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Seven Springs Wealth Group, LLC

Portfolio Manager
Seven Springs Wealth Group, LLC
Performance
+0.08% (2026 Q1)
AUM (13F)
$432.49M
# of Holdings
81
Performance Rank
Allocation (Top 20)
88.65%

Seven Springs Wealth Group, LLC Holdings Map

Top 50 Seven Springs Wealth Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DGRO
ISHARES TR
18.56%1.14M$80.3M
+0.67%(+7.58K)
2025-Q1: 1.01M shares2025-Q2: 1.09M shares2025-Q3: 1.14M shares2025-Q4: 1.14M shares2026-Q1: 1.14M shares
$47.84(+61.50%)
2026-03-31
ISTB
ISHARES TR
15.2%1.36M$65.7M
+17038.82%(+1.35M)
2025-Q1: 11.7K shares2025-Q2: 11.7K shares2025-Q3: 7.9K shares2025-Q4: 7.9K shares2026-Q1: 1.36M shares
$48.60(-1.00%)
2026-03-31
CI
THE CIGNA GROUP
7.66%124.2K$33.1M
+0.00%(+0)
2025-Q1: 125.2K shares2025-Q2: 124.3K shares2025-Q3: 124.3K shares2025-Q4: 124.2K shares2026-Q1: 124.2K shares
$179.31(+60.49%)
2026-03-31
IBDU
ISHARES TR
6.26%1.16M$27.1M
+1.31%(+15.07K)
2025-Q1: 774.6K shares2025-Q2: 855.6K shares2025-Q3: 975.1K shares2025-Q4: 1.15M shares2026-Q1: 1.16M shares
$23.08(+0.12%)
2026-03-31
IBDX
ISHARES TR
6.2%1.06M$26.8M
+3.07%(+31.64K)
2025-Q1: 774.6K shares2025-Q2: 855.6K shares2025-Q3: 874.5K shares2025-Q4: 1.03M shares2026-Q1: 1.06M shares
$25.47(-1.49%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
5.72%505.9K$24.8M
+10.90%(+49.73K)
2025-Q1: 417.1K shares2025-Q2: 441.3K shares2025-Q3: 459.2K shares2025-Q4: 456.1K shares2026-Q1: 505.9K shares
$34.06(+54.86%)
2026-03-31
FNDE
SCHWAB STRATEGIC TR
4.99%563.5K$21.6M
+24.21%(+109.82K)
2025-Q1: 358.2K shares2025-Q2: 395.9K shares2025-Q3: 436.6K shares2025-Q4: 453.7K shares2026-Q1: 563.5K shares
$31.66(+24.49%)
2026-03-31
FNDA
SCHWAB STRATEGIC TR
4.29%571.7K$18.5M
+21.65%(+101.73K)
2025-Q1: 380.0K shares2025-Q2: 423.6K shares2025-Q3: 452.7K shares2025-Q4: 470.0K shares2026-Q1: 571.7K shares
$27.08(+38.91%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
2.75%119.2K$11.9M
+4.23%(+4.84K)
2025-Q1: 104.2K shares2025-Q2: 111.4K shares2025-Q3: 116.1K shares2025-Q4: 114.4K shares2026-Q1: 119.2K shares
$61.73(+69.15%)
2026-03-31
VCLT
VANGUARD SCOTTSDALE FDS
2.72%157.2K$11.7M
+2381.50%(+150.84K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 18.3K shares2025-Q4: 6.3K shares2026-Q1: 157.2K shares
$75.39(-0.77%)
2026-03-31

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