account_balance

Investment manager · 13F filer · SEC CIK 1803898

Seven Springs Wealth Group, LLC

Reported value$452Mas of Sep 30, 2026
Positions85 4 new, 4 sold out
Top 10 weight72.5%DGRO alone is 20%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DGRO iShares Tr 19.7% Held
ISTB iShares Tr 12.0% Held
FNDF Schwab Strategic Tr 6.4% Added +2%
CI Cigna Group 6.0% Trimmed −19%
IBDU iShares Tr 5.8% Held
FNDE Schwab Strategic Tr 5.8% Added +4%
IBDX iShares Tr 5.7% Held
FNDA Schwab Strategic Tr 4.8% Added +3%
IUSG iShares Tr 3.2% Added +3%
AVDV American Centy ETF Tr 3.1% Added +3%
SPDW SPDR Index SHS FDS 1.9% Held
VWO Vanguard Intl Equity Index F 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • IGLB $5.86M
  • SRLN $5.66M
  • PFFA $700K
  • ACN $208K
arrow_upwardAdded
  • AIS +114%
  • FNDE +4%
  • VZ +4%
  • MLPX +4%
arrow_downwardTrimmed
remove_circleSold out
  • Bank of Amer Corp $4.57M
  • SILA $290K
  • FTAI $238K
  • MCD $202K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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