Seven Springs Wealth Group, LLC
CIK: 0001803898Latest portfolio: $350.0M · Q4 2025
Holdings
83
Total Value
$350.0M
New Positions
5
Closed Positions
5
Top Holdings
View All 83 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DGROISHARES TR | 1,136,083 | $78.9M | 22.53% | -7,872 | |
| 2 | CITHE CIGNA GROUP | 124,246 | $34.2M | 9.77% | -32 | |
| 3 | IBDUISHARES TR | 1,149,546 | $26.9M | 7.69% | +174K | |
| 4 | IBDXISHARES TR | 1,029,915 | $26.3M | 7.51% | +155K | |
| 5 | FNDFSCHWAB STRATEGIC TR | 456,135 | $20.6M | 5.89% | -3,107 | |
| 6 | FNDESCHWAB STRATEGIC TR | 453,711 | $16.4M | 4.67% | +17K | |
| 7 | FNDASCHWAB STRATEGIC TR | 469,967 | $14.8M | 4.23% | +17K | |
| 8 | AVDVAMERICAN CENTY ETF TR | 114,368 | $10.7M | 3.07% | -1,688 | |
| 9 | IGVISHARES TR | 93,075 | $9.8M | 2.81% | +3K | |
| 10 | IUSGISHARES TR | 57,114 | $9.6M | 2.74% | +8K | |
| 11 | SPDWSPDR INDEX SHS FDS | 176,501 | $7.8M | 2.24% | -537 | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 142,767 | $7.7M | 2.19% | — | |
| 13 | GOOGLALPHABET INC | 22,081 | $6.9M | 1.97% | -1,220 | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 27,647 | $6.1M | 1.74% | -114 | |
| 15 | IVVISHARES TR | 8,135 | $5.6M | 1.59% | -23 | |
| 16 | AMZNAMAZON COM INC | 21,297 | $4.9M | 1.40% | -1,143 | |
| 17 | DUKDUKE ENERGY CORP NEW | 37,274 | $4.4M | 1.25% | +1K | |
| 18 | SCHCSCHWAB STRATEGIC TR | 89,921 | $4.1M | 1.17% | -84 | |
| 19 | BACVERIZON COMMUNICATIONS INC | 98,744 | $4.0M | 1.15% | +5K | |
| 20 | BAC 7.25 PERP LBANK AMERICA CORP | 3,183 | $4.0M | 1.14% | +136 | |
| 21 | WFC 7.5 PERP LWELLS FARGO CO NEW | 3,156 | $3.8M | 1.09% | +140 | |
| 22 | AAPLAPPLE INC | 14,011 | $3.8M | 1.09% | -1,440 | |
| 23 | XLKSELECT SECTOR SPDR TR | 19,024 | $2.7M | 0.78% | +10K | |
| 24 | DFIVDIMENSIONAL ETF TRUST | 37,585 | $1.9M | 0.54% | -67 | |
| 25 | VBVANGUARD INDEX FDS | 6,334 | $1.6M | 0.47% | — |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($7.886626905262932e+141T)
Technology0.0% ($3.8081562121661464e+32T)
Industrials0.0% ($689612554.5T)
Unknown0.0% ($398538251.5T)
Consumer Cyclical0.0% ($49151.3T)
Healthcare0.0% ($34196.9T)
Consumer Defensive0.0% ($706.4B)
Communication Services0.0% ($69.1B)
Utilities0.0% ($4.4B)
Energy0.0% ($518.5M)
Basic Materials0.0% ($301K)
Filing History
Fund Information
Seven Springs Wealth Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $350.0M across 83 holdings. The largest position is ISHARES TR (DGRO), representing 22.5% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.