE |  | 0 | 0 | 2258 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 480114 | 7012 | SH |  | SOLE |  | 0 | 0 | 7012 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 471589 | 725 | SH |  | SOLE |  | 0 | 0 | 725 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 443928 | 17314 | SH |  | SOLE |  | 0 | 0 | 17314 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 372679 | 5957 | SH |  | SOLE |  | 0 | 0 | 5957 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 343436 | 4454 | SH |  | SOLE |  | 0 | 0 | 4454 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 340489 | 14664 | SH |  | SOLE |  | 0 | 0 | 14664 |
| MERCK  INC | COM | 58933Y105 |  | 318633 | 2649 | SH |  | SOLE |  | 0 | 0 | 2649 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 309321 | 3241 | SH |  | SOLE |  | 0 | 0 | 3241 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 294532 | 296 | SH |  | SOLE |  | 0 | 0 | 296 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 275718 | 1625 | SH |  | SOLE |  | 0 | 0 | 1625 |
| WISDOMTREE TR | INTL EQUITY FD | 97717W703 |  | 275649 | 3944 | SH |  | SOLE |  | 0 | 0 | 3944 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 275421 | 954 | SH |  | SOLE |  | 0 | 0 | 954 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 273015 | 11031 | SH |  | SOLE |  | 0 | 0 | 11031 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 252213 | 2685 | SH |  | SOLE |  | 0 | 0 | 2685 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 245726 | 492 | SH |  | SOLE |  | 0 | 0 | 492 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 237362 | 411 | SH |  | SOLE |  | 0 | 0 | 411 |
| MCDONALDS CORP | COM | 580135101 |  | 233215 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| HARBOR ETF TRUST | HARBOR COMMODITY | 41151J505 |  | 213938 | 6899 | SH |  | SOLE |  | 0 | 0 | 6899 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 |  | 203674 | 1555 | SH |  | SOLE |  | 0 | 0 | 1555 |

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