Seven Springs Wealth Group, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Seven Springs Wealth Group, LLC 13F Holdings
CIK 0001803898 · BRENTWOOD, TN
As of Sep 30, 2025, Seven Springs Wealth Group, LLC reported
83 positions worth $413.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 1,143,955 | $77.9M | 18.84% |
| NU HOLDINGS LTD | NU | Financial Services | 4,657,043 | $74.6M | 18.03% |
| CIGNA GROUP | CI | Healthcare | 124,278 | $35.8M | 8.66% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 975,122 | $22.9M | 5.54% |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | — | 874,546 | $22.4M | 5.42% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 459,242 |
|
9.7M4.77% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 436,600 |
5.8M | 3.82% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 452,746 |
4.1M | 3.41% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 116,056 |
0.3M | 2.50% |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | IGV | — | 89,836 |
0.3M | 2.50% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 49,420 | $8.1M | 1.97% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 142,767 | $7.7M | 1.87% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 177,038 | $7.6M | 1.83% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 27,761 | $6.0M | 1.45% |
| ALPHABET INC | GOOGL | Equity | 23,301 | $5.7M | 1.37% |
| ISHARES CORE S&P 500 ETF | IVV | — | 8,158 | $5.5M | 1.32% |
| AMAZON.COM INC | AMZN | Equity | 22,440 | $4.9M | 1.19% |
| DUKE ENERGY CORP | DUK | Utilities | 36,026 | $4.5M | 1.08% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 94,158 | $4.1M | 1.00% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 90,005 | $4.1M | 0.99% |
| APPLE INC | AAPL | Technology | 15,451 | $3.9M | 0.95% |
| BANK OF AMERICA CORP | BAC-PL | Financial Services | 3,047 | $3.9M | 0.94% |
| WELLS FARGO & COMPANY | WFC-PL | Financial Services | 3,016 | $3.7M | 0.90% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 9,512 | $2.7M | 0.65% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 37,652 |
.7M | 0.42% |