13F Insight
DOSSIER · 13F-HR · Q1 2026

Seven Springs Wealth Group, LLC

$432M in tracked AUM across 81 positions as of Q1 2026.

SS
CIK 0001803898 · last filed Mar 31, 2026
Total AUM
$432M
as of Q1 2026
Holdings
81
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Seven Springs Wealth Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DGRO
ISHARES TR
$80M1.1M18.6%02
ISTB
ISHARES TR
$66M1.4M15.2%03
CI
THE CIGNA GROUP
$33M124K7.7%04
IBDU
ISHARES TR
$27M1.2M6.3%05
IBDX
ISHARES TR
$27M1.1M6.2%06
FNDF
SCHWAB STRATEGIC TR
$25M506K5.7%07
FNDE
SCHWAB STRATEGIC TR
$22M564K5.0%08
FNDA
SCHWAB STRATEGIC TR
$19M572K4.3%09
AVDV
AMERICAN CENTY ETF TR
$12M119K2.8%10
VCLT
VANGUARD SCOTTSDALE FDS
$12M157K2.7%

Filing history

2026Q1Mar 31
$432M▲ 23.6%
81 positionsView →2025Q4Dec 31
$350M▼ 15.3%
83 positionsView →2025Q3Sep 30
$413M▲ 2.4%
83 positionsView →2025Q2Jun 30
$404M▲ 44.0%
84 positionsLocked2025Q1Mar 31
$281M▲ 4.4%
81 positionsLocked2024Q4Dec 31
$269M▼ 2.4%
77 positionsLocked2024Q3Sep 30
$275M▲ 7.6%
71 positionsLocked2024Q2Jun 30
$256M▼ 1.8%
62 positionsLocked2024Q1Mar 31
$260M▲ 17.4%
62 positionsLocked2023Q4Dec 31
$222M▲ 6.4%
60 positionsLocked2023Q3Sep 30
$209M▼ 1.0%
56 positionsLocked2023Q2Jun 30
$211M▲ 4.1%
63 positionsLocked
Showing 12 of 26