StockDriftsStockDriftsTop 50 Seven Springs Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 19.59% | 1.18M | $89.7M | +3.51%(+40.10K) | $48.67(+63.52%) | 2026-06-30 | |
| ISTB | ISHARES TR | 12.05% | 1.14M | $55.2M | -15.64%(-212.16K) | $48.60(-1.10%) | 2026-06-30 | |
| CI | THE CIGNA GROUP | 7.48% | 124.2K | $34.3M | +0.00%(+0) | $179.31(+57.58%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 6.1% | 529.4K | $27.9M | +4.65%(+23.53K) | $34.77(+60.09%) | 2026-06-30 | |
| IBDU | ISHARES TR | 5.87% | 1.16M | $26.9M | -0.23%(-2.68K) | $23.08(-0.05%) | 2026-06-30 | |
| IBDX | ISHARES TR | 5.86% | 1.06M | $26.8M | +0.31%(+3.32K) | $25.47(-2.11%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 5.21% | 601.7K | $23.9M | +6.77%(+38.17K) | $32.10(+28.83%) | 2026-06-30 | |
| FNDA | SCHWAB STRATEGIC TR | 4.97% | 598.6K | $22.8M | +4.71%(+26.91K) | $27.43(+39.76%) | 2026-06-30 | |
| IUSG | ISHARES TR | 2.97% | 72.3K | $13.6M | +9.36%(+6.19K) | $133.62(+45.38%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 2.82% | 125.4K | $12.9M | +5.16%(+6.15K) | $63.60(+74.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.27% | +41.51% | +7.01% | +40.35% |
| Top 20 Holdings Unweighted | +14.37% | +49.59% | +6.91% | +39.69% |
Seven Springs Wealth Group, LLC reports $458.09M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are DGRO (19.6%), ISTB (12.1%) and CI (7.5%). The top 20 holdings account for 87.65% of reported assets. Its disclosed equity book has returned +41.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seven Springs Wealth Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803898). View Seven Springs Wealth Group, LLC’s 13F filings on SEC