Institutions / Seven Springs Wealth Group, LLC
Seven Springs Wealth Group, LLC
CIK 1803898 · Institution · as of Dec 31, 2025
Portfolio value
$350.05M
Positions
83
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 83 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $78.87M | 22.5% |
| Cigna Group | $34.20M | 9.8% |
| iShares Tr | $26.91M | 7.7% |
| iShares Tr | $26.29M | 7.5% |
| Schwab Strategic Tr | $20.62M | 5.9% |
| Schwab Strategic Tr | $16.36M | 4.7% |
| Schwab Strategic Tr | $14.81M | 4.2% |
| American Centy ETF Tr | $10.75M | 3.1% |
| iShares Tr | $9.84M | 2.8% |
| iShares Tr | $9.59M | 2.7% |
| SPDR Index Shs Fds | $7.84M | 2.2% |
| Vanguard Intl Equity Index F | $7.68M | 2.2% |
| Alphabet Inc. | $6.91M | 2.0% |
| Vanguard Specialized Funds | $6.08M | 1.7% |
| iShares Tr | $5.57M | 1.6% |
| Amazon.com Inc | $4.92M | 1.4% |
| Duke Energy Corp | $4.37M | 1.2% |
| Schwab Strategic Tr | $4.09M | 1.2% |
| Verizon Communications Inc | $4.02M | 1.1% |
| Bank America Corp | $3.99M | 1.1% |
| Wells Fargo Co New | $3.83M | 1.1% |
| Apple Inc. | $3.81M | 1.1% |
| Select Sector SPDR Tr | $2.74M | 0.8% |
| Dimensional ETF Trust | $1.88M | 0.5% |
| Vanguard Index Fds | $1.63M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.