Seven Springs Wealth Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Seven Springs Wealth Group, Llc disclosed 84 stock positions valued at approximately $458.09M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and THE CIGNA GROUP.
- Report Period
- June 30, 2026
- No. of Stocks
- 84
- Portfolio Value
- $458.09M
Holdings by Sector
Seven Springs Wealth Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | DGRO | Other | 19.59% | 1,183,767 | +40,102 | +3.51% | $89,717,720 |
| ISHARES TR | ISTB | Other | 12.05% | 1,144,207 | -212,159 | -15.64% | $55,207,974 |
| THE CIGNA GROUP | CI | Healthcare | 7.48% | 124,246 | - | - | $34,252,137 |
| SCHWAB STRATEGIC TR | FNDF | Other | 6.10% | 529,390 | +23,529 | +4.65% | $27,930,593 |
| ISHARES TR | IBDU | Other | 5.87% | 1,161,935 | -2,683 | -0.23% | $26,910,410 |
| ISHARES TR | IBDX | Other | 5.86% | 1,064,868 | +3,318 | +0.31% | $26,824,018 |
| SCHWAB STRATEGIC TR | FNDE | Other | 5.21% | 601,701 | +38,167 | +6.77% | $23,875,507 |
| SCHWAB STRATEGIC TR | FNDA | Other | 4.97% | 598,617 | +26,915 | +4.71% | $22,783,346 |
| ISHARES TR | IUSG | Other | 2.97% | 72,304 | +6,186 | +9.36% | $13,599,709 |
| AMERICAN CENTY ETF TR | AVDV | Other | 2.82% | 125,353 | +6,147 | +5.16% | $12,917,643 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 2.51% | 152,727 | -4,451 | -2.83% | $11,492,691 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.93% | 175,316 | -610 | -0.35% | $8,834,150 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.85% | 142,154 | -385 | -0.27% | $8,485,179 |
| ALPHABET INC | GOOGL | Communication Services | 1.58% | 20,249 | -1,221 | -5.69% | $7,236,393 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.40% | 27,175 | -400 | -1.45% | $6,430,104 |
| ISHARES TR | IVV | Other | 1.32% | 8,078 | -47 | -0.58% | $6,049,768 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 1.18% | 42,526 | +3,326 | +8.48% | $5,382,981 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.03% | 19,848 | -906 | -4.37% | $4,730,572 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.02% | 110,632 | +7,018 | +6.77% | $4,684,159 |
| BANK OF AMER CORP | BAC.PRN | Other | 1.00% | 3,644 | +266 | +7.87% | $4,571,398 |
| WELLS FARGO & CO | WFC-L | Other | 0.92% | 3,628 | +279 | +8.33% | $4,197,596 |
| APPLE INC | AAPL | Technology | 0.91% | 14,365 | +379 | +2.71% | $4,156,631 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.84% | 79,814 | -492 | -0.61% | $3,840,649 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.79% | 19,024 | - | - | $3,624,452 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.44% | 37,585 | - | - | $2,030,342 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.42% | 47,296 | -425 | -0.89% | $1,901,772 |
| VANGUARD INDEX FDS | VB | Other | 0.41% | 6,171 | - | - | $1,870,414 |
| GLOBAL X FDS | MLPX | Other | 0.34% | 21,236 | +3,613 | +20.50% | $1,564,247 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.33% | 2 | - | - | $1,497,700 |
| ALPHABET INC | GOOG | Communication Services | 0.31% | 4,024 | +25 | +0.63% | $1,421,705 |
Showing 30 of 84 holdings in the latest reporting period.