§ 13F · FUND PROFILE
Seven Springs Wealth Group, LLC.
AUM · $458M (13F)Positions · 85Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 1.18M | $90M | 19.6% | +4% |
| 2 | ISTB | ISHARES TR | 1.14M | $55M | 12.1% | −16% |
| 3 | CI | THE CIGNA GROUP | 124K | $34M | 7.5% | ±0% |
| 4 | FNDF | SCHWAB STRATEGIC TR | 529K | $28M | 6.1% | +5% |
| 5 | IBDU | ISHARES TR | 1.16M | $27M | 5.9% | ±0% |
| 6 | IBDX | ISHARES TR | 1.06M | $27M | 5.9% | ±0% |
| 7 | FNDE | SCHWAB STRATEGIC TR | 602K | $24M | 5.2% | +7% |
| 8 | FNDA | SCHWAB STRATEGIC TR | 599K | $23M | 5.0% | +5% |
| 9 | IUSG | ISHARES TR | 72K | $14M | 3.0% | +9% |
| 10 | AVDV | AMERICAN CENTY ETF TR | 125K | $13M | 2.8% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEVEN SIGNAL
AC read
Seven Springs Wealth Group, LLC is a Other fund managing $458 million in assets. The fund runs a portfolio of 85 positions.
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