Seven Springs Wealth Group, LLC
CIK: 0001803898SEC EDGAR →
Portfolio Value
$350.0M
Holdings
83
As of
Q4 2025
New Positions
83
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,136,083 | $78.9M | 22.53% |
| 2 | THE CIGNA GROUP | 124,246 | $34.2M | 9.77% |
| 3 | ISHARES TR | 1,149,546 | $26.9M | 7.69% |
| 4 | ISHARES TR | 1,029,915 | $26.3M | 7.51% |
| 5 | SCHWAB STRATEGIC TR | 456,135 | $20.6M | 5.89% |
| 6 | SCHWAB STRATEGIC TR | 453,711 | $16.4M | 4.67% |
| 7 | SCHWAB STRATEGIC TR | 469,967 | $14.8M | 4.23% |
| 8 | AMERICAN CENTY ETF TR | 114,368 | $10.7M | 3.07% |
| 9 | ISHARES TR | 93,075 | $9.8M | 2.81% |
| 10 | ISHARES TR | 57,114 | $9.6M | 2.74% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $267.7M | 76.5% |
| Healthcare | 4 | $36.3M | 10.4% |
| Unknown | 5 | $10.5M | 3.0% |
| Technology | 13 | $10.1M | 2.9% |
| Communication Services | 2 | $8.2M | 2.3% |
| Consumer Cyclical | 4 | $7.0M | 2.0% |
| Utilities | 2 | $4.6M | 1.3% |
| Industrials | 6 | $3.0M | 0.8% |
| Consumer Defensive | 3 | $1.4M | 0.4% |
| Energy | 2 | $972K | 0.3% |
| Basic Materials | 1 | $301K | 0.1% |