13F Insight
DOSSIER · 13F-HR · Q2 2026

Seven Springs Wealth Group, LLC

$458M in tracked AUM across 85 positions as of Q2 2026.

SS
CIK 0001803898 · last filed Jun 30, 2026
Total AUM
$458M
as of Q2 2026
Holdings
85
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Seven Springs Wealth Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DGRO
ISHARES TR
$90M1.2M19.6%02
ISTB
ISHARES TR
$55M1.1M12.1%03
CI
THE CIGNA GROUP
$34M124K7.5%04
FNDF
SCHWAB STRATEGIC TR
$28M529K6.1%05
IBDU
ISHARES TR
$27M1.2M5.9%06
IBDX
ISHARES TR
$27M1.1M5.9%07
FNDE
SCHWAB STRATEGIC TR
$24M602K5.2%08
FNDA
SCHWAB STRATEGIC TR
$23M599K5.0%09
IUSG
ISHARES TR
$14M72K3.0%10
AVDV
AMERICAN CENTY ETF TR
$13M125K2.8%

Filing history

2026Q2Jun 30
$458M▲ 5.9%
85 positionsView →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 positionsLocked
Showing 12 of 27