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

Seven Springs Wealth Group, LLC

Seven Springs Wealth's holding co. based in New York, NY — $432M in tracked AUM across 81 positions as of Q1 2026.

SS
Seven Springs Wealth·New York, NY·Holding Co.
CIK 0001803898 · last filed Mar 31, 2026
Total AUM
$432M
▲ 3.2%
vs prior
Holdings
81
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · 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

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