§ 13F · FUND PROFILE
Seven Springs Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $413M (13F)Positions · 83Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$78M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 1.14M | $80M | 18.6% | +1% |
| 2 | ISTB | ISHARES TR | 1.36M | $66M | 15.2% | NEW |
| 3 | CI | THE CIGNA GROUP | 124K | $33M | 7.7% | ±0% |
| 4 | IBDU | ISHARES TR | 1.16M | $27M | 6.3% | +1% |
| 5 | IBDX | ISHARES TR | 1.06M | $27M | 6.2% | +3% |
| 6 | FNDF | SCHWAB STRATEGIC TR | 506K | $25M | 5.7% | +11% |
| 7 | FNDE | SCHWAB STRATEGIC TR | 564K | $22M | 5.0% | +24% |
| 8 | FNDA | SCHWAB STRATEGIC TR | 572K | $19M | 4.3% | +22% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 119K | $12M | 2.8% | +4% |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | 157K | $12M | 2.7% | NEW |
§ 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 $413 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed